Investment Q&A

• Deere & Company (DE $487.24)
  • $487.24 P/E (TTM): 25.44X Cap: $131.71B
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• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• Union Pacific Corporation (UNP $226.22)
  • $226.22 P/E (TTM): 19.22X Cap: $134.18B
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• Waste Management Inc. (WM $216.62)
  • $216.62 P/E (TTM): 34.06X Cap: $87.26B
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• Transdigm Group Incorporated (TDG $1,347.22)
  • $1,347.22 P/E (TTM): 42.0X Cap: $75.87B
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• Old Dominion Freight Line Inc. (ODFL $134.28)
  • $134.28 P/E (TTM): 27.02X Cap: $26.66B
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Q: Which US industrials represent the best combo of dividends and growth potential? Thanks

Upvote 8

Read Answer Asked by alex on March 28, 2024

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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Q: In your answer to my previous question you referenced a link to which i have no access.
Was this in error?

Upvote 2

Read Answer Asked by JR on March 07, 2024

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• GE HealthCare Technologies Inc. (GEHC $76.45)
  • $76.45 P/E (TTM): 15.76X Cap: $34.82B
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Q: I have reading a lot of GE planned Spin Off's and would like to know your thoughts on whether to continue to own shares of GE and the new entities after the new companies have been launched?

Upvote 1

Read Answer Asked by Steven on March 07, 2024

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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Q: Positive article in Barron’s “the split could pay off handsomely”
What does Peter think?

Upvote 2

Read Answer Asked by JR on March 06, 2024

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• Lockheed Martin Corporation (LMT $460.78)
  • $460.78 P/E (TTM): 25.66X Cap: $107.57B
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• Magellan Aerospace Corporation (MAL $16.64)
  • $16.64 P/E (TTM): 21.33X Cap: $949M
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• Transdigm Group Incorporated (TDG $1,347.22)
  • $1,347.22 P/E (TTM): 42.0X Cap: $75.87B
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• Heico Corporation (HEI $303.22)
  • $303.22 P/E (TTM): 66.21X Cap: $42.21B
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Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.

Upvote 2

Read Answer Asked by GREGORY on February 26, 2024

• Eaton Corporation PLC (ETN $331.71)
  • $331.71 P/E (TTM): 33.37X Cap: $128.83B
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• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.93)
  • $154.93 P/E (TTM): 22.92X Cap: $1.84B
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Q: Regarding Hammond Power. Your thoughts on if the margins are sustainable considering the supply constrained environment of the pandemic and who is their number one competitor ?

Upvote 9

Read Answer Asked by Michael on January 31, 2024

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
  • View GE Profile
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• Transdigm Group Incorporated (TDG $1,347.22)
  • $1,347.22 P/E (TTM): 42.0X Cap: $75.87B
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• Heico Corporation (HEI $303.22)
  • $303.22 P/E (TTM): 66.21X Cap: $42.21B
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
  • P/E (TTM): 55.57X
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Q: TDG HEI -HWM I would appreciate guidance on investing in part suppliers to thr major defense contractors, with your preference to invest in this market and target entry prices. If I missed any of interest or you would orefer in the defense sector, please advise.

Upvote 3

Read Answer Asked by sam on January 23, 2024

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• Illinois Tool Works Inc. (ITW $247.77)
  • $247.77 P/E (TTM): 24.06X Cap: $71.87B
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Q: HI,

Looking for a long term hold with ability to weather the long predicted recession? is this a good sector to be in and which company do you like the best? Any other choices you like better?

Upvote 0

Read Answer Asked by Graeme on August 29, 2023

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
  • View GE Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $154.93)
  • $154.93 P/E (TTM): 22.92X Cap: $1.84B
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Q: Hi 5i

With the recent quarterly release I see that HPS continues to do well.
I'm just curious as to how they compare to their competition in this space?
Are there larger or smaller companies that are doing equally as well and therefore also worth looking at?
Or is this somewhat of a moat business?

Thanks!

Upvote 0

Read Answer Asked by Brian on August 04, 2023

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
  • View GE Profile
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Q: In looking at GE’s performance ytd, I was a bit surprised at how well it had done. I’m wondering what your thoughts are about starting a new position at these levels. Is it a long term buy and hold?
Thank you as always for the great advice!

