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
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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: 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
- Devon Energy Corporation (DVN)
- Freeport-McMoRan Inc. (FCX)
- Hess Corporation (HES)
- Honeywell International Inc. (HON)
- Newmont Corporation (NEM)
- Waste Management Inc. (WM)
- NV5 Global Inc. (NVEE)
- Reliance Inc. (RS)
- 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
- Roper Technologies Inc. (ROP)
- WSP Global Inc. (WSP)
- ATS Corporation (ATS)
- Russel Metals Inc. (RUS)
- NV5 Global Inc. (NVEE)
- TriMas Corporation (TRS)
- Reliance Inc. (RS)
- 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.
- Graphic Packaging Holding Company (GPK)
- NV5 Global Inc. (NVEE)
- Axon Enterprise Inc. (AXON)
- Reliance Inc. (RS)
- 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
- Freeport-McMoRan Inc. (FCX)
- Mosaic Company (The) (MOS)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Agnico Eagle Mines Limited (AEM)
- Savaria Corporation (SIS)
- Acadian Timber Corp. (ADN)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Albemarle Corporation (ALB)
- NV5 Global Inc. (NVEE)
- Reliance Inc. (RS)
- L3Harris Technologies Inc. (LHX)
- Jacobs Solutions Inc. (J)
- Boyd Group Services Inc. (BYD)
- West Fraser Timber Co. Ltd. (WFG)
Q: What are you top few materials and industrial stocks in Canada and the US for 2023?
- AMETEK Inc. (AME)
- Mettler-Toledo International Inc. (MTD)
- Jacobs Solutions Inc. (J)
- Otis Worldwide Corporation When Issued (OTIS)
- Carrier Global Corporation (CARR)
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
- Deere & Company (DE)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Quanta Services Inc. (PWR)
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- WSP Global Inc. (WSP)
- Thomson Reuters Corporation (TRI)
- Waste Connections Inc. (WCN)
- Jacobs Solutions Inc. (J)
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.
- Granite Construction Incorporated (GVA)
- NV5 Global Inc. (NVEE)
- AECOM (ACM)
- Exponent Inc. (EXPO)
- Jacobs Solutions Inc. (J)
Q: Who are NVEE's closest peers and why do you like it? What large cap would pair nicely with it?
- Lockheed Martin Corporation (LMT)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- NV5 Global Inc. (NVEE)
- Jacobs Solutions Inc. (J)
Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.
- Southwestern Energy Company (SWN)
- Pacific Biosciences of California Inc. (PACB)
- Epsilon Energy Ltd. (EPS)
- Intellia Therapeutics Inc. (NTLA)
- Jacobs Solutions Inc. (J)
- NuScale Power Corporation Class A (SMR)
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
NuScale Power Corp
Epsilon Energy
Taylor Devices
Jacobs Engineering
Southwestern Energy
Intellia Therapeutics
Pacific Biosciences of California
Samsung
SK Hynics
Thanks
- Alcoa Corporation (AA)
- TFI International Inc. (TFII)
- NV5 Global Inc. (NVEE)
- Century Aluminum Company (CENX)
- Jacobs Solutions Inc. (J)
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 ?
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.
THANKS for all your work.
Q: Any thoughts on J's recent movement downwards, and if your opinions of the company are inline with the positive analyst recommendations in their profile? Thanks!
- Duke Energy Corporation (Holding Company) (DUK)
- Exelon Corporation (EXC)
- Fluor Corporation (FLR)
- Jacobs Solutions Inc. (J)
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
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
- Cameco Corporation (CCO)
- WSP Global Inc. (WSP)
- Jacobs Solutions Inc. (J)
- Constellation Energy (CEGVV)
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
I believe I've seen something on this previously ....
Cramer had on Constellation Energy
Greg
- Costco Wholesale Corporation (COST)
- Booking Holdings Inc. (BKNG)
- Home Depot Inc. (The) (HD)
- Walmart Inc. (WMT)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
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
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
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Jacobs Solutions Inc. (J)
- Unity Software Inc. (U)
- KraneShares Global Carbon Strategy ETF (KRBN)
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.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Honeywell International Inc. (HON)
- Eli Lilly and Company (LLY)
- Williams Companies Inc. (The) (WMB)
- Jacobs Solutions Inc. (J)
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
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
- Costco Wholesale Corporation (COST)
- Procter & Gamble Company (The) (PG)
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Dollarama Inc. (DOL)
- Fortis Inc. (FTS)
- Alimentation Couche-Tard Inc. (ATD)
- Summit Industrial Income REIT (SMU.UN)
- Jacobs Solutions Inc. (J)
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.
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.