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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.


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

Q: What are you top few materials and industrial stocks in Canada and the US for 2023?

Read Answer Asked by Gerry on January 09, 2023

Q: Looking forward, I would like to increase my Industrial sector holdings, especially in the US. Other than for aerospace, what are 5iR's suggestions for my consideration, for growth and good value at this time???......and me, leaning more to larger cap ones.......Thanks for the directional pointers........Tom

Read Answer Asked by Tom on December 12, 2022

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
SK Hynics


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


Read Answer Asked by Greg on May 27, 2022