Q: Your thoughts please on Caterpillar vs Deere for long-term growth, and generally how you would rate these as buy/hold/sell in the current environment. Id appreciate any comments where you expect growth will come from (eg mining automation/AI) and leverage. 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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Caterpillar Inc. (CAT)
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Chubb Limited (CB)
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Deere & Company (DE)
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Duke Energy Corporation (Holding Company) (DUK)
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Ecolab Inc. (ECL)
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Coca-Cola Company (The) (KO)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Progressive Corporation (The) (PGR)
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Roper Technologies Inc. (ROP)
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Walmart Inc. (WMT)
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Xylem Inc. New (XYL)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hydro One Limited (H)
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Nutrien Ltd. (NTR)
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Arthur J. Gallagher & Co. (AJG)
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Thank you,
Mike
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First Solar Inc. (FSLR)
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Caterpillar Inc. (CAT)
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D.R. Horton Inc. (DHI)
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Ford Motor Company (F)
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General Motors Company (GM)
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Lennar Corporation Class A (LEN)
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NextEra Energy Inc. (NEE)
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United Rentals Inc. (URI)
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Linamar Corporation (LNR)
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Magna International Inc. (MG)
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Tesla Inc. (TSLA)
Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.
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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)
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
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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)
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?
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?
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.
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.
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Apple Inc. (AAPL)
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PACCAR Inc. (PCAR)
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QUALCOMM Incorporated (QCOM)
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Caterpillar Inc. (CAT)
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Deere & Company (DE)
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Lockheed Martin Corporation (LMT)
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United Rentals Inc. (URI)
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Zebra Technologies Corporation (ZBRA)
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Insight Enterprises Inc. (NSIT)
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CDW Corporation (CDW)
Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.
Donna
Donna
Q: realizing these companies are much different from each other. Would you recommend all three. If yes, Pls indicate by rank, which ones might show the greatest appreciation over the next 2 yrs.
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Caterpillar Inc. (CAT)
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Honeywell International Inc. (HON)
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McDonald's Corporation (MCD)
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Nike Inc. (NKE)
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Procter & Gamble Company (The) (PG)
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RTX Corporation (RTX)
Q: Hello, thank you for your last answer on 5 industrial and consumer names suggestions with a brief reason for each. Now, I would like you to suggest 3 names of the same, but chosen within the CDRs offering. Thanks!
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Caterpillar Inc. (CAT)
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Deere & Company (DE)
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Finning International Inc. (FTT)
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Toromont Industries Ltd. (TIH)
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Wajax Corporation (WJX)
Q: What is your view on Wajax? As a smaller market cap with yield, is it a decent alternative to the bigger names like CAT, TIH or FTT? If not, which is your preferred name at these levels and why? Thanks and deduct the necessary credits...
Q: Good morning,
For an RRSP hold long term 10+years which of these would you prefer? What are the differences between these FTT & TIH company? In your opinion which as the stronger management and most upside? Both have contracts with CAT would they have similar deals with CAT for sales?
For an RRSP hold long term 10+years which of these would you prefer? What are the differences between these FTT & TIH company? In your opinion which as the stronger management and most upside? Both have contracts with CAT would they have similar deals with CAT for sales?
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Caterpillar Inc. (CAT)
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Deere & Company (DE)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: I need to increase my industrial sector. Can you please suggest ones with a focus on dividend growth. This is in a non registered account. I already own CNR.
Thanks for your help.
Victoria
Thanks for your help.
