Q: Thoughts on these please including whether you would add here. Are there others in the same spaces you prefer ? Thank you.
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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.
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Ecolab Inc. (ECL $273.56)
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NextEra Energy Inc. (NEE $70.90)
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Fortis Inc. (FTS $68.18)
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Agnico Eagle Mines Limited (AEM $210.42)
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Hydro One Limited (H $49.99)
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Linde plc (LIN $469.52)
Q: Based on your reply to my last post, can you name 2-3 utilities and 2-3 material investments worth looking into regardless of location (US/CAN/Other).
Thank you for the incredible insights. Have a great day!
Thank you for the incredible insights. Have a great day!
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Ecolab Inc. (ECL $273.56)
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Freeport-McMoRan Inc. (FCX $46.34)
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Sherwin-Williams Company (The) (SHW $372.43)
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Materials Select Sector SPDR (XLB $91.96)
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Linde plc (LIN $469.52)
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Corteva Inc. (CTVA $72.30)
Q: Hi 5i, I am thinking of buying this ETF but I don’t mind buying six companies in the materials sector to get diversification and possibly a better dividend. Can you name 6 material companies that act like proxy with dividends in mind that are ex Canada.
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Ecolab Inc. (ECL $273.56)
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Secure Waste Infrastructure Corp. (SES $16.57)
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Clean Harbors Inc. (CLH $236.25)
Q: Can you provide any peer group names for SES?
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Caterpillar Inc. (CAT $423.08)
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Chubb Limited (CB $277.38)
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Deere & Company (DE $473.26)
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Duke Energy Corporation (Holding Company) (DUK $120.61)
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Ecolab Inc. (ECL $273.56)
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Coca-Cola Company (The) (KO $67.96)
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NextEra Energy Inc. (NEE $70.90)
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Procter & Gamble Company (The) (PG $160.02)
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Progressive Corporation (The) (PGR $243.86)
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Roper Technologies Inc. (ROP $518.44)
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Walmart Inc. (WMT $100.51)
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Xylem Inc. New (XYL $140.56)
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Loblaw Companies Limited (L $56.62)
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Sun Life Financial Inc. (SLF $79.98)
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Dollarama Inc. (DOL $188.43)
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Intact Financial Corporation (IFC $278.33)
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Fortis Inc. (FTS $68.18)
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Metro Inc. (MRU $97.31)
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North West Company Inc. (The) (NWC $51.22)
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Premium Brands Holdings Corporation (PBH $94.55)
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Hydro One Limited (H $49.99)
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Nutrien Ltd. (NTR $78.16)
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Arthur J. Gallagher & Co. (AJG $299.18)
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
Thank you,
Mike
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Ecolab Inc. (ECL $273.56)
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Sherwin-Williams Company (The) (SHW $372.43)
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Linde plc (LIN $469.52)
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Eagle Materials Inc (EXP $242.26)
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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Meta Platforms Inc. (META $752.45)
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Alphabet Inc. (GOOG $235.17)
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Microsoft Corporation (MSFT $495.00)
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Netflix Inc. (NFLX $1,243.82)
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NVIDIA Corporation (NVDA $167.02)
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Booking Holdings Inc. (BKNG $5,505.80)
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Tractor Supply Company (TSCO $60.52)
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AutoZone Inc. (AZO $4,219.41)
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Deere & Company (DE $473.26)
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Ecolab Inc. (ECL $273.56)
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Sherwin-Williams Company (The) (SHW $372.43)
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Union Pacific Corporation (UNP $220.31)
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Super Micro Computer Inc. (SMCI $40.41)
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Linde plc (LIN $469.52)
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Crocs Inc. (CROX $86.45)
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Old Dominion Freight Line Inc. (ODFL $150.71)
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CrowdStrike Holdings Inc. (CRWD $417.63)
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Trane Technologies plc (TT $413.83)
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.
