Investment Q&A

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: Can I please your opinion on earnings? They seemed ok and the company upped guidance, so I was a bit confused why it went down 9% today.

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

Q: Which industrials in Canada and US are worth buying at the moment?

Q: What would you say are the top US manufacturing stocks to buy now for growth?

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

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

Q: Please rank following for a long term hold. Thanks

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?

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?

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.

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?

Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?

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

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: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!

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?

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.

Q: Trane has fallen a bit from the peak what are your thoughts on growth outlook moving forward? I’m up about 100% should I be moving on.

What is the outlook for LSPD? I’m taking a loss on this one and have held on for a few years, is there a chance this will gain any growth or should I cut my losses

Thanks!!

Q: Hi 5i Team,

I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?

I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?

I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.

Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.

Lisa

P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.