Q: These two stocks seem to be very well positioned for post COVID recovery. With the potential of huge dollars in infrastructure for URI, it seems like a winner. With folks going back to stadiums, arenas and concert venues, LYV also seems poised for real growth. Comments please.
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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.
- Caterpillar Inc. (CAT)
- Deere & Company (DE)
- Fluor Corporation (FLR)
- United Rentals Inc. (URI)
- Jacobs Solutions Inc. (J)
Q: What US companies will benefit most from an infrastructure development boom in the US?
Q: I know that Peter would not characterize himself as as a “Value” investor, but some recent articles have indicated conditions (interest rates, inflation, growth or lack of) may be setting up for an outperformance for value stocks. If that thesis turned out to have validity, can you give me an idea of what your Value Portfolio might look like? If you could choose some from different sectors, and throw in a few US choices, so much the better. Thank you.
Q: Hello 5i
In March of this year you thought HRI looked pretty good. It has risen 40+% since then. Do you still like it or has it become too expensive? Any other name in the same space that you like more?
Thank you so much!
Dave
In March of this year you thought HRI looked pretty good. It has risen 40+% since then. Do you still like it or has it become too expensive? Any other name in the same space that you like more?
Thank you so much!
Dave
Q: What three US and three Canadian Public companies would you recommend for growth and management abilities/performance when looking at a 10 to 15 year horizon. (In order of your preference)
Thank you for the incredible value your investing insight has given me over the years!
Thank you for the incredible value your investing insight has given me over the years!
- Caterpillar Inc. (CAT)
- Freeport-McMoRan Inc. (FCX)
- United Rentals Inc. (URI)
- Weyerhaeuser Company (WY)
- Rent-A-Center Inc. (RCII)
- Eagle Materials Inc (EXP)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
Q: The next big move by Biden is Infrastructure . What are areas that will benefit and what Companies would you recommend. ?
Steel, cement, lumber, copper, machinery . Are there companies that rent machinery.? It is rumoured that up to $5 billion will be spent. What Construction companies will benefit. Thanks 5 I RAK.
Steel, cement, lumber, copper, machinery . Are there companies that rent machinery.? It is rumoured that up to $5 billion will be spent. What Construction companies will benefit. Thanks 5 I RAK.
Q: I am short US and international exposure. I currently have a small USD trading account with 5 US stocks representing 10% of my portfolio. I have another 10% in my Cdn account in XQQ and VMO for a total of 20% US exposure, mostly in non-registered accounts.
I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?
Currently FTNT is up slightly in my account, and URI has a 50% capital gain.
Thanks for your advice.
I am wondering about selling FTNT or URI to buy NVDA. Or I could exchange for more USD and just buy NVDA. I would like your thoughts on the future growth of FTNT or URI vs NVDA, or should I own all 3 and accept the $ exchange charge to get more US exposure?
Currently FTNT is up slightly in my account, and URI has a 50% capital gain.
Thanks for your advice.
Q: What are your best infrastructure recs for the US in order?
Q: Can you comment on URI. It is up over 35% ytd. Is it still a good long term investment, or has it got ahead of itself and it’s time to move on.
Thanks
Gord
Thanks
Gord
- United Rentals Inc. (URI)
- Atlassian Corporation (TEAM)
- Ulta Beauty Inc. (ULTA)
- Fortinet Inc. (FTNT)
- ServiceNow Inc. (NOW)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- Stitch Fix Inc. (SFIX)
- Alteryx Inc. Class A (AYX)
Q: I own all of the above stocks in the 'growth' portion of a well balanced portfolio. I don't need to sell any and the volatility doesn't bother me. Are there any I should sell because their fundamentals have changed in this correction? Any I should add too?
- The Walt Disney Company (DIS)
- United Rentals Inc. (URI)
- Raytheon Technologies (UTX)
- iShares 20+ Year Treasury Bond ETF (TLT)
- goeasy Ltd. 5.75% convertible unsecured subordinated debentures due Jul 31 2022 (GSY.DB)
Q: Realizing that all the above listed securities differ, they all got battered like everything else. Your opinion would be appreciated as to slowly buying into these positions and your preferred ordering.
Thank you, as always!
Thank you, as always!
Q: What in your opinion make URI fall much harder than the market wehn they issued good earnings I thought.
Q: Why is United Rentals down so much since the release of Q4 results? The results looked good.
Q: Earnings looked good to me aside from lower margins.
Does it justify the 7% drop?
Your analysis please.
Thanks!
Does it justify the 7% drop?
Your analysis please.
Thanks!
Q: Can I please have your analysis and comments on this company's recently announced earnings. Thank You.
Q: Hi team, bought and sold United Rentals in the past (2013)
Thinking of getting back in for the infrastructure play in the US. The latest results look good. Is the stock expensive? Would HD be a better choice after the recent drop? Many Thanks!Sam
Thinking of getting back in for the infrastructure play in the US. The latest results look good. Is the stock expensive? Would HD be a better choice after the recent drop? Many Thanks!Sam
Q: Hello,
What do you think of URI. I bought it at $50.00. Is there more upside?
Paul
What do you think of URI. I bought it at $50.00. Is there more upside?
Paul
Q: Hi Peter and team.
Been holding URI, United Rentals which is listed as a Commercial Services and supplies.I would like to add an Industrial like TRN, Trinity Industries and is listed as an Industrial Conglomerate, apart from Trinity having a a rail and rail services in its operation do you think these two companies operate in the same space or would it be good to add as an Industrial.
Many thanks
Sam
Been holding URI, United Rentals which is listed as a Commercial Services and supplies.I would like to add an Industrial like TRN, Trinity Industries and is listed as an Industrial Conglomerate, apart from Trinity having a a rail and rail services in its operation do you think these two companies operate in the same space or would it be good to add as an Industrial.
Many thanks
Sam
Q: URI on the NYSE? Receent large acquisition-ergo dominant market share with > pricing power. SP has high rating with a Strong BUY & pr. tg of $60.00 going fwd.. What can you add? Is it a buy for my USD portfolio Peter? Thank you!!