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Ecolab Inc. (ECL $273.56)
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JPMorgan Chase & Co. (JPM $294.38)
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United Rentals Inc. (URI $975.23)
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Visa Inc. (V $343.22)
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Berkshire Hathaway Inc. (BRK.B $499.77)
Q: Hi, have some American money, need a few suggestions of companies which are relatively safe, potentially with a dividend, but upward trajectory in near future
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Ecolab Inc. (ECL $273.56)
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Sherwin-Williams Company (The) (SHW $372.43)
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iShares S&P/TSX Global Base Metals Index ETF (XBM $22.44)
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Global X Lithium & Battery Tech ETF (LIT $50.56)
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Linde plc (LIN $469.52)
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
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Ecolab Inc. (ECL $273.56)
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Xylem Inc. New (XYL $140.56)
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Stantec Inc. (STN $149.87)
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American Water Works Company Inc. (AWK $143.60)
Q: can you suggest some good CAD and US listed stocks that have good exposure to the water theme that I can do some further research on. It seems water is a very precious commodity with our changing climate issues.
thanks
thanks
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Avery Dennison Corporation (AVY $168.06)
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Ecolab Inc. (ECL $273.56)
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Zoetis Inc. Class A (ZTS $153.32)
Q: Could you please comment on earnings and whether buy, sell or hold? If you don't like what companies would you prefer? Thank you!
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H2O Innovation Inc. (HEO $4.25)
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Ecolab Inc. (ECL $273.56)
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Flowserve Corporation (FLS $55.20)
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Roper Technologies Inc. (ROP $518.44)
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Xylem Inc. New (XYL $140.56)
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Brookfield Infrastructure Partners L.P. (BIP.UN $42.27)
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Flexible Solutions International Inc. (CDA) (FSI $9.50)
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Itron Inc. (ITRI $120.45)
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MUELLER WATER PRODUCTS (MWA $26.78)
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Evoqua Water Technologies Corp. (AQUA)
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Watts Water Technologies Inc. Class A (WTS $280.31)
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Badger Meter Inc. (BMI $182.83)
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IDEX Corporation (IEX $164.93)
Q: I'd like to invest (5 year time frame minimum) in one or two leading companies that are benefitting from the drive to optimize water resources. Could you rank the best opportunities in this list considering growth, valuation, moat, and stability? Any names missing from this list?
Q: Hello 5i Team,
I am thinking of adding Mettler-Toledo International Inc. (MTD) & Ecolab Inc. (ECL) to my portfolio.
What are your views on these two?
Thanks for your great advice as always.
I am thinking of adding Mettler-Toledo International Inc. (MTD) & Ecolab Inc. (ECL) to my portfolio.
What are your views on these two?
Thanks for your great advice as always.
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Microsoft Corporation (MSFT $495.00)
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Ecolab Inc. (ECL $273.56)
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Block Inc. Class A (SQ)
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Sonos Inc. (SONO $14.69)
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Beyond Meat Inc. (BYND $2.46)
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Fastly Inc. Class A (FSLY $7.43)
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CrowdStrike Holdings Inc. (CRWD $417.63)
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Cloudflare Inc. Class A (NET $214.43)
Q: I have 8 below US stocks and would like your expert opinion on which stocks are best to hold, sell, or buy more. Does anyone has big DEBTS and how is their management. If you have to sell in which order I should sell. MSFT is about 4% and all others are only 2% of my portfolio.
CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.
Thanks for the great service.
CRWD, ECL, BYND, FSLY, SONO, NET, SQ. MSFT.
Thanks for the great service.
Q: I understand JNJ resold the rights to purrell to gojo a while back. This company I understand is private. Is there a publicly held company that manufactures hand sanitizer. It is hard to find any anywhere and I imagine when found the price will have gone up dramatically. Maybe an investable theme?
Q: I'm thinking of taking a position in "water mgt" i.e. pipeline infrastructure, pumps, filtration etc. Is this a good idea? if so, what would you recommend? ETF or what specific companies, I do have separate US$ acct. thanks.
Q: 5I Team,
I would appreciate to get your thoughts on Ecolab (ECL).
Thanks,
Scott
I would appreciate to get your thoughts on Ecolab (ECL).
Thanks,
Scott