Investment Q&A

Q: Can you please comment on Jacobs. It has been on a downward trend. Do you still like it and why? Buy, sell, or hold. Thank you!

Q: Hi Peter

I was wondering what you think of the valuation of WSP vs peers. Can you provide your metric to rate and the current valuation. Also would you buy at this level or what price level would you begin to buy. To me it looks expensive. I would appreciate your expert opinion.

Thank you

Q: Looking at the question by Michael on Jacobs today I see a company having 2026 net revenue growth of 6-10 % but a PE of 54 ! Sure it’s a fine company in a good sector but does it really deserve a PE of 54 ? Other solid companies in Canada with historically high PE ‘s such as TRI , WSP , and FSV etc., seem to be going through a valuation revision downward. The question is will the revised valuation remain or will the premium valuation return ? Your thoughts. Thanks. Derek.

Q: What is your opinion of J post their earnings release? Quite a negative reaction to what looks like a decent future? Thanks.

Q: Yesterday a BNN article indicated that preparation, clean-up and re-construction after natural disasters has become a growing and significant portion of the US GDP.

Please advise some companies in these categories that I could do some research on?

Thanks for all your help,

Mike

Q: Hi 5i, may I have your thoughts on Honeywell vs RTX? Looking for a US industrial and if you could list your top 5, looking for a large cap. Thx.

Q: Jacobs Solutions Inc J:NYSE

In you opinion would this company be a buy right now?

Thank you.

Q: Hi,

Could you provide a list of promising companies, in order, both Canadian, U.S. and international, for a strong growth in the next five years in the infrastructure field ?

gratefully,

Jacques IDS

Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Q: With industrials suffering under the current administration and these, like many stocks, on a downward trend, please explain why these are worth having in a portfolio. Thank you!

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: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.

I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!

I'm particularly interested in your comments on management effectiveness

Q: Happy New Year to all of you,
I am heavily weighted in US.. I would appreciate your thoughts for US investments under Trump, for next two years: what do you think will be the top 3 performing sectors? And, what would your top companies be in each sector? Thanks

Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks

Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!

Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.

What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.

*Assume 4+yr holds

Q: Hello 5i!

I have some cash to deploy and am light on industrials. I’m looking for US companies that are growth oriented and I was thinking about ROAD as an option. Could you give me a summary of why you like this company? (Or don’t like it?)

And are there any other industrials that you would prefer over ROAD for growth over the next 2-3 years?

Thanks for your incredible service!

Q: What is your view of the infrastructure sector going forward? What is your view of IFRA? Would Jacobs be a better way to get exposure to the sector, or is there another investment you would suggest? About IFRA, there is a reference to it trading on CBOE, I am not familiar with this, can you explain what that is about? Many thanks

Q: I'm looking to close a gap in my non-registered portfolio in the Industrial Sector. I'm not too concerned about industry. I'm looking for some reasonably priced options that you guys like that have good growth potential, but also pay a (growing) dividend. My intention is a long-term buy and hold. Would you please recommend your top 3 Cdn and top 3 US "likes" and rank order purchase preference from 1 to 6 (with 1 being your top pick) and any rationale for your choices that you think might be helpful to my decision making process. Thank you and thanks (yet) again for your excellent service.