Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?
Q: I have funds for 2 of the above. Please rank 1-4 in the order you would invest today for maximum growth over 5 years. If there is an industrial/materials that has yet to be discussed in the 5i pages that should be considered, then please include. Thanks
Q: Good Morning
These stocks are in my wife's US Riff account
What US stock or stocks would you recommend as an addition to this list?
She is overweight in both finance and tech in her Canadian Riff so looking for alternative suggestions with some growth and a modest dividend?
Thks
Marcel
Q: Good morning - I need more US exposure as I am overweight Canada. I will need to sell some/all of holdings I have in PBH, L, ATS, TOU, SU and EIF. I hate to sell any of these companies but someone's gotta go to raise cash. Taxes are not an issue. Can you suggest US companies that you would like just as much, which pay dividends and which will keep me in the realms of Industrial, Consumer Discretionary, Energy. Thank you.
Q: Some analysts I follow believe industrials will move as counties turn away from globalization . Reading through your previous answers you seemed to like ph and itw. I am looking for companies that already are positioned well and growing their earnings. Is there any other companies that could do well under this scenario ?
Q: Hi 5i, seems MG is pushing out some of their bets on EV and Autonomous trends, Do you still believe in their growth over the next 2 years after this quarter? I know they raised their divi, but I fear this stock may become a value trap. Also, please provide a few alternatives, no small caps please, either CAD or USD. Thx.
Q: I already hold a bit of TFII and WSP but would like more in industrials. I’m thinking of either adding to TFII or starting a position in STN or TT. Is there still good reason to add to TFII? If not, both STN and TT have good momentum, but as I already hold WSP, would TT make more sense?
Q: hi, i'm short on Industrials. can you provide your top 5 for hopefully a longer term hold. US and/or CDN companies only please. and what do you think of DAC:US now ( it apparently screens as 100 on the Starmine intrinsic valuation model ) ?
cheers, Chris
Q: I hold ROP HEI WSP ATS TFII AXON VRT in the industrial sector. 5i has also recommended TT TDG RTX and URI. I would like to sort out which could be sold [in whole or in part] and which could be added to. For a long-term hold, which could go and which would you advise to be the core for this sector.
Thanks
Q: You touted this stock some time ago and I have done quite well by it ever since. However, you have not mentioned it lately. Is there any reason to suspect that it will not continue to grow despite it being in what I consider to be a growth area - HVAC both residential and commercial? Or is there another US industrial you feel provides better prospects?
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
Q: Hi 5i,
I hold a position in an RRSP, it pays a dividend but is not dripped.
My question is if share price is $30 and i receive a $2 dividend, am I correctly considering I have reduced cost base by $2 per share to $28?
Is this correct or is there a better way to view overall investment value?
thx
Q: Would 5iR consider the following US stocks income or dividend stocks??? - ABBV with (recent) yield of 3.99%, ABT, 1.93%, BLK, 2.14%, NDAQ, 1.57% (as X-T is held in the 5iR Income Portfolio), TT, 1.42% , UNH, 1.40%, HD, 2.7% and LLY, 2.3%
.......I ask this as I want to realign my 3 portfolios, income, balance and growth, for 2024.......Thanks for the assistance.....Tom
Q: Most of the above listed US stocks are in the S&P 500. And I'm wondering - would 5iR consider them "compounders"?.....Thanks for the insight as I'm keen to know whether yes or no!!!......Tom
Q: With regards to the shift in consumer thinking related to moving away from using fossil fuels for home heating/cooling, are there any companies that would stand to benefit from the shift towards heat pumps?
Trane and Honeywell come to mind but are they actually good companies for investors? The 3 to 5 year charts show them as being somewhat rangebound.
Are there perhaps other companies? Or companies that supply the parts for the heat pumps?
Q: May I have your thoughts about Carrier's acquisition of Viessmann Climate Solutions? I have been looking at HVAC investment opportunities in the UK & Europe and the only alternative is Trane. Which of those two are the more suitable investment at this time? Thanks.
Q: Hi group can you help me understand how to get a dividend for my cash that I have presently (100 k ) its sitting in my RBC direct investing account / they do not give any interest for this money.
Can you walk me thru what to buy / I need its to be liquid (I want to use the cash if/when we go into a pullback/ downturn.
2 nd question
Please give me your top pick in each sector regardless of US or CAD