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Q: What companies in the USA for materials - Is lumber the next thing to run as we are short of housing in USA and CDN
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Tractor Supply Company (TSCO)
- AutoZone Inc. (AZO)
- Deere & Company (DE)
- Ecolab Inc. (ECL)
- Sherwin-Williams Company (The) (SHW)
- Union Pacific Corporation (UNP)
- Super Micro Computer Inc. (SMCI)
- Linde plc (LIN)
- Crocs Inc. (CROX)
- Old Dominion Freight Line Inc. (ODFL)
- CrowdStrike Holdings Inc. (CRWD)
- Trane Technologies plc (TT)
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
- Ecolab Inc. (ECL)
- Sherwin-Williams Company (The) (SHW)
- iShares S&P/TSX Global Base Metals Index ETF (XBM)
- Global X Lithium & Battery Tech ETF (LIT)
- Linde plc (LIN)
Q: Hi Peter and 5iresearch team
I don't have any exposure to materials. I have XBM and LIT on my list.
1. Is now a good time to start investing in materials?
2. Would you consider other ETFs/stocks (US or CAD) that must be held as a first step investing in materials?
Thank you
I don't have any exposure to materials. I have XBM and LIT on my list.
1. Is now a good time to start investing in materials?
2. Would you consider other ETFs/stocks (US or CAD) that must be held as a first step investing in materials?
Thank you
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