Investment Q&A

Q: i have held this company for a while,is it better to replace it with rtn or lmt , or some better one, thanks

Q: I am looking at adding some US Industrials to my portfolio, could you give me your opinion on Honeywell and Lockheed Martin for long term income generating investments?Are there other US industrial stocks that deliver a good and growing dividend that you prefer?

Q: I am underweight in industrials. Currently have a partial position in ATA. Would you recommend adding to this position and then adding a US equity such as RTN? Are there others you would consider instead?
Thanks!

Q: Hello Team

Looking for your top 3 picks for US industrials. What would you recommend and why? Would you buy these stocks now? Thanks for your insight.

Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks

Q: Hi Team,
I know that 5I prefers LHX over LMT. Which has a better growth profile between RTN and LHX and which would you choose. I thank you in advance. Sam

Q: A guest of BNN suggested that seniors looking for yield should consider the larger US Industrials. He feels that the Industrial sector is already in recession and priced lower that results in good yields. Need to select ones with ability to continue paying dividend thru a rough patch.
Could you suggest ones that align with this theory.

Q: Hello 5i,
Could I have your opinion on these two companies growth prospects and which you would choose and why?
Thank you
Dave

Q: In your answer to Shyam on the 25th you mentioned GOOD and LMH. Are those symbols accurate or did you typo them?

Sheldon

Q: Hi !
In your reply to Shyam today, you mentioned LMH.
What are you referring to ?
Thanks,
Jacques

Q: Thanks for the News Update. and it mentions adding Industrials. For that last few weeks, I'm pondering adding industrial positions to my balanced, diversified US portfolio. I assigned a 15% weighting to the US industrial sector. My current positions are UTX at 4.6% weighting and FDX at 2.6% These two total 7.2% and as a result, I could add 7.8%. Please provide a few US names in this sector for my consideration, including adding to bring FDX to 4%........Appreciate you insights....Tom

Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks

Q: Hi 5i,
Which aerospace/defence stock would you pick for growth in the next few years?

TIA

Q: hi folks:
under the heading of "if it ain't broke why fix it.........."
sitting on a double; chart looks parabolic
aside from rebalancing to 5% (from 11) is there any compelling reason to sell?
ie. do the fundamentals still look supportive ?

thanks

Q: Hello
I would like to buy an industrial stock and a financial stock in the US. Could you give me a couple suggetsions
Thank you

Q: Good Morning. UTX is approaching 7% of my portfolio and I will soon need to sell some of it for portfolio allocation reasons. I would like to deploy the proceeds to a stock, either Canadian or US based, in the same sector. Do you have some suggestions? thx JR

Q: Do you have a recommendation for a company to invest in with respect to drone technology?

Q: Hello Peter, I want to have a reasonable allocation to US industrials, including companies like UTX and Texas Instruments, those in the defence sector, etc. I'd like to do this via a well-priced ETF but am a bit lost in the growing ETF jungle. I already have small 2% positions in IWO and QQQ. To best gain exposure to the US industrial sector (including industrial technology stocks that are more economically sensitive), would you suggest I just add to these two ETFs, or can you suggest a better or more targeted one? (I do have a preference for Vanguard as a company, but that's not essential.) Thanks in advance!

Q: Hello, I have just read "Why It’s Almost Impossible to be a Passive Investor in Canada" by Ryan, very informative article. I realize that my portfolio is underweight in the industrials sector. Could you suggest 3 or 4 names in Canada and in the US respectively? I am looking for good mid or big cap companies with growing dividend if possible. This is for long term investment. Regards, Gervais

Q: Hi 5i - with the Feds announcing 64 Billion in defense spending, which companies do you think could see a material benefit, and on what kind of timeline?

Thx for your hard work.