Q: Can I get an updated view on FIX?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Caterpillar Inc. (CAT $810.05)
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Chevron Corporation (CVX $192.22)
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Union Pacific Corporation (UNP $264.78)
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Exxon Mobil Corporation (XOM $154.67)
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Canadian National Railway Company (CNR $147.91)
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Enbridge Inc. (ENB $73.01)
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Fortis Inc. (FTS $76.99)
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Hydro One Limited (H $57.81)
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Nutrien Ltd. (NTR $101.43)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Vertiv Holdings LLC Class A (VRT $306.18)
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Constellation Energy Corporation (CEG $297.00)
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets
Thank you
Yves
Thank you
Yves
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Broadcom Inc. (AVGO $405.45)
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KLA Corporation (KLAC $1,816.21)
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Lam Research Corporation (LRCX $248.75)
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Micron Technology Inc. (MU $518.46)
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NVIDIA Corporation (NVDA $209.25)
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Emerson Electric Company (EMR $136.56)
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Eaton Corporation PLC (ETN $410.77)
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NRG Energy Inc. (NRG $149.01)
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Rockwell Automation Inc. (ROK $400.20)
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Advanced Micro Devices Inc. (AMD $337.11)
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Take-Two Interactive Software Inc. (TTWO $215.34)
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MasTec Inc. (MTZ $370.55)
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Elastic N.V. (ESTC $47.40)
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Clear Channel Outdoor Holdings Inc. (CCO $2.40)
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EMCOR Group Inc. (EME $833.37)
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Comfort Systems USA Inc. (FIX $1,724.14)
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SPX Technologies Inc. (SPXC $211.36)
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Pegasystems Inc. (PEGA $35.67)
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Primoris Services Corporation (PRIM $166.07)
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Vistra Corp. (VST $153.79)
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BWX Technologies Inc. (BWXT $208.08)
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Zoomd Technologies Ltd. (ZOMD $0.54)
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Datadog Inc. (DDOG $133.98)
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Vertiv Holdings LLC Class A (VRT $306.18)
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Snowflake Inc. (SNOW $141.22)
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JFrog Ltd. (FROG $46.27)
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Roblox Corporation Class A (RBLX $56.28)
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Applovin Corporation (APP $443.43)
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Constellation Energy Corporation (CEG $297.00)
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Talen Energy Corporation (TLN $351.91)
Q: Thank you for your just published special report on AI but will you soon publish a report listing the cos and sectors which will be negatively affected and whose moat will be disrupted?
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Honeywell International Inc. (HON $210.30)
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Quanta Services Inc. (PWR $628.60)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Powell Industries Inc. (POWL $253.49)
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Sterling Infrastructure Inc. (STRL $469.75)
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Trane Technologies plc (TT $479.37)
Q: Hi 5i
Of these 6 companies what would be your order of preference in buying today?
If you could give some of your reasoning it would be greatly appreciated.
Thanks
Of these 6 companies what would be your order of preference in buying today?
If you could give some of your reasoning it would be greatly appreciated.
Thanks
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Lockheed Martin Corporation (LMT $509.81)
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Northrop Grumman Corporation (NOC $572.41)
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Waste Management Inc. (WM $230.31)
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WSP Global Inc. (WSP $222.98)
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Comfort Systems USA Inc. (FIX $1,724.14)
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SPX Technologies Inc. (SPXC $211.36)
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Stantec Inc (STN $89.46)
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GFL Environmental Inc. subordinate voting shares (GFL $55.21)
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MDA Space Ltd. (MDA $39.68)
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Karman Holdings Inc. (KRMN $65.98)
Q: Can you suggest some stock and ETF's traded on both US and CDN exchanges that employ many blue collar workers that may not be effected by AI implementation. My thinking is that one always needs humans to do "actual" labour like building homes, plumbing & electrical maintenance etc. Does this make sense?
Q: Would you please explain the significant drop in the share price of CARR since July 2025.
Do you see a recovery anytime soon? Is there a better choice in the HVAC space or would you stay with Carrier?
Thanks and Happy 2026!
Do you see a recovery anytime soon? Is there a better choice in the HVAC space or would you stay with Carrier?
Thanks and Happy 2026!
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Amazon.com Inc. (AMZN $263.04)
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Alphabet Inc. (GOOG $347.31)
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Micron Technology Inc. (MU $518.46)
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Celestica Inc. (CLS $515.17)
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Agnico Eagle Mines Limited (AEM $251.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.06)
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Kraken Robotics Inc. (PNG $7.62)
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EnerSys (ENS $205.46)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Brookfield Corporation Class A Limited Voting Shares (BN $59.10)
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Nebius Group N.V. (NBIS $141.19)
Q: Hi 5i Guys, Could you please rank the noted stocks in order of your expected growth in the next 3 + years? Thank you!
Happy New Year!
Happy New Year!
