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Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks
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Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.
Would your answer be the same today. If not, what would be your list today? Thanks
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28
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.
Would your answer be the same today. If not, what would be your list today? Thanks
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- TFI International Inc. (TFII)
- Algoma Central Corporation (ALC)
- Knight-Swift Transportation Holdings Inc. (KNX)
- Old Dominion Freight Line Inc. (ODFL)
Q: Hello,
Which stocks would benefit the most from a strike/lockout at CP and CNR?
Thank you
Which stocks would benefit the most from a strike/lockout at CP and CNR?
Thank you
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