Q: I hold Comfort Systems and am down significantly on the stock. Do you think it is worth holding and adding to or would you move on. If I were to move on could you suggest other names in the same space. Thank You.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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WSP Global Inc. (WSP)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
Q: Please rank from most conviction in a recovery to least conviction. Thank you
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
Q: Is FOUR debt level manageable to weather the storm? How would you rank with VRT, AXON and FIX
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WSP Global Inc. (WSP)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Vertiv Holdings LLC Class A (VRT)
Q: Could you please list these industrial stocks in order of conviction from best to least conviction. thank you.
Q: Hi All at 5i!
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara
I am wondering what your thoughts are on Sterling. I initially bought it at $53 and have trimmed away some of the gains. They report on the 25 th . The stock has declined in value over the last while. Do you still think it has good future prospects for growth.
Cheers,
Tamara
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Intuitive Surgical Inc. (ISRG)
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Celestica Inc. (CLS)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Construction Partners Inc. (ROAD)
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Berkshire Hathaway Inc. (BRK.B)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rate the following stocks to purchase today for a long term hold.
Q: Why is FIX down today? It's on my watch list, is it a good day to buy?
Q: I am looking at industrials that will do well in the USA in the initial Trump period. I see you often recommend TT, but it is down where it was last September, which appears to mean negative momentum, which, you usually steer away from. Do you see strong upside for TT in the next couple of years, and would it be your choice, or one of your picks for this goal? Would you pick it over FIX? Is there anything in the Deep Seek revelations that would negatively affect either holding? Are there other holdings you would recommend, and would you choose more than one, and would you wait a bit for the markets to settle? Thanks!
Q: Could I get your thoughts on why FIX dropped by over 20% today, January 27, 2025? I couldn't find any news except for the DeepSeek AI company which seemed to have put pressure on many technology stocks.
Q: Which would you anticipate to have stronger growth over the next 3-5 years...and why: JPM or FIX? Thank you.
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Visa Inc. (V)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
Q: In a question yesterday - attached - I asked you to recommend one or two US equities and listed those already held. In response, you gave me two equities which I had listed as already owned. Clearly you have not had your morning coffee:-) Please try again.
Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Answer:
In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
Yesterday's Question:
VRT has now grown to 9.5% of my total portfolio. (Thank you for the recommendation!) Would you let this winner run? Or would you be inclined to trim? If trim, what one or two US equities would you purchase (any sector) with the proceeds with a similar risk/growth profile...and why? The following US/international equities are already held: GOOG, NVDA, AMZN, MSFT, V, COST, AXON, ISRG, CLBT, and NBIS. Thank you.
Answer:
In our view, as a company aproaches 10% of a portfolio, the portfolio starts to become a bet on that single name and we would typically prefer to trim the position down. For something with a similar risk profile and growth potential, we might consider NBIS and CLBT, but both are higher risk.
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Comfort Systems USA Inc. (FIX)
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Construction Partners Inc. (ROAD)
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Sterling Infrastructure Inc. (STRL)
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IES Holdings Inc. (IESC)
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Trane Technologies plc (TT)
Q: Hi,
1 )Is there too much overlap between Fix and TT to own both? Which do you prefer long term?
2) Do you think infrastructure under Trump will do well? Which of these (IESC, ROAD, STRL or substitute another choice?) would you go with and why?
1 )Is there too much overlap between Fix and TT to own both? Which do you prefer long term?
2) Do you think infrastructure under Trump will do well? Which of these (IESC, ROAD, STRL or substitute another choice?) would you go with and why?
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Super Micro Computer Inc. (SMCI)
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Comfort Systems USA Inc. (FIX)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Nebius Group N.V. (NBIS)
Q: Could you provide me with a few a few names that you feel will benefit from the build up of Data Centers to support AI and would Comfort Systems be on that list? Thank you.
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TerraVest Industries Inc. (TVK)
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Comfort Systems USA Inc. (FIX)
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Badger Meter Inc. (BMI)
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Heico Corporation (HEI)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Just read Peters comments in the Post. Pls name 3 junior to mid sized compounders in the U.S. & 3 in Canada you like best. Tks wib
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Celestica Inc. (CLS)
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Axon Enterprise Inc. (AXON)
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Comfort Systems USA Inc. (FIX)
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Palantir Technologies Inc. (PLTR)
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Hims & Hers Health Inc. Class A (HIMS)
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Rocket Lab USA Inc. (RKLB)
Q: What is 5i opinion of Investor Business Daily service? They publish an IBD50 and IBD Big Cap 20 list. Have you looked at these names on the list over any period of time and is it a valuable tool? You may not be able to answer this if you don't use the service but if you do out of the names on the lists what would be your top 5-7 names?
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Comfort Systems USA Inc. (FIX)
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Construction Partners Inc. (ROAD)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?
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Parker-Hannifin Corporation (PH)
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Comfort Systems USA Inc. (FIX)
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SPX Technologies Inc. (SPXC)
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Trane Technologies plc (TT)
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Carrier Global Corporation (CARR)
Q: The HVAC industry as a whole seems to have done well but many businesses now seem to be very richly valued...what is your view of that area going forward?
Trane has been a great investment. It is now 5% of my portfolio; given its valuation, if it was you, would you hold, trim or exit?
Or if you see this area as still having potential, rather than adding to TT, do you think SPX or CARR would be good options? Any others come to mind?
Many thanks for your excellent service
Trane has been a great investment. It is now 5% of my portfolio; given its valuation, if it was you, would you hold, trim or exit?
Or if you see this area as still having potential, rather than adding to TT, do you think SPX or CARR would be good options? Any others come to mind?
Many thanks for your excellent service
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Vanguard S&P 500 ETF (VOO)
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Vanguard Dividend Appreciation FTF (VIG)
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SPDR S&P 500 ETF Trust (SPY)
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iShares Core High Dividend ETF (HDV)
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The Trade Desk Inc. (TTD)
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Comfort Systems USA Inc. (FIX)
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Berkshire Hathaway Inc. (BRK.B)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
Q: I am still toying with RRSP strategies - I have about 50% of my RRSP in US funds and 50% in Canadian funds. I plan on starting to draw my RRSP down in January and need about an 8% annual return, including dividends and growth for the next 10 years. I have slowly been rolling my Canadian side toward your income portfolio, and am about half-way there. On the US side, I hold the above positions. What are your thoughts on the following - mirroring your income portfolio with the Canadian side, and on the US side hold a combination of ETF's/Equities, or just ETF's. I have been actively growing my RRSP (with success thanks!) But hope to be able to spend less time on it once I retire. The above idea means, for the Cdn side, I can continue to follow your moves on the income portfolio. For the US side, I will continue to monitor/rebalance, but I don’t want it to be a daily task - please suggest a tactic, including whether to mix equities/ETF's, or just go to one or a few ETF's, and please suggest holdings in either tactic. Thanks!
Q: please provide 3 important current metrics used to value WSO and compare them to their 3 year average. if you like WSO what would be a good entry point if not is there a competitor that you would recommend and why thanks Richard
Q: I am interested in investing in one of the above listed companies. Can you please give me your thoughts and analysis? Do you think these companies are a good investment and why . Which of these companies would you prefer? FIX took a big hit on October 25th. Thank you.