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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: What are your top 10 Canadian and top 10 US stocks for a long term hold?
Read Answer Asked by Ben on October 10, 2024
Q: Trane has done exceedingly well over the past couple of years. I assume this has been due to outfitting data centers, increased need for air conditioning commercially and residentially and tech advances in their products. Do you still a good runway for growth and does the share price fairly reflect its value?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 08, 2024
Q: Magna MG I am slowly getting tired of its performance. What do you suggest to replace it with? US and CA. Thanks and Greetings, Peter.
Read Answer Asked by peter on September 22, 2024
Q: Hi 5i,

Had to trim some of my US holdings today due to portfolio balancing/management.

Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.

I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.

Thank you in advance and love the service,

Greg C.
Read Answer Asked by GREGORY on September 17, 2024
Q: Hi,
I own TT, PWR, HEI and TT. Looking to add to this industrial theme, if you think that's a good idea? I need a stock that's in a reliable sector without gut wrenching volatility. What do you advise? Are there CDN stocks you'd recommend?
Read Answer Asked by Graeme on August 26, 2024
Q: Thanks for answering both of my questions on ATS and BYD earnings. In reviewing past answers on these 2 companies it seems to me that this in not the first 'disappointing' quarter they have had.

They seem to be in a slump on earnings and in performance which naturally follows.

ATS -31% year to date and -30 for 1 year.

BYD -18% year to date and -3% for 1 year.

Both significantly lagging the S&P and QQQ.

How much longer will you give these 2 in your portfolios before they are replaced?

If you were to replace them today with good quality US stocks with good performance numbers, which would they be?

Thanks


Sheldon
Read Answer Asked by Sheldon on August 12, 2024
Q: Hello 5i...with respect to Cdn Industrials...I am looking to consolidate 9 positions into 6 to 7 holdings...thaey are ( largest to smaillest holding ) WSP, TFII, EIF, ATS, CJT, HPS.A, TRI, TVK, DRX, I am looking for some sort of combo of stable growth ( I have good gains in WSP and TFII and will hold, but could trim ) and potential exceptional growth. Would appreciate if you could rank based on growth and how you might see a consolidation effort for these.

One option being considered is to move completely out of CJT and /or ATS to US industrials and looking at potentials FIX or TT... would like your opinion on this move and if you have preference for one or another suggested potential US industrial ( I already hold AXON )

thanks/Art
Read Answer Asked by Arthur on July 22, 2024
Q: Can you recommend a few US non tech stocks that you see have good upside?
Thanks
Read Answer Asked by sean on July 22, 2024
Q: I am down about 19 percent on MU and thinking of selling as it seems to be out of favor these days. Could I have your opinion and what would be a better growth option or two. Thanks
Read Answer Asked by Bruce on July 18, 2024
Q: At 60 I suddenly find myself semi-retired. Although it's a few years earlier than anticipated, I'm actually pretty excited - I've used the CRA retirement calculator (an excellent tool) and have a solid plan. I do need to make a $150,000 RRSP account last until I am 70 when I plan on applying for CPP and OAS. I want to pull $18,000 per year from the RRSP account a so it does require some growth. Can you suggest a mix of US and Canadian holdings and or etf's (about 50% allocation each country) for such a scenario? Thanks so much.
Read Answer Asked by Kim on July 16, 2024
Q: Morning 5i team,
Thanks for all your great advice to help grow our portfolios.
I own some URI and looks like it’s stalled and looking to sell that and buy one of the following, COST, TT, WMT, CAT or HD.
What are your thoughts on that move or would you put it somewhere else?
Read Answer Asked by Joe on July 08, 2024
Q: It seems to me that one one of the major themes going forward that we as investors must pay attention to is on-shoring or the re-industrialization of the United States and the western world. Please share with me some of the global and Canadian companies that should benefit if this trend continues. I'm interested in both individual companies and ETFs.
Read Answer Asked by Les on July 04, 2024
Q: good day to 5iR....my question is this - how would you rate these US stocks as income, balance or growth? the stocks are -
ABBV-N, BLK-N, BSX-N, TT-N, and XYL-N
thanks for your suggestions....Tom
Read Answer Asked by Tom on June 10, 2024
Q: Recently FIX has been very favourably mentioned in the Q + A. I have been holding TT for some time (and wow, thanks very much 5i for referring to this). Are the 2 very similar or can both be held? And if only one, which would you see as having the better total return performance going forward? Thank you for the excellent service.
Read Answer Asked by Leonard on June 01, 2024
Q: Hi, can I get your recommendations on some Industrial stocks for a conservative portfolio as well as a few picks you might lean to with your inclinations for more growth. Thank you as always! Looking forward to your suggestions.
Read Answer Asked by Harry on May 22, 2024
Q: Hi 5i,

In some jurisdictions in British Columbia all new homes being built cannot use gas for heating and cannot use gas appliances for cooking.

Also in BC there is a new program allowing low and middle income earners to replace their gas and oil furnaces with heat pumps for virtually no cost to the homeowner.

There seems to be a small but growing segment that is going in this direction. Are there any companies (Canadian or U.S. or even International)that specialize in heat pumps (manufacturing, installation, and/or maintenance) that you would recommend as an investment at this time?

Would Trane or Honeywell fit this description?

If there are any, could you please rank them in order of preference on a scale of 1 to 10?

Thanks.
Read Answer Asked by Brian on May 17, 2024
Q: In reference to your answer that we should consider being overweight the US at this time, can you give one US name in each sector for modest growth (not dividends) over the next few years? Please take as many credits as necessary with thanks.
Read Answer Asked by Gregory on May 17, 2024