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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 please rank the above stocks for holding/purchase right now please? Thank you
Read Answer Asked by Neil on October 24, 2023
Q: Can you suggest public traded companies that focus on restoration after environmental events (i.e. fires, hurricanes and floods)?
Read Answer Asked by Danny on August 30, 2023
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Read Answer Asked by sam on August 22, 2023
Q: Hi Team
According to portfolio analytics I need to increase my industrial weighting by 7%. At present I have AMAT, CNR and LRCX. CNR is the largest weighting here.
At present my portfolio is 7% Industrials and I should be at 14%.
I also own ZSP and XIU but I am not sure if analytics accounts for the specific sector weights there when it figures out your weighting or if it only counts as a broad spectrum diversification.
Which stocks would you recommend adding. This is a non registered account.
Thanks for your help.
Read Answer Asked by Anna on August 09, 2023
Q: I need to increase my industrial sector. Can you please suggest ones with a focus on dividend growth. This is in a non registered account. I already own CNR.
Thanks for your help.
Read Answer Asked by Anna on July 04, 2023
Q: Given the current economic climate and potential future trends, which industries or sectors do you believe are well-positioned for long-term growth in the stock market, and what specific Canadian and US companies within those industries or sectors do you believe have strong fundamentals and potential for long-term momentum?

Thank you!

Read Answer Asked by Derek on April 26, 2023
Q: Your answers to questions about Jacob Solutions have consistently been very positive but the stock seems to be fairly flat in recent times, it has not participated in the positive run than a lot of the markets have enjoyed in the last few months, the promise of benefiting from the suggested infrastructure spending program (did this ever happen?) has not materialized, and the share price is down about 15% from where it was at 12 months ago.

Can you give us a detailed review of its financial metrics and can you tell us why you continue to like this company? Thanks for your excellent service.
Read Answer Asked by Leonard on April 04, 2023
Q: Hello 5i,
I own these four industrial stocks. Could you please rank them for growth?
Do you feel it necessary to own all of them or is it logical to consolidate.
Lastly, are there any US names you would rank higher than these?
Thanks for you insight!
Read Answer Asked by Dave on March 27, 2023

Is STRL big and strong enough to do well in these times? any safer stock with good growth prospects--Canadian or USA? Take as many credits as needed to answer. Helen
Read Answer Asked by Helen on March 21, 2023
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Read Answer Asked by Peter on March 13, 2023
Q: Hi Peter,

You had this qn on Jan. 23, 2023:

My sister wants to invest in 10 Canadian stocks that are relatively safe in terms of capital preservation but which offer possible dividend and growth . Hopefully the stocks would be in different sectors that you would recommend.

Now, for a 5 yr + time period, what 11 US quality stock from each sector would you recommend ?

Please deduct as many credits as necessary.

Thanks a million.

Read Answer Asked by RAY on February 23, 2023
Q: Looking to get into the Nuclear sector, thoughts and any recommendations, US or can ? Thanks
Read Answer Asked by Paulette on February 09, 2023
Q: I am confused . There are numerous companies called “Jacobs Engineering” , but I had always assumed that the giant Dallas based “J” Jacobs Solutions was the one you recommend . Recently you recommended “JEC” , refereed to as Jacobs Engineering Group. Please clarify the difference from an investment POV. Thanks
Read Answer Asked by Thomas on February 08, 2023
Q: We’ve currently run into a situation where we’ve become a bit overweight with our wsp holding (Thank you!). We’re wondering if you would endorse taking profits and putting them into a company like NVEE or is there another, preferably US listed company that you would endorse that is in the same sector. Thank you for the great insight.
Read Answer Asked by Mike on February 08, 2023
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!
Read Answer Asked by Dawn on February 07, 2023
Q: Looking ahead to the US re-industrialization policy what companies or sectors will benefit most from the growth outlined in the IRA? Top US and Canadian traded please.
Read Answer Asked by Regan on February 07, 2023
Q: My question is on US stock market in general. Due to this interest hike and other market conditions, you think those companies which have more sales in US will have better chance to show growth in sales and profit compared to large caps with has more sales outside of USA. Your opinion. If yes than if you can name some industrial names which has bright growth prospects.
Read Answer Asked by Piyush on January 16, 2023