Q: Hi,
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!
Have held ROP for many years and done well. Can you please comment on recent earnings which clearly street not happy with. What are your thoughts on a switch from ROP to URI, a company I have wanted to buy for a long time? What is good price for URI? Thank you!
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Costco Wholesale Corporation (COST)
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Caterpillar Inc. (CAT)
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Home Depot Inc. (The) (HD)
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Eli Lilly and Company (LLY)
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United Rentals Inc. (URI)
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Walmart Inc. (WMT)
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Trane Technologies plc (TT)
Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?
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CSX Corporation (CSX)
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Intel Corporation (INTC)
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United Rentals Inc. (URI)
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Lennox International Inc. (LII)
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Trane Technologies plc (TT)
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MP Materials Corp. (MP)
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Global X U.S. Infrastructure Development ETF (PAVE)
Q: It seems to me that one one of the major themes going forward that we as investors must pay attention to is on-shoring or the re-industrialization of the United States and the western world. Please share with me some of the global and Canadian companies that should benefit if this trend continues. I'm interested in both individual companies and ETFs.