Q: Recently FIX has been very favourably mentioned in the Q + A. I have been holding TT for some time (and wow, thanks very much 5i for referring to this). Are the 2 very similar or can both be held? And if only one, which would you see as having the better total return performance going forward? Thank you for the excellent service.
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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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Quanta Services Inc. (PWR $443.66)
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EMCOR Group Inc. (EME $670.29)
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Comfort Systems USA Inc. (FIX $1,076.07)
Q: Hi, Could you please provide more details on Quanta Services, as a niche operator in Power Infrastructure sector. Why do you consider it as one of your best picks in the sector ? How is its debt and current valuation ? After recent earnings of May 2, stock has gone up from $255 to $285, before pulling back briefly yesterday to $280. Would you be comfortable to start a position at current level or wait for a better entry point ?
Thank You
Thank You
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Amazon.com Inc. (AMZN $241.40)
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Meta Platforms Inc. (META $628.26)
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Microsoft Corporation (MSFT $466.92)
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Comfort Systems USA Inc. (FIX $1,076.07)
Q: I read about this company recently and bought a 1/2 position.
In reviewing a 1 year and a 3 year and 6 month chart fix out performed apple, MSFT,meta,AMZN . Which for an industrial company I found interesting.
My question , did something unique occur in the past 3 years for this outperformance and if not does the future look as bright
In reviewing a 1 year and a 3 year and 6 month chart fix out performed apple, MSFT,meta,AMZN . Which for an industrial company I found interesting.
My question , did something unique occur in the past 3 years for this outperformance and if not does the future look as bright
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Cintas Corporation (CTAS $192.03)
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Axon Enterprise Inc. (AXON $647.21)
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Casella Waste Systems Inc. (CWST $99.74)
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Comfort Systems USA Inc. (FIX $1,076.07)
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Vestis Corporation (VSTS $6.44)
Q: Can you name another stock that is as boring as this business that can match the return on investment? Do they have any competition?
Thanks Again
Thanks Again
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Stantec Inc. (STN $136.47)
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Comfort Systems USA Inc. (FIX $1,076.07)
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SPX Technologies Inc. (SPXC $211.46)
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TopBuild Corp. (BLD $487.10)
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Trane Technologies plc (TT $390.74)
Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?
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BMO Global Infrastructure Index ETF (ZGI $51.73)
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GLOBAL X FDS (BOTZ $37.82)
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Comfort Systems USA Inc. (FIX $1,076.07)
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Encore Wire Corporation (WIRE)
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Global X Big Data & Hardware Index ETF (HBGD $53.33)
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Global X Data Center REITs & Digital Infrastructur (VPN)
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First Trust NASDAQ Clean Edge Smart Grid Infrastru (GRID $156.58)
Q: I’m looking for some niche type ETF’s that would have companies that supply electrical parts,/equipment suppliers for the electrical infrastructure build that many people are suggesting is coming. It would possibly hold companies like WIRE.
Also if there is an ETF that would contain companies that will benefit from the large data centres that AI companies will require to be built. This ETF would hold companies like FIX.
If there are none than maybe you could drop a few names under each category. HPS.A has been a great find. Thank you. Looking for others in the same field.
Terry
Also if there is an ETF that would contain companies that will benefit from the large data centres that AI companies will require to be built. This ETF would hold companies like FIX.
If there are none than maybe you could drop a few names under each category. HPS.A has been a great find. Thank you. Looking for others in the same field.
Terry
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Parker-Hannifin Corporation (PH $939.02)
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Comfort Systems USA Inc. (FIX $1,076.07)
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Mueller Industries Inc. (MLI $126.34)
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Encore Wire Corporation (WIRE)
Q: Hi Peter, Great a service.
Can you rank these 4 stocks in terms of growth and risk?
Can you rank these 4 stocks in terms of growth and risk?
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Crocs Inc. (CROX $85.08)
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Comfort Systems USA Inc. (FIX $1,076.07)
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Qualys Inc. (QLYS $134.05)
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SPS Commerce Inc. (SPSC $92.12)
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Lantheus Holdings Inc. (LNTH $64.94)
Q: As you look into your crystal ball, could you please prioritize, top to bottom, your top 5 US mid cap stocks for a five year plus hold. Thanks
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WSP Global Inc. (WSP $266.62)
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TFI International Inc. (TFII $157.24)
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Owens Corning Inc New (OC $122.33)
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Comfort Systems USA Inc. (FIX $1,076.07)
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Mettler-Toledo International Inc. (MTD $1,478.75)
Q: Hello,
There hasn't been a question on this company since 2021 - can I get your updated opinion of it? They just reported earnings this week and beat EPS estimates.
For a portfolio light on industrials, would you recommend it? If not, can you list a few industrials that you consider better - US or CDN.
Thank you,
There hasn't been a question on this company since 2021 - can I get your updated opinion of it? They just reported earnings this week and beat EPS estimates.
For a portfolio light on industrials, would you recommend it? If not, can you list a few industrials that you consider better - US or CDN.
Thank you,
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AMETEK Inc. (AME $211.31)
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WSP Global Inc. (WSP $266.62)
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TFI International Inc. (TFII $157.24)
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ATS Corporation (ATS $40.94)
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Comfort Systems USA Inc. (FIX $1,076.07)
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Heico Corporation (HEI $351.61)
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Boyd Group Services Inc. (BYD $220.18)
Q: Hi 5i
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you
I'd like to address my low level of industrials (as pointed out by your analytics). Could you provide a top/favourite 3-5 list (either US or CDN) given current market conditions please.
Thank you
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Comfort Systems USA Inc. (FIX $1,076.07)
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Watsco Inc. (WSO $372.64)
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Trane Technologies plc (TT $390.74)
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Carrier Global Corporation (CARR $55.44)
Q: May I have your thoughts about Carrier's acquisition of Viessmann Climate Solutions? I have been looking at HVAC investment opportunities in the UK & Europe and the only alternative is Trane. Which of those two are the more suitable investment at this time? Thanks.