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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.

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

Read Answer Asked by Leonard on November 14, 2024
Q: The markets are showing signs of change.
Kindly order these stocks in order of growth opportunity. Do you think that LAC has begun a turnaround, that it is worth investing in now?
Thank you!
Read Answer Asked by Catherine Ann on July 17, 2024
Q: I have some cash to deploy. Do you think yesterday's shift into 'other' stocks is a meaningful moment? I am not looking to sell any of the big US firms (GOOG, NVDA, etc.,) that I hold but wonder if it is an opportune time to put some of this money elsewhere. I am specifically looking at the US market and the move yesterday into RH and the like. Any sectors or specific stock suggestion that might fit this theme would be appreciated. I am thinking of US mostly, but not exclusively. Thank-you.
Read Answer Asked by Alex on July 15, 2024
Q: Could you please give your opinion on BELFB as company that could benefit in this sector similar to Hammond or are other companies that you prefer such as SPXC, EME, WCC, .Thanks so very much for you expertise.
Read Answer Asked by Ian on April 08, 2024
Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?
Read Answer Asked by Graeme on March 13, 2024
Q: I have funds for 2 of the above. Please rank 1-4 in the order you would invest today for maximum growth over 5 years. If there is an industrial/materials that has yet to be discussed in the 5i pages that should be considered, then please include. Thanks
Read Answer Asked by John on February 23, 2024
Q: Small caps have lagged the market. What are your top 5 Small Cap Canadian Names and top 5 US Small Cap names? Could you also indicate good entry points. Please deduct appropriate credits.

Thanks
Tim
Read Answer Asked by Timothy on December 18, 2023
Q: Are there US listed companies doing similar work to Hammond Power Solutions
Thank You
Read Answer Asked by Peter on November 28, 2023
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