Q: What is your current opinion/outlook on this company. If you had to switch it for another company in a portfolio, which would it be (can be US, you can suggest more than one, registered accound so no taxes implied in a switch)
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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.
Q: Could you name a couple of names you like in the water sector?
Q: My two US industrial companies just reported. The SYX results looked quite good to my inexperienced eye. Not so sure about XYL even though it was advertised as a beat. XYL basically has not beaten earnings in the last year or so and I am wondering if there are better US opportunities. I do hold SIS, TFII, CAE and WSP but overall am a bit underweight industrials. Any suggestions?
Q: XYL had pulled back almost 30% since its highs in February. I understand its one of your favorite industrial (water theme) stocks. Would you please shed some lights on why it didn't bounce back like most stocks did since March 8. Also is it a good time to add to a half position?
Cheers,
Cheers,
- FLIR Systems Inc. (FLIR)
- General Dynamics Corporation (GD)
- Roper Technologies Inc. (ROP)
- Xylem Inc. New (XYL)
- RTX Corporation (RTX)
Q: hello 5i:
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
Q: I am interested in investing in an ultra violet light company - sterilization product. Can you recommend any companies that have a good track record? Thank you for providing this service.
Q: Good morning,
I saw you referenced either owning or liking Flir, Veoey, XYL, and Lazard in your questions section. Can you please briefly describe your thesis, with risk/reward scenario for each? Please feel free to charge however many question credits are appropriate.
Thanks in advance
I saw you referenced either owning or liking Flir, Veoey, XYL, and Lazard in your questions section. Can you please briefly describe your thesis, with risk/reward scenario for each? Please feel free to charge however many question credits are appropriate.
Thanks in advance
- Amgen Inc. (AMGN)
- Biogen Inc. (BIIB)
- FLIR Systems Inc. (FLIR)
- Gilead Sciences Inc. (GILD)
- Garmin Ltd. (Switzerland) (GRMN)
- Dollar General Corporation (DG)
- Medtronic plc. (MDT)
- Procter & Gamble Company (The) (PG)
- Verizon Communications Inc. (VZ)
- Xylem Inc. New (XYL)
- Cencora Inc. (COR)
- JD.com Inc. (JD)
- RTX Corporation (RTX)
Q: I have US cash to deploy and want to do so gradually in stages. I am already well invested in US Tech and I also have decent positions in COST and AMZN. Could you recommend some other US companies - those that have been unfairly punished by the virus that could be good long term investments. Also looking for some international exposure.
Thank you,
PD
Thank you,
PD
Q: Hello, in the Company profile section for XYL, just besides the quote at the top we can see a red letter R that says "restriction started today" we need to put our cursor over the red R to see it (Xylem Inc. New (XYL:US) $ 59.61↓5.52 | -8.48% R). What does "restriction started today" mean? Thanks, Gervais
Q: What are thoughts on this stock, like most recently it is under "water" but the fundamentals appear solid?
Q: My 22 year-old is slowly building and has a fully contributed 8 stock TFSA portfolio that includes GSY, KXS, PHO, PBH, SIS, BAM.A, CNR and TOY. Given his long timeframe (ideally, decades) this current market chaos will be far behind him by the time he will want to access the funds. That being the case, can you suggest a couple of names where he can direct this year’s TFSA contribution or are there some of his current holdings that you would add to instead of, or in addition to, any new positions?
Many thanks for your help.
Bruce
Many thanks for your help.
Bruce
- FLIR Systems Inc. (FLIR)
- Honeywell International Inc. (HON)
- Lockheed Martin Corporation (LMT)
- Roper Technologies Inc. (ROP)
- Raytheon Company (RTN)
- Raytheon Technologies (UTX)
- Xylem Inc. New (XYL)
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
Thanks
- Danaher Corporation (DHR)
- Waters Corporation (WAT)
- Xylem Inc. New (XYL)
- American Water Works Company Inc. (AWK)
- Invesco Water Resources ETF (PHO)
Q: Recent XYL results and the stock drops 7%. I've held for years and it has been one of my more volatile and poorer performing stocks. Yet even after today's action I'm up 15%.
I really want to own XYL largely b/c I firmly believe we'll need more 'engineered' water solutions. However, I'm ready to sell and try something different.
Please tell me why I should continue to hold XYL and not sell to buy WAT, AWK, DHR or and ETF like PHO.
Thx.
I really want to own XYL largely b/c I firmly believe we'll need more 'engineered' water solutions. However, I'm ready to sell and try something different.
Please tell me why I should continue to hold XYL and not sell to buy WAT, AWK, DHR or and ETF like PHO.
Thx.
Q: hello 5i
I currently hold CCL.b, Stantec, CAE and 3M in industrials. I'm looking for 2 or 3 US industrial growth suggestions as replacements for 3M.
thank you
I currently hold CCL.b, Stantec, CAE and 3M in industrials. I'm looking for 2 or 3 US industrial growth suggestions as replacements for 3M.
thank you
- Danaher Corporation (DHR)
- Xylem Inc. New (XYL)
- American Water Works Company Inc. (AWK)
- Invesco S&P Global Water Index ETF (CGW)
Q: I would like to buy a stock or ETF that deals with water treatment, possibly desalination, or purifying water. This would be a US holding, but not necessarily aimed at treating water in the US. What suggestions might you have? I thought about American WaterWorks, and would like an idea of what else is out there, especially for desalination treatment. Thank you.
Q: I sold FIW etf as I have the utilities exposure elsewhere. Is XYL attractive here in regards to earnings growth/stability/debt or should I look elsewhere for water exposure? Thanks.
Q: what is your opinion on xyl. I understand it is being punched today due to poor earnings and guidance. Comments
Q: Could you give me 3-5 US companies (any sector) you would consider good buys at this time? Thanks
- FLIR Systems Inc. (FLIR)
- Alphabet Inc. (GOOG)
- Illumina Inc. (ILMN)
- Xylem Inc. New (XYL)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- Great Canadian Gaming Corporation (GC)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Atlassian Corporation (TEAM)
- Alteryx Inc. Class A (AYX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE
Thanks,
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE
Thanks,
Q: Hi,
Between XYL, LLL and FLIR which one would you pick for a long term hold medium risk.
Thank you
Between XYL, LLL and FLIR which one would you pick for a long term hold medium risk.
Thank you