Investment Q&A

Q: Nucor keeps drifting lower. With infrastructure, an NB focus in the USA, is it worth continuing to hold or sell and move into another sector? Thanks.

Q: Hi Everyone at 5i!!! With Biden’s objective to enhance American infrastructure, what companies and ETFs stand to benefit from this and which would be the best ones to invest in? The list can include the stocks that provide the raw materials to this project as well. Thank you , Tamara

Q: Hello Peter,

We are seeking advice on how to play the infastructure game now that Biden confirmed on Sunday that it is a stand-alone deal. We are light on Steel, Industrials, Manufacturing, Aerospace, Transportation, Materials, and 5G. We have some green energy with BEP.UN & AQN. We will reshuffle the deck by reducing Tech stocks to accommodate the shift.

Can you rank the following stocks in the categories 1st to last and add any other stocks that may be a better choice than those listed
Steel: RS, NUE, SCHN
Industrials: DD, HON (+ any other suggestions)
Aerospace: LMT, BA
Transportation: WSP, TFII, UNP, CNR, CP (+ any other suggestions)
Materials: CX (+ any other suggestions)
Manufacturing: (suggestions please)
5G: MRVL, ERIC

My last question is ask your opinion of the top 8 stocks (please rank) for the infastructure deal regardless of the sector.

Thank you for your great service.

Debbie and Jerry

Q: Your preference please between RS and NUE and why ? Also, any entry point thoughts. Preferred alternatives - Canadian or US ?
Many thanks, as always.

Q: I own full positions (5%) in both these companies. In a portfolio of 23 companies, Is there a reason to own both?
If not which would you prefer, or is there one or two better cyclicals?

Q: Hello, I am thinking about swapping BMY for Nucor. Any red flags or reasons not to do so?

Q: Would you have a preference, or even recommend either of these US industrial stocks? Seems Jim Cramer on Mad Money in US is a big fan but I would like your perspective. Thanks.

Q: How would you recommend investing in the trillion $$ US infrastructure programme? Thanks for your help.
Dennis

Q: It seems Trump is trying to push for the infrastructure bill. Do you think it’s a good idea to buy infrastructure related stocks? What do you think about these 3 stocks? Thanks

Q: Do you know of any companies in north america that specialize in stainless steel production?

Q: What are your thoughts on U.S. steel given the anticipated infrastructure spend under Trump's administration? I'm looking at NUE, AKS and X.
Thanks.

Q: What are your thoughts on Nucor Corp, NUE?
Thanks