Q: What companies in the USA for materials - Is lumber the next thing to run as we are short of housing in USA and CDN
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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.
- NexGen Energy Ltd. (NXE)
- Lundin Mining Corporation (LUN)
- Agnico Eagle Mines Limited (AEM)
- Capstone Copper Corp. (CS)
- Linde plc (LIN)
- Eagle Materials Inc (EXP)
Q: Can you please rank the above material stocks for purchasing right now? Thank you
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- AutoZone Inc. (AZO)
- Deere & Company (DE)
- Ecolab Inc. (ECL)
- Sherwin-Williams Company (The) (SHW)
- Union Pacific Corporation (UNP)
- Super Micro Computer Inc. (SMCI)
- Linde plc (LIN)
- Crocs Inc. (CROX)
- Old Dominion Freight Line Inc. (ODFL)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
- Royal Helium Ltd. (RHC)
- Avanti Helium Corp. (AVN)
- Linde plc (LIN)
- Helium Evolution Incorporated (HEVI)
Q: I was thinking of investing in helium and wanted to know what you thought of the above 3 companies. If they’re not investments can you recommend some good companies?
Q: Hi All at 5i!!
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?
Cheers,
Tamara
What are your thoughts about Bloom as a hydrogen play?? Is it profitable yet? Is there another company that might be a better choice to start a position?
Cheers,
Tamara
- Ecolab Inc. (ECL)
- Sherwin-Williams Company (The) (SHW)
- iShares S&P/TSX Global Base Metals Index ETF (XBM)
- Global X Lithium & Battery Tech ETF (LIT)
- Linde plc (LIN)
Q: Hi Peter and 5iresearch team
I don't have any exposure to materials. I have XBM and LIT on my list.
1. Is now a good time to start investing in materials?
2. Would you consider other ETFs/stocks (US or CAD) that must be held as a first step investing in materials?
Thank you
I don't have any exposure to materials. I have XBM and LIT on my list.
1. Is now a good time to start investing in materials?
2. Would you consider other ETFs/stocks (US or CAD) that must be held as a first step investing in materials?
Thank you
- Air Products and Chemicals Inc. (APD)
- Freeport-McMoRan Inc. (FCX)
- Agnico Eagle Mines Limited (AEM)
- iShares Gold Bullion ETF (CGL.C)
- iShares S&P/TSX Capped Materials Index ETF (XMA)
- Nutrien Ltd. (NTR)
- Linde plc (LIN)
- West Fraser Timber Co. Ltd. (WFG)
Q: Portfolio Analytics indicates that across all accounts, we are underweight in the Basic Materials sector. The two stocks and CGL.C listed above are the only holdings in this sector. (CGL.C is a small holding. as it can be traded with zero commission)
Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.
For a Canadian ETF, what is your opinion of XMA?
Please deduct as many credits as necessary.
Thanks
Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.
For a Canadian ETF, what is your opinion of XMA?
Please deduct as many credits as necessary.
Thanks
Q: Looking at basic materials, would you consider Linde a good choice?
What materials do you think might be in greatest demand in our fast evolving future?
Thanks,
V
What materials do you think might be in greatest demand in our fast evolving future?
Thanks,
V
- Cintas Corporation (CTAS)
- FMC Corporation (FMC)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- K-Bro Linen Inc. (KBL)
- Linde plc (LIN)
- Topicus.com Inc. (TOI)
- Neighbourly Pharmacy Inc. (NBLY)
- Lumine Group Inc. (LMN)
Q: Hi Team,
I would like your opinion on FMC. The stock is down significantly because one of the key product family is seeing patents expiry-diamides. It probably also moved lower with the rest of the agrobusiness sector-. Do you think it is a good time to take a small position in FMC. I am looking to a 3 to 5 years horizon.
I would also take position in one of the 3 other Cie listed -LIN, CTAS, KBL- due to the fact that I think these are 3 companies that could be fairly resilient in an economic downturn. How would you rank these choices in term of stability and capital appreciation potential ? Other suggestions are welcome!
Take the amount of credit necessary to answer my questions and sub questions!
Thank you,
Michel
I would like your opinion on FMC. The stock is down significantly because one of the key product family is seeing patents expiry-diamides. It probably also moved lower with the rest of the agrobusiness sector-. Do you think it is a good time to take a small position in FMC. I am looking to a 3 to 5 years horizon.
I would also take position in one of the 3 other Cie listed -LIN, CTAS, KBL- due to the fact that I think these are 3 companies that could be fairly resilient in an economic downturn. How would you rank these choices in term of stability and capital appreciation potential ? Other suggestions are welcome!
Take the amount of credit necessary to answer my questions and sub questions!
Thank you,
Michel
- American Electric Power Company Inc. (AEP)
- Enbridge Inc. (ENB)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Linde plc (LIN)
- Crocs Inc. (CROX)
- West Fraser Timber Co. Ltd. (WFG)
Q: Could i get your 2 favorite companies to buy right now ( 1 Cad and 1 US) in each of Consumer Cyclical, Utilities, and Materials. Thank you
Q: Good morning,
As a follow-up to David’s question in May about CRH becoming listed on a US exchange:
If I buy the current CRH adrs, do they become automatically converted to the US listed shares when the new listing becomes available? Just curious how that would work…
And can I get your current thoughts on the quality and valuation of this CRH? Is it a buy at this price? I’m looking to add to my only other materials stock, which is LIN.
