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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: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.
Read Answer Asked by sam on November 30, 2022
Q: Dear 5i,
I am considering buying these for a long term hold.
Is there a lot of overlap between DE and TIH.
Do you think one needs to own both or none?
If only one, which one would you prefer and what are the key reasons
you chose it over the other one. Thanks for your advice.
Read Answer Asked by Ian on August 29, 2022
Q: I would appreciate your expert opinion on the above companies, which one do you recommend at current market for a long term hold and why? Thank you.
Read Answer Asked by David on June 07, 2022
Q: Countering inflation, can you recommend your favourite 6 companies in Canada and the US with pricing power (dividend payers would be appreciated) Thanks!
Read Answer Asked by Michael on January 27, 2022
Q: What US companies will benefit most from an infrastructure development boom in the US?
Read Answer Asked by Ian on October 19, 2021
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
Read Answer Asked by Brian on September 28, 2021
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
Read Answer Asked by V on April 21, 2021
Q: what would be some great investments if we were to have a really hard drought all across North America this spring summer and fall ? thanks
Read Answer Asked by jim on April 13, 2021
Q: Agriculture stocks maybe starting to get a bid. Please rank in order how you view the following US symbols: AGU, CF, DE, MON, MOS and POT. Best, Don
Read Answer Asked by DONALD on April 22, 2016
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