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Eaton Corporation PLC (ETN $387.54)
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GE Aerospace (GE $312.91)
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United Rentals Inc. (URI $871.73)
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Linde plc (LIN $432.56)
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Axon Enterprise Inc. (AXON $751.47)
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EMCOR Group Inc. (EME $678.15)
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Comfort Systems USA Inc. (FIX $990.66)
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Heico Corporation (HEI $313.58)
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Vertiv Holdings LLC Class A (VRT $199.38)
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RTX Corporation (RTX $177.32)
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GE Vernova Inc. (GEV $587.50)
Q: Good morning 5i,
I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).
I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?
Many thanks!
I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).
I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?
Many thanks!