Thank you,
As a follow-up to David’s question in May about CRH becoming listed on a US exchange:
If I buy the current CRH adrs, do they become automatically converted to the US listed shares when the new listing becomes available? Just curious how that would work…
And can I get your current thoughts on the quality and valuation of this CRH? Is it a buy at this price? I’m looking to add to my only other materials stock, which is LIN.
Thank you,
Q: I would like to add to above existing positions.
I believe that CSU dropped enough to make it interesting after recent new highs. LIN looks like a steady large company with a good future. GEI has a nice dividend and good analyst reports.
Please give me your opinions on each.
Thank you
I believe that CSU dropped enough to make it interesting after recent new highs. LIN looks like a steady large company with a good future. GEI has a nice dividend and good analyst reports.
Please give me your opinions on each.
Thank you
- Freeport-McMoRan Inc. (FCX)
- Stella-Jones Inc. (SJ)
- Nutrien Ltd. (NTR)
- Linde plc (LIN)
- Reliance Inc. (RS)
Q: I have no exposure to Materials or Utilities right now in our RRSP. All other sectors are well represented. What stocks would be your preferred in Canada and/or the US in those sectors? Thinking of NTR or SJ maybe in Canada and perhaps LIN in the US. Maybe FTS or BIP for utilities.Thoughts?
- BlackRock Inc. (BLK)
- JPMorgan Chase & Co. (JPM)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Block Inc. Class A (SQ)
- Live Nation Entertainment Inc. (LYV)
- Linde plc (LIN)
Q: Hello, Thank you for your answer to my question on adding to my rrsp stocks. Can I ask the same of my husband’s rrsp - in what order would you add new money to the listed 6 stocks?
Thank you, Doris
Thank you, Doris
- Royal Helium Ltd. (RHC)
- Avanti Helium Corp. (AVN)
- Air Products and Chemicals Inc. (APD)
- Linde plc (LIN)
- Desert Mountain Energy Corp. (DME)
Q: Can I get your views on hellium mining. What do you think of it as an investment?
- Sherwin-Williams Company (The) (SHW)
- Franco-Nevada Corporation (FNV)
- Cameco Corporation (CCO)
- Agnico Eagle Mines Limited (AEM)
- Rio Tinto Plc (RIO)
- Nutrien Ltd. (NTR)
- Linde plc (LIN)
Q: I am interested in stocks in the material sector, both US and Canada. Any ideas and suggestions?
- Eastman Chemical Company (EMN)
- Sherwin-Williams Company (The) (SHW)
- Linde plc (LIN)
- Olin Corporation (OLN)
Q: Eastman just had their earnings a few days ago. What do you think of the stock? Are there better opportunities in the sector, CDN or US? I have a small position in my RRSP, and was thinking of adding to it.
Thank you for all you do.
Thank you for all you do.
Q: On BNN, Bruce Campbell has recommended this stock several times and talked about helium being very valuable/scarce. What are your feelings on helium in general and AVN specifically?
- Air Products and Chemicals Inc. (APD)
- Ivanhoe Mines Ltd. (IVN)
- Wallbridge Mining Company Limited (WM)
- Linde plc (LIN)
Q: Hello 5i
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
Could you please provide me with the best Palladium and Neon play out there please? Please mention why you like the choice. Would it be better to side with Neon
as its supply from Mariupol and Odessa (Ingas and Cryoin) will be affected for a long time...or 37% of Pallidium comes from Russia and that will probably never come back to markets here. Or is there another element in chip manufacturing that you are thinking of?
Thank you
J
- Regeneron Pharmaceuticals Inc. (REGN)
- AbbVie Inc. (ABBV)
- Abbott Laboratories (ABT)
- Dover Corporation (DOV)
- Stryker Corporation (SYK)
- Thermo Fisher Scientific Inc (TMO)
- WSP Global Inc. (WSP)
- Toromont Industries Ltd. (TIH)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BMO Equal Weight Industrials Index ETF (ZIN)
- iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
- Profound Medical Corp. (PRN)
- iShares Biotechnology ETF (IBB)
- iShares U.S. Medical Devices ETF (IHI)
- Veeva Systems Inc. Class A (VEEV)
- Vanguard Health Care ETF (VHT)
- Vanguard Growth ETF Portfolio (VGRO)
- Linde plc (LIN)
- DexCom Inc. (DXCM)
- Guardant Health Inc. (GH)
- Trane Technologies plc (TT)
Q: I have historically held my investments in mutual funds through a financial advisor. I subscribed to 5i Research approximately 3 years ago and made my first investments in equities and an ETF based primarily upon information obtained from 5i Research. The returns on VGRO ETF and my equities have been 2 to 4 times the gain for my mutual funds. I recently upgraded my subscription to include Portfolio Analytics. Based upon portfolio analytics, my current portfolio is reasonably well balanced with recommendations to add healthcare and industrials as well as some international exposure. I have cash on hand that I want to invest. I will hold my investments for the next 5 to 10 years. I am looking at purchasing some additional equities and an ETF with good growth potential at moderate risk. Please provide top 10 recommendations with rankings for stocks that I should consider adding to my portfolio. Please provide recommendations for top 5 ETFs with rankings that I should consider adding to my portfolio. What is your current view on VGRO? Would you suggest topping up my investment in VGRO?