Victoria
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QUALCOMM Incorporated (QCOM)
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AbbVie Inc. (ABBV)
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Caterpillar Inc. (CAT)
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International Business Machines Corporation (IBM)
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Johnson & Johnson (JNJ)
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Coca-Cola Company (The) (KO)
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3M Company (MMM)
Q: Good morning. Can you please suggest your top choices for US companies with strong dividends and some growth potential.
thanks
al
thanks
al
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Caterpillar Inc. (CAT)
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NextEra Energy Inc. (NEE)
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Sunrun Inc. (RUN)
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Bloom Energy Corporation Class A (BE)
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Siemens AG ADR (SIEGY)
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Enphase Energy Inc. (ENPH)
Q: It seems the world’s electrical grid is going to look a lot different in the future. All the talk is around digitization and decentralization, whereby DER’s (distributed energy resources) will add supply back into the grid (solar panels, generators, even EV’s) and the local utility will also be able to reduce demand remotely by adjusting your a/c, hot water tank etc. all enabled by smart meters/networks driven by the technology of the internet of things and AI. My question is do you have an idea who the capital light kind of tech companies are that are going to provide the services to all the Utilities out there to make this happen? It is already happening in few places on a small scale, but the addressable market going forward is mind boggling. I guess I would much sooner invest in the tech than the guys digging lithium out of the ground! Any info appreciated, thanks.
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Caterpillar Inc. (CAT)
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Cummins Inc. (CMI)
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Deere & Company (DE)
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Johnson Controls International plc (JCI)
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Visa Inc. (V)
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Manulife Financial Corporation (MFC)
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VanEck Rare Earth/Strategic Metals ETF (REMX)
Q: Hello Folks:
We are interested in purchasing Mercedes Benz (New York Stock Exchange): perhaps a 5 %% weighting.
Merc stock appears having decent upside in addition to a 7% dividend.
We are considering selling perhaps some Visa, REMX, Johnson Controls, Manual Life, or reducing some energy companies etc. to raise funds for this purpose. We could also thin down big Tech however feel these Tech stocks will have some wind in their sales.
How would you compare outlook for Mercedes Benz with industrials such as John Deere, Cat, Cummins etc. We are Merc fans, however don't wish being over enthusiastic.
Thanks again for all you contribute!!!
brian
We are interested in purchasing Mercedes Benz (New York Stock Exchange): perhaps a 5 %% weighting.
Merc stock appears having decent upside in addition to a 7% dividend.
We are considering selling perhaps some Visa, REMX, Johnson Controls, Manual Life, or reducing some energy companies etc. to raise funds for this purpose. We could also thin down big Tech however feel these Tech stocks will have some wind in their sales.
How would you compare outlook for Mercedes Benz with industrials such as John Deere, Cat, Cummins etc. We are Merc fans, however don't wish being over enthusiastic.
Thanks again for all you contribute!!!
brian
Q: I own CAT anticipating a growth in sales in 2024 due to infrastructure spending in the US. I also own TIH as my industrial exposure in Canada. Does it make sense to hold both or are they too similar? If I decide to change TaiH to another industrial holding in Canada, what would be your preferred options to consider? I already own CP and TFII for my other industrial exposures.
Q: I am considering adding CAT to the industrial sector of my TFSA to complement WSP. I would like a relatively safe 10% annual return from CAT. I note that WSP ate CAT's lunch with 3&5 year returns. Cat is doing better over 3,6 and 12 months. The impetus for the CAT addition is the infrastructure bill $$$$ in the US. Is this a good plan for a 3-5 year hold? Thank you
Q: CATERPILLAR VERSUS DEERE, IF YOU HAD TO CHOOSE WHICH ONE WOULD IT BE AND WHY?
THANK YOU FOR YOUR OPINIONS AND INFORMATION
THANK YOU FOR YOUR OPINIONS AND INFORMATION
Q: Hi 5i,
The what appears to be steady business of Toromont stands out to me. What do you see as the major differences between Toromont and Finning today, and which do you prefer?
Thank you!
The what appears to be steady business of Toromont stands out to me. What do you see as the major differences between Toromont and Finning today, and which do you prefer?
Thank you!
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Caterpillar Inc. (CAT)
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Deere & Company (DE)
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Fluor Corporation (FLR)
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United Rentals Inc. (URI)
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Jacobs Solutions Inc. (J)
Q: What US companies will benefit most from an infrastructure development boom in the US?