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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: I am currently overweight tech in general (36%) and NBIS (9%) in particular. I reluctantly feel I need to reduce my exposure to NBIS and, as I am underweight industrials, am in search of suggestions for growth-focused US industrials. Would you kindly provide 3-5 names of mid to large cap industrials you are reasonably confident can match or outperform the NASDAQ over time? AXON and WSP already held. Thank you.
Read Answer Asked by Maureen on October 01, 2025
Q: Hello 5i,

Can you rank AIA (ETF), TT, and KKR on their potential for growth over the next 5-10 years. We own 3% positions AIA for Asia exposure and KKR due to their global footprint,

Would any of the 3 above be a high conviction stock to add to a TFSA at 1/3 of a position?

Thank you
D&J
Read Answer Asked by Jerry on September 22, 2025
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.
Read Answer Asked by Christopher on September 17, 2025
Q: Good Afternoon,

After reading the recent report updates, I followed 5i and sold my share in ATS. Besides some shares in AC, I have very little exposure to industrials. Just looking for advice on U.S. or Canadian industrial share(s) I should consider. Any ETFs?

Regards,

Ryan
Read Answer Asked by Ryan on July 21, 2025
Q: Which industrials in Canada and US are worth buying at the moment?
Read Answer Asked by Peter on July 14, 2025
Q: What would you say are the top US manufacturing stocks to buy now for growth?
Read Answer Asked by Judith on June 25, 2025
Q: I have small position in these two stocks. Is it time to add to my position or sell and invest somewhere else. Could you suggest replacement within the same sector. Thanks
Read Answer Asked by satish on May 21, 2025
Q: I have some new money to put into my TFSA, but I'm stuck trying to figure out what to buy. For a 5+ year time frame, can you suggest 2 or 3 sectors, and 5 stocks to consider, including entry prices? Thank you
Read Answer Asked by Grant on May 05, 2025
Q: Please rank following for a long term hold. Thanks
Read Answer Asked by Ben on May 02, 2025
Q: I have half a position in VZ. Am about 15% underwater. If pullback continues should I add to my position or sell now and buy something else. I am a Div investor overall, but like a little growth. any suggestions?
Read Answer Asked by Pat on April 28, 2025
Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?
Read Answer Asked by Graeme on April 25, 2025
Q: Retired investor with RIF and pension income looking to deploy capital to generate growth (moderate risk) and income. Please provide 5 companies each in the US and Canada to investigate further for investment soon. Canadian banks and utilities owned, so please exclude those.
Read Answer Asked by Joel on April 16, 2025
Q: At what price would you recommend entering a new position in PH? Give the political climate along with the downturn of stock prices, what would be your top 3 picks for a US industrial stock?
Read Answer Asked by Merrilyn on April 10, 2025
Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?
Read Answer Asked by Andrew on April 08, 2025
Q: Hi Guys,

With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?

thanks

Jim
Read Answer Asked by jim on March 25, 2025
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
Read Answer Asked by Dale on March 18, 2025
Q: Are you still long term bullish on either TT or URI? I've been comparing these two companies for an industrial add.

TT is significantly larger, however URI seems to have better historical revenue CAGR, stronger EPS growth, and better margins, with a significantly lower forward earnings multiple and historically significantly more FCF per share.

What's your opinion on URI at these levels? With all the discussion about re-shoring manufacturing and data centre build-outs do you like URI's future prospects?

Or is TT better suited to capitalize on these trends I mentioned above in addition to the increasing need for HVAC in a volatile climate?


Why is the market assigning a significantly higher premium to TT over URI?
Any other industrials I should be considering?
Read Answer Asked by Michael on March 17, 2025
Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.
Read Answer Asked by Doug on February 19, 2025