Investment Q&A

Q: I'm diversifying my portfolio in RRSP. Can you please tell me
2 best US names in Industrials
2 best US names for Utilities
2 best US names for Consumer Cyc, Defensive
2 best US names in Energy
to initiate positions at today levels

Q: There will have to be a significant electrical buildout to facilitate a wide based conversion to EV. Everything from Power Production thru both new and upgraded Distribution to Charging Facilities and their components and other electrical elements I haven't thought of will benefit.
Who will be the biggest beneficiaries?
Will there be be clear winners in power production, presumably among renewable energy companies? What about their suppliers?
Will distribution equipment suppliers like GE and Siemens be rejuvenated? Who's best in class in their sector - one of them, Mitsubishi or?
In Electrical Distribution is there any clear leader or is it so decentralized that all the Fortis' and NEE's etc. benefit.
Will ATD.B and its competitors actually see growth in facilities and same store sales etc.
To what extent will energy storage be required and at what stage?

Thank you, Hugh

Q: Hello Peter,
I would appreciate if you could compare and contrast MTZ and J from an investment perspective today. In light of the the US govt going 'big' on stimulus and spending; and the prospect of shift to growth at a reasonable price, how would you rank MTZ, J, TT and RTX with the best first.
Thank you in advance for your valuable opinion.
Regards
Rajiv

Q: Great and timely article yesterday on this "Phoenix market". With that in mind, which companies in the US manufacturing, health care, energy and technology industries would you be comfortable putting money into today with a 10 plus year hold with a medium/high risk tolerance? Are there any US names that you think should be full positions in the majority of such portfolios? Please feel free to deduct as many question credits as you deem appropriate.

Q: Great article today re the "Phoenix Market". With that in mind, could you please suggest a US stock or two in each major industry sector that you feel is well positioned for growth in the next 5-10 years that you would nevertheless be comfortable stepping into today? (Even if just half a position) Please feel free to deduct the number of credits you deem appropriate.

Q: Could you name some sectors that will do well in an inflationary situation. Name a couple of stocks in each sector both Canadian and American. Thanks

Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.

Q: I just opened up a U.S. -TFSA. Could you pls provide me with approximately 4 U.S. companies that would suit this and advise why you would recommend them. Any sector is fine. I have very little healthcare, I like tech, but am open to your suggestions. Looking for stablility and have a approx. 8 yr time frame.
Thank you so much - you are indeed the guiding light for many out there with our investments!
Margaret

Q: What are your best infrastructure recs for the US in order?

Q: Hi guys,
I own all of the above in my non reg account, please provide your ranking for the above companies based on their management team and outlook. I would like to top them up as per your ranking.

thanks

Jim

Q: A Happy, Healthy, Peaceful and Prosperous New Year to 5i team!

As you folks are good in identifying the trends with momentum, what are the 2 sectors that you feel have the best momentum now , going into 2021. For the next 6 months to a year?
Your selections for these sectors?
US;Canada;and the Rest of the world.
Thank you!

Q: Hi,
In one of your answers to RTX you refer to "J"
What company is this?

Q: What INFRASTRUCTURE companies would one buy b/c of the joe biden victory?
tnx u.

Q: I join those who have sent their compliments and thanks. My success has had much to do with your info and advice.
Please suggest a few industrial and consumer cyclical stocks in Canada and the US for a person with moderate risk tolerance.
Stay safe and have a good year.
Thank you.

Q: What are your preferred industrial stocks (or ETF) in the US?
Thanks for your service!

Q: I should increase the industrial allocation in my rrif Presently I have SIS, WSP and XLI . I would appreciate your opinion regarding stocks or ETFS with some income generation and growth preferably in US or multinational ie MG. Is SIS a reasonable choice for a rrif.

Q: Could you provide me with 3 U.S.A. based Industrial sector companies that have reasonably solid financial positions and good potential growth. Thanks.

Q: As an income investor with some growth, I have some US money unused in our TFSA accounts. Could you give me some suggestions on US stocks you feel still have good valuations. I am lower in Tech, Consumer and industrial sectors.
Thanks so much!

Q: Hi, based on the companies that you cover and also US if possible, which companies are likely to have a stable and steady growth in the next 5 - 10 years ? I mean, I would like to invest in companies that are fairly valued today and that can grow steadily in the next years, not extreme high growth companies. I aim companies that will give me a CAGR > 10% but with a medium risk.

Q: Infrastructure represents 5% of my portfolio and I would like to increase this to 10%.
Some suggestions other than Brookfield Infrastructure (held) both in Canada and US would be appreciated.
Thanks