Q: Which of these would you feel has a better outlook for growth going forwards. Do you think this sector is over priced considering the big promises made about infrastructure spending?
Q: I am looking for an industrial income stock and am considering xtc and wsp. I think you would pick wsp because it is much bigger. I would like a yield greater than 3% and these two stocks yield just under 3%. I like the yield of Exchange Income, but am leery of the short situation. Would you please suggest a good industrial stock with a yield close to or exceeding 3%. Thanks.
Q: I am considering selling my Stantec (STN) stock and replacing with WSP Global (WSP), and indeed wish I had done so earlier. I have reviewed your recent answers on this question (and variations). If I were making an initial investment, it seems clear that I would perhaps lean toward WSP, but given that I currently own STN, should I hold or sell it and buy WSP? This is for a long-term investment seeking growth. (Stantec is currently my only industrial stock and about 8% of my portfolio.) Thanks, and great job.
Q: Thank you for your prompt reply to my question re PKI,AD.
I should have also asked that if you did not favour AD then could you recommend something else that has a decent yield and some positive movement in the near term.
Many thanks
Q: Im looking to add 1 or 2 new full position (long term hold) into industrial sector. Already have a full position in SIS. What do you guys think are good companies to enter into right now?
Q: The US is apparently going to be spending large amounts of $ on infrastructure. Can you recommend particular companies that could
benefit? I currently own WSP which I believe has a large US division. Thanks
Q: Hi, I want to increase my sector weightings in Manufacturing and Industrial stocks, plus obtain some Income. I currently hold Barrick ($7K); CAE ($37K); CNR ($58K), Intel ($20K); Pfizer($17K)and Wajax ($10K). Looking to invest $40K more in this area, your suggestions would be appreciated. Thanks!
Q: I am putting together a portfolio for my daughter who is somewhat risk averse. The portfolio will include a TFSA, RRSP and open account. A recurring question I know but does the drop in STN make it a more compelling long-term buy now than WSP or does WSP's momentum win out? Since the stock could go in any of the accounts, I am wondering if WSP's dividend in the open account is just enough to win the day? Income is not the prime pre-requisite here but it wouldn't hurt either.
Q: My industrials currently consist of SIS@4.3%. BIP@ 3.8% and ZCL@3.5%. Each month i have the ability to contribute about 1% of portfolio value. I would like to add to my industrial section. Any suggestions or changes to holdings? Probably happy with three stocks but could add another. Hold about 33 stocks in my balanced portfolio.
Q: Good Morning Peter, Ryan, and Team,
I have some top up cash available to an account which closely follows the "Income Portfolio". Which companies would be attractive today as potential top up candidates ??? Thank you as always for your sage advice. DL
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my INDUSTRIAL SECTOR. Would you add, swap or remove any of them? Thank you and great job.
Q: Hello Peter and team, MDA is taking a hit today, almost 4% drop. Are there any reasons for this? I have a full position in MDA, should I switch to something else? If yes, what would it be (in the industrial sector)? Regards, Gervais