Q: Hello 5I
I wish you all a happy Thanksgiving and Thank you for all you do for us.
I recently bought some Honeywell (HON)shares thinking that the spinout that they announced was a good move. I was comparing them to Fortive (FTV) (Not many past questions on this company) and now I am not sure if they are the better vehicle. Could you please weigh in on this and if needed, add any other name thar you may like more. I am not worried about tax implications of selling. Which direction would you take if it was your portfolio?
Once again, Thank you
Jeremy

Q: For a long term hold in a TFSA, HON or CNR?

Q: Hi,
One of my industrial holdings is Honeywell. I am thinking of replacing it with Vertiv Holdings. Could you please comment on the trade offs and risk/return potential?
Thank you, Michael