Investment Q&A

Q: Could I get your opinion on ITW. Would you consider it a buy for a 3-5 year hold?

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.

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?

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 today’s prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,

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?

Q: Could I get your analysis of this company as I am looking to increase the industrial weighting In my portfolio.

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?

Q: Hi
ITW just reported.
Your thoughts on the quarter, going forward for the business and price vs valuation.
Thanks

Q: I am thinking about investing in ITW. Their portfolio includes hundreds of brands/companies. What is your outlook? Is this a defensive name to own?

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

Q: Wondering if you could comment on the ITW results, they beat expectations, raised guidance and everything seems to be really strong yet the stock is off this morning. I guess the market was looking for even stronger forward guidance?

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