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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.

Q: Could you please provide your analysis of Caterplillar. Do you like it and believe that this stock can continue to outperform the broader market after a huge run in 2025, being the Best stock in DOW ?

We already own Finning International, having taken a 4% position, just before recent quarterly results.

Could you contrast the two companies from stability/growth/valuation perspective ?

Does it make sense to own both and if so, what would be a reasonable combined weighting for a Balanced like portfolio ?

Thank You

Read Answer Asked by rajeev on January 15, 2026
Q: I'm looking for a growth stock for the long term without too much volatility in either Canada or the US. Can you give me 2 picks and why? If you think there are better alternatives than the ones I've suggested, please provide them.
Read Answer Asked by Graeme on November 21, 2025
Q: With the recent drops in stock mkt. Could u suggest 5 undervalue Cdn. dividend & growth stocks, as well as 5 under value US dividend & growth stocks. Take as many credits as u see fit
Read Answer Asked by DAVID on November 18, 2025
Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.

Please advise some companies in these categories that I could do some research on?

Thanks for all your help,

Mike
Read Answer Asked by Michael on October 24, 2025
Q: If the manufacturing base in the US truly strengthens, and I appreciate many of the announcements are performative, what companies will benefit…infrastructure, robotics, construction etc etc Any specific stocks to recommend?
Read Answer Asked by Jim on August 14, 2025
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
Read Answer Asked by sam on July 28, 2025
Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?
Read Answer Asked by Andrew on April 08, 2025
Q: Your thoughts please on Caterpillar vs Deere for long-term growth, and generally how you would rate these as buy/hold/sell in the current environment. Id appreciate any comments where you expect growth will come from (eg mining automation/AI) and leverage. Thank you.
Read Answer Asked by Menaka on March 10, 2025
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Read Answer Asked by Mike on March 07, 2025
Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.
Read Answer Asked by Alex on February 11, 2025
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Read Answer Asked by Peter on September 05, 2024
Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?
Read Answer Asked by Joe on July 08, 2024
Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.

Donna
Read Answer Asked by Donna on March 06, 2024
Q: realizing these companies are much different from each other. Would you recommend all three. If yes, Pls indicate by rank, which ones might show the greatest appreciation over the next 2 yrs.
Read Answer Asked by Howie on February 21, 2024
Q: Hello, thank you for your last answer on 5 industrial and consumer names suggestions with a brief reason for each. Now, I would like you to suggest 3 names of the same, but chosen within the CDRs offering. Thanks!
Read Answer Asked by Martin on February 13, 2024
Q: What is your view on Wajax? As a smaller market cap with yield, is it a decent alternative to the bigger names like CAT, TIH or FTT? If not, which is your preferred name at these levels and why? Thanks and deduct the necessary credits...
Read Answer Asked by Michael on January 26, 2024
Q: Good morning,

For an RRSP hold long term 10+years which of these would you prefer? What are the differences between these FTT & TIH company? In your opinion which as the stronger management and most upside? Both have contracts with CAT would they have similar deals with CAT for sales?
Read Answer Asked by Kolbi on September 27, 2023
Q: I need to increase my industrial sector. Can you please suggest ones with a focus on dividend growth. This is in a non registered account. I already own CNR.
Thanks for your help.
Victoria
Read Answer Asked by Anna on July 04, 2023
Q: Good morning. Can you please suggest your top choices for US companies with strong dividends and some growth potential.

thanks

al
Read Answer Asked by alex on June 27, 2023
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