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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: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.

Read Answer Asked by sam on November 30, 2022

Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.

Read Answer Asked by Marla on November 15, 2022

Q: For growth, what do you think about:

NuScale Power Corp
Epsilon Energy
Taylor Devices
Jacobs Engineering
Southwestern Energy
Intellia Therapeutics
Pacific Biosciences of California
Samsung
SK Hynics

Thanks

Read Answer Asked by Gregory on August 25, 2022

Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?

Read Answer Asked by karim on August 16, 2022

Q: In our concentrated portfolio of 20 stocks we hold the above industrials (total weighting 22%) and have been happy. GIC “missed” earnings today and is down today. Could you review its earnings and let us know if there are any red flags? Also would you see a better US industrial stock to fit into our portfolio? We are up 50% from where we bought GIC so there would be some tax considerations in selling…

THANKS for all your work.

Read Answer Asked by Paul on August 05, 2022

Q: Can you suggest some pick and shovel ways of investing in the theme that a dramatic increase in atomic energy production is the only reasonable way to produce the electric power necessary to replace fossil fuels? i.e. producers or suppliers to producers other than uranium miners.
The theory is that wind and solar both have environmental negatives as well is seasonal and 24 hour availability issues that suggest there are limits to their contribution.
Secondly how, valid do you think the premise is?
Thanks, Hugh

Read Answer Asked by Hugh on July 05, 2022

Q: In the theme of Nuclear Energy what companies are making smaller reactors or components. Green energy to be supplied by regional reactors vs large units .
I believe I've seen something on this previously ....
Cramer had on Constellation Energy

Greg

Read Answer Asked by Greg on May 27, 2022

Q: Hi 5i,

I was looking forward to the US part of the answer to Aleem’s recent question.

Specifically, can I get your two top US picks for each of consumer cyclical, consumer defensive and industrials based on current valuation and long-term growth.

Thanks as always,

Kevin

Read Answer Asked by Kevin on May 10, 2022

Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.

Read Answer Asked by David on April 29, 2022

Q: Dear Peter and Ryan.

I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?

Thank you,
Yiwen

Read Answer Asked by Yiwen on April 28, 2022

Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.

Read Answer Asked by Rob on April 27, 2022

Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

Read Answer Asked by Terence on February 14, 2022

Q: I understand these stocks [and others] are involved in grid electrification and modernization. infrastructure modernization and digitization of industry.
Could you comment on which ones [and others] you would recommend with rationale. Thank you.

Read Answer Asked by sam on February 10, 2022

Q: I have 1.4% in Docu in my US cash account with a 44% loss at this time. Should I bite the bullet and sell it to invest in another growth stock for a 3-5 year hold . If so can you suggest a few other than tech.
Thanks for what you do.

Read Answer Asked by Bonnie on February 03, 2022

Q: Hi 5i,
I currently own Cnr 4%, ata 3%, tfii 3%.
For diversity and best 2022-2023 prospects, which does 5i like best: aos or itw or wsp? Which has the highest projected growth for the next two years? Which is the best value at today’s prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,

Read Answer Asked by Kat on January 27, 2022