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5i Recent Questions
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Axon Enterprise Inc. (AXON)
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Construction Partners Inc. (ROAD)
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Vertiv Holdings LLC Class A (VRT)
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Carrier Global Corporation (CARR)
Q: Hi Everyone,
Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.
VRT is my only US "Industrial" at present.
Thank you!
Can I ask your favourite (3-5 names) US Industrials names right now and a brief statement why? I'm not concerned about the tariffs or recession possibility, but rather wondering what do you see as some great opportunities right now that have serious potential beyond the current situation.
VRT is my only US "Industrial" at present.
Thank you!
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Expedia Group Inc. (EXPE)
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United Rentals Inc. (URI)
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Celestica Inc. (CLS)
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Shift4 Payments Inc. Class A (FOUR)
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Propel Holdings Inc. (PRL)
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D2L Inc. Subordinate Voting Shares (DTOL)
Q: Hi guys....great service....just wondering if you have 2-3 names on both sides of the border...undervalued and you think are great opportunities for bounceback over the next 6-12 months...
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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United Rentals Inc. (URI)
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Blackstone Inc. (BX)
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WELL Health Technologies Corp. (WELL)
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Knight-Swift Transportation Holdings Inc. (KNX)
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U-Haul Holding Co Com (UHAL)
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TFI International Inc - Ordinary Shares (TFII)
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Vertiv Holdings LLC Class A (VRT)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Nebius Group N.V. (NBIS)
Q: Which tax loss proxies would you suggest for the following companies?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?
Are there some that you would rather stay in cash for a month or just sell out right and buy something unrelated?
I am a bit hesitant to sell BN,GOOG and AMZN for a tax loss as I feel they have the most bounce potential on good news. What do you think of that?
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