Q: What are your thoughts about adding Jacobs as an Infrastructure play here after their most recent news? BTW your system is still using the trading code JEC when it should be J. Thanks
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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.
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Jacobs Solutions Inc. (J)
Q: Could you please rank the above stocks for holding/purchase right now please? Thank you
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Fluor Corporation (FLR)
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Home Depot Inc. (The) (HD)
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Lowe's Companies Inc. (LOW)
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Walmart Inc. (WMT)
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Xylem Inc. New (XYL)
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Generac Holdlings Inc. (GNRC)
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Jacobs Solutions Inc. (J)
Q: Can you suggest public traded companies that focus on restoration after environmental events (i.e. fires, hurricanes and floods)?
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Moody's Corporation (MCO)
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Roper Technologies Inc. (ROP)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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S&P Global Inc. (SPGI)
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MSCI Inc. (MSCI)
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Old Dominion Freight Line Inc. (ODFL)
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Waste Connections Inc. (WCN)
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Jacobs Solutions Inc. (J)
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Boyd Group Services Inc. (BYD)
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..
Thank you..
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Axon Enterprise Inc. (AXON)
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Jacobs Solutions Inc. (J)
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.
Victoria
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.
Victoria
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Caterpillar Inc. (CAT)
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Deere & Company (DE)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
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.
Victoria
Thanks for your help.
Victoria
Q: Can I please get you take on Jacobs Solutions and Celsius Holdings? Would you prefer ATS Corporation to Jacobs?
Thank you
Thank you
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Freeport-McMoRan Inc. (FCX)
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Honeywell International Inc. (HON)
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lululemon athletica inc. (LULU)
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Nutrien Ltd. (NTR)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Boyd Gaming Corporation (BYD)
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Jacobs Solutions Inc. (J)
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!
Derek.
Thank you!
Derek.
Q: I have 4% of my RRSP in cash. Im underweight industrials and healthcare. I’m a fan of LLY for HC and J for industrial (WSP is my other). Would you add to these at current prices to get to a half position in each?
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.
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.
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United Rentals Inc. (URI)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Jacobs Solutions Inc. (J)
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!
Dave
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!
Dave
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NV5 Global Inc. (NVEE)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Perion Network Ltd (PERI)
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Sterling Infrastructure Inc. (STRL)
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Jacobs Solutions Inc. (J)
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Lantheus Holdings Inc. (LNTH)
Q:
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
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
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Freeport-McMoRan Inc. (FCX)
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LyondellBasell Industries NV Class A (Netherlands) (LYB)
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Northrop Grumman Corporation (NOC)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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WSP Global Inc. (WSP)
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ATS Corporation (ATS)
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Agnico Eagle Mines Limited (AEM)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Wajax Corporation (WJX)
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Nutrien Ltd. (NTR)
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Rio2 Limited (RIO)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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.
Thanks for your great advise.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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American Tower Corporation (REIT) (AMT)
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Chevron Corporation (CVX)
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Mosaic Company (The) (MOS)
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Morgan Stanley (MS)
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NextEra Energy Inc. (NEE)
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Jacobs Solutions Inc. (J)
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.
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.
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Duke Energy Corporation (Holding Company) (DUK)
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Exelon Corporation (EXC)
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Fluor Corporation (FLR)
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Cameco Corporation (CCO)
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Denison Mines Corp. (DML)
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BWX Technologies Inc. (BWXT)
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Jacobs Solutions Inc. (J)
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NuScale Power Corporation Class A (SMR)
Q: Looking to get into the Nuclear sector, thoughts and any recommendations, US or can ? Thanks
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
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.
Mike
Mike
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Devon Energy Corporation (DVN)
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Freeport-McMoRan Inc. (FCX)
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Hess Corporation (HES)
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Honeywell International Inc. (HON)
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Newmont Corporation (NEM)
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Waste Management Inc. (WM)
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NV5 Global Inc. (NVEE)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Jacobs Solutions Inc. (J)
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
Dawn
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Roper Technologies Inc. (ROP)
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WSP Global Inc. (WSP)
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ATS Corporation (ATS)
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Russel Metals Inc. (RUS)
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NV5 Global Inc. (NVEE)
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TriMas Corporation (TRS)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Jacobs Solutions Inc. (J)
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.
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Graphic Packaging Holding Company (GPK)
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NV5 Global Inc. (NVEE)
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Axon Enterprise Inc. (AXON)
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Reliance Steel & Aluminum Co. (DE) (RS)
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Jacobs Solutions Inc. (J)
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.
Thanks
Piyush
Thanks
Piyush