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Q: Q: Hi 5i team,
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you
What would be your current 5 best (highest conviction) US buys “in order” in each of the following categories please.
1. small cap
2. mid cap
3. Large cap
Hold target is 5- 10 years.
Thank you
- Broadcom Inc. (AVGO)
- Intuit Inc. (INTU)
- Tractor Supply Company (TSCO)
- Ingersoll Rand Inc. (IR)
- Eli Lilly and Company (LLY)
- Rollins Inc. (ROL)
- AAON Inc. (AAON)
- Tetra Tech Inc. (TTEK)
Q: In a recent Market Update (Aug 22) you spoke of the power of compounding and the key characteristics of a high compounding stock such as higher volatility, strong sales growth, lower dividends, premium valuations, etc. As a follow up to this topic could you please provide the 5 best US companies (or more if you wish) which you consider to fit these characteristics for long term compounding. Many thanks. Cal
- Eaton Corporation PLC (ETN)
- Ingersoll Rand Inc. (IR)
- Parker-Hannifin Corporation (PH)
- Quanta Services Inc. (PWR)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Toromont Industries Ltd. (TIH)
- Thomson Reuters Corporation (TRI)
- Rollins Inc. (ROL)
- AAON Inc. (AAON)
- CECO Environmental Corp. (CECO)
- Comfort Systems USA Inc. (FIX)
- Advanced Drainage Systems Inc. (WMS)
- Heico Corporation (HEI)
- Interactive Brokers Group Inc. (IBKR)
- Trane Technologies plc (TT)
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?
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?
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