Investment Q&A

Q: I’ve been overweight technology (as some have done really well) and looking to diversify/rebalance into some more lower risk investments. What are your thoughts of the three waste-related companies here? They have all seemed to struggle this year, with WM falling significantly recently. Is there a good buying here dor some, and if so, which do you prefer?

Q: I'm looking to reduce the beta in my portfolio and considering one of the 3 companies. Which one looks the most attractive today as a long term hold and why?

Q: Hello folks:
How would you rate RSG as an investment. These waste management systems appear pretty recession proof; are there better examples?
Thanks again for your great service
brian

Q: Hello, what is your opinion of these cos? Are they a BUY at this time? Which one do you prefer and why? Thanks

Q: Hi Team,

Can you please compare the valuation to it's peers and comment on its long term outlook?

Thank you

Q: Which of these would you suggest for a long term hold and why?

Q: What is your opinion of Clean Harbors after the recent earnings report? Would you think it a worthwhile addition to WCN in the waste management space or better to go with a different company? Thanks.

Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.

Q: Which US industrials represent the best combo of dividends and growth potential? Thanks

Q: What do you think of the waste companies in Canada or US as industrial candidates?

Q: Peter; Any guessestimate as to the value of the company compared to its peers ? Thanks.
Rod

Q: I have some US cash I'm looking to invest in a company that I feel would fair ok in a recession. What are your thoughts on Waste Management and Dollar General? Are there competitor's in their respective sector's you would prefer?

Q: Hi,

Which do you prefer for growth over the next 5 plus years or are there more / better opportunities in the field?

GM

Q: Hi everyone at 5i!
I am up 370% with my stock in NVDA and would like to trim a third of the stock. With the proceeds I would like to add to a portfolio holding AWK, BRKB, BX,COST,EMR, ISRG RSP. QQQ. JPM MDT MSFT, NVDA , PEP, PG, O , VZ, V, WM . I am looking for two or three stock suggestions that would round out this list for growth or growth and income.
Cheers,
Tamara

Q: regarding Jabs question regarding environmental stocks I see there’s an etf with the symbol EVX to consider

Q: Please provide your comments and analysis of today's earnings. Buy, hold, sell?

Thanks

Q: Based on my 2 cents I feel like WCN is expensive between the 2. Can you provide your thoughts on valuation, debt and cash flow or any other more relevant metrics to compare these 2 ?
Pick one or suggest something similar in garbage space ?
Thank you for your service.

Q: I have been able to top up my TFSA accounts and now find I am sitting on about 40K in USD. I am looking for growth, preferably with a dividend, in a well managed and reliable company, or companies. I'm overweight in Tech & Utilities, OK in Finance, low in Energy, underweight in Industrial. A quick look at the US sectors has given me the feeling that now isn't the time to start with Staples, Health Care or Utilities and that there seems to be caution with respect to Energy. Materials and possibly Industrials, which has puzzled me, as I would think China reopening and the US's infrastructure spending would have helped the last three sectors mentioned. I welcome your thoughts, and any suggestions, as they are usually very insightful!
Dawn

Q: Hello 5i,
I currently need to add a U.S. Industrial in a RRIF, so yield is very important - as is overall safety. I need to increase Industrials by about 3.0 % and increase my U.S. holdings by 4.5 % so an equity suitable for a larger weighting would be ideal. My other industrials are EIF and SIS.
I have been looking at Raytheon, Ryder, Lockheed Martin and A.O. Smith but was wondering if you have any other suggestions and how you would rank these for safety? If there is a name with a yield in excess of, say, 4.0% that you would be comfortable recommending, that would be ideal.
As always, many thanks for all of you invaluable assistance - it is always very much appreciated!!!
Cheers,
Mike

Q: Hi 5i guys,
I have held the Industrial sector stock WM for about 6 months.
One would think that WM would have rebounded somewhat over
the last month but has slowly been loosing ground.
What do you account this to ?
Please provide reasons and should I continue to hold?
Thanks as always.