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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: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.
Read Answer Asked by Esther on February 21, 2024
Q: Some analysts I follow believe industrials will move as counties turn away from globalization . Reading through your previous answers you seemed to like ph and itw. I am looking for companies that already are positioned well and growing their earnings. Is there any other companies that could do well under this scenario ?
Read Answer Asked by lynn on February 21, 2024
Q: Good afternoon - Iím overweight in big tech in my TFSA and am planning to do some rebalancing. Iím looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet
Read Answer Asked by Janet on June 16, 2023
Q: What would be your top picks for dividend stocks that are trading currently at good discounts and have a great recovery potential-across all segments US and Canada? One group making 3.5% or higher; one group 2-3% but have more growth opportunity? Thanks.
Read Answer Asked by Pat on November 18, 2022
Q: I am looking to add a US blue-chip industrial company. How would you rank MMM, HON, ITW and ROP for management quality and overall business prospects? Given their current prices, how would you rank them for total return potential if purchased today for a long term hold?
Read Answer Asked by David on March 14, 2022
Q: Hi 5i,
I currently own Cnr 4%, ata 3%, tfii 3%.
For diversity and best 2022-2023 prospects, which does 5i like best: aos or itw or wsp? Which has the highest projected growth for the next two years? Which is the best value at todayís prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,
Read Answer Asked by Kat on January 27, 2022
Q: I currently hole MMM in a dividend portfolio on the US industrial side and thinking of ITP on the Canadian materials side. Are these to companies too similar in nature to include in a diversified portfolio? Would you have another dividend grower materials related stock to consider?
Read Answer Asked by Gerry on January 26, 2022
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?
Read Answer Asked by William on July 29, 2020
Q: Good Morning Team

I presently own the Industrial companies in your Balanced Equity Portfolio bar CAE and I owe ITW and HON in the US. would like to add another industrial to bring my total weight in Industrials to 16%. Thinking of either CAT or CSL (Carlisle Companies). which would you recommend in terms of valuation and growth, or would you side with CAE.Thank-you in advance and have a great week-end! Sam
Read Answer Asked by sam on October 27, 2017
Q: Hi Peter and Ryan, what is your take on ILLINOIS TOOL WORKS in the U.S.?
Thomson Reuters has a buy rating.
S&P has a hold rating.
Morning Star has a sell rating. What do you use or what should one use as metrics to determine whether a stock should be bought or not. As usual, your toughts are deeply aprreciated and valued. Thank-you! Sam
Read Answer Asked by sam on April 18, 2016