• Caterpillar Inc. (CAT)
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• Chevron Corporation (CVX)
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• The Walt Disney Company (DIS)
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• Freeport-McMoRan Inc. (FCX)
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• GE Aerospace (GE)
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• Goldman Sachs Group Inc. (The) (GS)
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• LyondellBasell Industries NV Class A (Netherlands) (LYB)
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• Williams Companies Inc. (The) (WMB)
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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• Premium Brands Holdings Corporation (PBH)
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• Acadian Timber Corp. (ADN)
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• Apollo Global Management Inc. (APO)
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• Nutrien Ltd. (NTR)
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Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter

Upvote 3

Read Answer Asked by Peter on September 05, 2024

• Costco Wholesale Corporation (COST)
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• Caterpillar Inc. (CAT)
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• Home Depot Inc. (The) (HD)
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• Eli Lilly and Company (LLY)
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• United Rentals Inc. (URI)
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• Walmart Inc. (WMT)
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• Trane Technologies plc (TT)
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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?

Upvote 6

Read Answer Asked by Joe on July 08, 2024

• Allstate Corporation (The) (ALL)
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• Caterpillar Inc. (CAT)
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Q: Hello,

Both of these companies have had some incredible runs. What are your thoughts if I hold an existing position with a long-term time horizon? Sell, or continue holding?

Thanks.

Upvote 1

Read Answer Asked by Satish on April 23, 2024