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Eaton Corporation PLC (ETN $362.03)
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GE Aerospace (GE $297.73)
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United Rentals Inc. (URI $996.63)
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Linde plc (LIN $449.84)
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Axon Enterprise Inc. (AXON $700.45)
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EMCOR Group Inc. (EME $663.00)
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Comfort Systems USA Inc. (FIX $789.37)
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Heico Corporation (HEI $312.90)
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Vertiv Holdings LLC Class A (VRT $172.48)
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RTX Corporation (RTX $177.71)
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GE Vernova Inc. (GEV $582.49)
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!