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5i Recent Questions
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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
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Eaton Corporation PLC (ETN)
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Ingersoll Rand Inc. (IR)
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Parker-Hannifin Corporation (PH)
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Quanta Services Inc. (PWR)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Toromont Industries Ltd. (TIH)
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Heico Corporation (HEI)
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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?
Q: What are your thought on taking a position in this company with its recent earnings miss? Still too expensive and with much debt?
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