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: Some analysts I follow believe industrials will move as counties turn away from globalization . Reading through your previous answers you seemed to like ph and itw. I am looking for companies that already are positioned well and growing their earnings. Is there any other companies that could do well under this scenario ?

Q: Hello, I recently sold my rental property in 2022, and I now have funds sitting in the bank, earning interest. My ultimate goal is to invest this money wisely and create a portfolio that can serve as an inheritance for my loved ones. I am currently in the process of assembling a collection of high-quality stocks.

For me, the presence or absence of dividends is not a decisive factor when selecting stocks. Could you kindly recommend two top-performing stocks in each sector of the global market? These core holdings will play a crucial role in achieving my long-term financial objectives.

As of now, I have already purchased shares in NVIDIA (NVDA), Meta, Intuitive Surgical (ISRG), Alphabet (GOOGL), Canada: Goeasy (GSY), Nuvei (NVEI), Definity Finacial (DFY), Boyd Group(BYD), Thomson Reuters (TRI), Aritzia (ATZ), and Nutrien (NTR).

Thank you in advance for your valuable insights.