Investment Q&A

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!

Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx

Q: Thoughts on these aerospace companies? TDG and HEI have been great compounders over long term and LOAR is a fairly newcomer. Can you compare the fundamentals against each other and if you wanted to buy now, how would you rank them? LOAR has higher growth potential but valuation is higher too. Thanks!

Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.

Q: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?

I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.

Are there any other 2-3 long term compounders that you would consider good buys currently?

Thank you!

Q: Please rank the following from best to worst for a long term hold. Thanks

Q: I own Heico but since it's latest mediocre earnings results I am trying to decide whether to hang on or move on to something else. Do you think the stock is worth holding or could you recommend an alternative? Thank you.

Q: Could you comment on the earnings report, and why the drop in share price?
A month ago you stated that the current valuation didn't look attractive yet (close to $280 at the time). What you you consider a better valuation?

Q: Heico has dropped significantly today. Can uou please comment on their earnings and on the company overall. Is this a buying opportunity or a message to get out. Thank You.

Q: Please rank the following for purchasing (10years +)
Thanks

Q: Just read Peters comments in the Post. Pls name 3 junior to mid sized compounders in the U.S. & 3 in Canada you like best. Tks wib

Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal

Q: Can you comment on the prospect/outlook for Heico?

Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks

Q: What would be your top 3 buys in the Aerospace & Defense sector and why? Or would you just go with an ETF like XAR/PPA/ITA? Thanks!

Q: Finally back even with MAL after 3+ yrs ...... hold or sell ?

Q: Hello 5i researchers,

I have been holding ATS for a while and bought it around $55 in a registered account. Yesterday reading your answer to one of our member's questions, you mentioned about "we like ATS' business but it has had some fundamental issues over the last year..." could you please elaborate it a bit more for me to understand what kind of fundamental issues? any other better name or names in the sector to replace ATS that has some fundamental issues? Thanks

Q: Please rank the top 10 stocks from list above above for a long term hold. Thanks

Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

Would your answer be the same today. If not, what would be your list today? Thanks

Q: Can I please have your thoughts and analysis on Heico's recently announced earnings. It is trading lower today. I have owned a small position for a few years and have done well. Is this a buying opporunity or a time to get out. Any thoughts that you might have would be appreciated. Thank You.