Investment Q&A

Q: Hi 5i,
The what appears to be steady business of Toromont stands out to me. What do you see as the major differences between Toromont and Finning today, and which do you prefer?

Thank you!

Q: What US companies will benefit most from an infrastructure development boom in the US?

Q: Hello Folks:
Currently we own CMI and NOC however have in the past also owned DEERE and CAT.

We have owned NOC for a couple of years and it never comes close to meeting expectations; while the other three have done well.

What do you think of swapping NOC for DEERE as there is heavy demand for farm equipment this year because of high crop prices (particularly U.S.).

How would you rank these four companies and do you feel there are other better large cap U.S. company choices in this sector?

Thanks again for this wonderful service
brian

Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken

Q: Do you feel that CAT should be held or sold here. It seems to be flattening. Your thoughts please

Q: Hello,
I am looking at the equipment manufacturers and auto industry as possible directions for new investments. The above names are ones I have been considering but am interested in knowing what you think about heavy equipment versus automotive and within those categories, what you think might be the better choices.

Many thanks,
V

Q: The next big move by Biden is Infrastructure . What are areas that will benefit and what Companies would you recommend. ?
Steel, cement, lumber, copper, machinery . Are there companies that rent machinery.? It is rumoured that up to $5 billion will be spent. What Construction companies will benefit. Thanks 5 I RAK.

Q: Hello Folks:
What is your opinion of these companies:
Caterpillar, cummins, cosco, walmart
I currently own caterpillar, cummins and cosco. Cummins and cosco have turned out very well. while caterpillar has struggled. Do you think industrials have much upside?
I am interested in what consumer staple businesses or others you may recommend such as cosco, walmart, touche card etc. to see us through these strange times.
Thank you very much
brian

Q: What are 10 best picks in USA for next 2 years. What is your view on CAT & FDX

RAK

Q: Hi. These companies are all from the industrial group of the S & P Dividend Aristocrats list. I'm looking to invest in one or two of them, to hold for the long term. Do any stand out to you? Any that you would avoid?

Q: It seems Trump is trying to push for the infrastructure bill. Do you think it’s a good idea to buy infrastructure related stocks? What do you think about these 3 stocks? Thanks

Q: In my opinion the U.S. China trade relations will soon improve. One reason being Trump does not want to go into an election without the economy firing on all cylinders. Can you suggest a stock that will benefit from the easing of trade barriers.

Q: Would you prefer CAT or EMR for a long term hold? Why?

Q: Hi, 5i team
Is Caterpillar bottoming out right now and it is time to buy? If yes, for how long you recommend to hold it?
I have roughly 10K USD in my TSFA, could you pls recommend couple of other names to own for a period of one year time frame?

Thanks in advance!

Q: Can you provide 2-3 US names that are mid-risk, pay >3% dividend, any sector, and currently priced for some future growth?

Q: Hi 5i,

No recent questions on this one, so...
Can I get your overview of DE and if there is a better company in the ag equipment sector?

TIA!

Q: Is this company a buy right now

Q: Thanks for the News Update. and it mentions adding Industrials. For that last few weeks, I'm pondering adding industrial positions to my balanced, diversified US portfolio. I assigned a 15% weighting to the US industrial sector. My current positions are UTX at 4.6% weighting and FDX at 2.6% These two total 7.2% and as a result, I could add 7.8%. Please provide a few US names in this sector for my consideration, including adding to bring FDX to 4%........Appreciate you insights....Tom

Q: Currently UTX is the only industrial stock in my portfolio and I would like to add two or three more to bring industrials up to 15 to 20% of my total portfolio. I have a very long-term total return focus. What are your favorite industrial stocks (either Canadian or US) at this time? thx

Q: I’ve held this for a good 6 months now, has really not done much. What do you think of the company ? Buy sell or hold ? And if you are not enthused about, please suggest 5-6 large cap stocks you would replace it with ( not necessarily industrials )

Thanks
KR