Upvote 0

Read Answer Asked by Mike on June 12, 2023

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• Lightbridge Corporation (LTBR $14.02)
  • $14.02 Cap: $551M
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• Unifirst Corporation (UNF $163.05)
  • $163.05 P/E (TTM): 20.41X Cap: $2.89B
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• BWX Technologies Inc. (BWXT $169.81)
  • $169.81 P/E (TTM): 53.07X Cap: $15.52B
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• NuScale Power Corporation Class A (SMR $18.60)
  • $18.60 Cap: $5.55B
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Q: if SMRs [ small modular reactors ] take off , what businesses and spin off companies good really benefit from power producers of this sort ? thanks , have a super week.

Upvote 0

Read Answer Asked by jim on October 13, 2022

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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Q: I received this note regarding GE Fair Fund $200 mil. civil money penalties. Is it worth the time to claim my piece and to go through all the required documents for the 800 shares I had? My cost was around $18k and $7k in losses. The shares were held in an RRSP account.
Many Thanks.

Upvote 0

Read Answer Asked by Charles on September 30, 2022

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• Global X S&P 500 Covered Call ETF (XYLD $39.68)
  • $39.68 P/E (TTM): 26.58X Cap: $3.02B
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Q: I understand that ~30% of ZWU dividend is ROC. Would you say this is the case across the board for all covered call ETFs? Am looking at XYLD with this spectacular dividend, and am tempted.
And GE- industrial sector, well diversified, (seemingly) well priced
What do you think?
Thanks Jerry

Upvote 0

Read Answer Asked by jery on September 21, 2022

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
  • View GE Profile
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Q: GE is getting hammered these days - any idea what's caused the huge drop?

Thank you.

Upvote 0

Read Answer Asked by Chris on April 29, 2022

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• Johnson & Johnson (JNJ $203.90)
  • $203.90 P/E (TTM): 19.68X Cap: $491.06B
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• AT&T Inc. (T $25.93)
  • $25.93 P/E (TTM): 8.42X Cap: $183.82B
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Q: I hold all 3 in a non-registered account, and spin-offs from U.S. companies can bring unnecessary complications at tax time (86.1 elections requiring paper tax filing) - I just want to avoid that whenever possible. Given market efficiency theories, the value of the spin-outs 'should' be in the stock close to spin-out time. Given that, does your Bloomberg advise as to when the ex-dividend dates will be for the spin-outs of these 3? Thanks very much....

Upvote 0

Read Answer Asked by Warren on January 11, 2022

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
  • View GE Profile
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Q: Happy New Year!

With GE splitting into 3 companies is this a good time to initiate a position on GE? I think it is still cheap.. GE energy and healthcare have a lot of potential in my opinion. What is your take on this company. Thanks.

Regards,

Shyam

Upvote 0

Read Answer Asked by Shyam on January 05, 2022

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
  • View GE Profile
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Q: One of the aspects of GE's businesses that has always appealed to me is the research arm, including additive manufacturing, artificial intelligence and biology/applied physics.

Since the company is going to split into 3 separate entities, do you know which of the new companies will contain the research arm, or will it simply be a component spread across all three?

Thank you.

Upvote 0

Read Answer Asked by Chris on November 26, 2021

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
  • View GE Profile
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Q: With GE announcing plans to split into three separate companies, will existing shareholders receive stock of the 3 new companies? Thx

Upvote 0

Read Answer Asked by Patrik on November 11, 2021

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
  • View GE Profile
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Q: I have some shares of GE. I've been happy with the performance of the company over the past year. Today they announced a split into three companies. The market seems to take it well... I wanted your thoughts & analysis of the changes and if there is a division of the company you would discard. Thanks as always!

Upvote 0

Read Answer Asked by Michael on November 10, 2021

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 38.38X Cap: $304.81B
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• Linamar Corporation (LNR $78.47)
  • $78.47 P/E (TTM): 19.14X Cap: $4.69B
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• Magna International Inc. (MG $68.03)
  • $68.03 P/E (TTM): 13.26X Cap: $19.17B
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• Sony Group Corporation American Depositary Shares (SONY $28.53)
  • $28.53 P/E (TTM): 23.39X Cap: $171.89B
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Q: Please suggest a few stocks (CAN, US) that will likely see a rebound in share price when the computer chip shortage is rectified. Either for a trade or 5-year hold.

Upvote 0

Read Answer Asked by John on September 28, 2021