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.
Q: I already own Honeywell and BAE Systems but want to increase and diversify my holdings in Industrials. I know you like ROP, but I am also looking at PAYX, MMM and EMR. I am tempted by MMM, because it is so beaten up and is quite different from my existing holdings, but I worry that it is beaten up for good reason. Could you rank these four industrials in terms of quality for a long term investment, taking into account their current valuations?
Q: Looking forward, I would like to increase my Industrial sector holdings, especially in the US. Other than for aerospace, what are 5iR's suggestions for my consideration, for growth and good value at this time???......and me, leaning more to larger cap ones.......Thanks for the directional pointers........Tom
Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?
Q: I'm hearing that pharma and biotech company valuations are at multi year lows. With one chart showing the percentage of US biotechs with market caps below cash value is at a 25 year high, and by a wide margin. Do you feel this sector shows a big opportunity to get good companies for cheap in a sector that will one day improve? If so what companies look best to you in Canada or US? Are there any sectors that are more beaten up? Thx
Q: I am investigating Applied Materials for an investment to increase the industrial waiting in my portfolio. What do you think of the company? Is there any other industrial holding that you prefer for long term growth and some income?