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Celestica Inc. (CLS $515.17)
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goeasy Ltd. (GSY $33.51)
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Firan Technology Group Corporation (FTG $18.89)
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TerraVest Industries Inc. (TVK $139.05)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $279.16)
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Albemarle Corporation (ALB $190.88)
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Kraken Robotics Inc. (PNG $7.62)
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Zedcor Inc. (ZDC $6.37)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Kratos Defense & Security Solutions Inc. (KTOS $59.56)
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BWX Technologies Inc. (BWXT $208.08)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Hims & Hers Health Inc. Class A (HIMS $26.33)
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Tantalus Systems Holding Inc. (GRID $6.03)
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Robinhood Markets Inc. (HOOD $71.20)
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Propel Holdings Inc. (PRL $21.09)
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Telesat Corporation Common and Variable Voting Shares (TSAT $60.20)
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Reddit Inc. Class A (RDDT $147.75)
Q: Everyone, On December 9th, i asked a question on multi baggers and you supplied the list stated above. I am now deciding - What rationale do i use to pick from the list? Is it 5 or 10 and which 5 or 10? My thought is to choose them all. Your thoughts would be appreciated. Clayton
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Celestica Inc. (CLS $515.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.06)
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goeasy Ltd. (GSY $33.51)
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Firan Technology Group Corporation (FTG $18.89)
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TerraVest Industries Inc. (TVK $139.05)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $279.16)
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Albemarle Corporation (ALB $190.88)
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Kraken Robotics Inc. (PNG $7.62)
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Zedcor Inc. (ZDC $6.37)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Kratos Defense & Security Solutions Inc. (KTOS $59.56)
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BWX Technologies Inc. (BWXT $208.08)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Hims & Hers Health Inc. Class A (HIMS $26.33)
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Tantalus Systems Holding Inc. (GRID $6.03)
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Robinhood Markets Inc. (HOOD $71.20)
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Propel Holdings Inc. (PRL $21.09)
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Telesat Corporation Common and Variable Voting Shares (TSAT $60.20)
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Reddit Inc. Class A (RDDT $147.75)
Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton
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Amazon.com Inc. (AMZN $263.04)
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Broadcom Inc. (AVGO $405.45)
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Alphabet Inc. (GOOG $347.31)
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Microsoft Corporation (MSFT $424.46)
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NVIDIA Corporation (NVDA $209.25)
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Amphenol Corporation (APH $148.38)
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Rockwell Automation Inc. (ROK $400.20)
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Celestica Inc. (CLS $515.17)
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Advanced Micro Devices Inc. (AMD $337.11)
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Arista Networks Inc. (ANET $168.68)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Fabrinet (FN $643.46)
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Vertiv Holdings LLC Class A (VRT $306.18)
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IREN Limited (IREN $42.86)
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Nebius Group N.V. (NBIS $141.19)
Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?
Q: Would you buy into the momentum, as you indicated that it would extend into the next Q at least. I have a large gain on NBIS and although it is still just a 6% weighting, I am thinking of selling 1/2 and putting it into FIX. Would you wait for a better entry or do it at current price? Or would you just hold the course with NBIS?
Q: What do you think of the earnings announcement on Oct 23rd?
They also increased the dividend by 20%. My notes show this is the 4th time this year they have announced an increase to the dividend (Feb, April, July and October).
They also increased the dividend by 20%. My notes show this is the 4th time this year they have announced an increase to the dividend (Feb, April, July and October).
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Eaton Corporation PLC (ETN $410.77)
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GE Aerospace (GE $283.57)
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United Rentals Inc. (URI $952.13)
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Linde plc (LIN $504.71)
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Axon Enterprise Inc. (AXON $400.54)
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EMCOR Group Inc. (EME $833.37)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Heico Corporation (HEI $260.99)
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Vertiv Holdings LLC Class A (VRT $306.18)
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RTX Corporation (RTX $172.79)
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GE Vernova Inc. (GEV $1,063.11)
Q: Good morning 5i,
I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).
I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?
Many thanks!
I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).
I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?
Many thanks!
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Amphenol Corporation (APH $148.38)
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Celestica Inc. (CLS $515.17)
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Comfort Systems USA Inc. (FIX $1,724.14)
Q: Hi again,
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you
Like CLS, these stocks have risen quickly and might be overvalued. Like CLS, some analysts seem to think the ride can continue.
Would you be comfortable initiating a position, at which price and why, please?
Thank you
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Caterpillar Inc. (CAT $810.05)
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Deere & Company (DE $560.02)
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Union Pacific Corporation (UNP $264.78)
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Canadian Pacific Kansas City Limited (CP $115.30)
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Transdigm Group Incorporated (TDG $1,142.74)
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Axon Enterprise Inc. (AXON $400.54)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Old Dominion Freight Line Inc. (ODFL $209.35)
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Heico Corporation (HEI $260.99)
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L3Harris Technologies Inc. (LHX $321.40)
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Vertiv Holdings LLC Class A (VRT $306.18)
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RTX Corporation (RTX $172.79)
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Rocket Lab Corporation (RKLB $77.02)
Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
Q: Fix again reported stellar results. My question is , does the company have an over reliance on the AI build or the build just icing on the cake .
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Costco Wholesale Corporation (COST $998.67)
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Progressive Corporation (The) (PGR $200.66)
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United Rentals Inc. (URI $952.13)
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Walmart Inc. (WMT $128.01)
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Caseys General Stores Inc. (CASY $781.50)
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Axon Enterprise Inc. (AXON $400.54)
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Arthur J. Gallagher & Co. (AJG $211.81)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Brown & Brown Inc. (BRO $61.64)
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Robinhood Markets Inc. (HOOD $71.20)
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Skyward Specialty Insurance Group Inc. (SKWD $44.79)
Q: What are your top 3 sectors (ex tech) to invest in the US right now for the next 3 years ? I am looking to hold 3-5 years.
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
Please name your top 3 ideas (ranked if possible) in each of your preferred sectors for an investor with moderate to high risk appetite, regardless of market cap.
Thank you
Q: Could you please comment on their quarterly results, thank you.
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Axon Enterprise Inc. (AXON $400.54)
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Curtiss-Wright Corporation (CW $696.23)
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Comfort Systems USA Inc. (FIX $1,724.14)
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Construction Partners Inc. (ROAD $115.35)
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Sterling Infrastructure Inc. (STRL $469.75)
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IES Holdings Inc. (IESC $572.01)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Trane Technologies plc (TT $479.37)
Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?
Q: I hold Comfort Systems and am down significantly on the stock. Do you think it is worth holding and adding to or would you move on. If I were to move on could you suggest other names in the same space. Thank You.