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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: I like Keith Fitzgerald's investing philosophy - "invest in the best, not the rest".

Can you please provide me the best two within the following sectors (please provide your favourite of the two) ? NYSE or TSX-listed:

1. Within the Healthcare sector, I'm interested in specifically Diagnostics as a Service.

2. In the Defense sector. Two companies that continuously improve through technological innovation.
Read Answer Asked by James on December 05, 2022
Q: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.
Read Answer Asked by sam on November 30, 2022
Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.
Read Answer Asked by Marla on November 15, 2022
Q: Hello 5i,
I currently need to add a U.S. Industrial in a RRIF, so yield is very important - as is overall safety. I need to increase Industrials by about 3.0 % and increase my U.S. holdings by 4.5 % so an equity suitable for a larger weighting would be ideal. My other industrials are EIF and SIS.
I have been looking at Raytheon, Ryder, Lockheed Martin and A.O. Smith but was wondering if you have any other suggestions and how you would rank these for safety? If there is a name with a yield in excess of, say, 4.0% that you would be comfortable recommending, that would be ideal.
As always, many thanks for all of you invaluable assistance - it is always very much appreciated!!!
Cheers,
Mike
Read Answer Asked by Mike on November 07, 2022
Q: Do you have a few suggestions for long term holds in US industrials? My only non-Canadian holding in this sector is TT - would you consider this to be still worthy of holding?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 24, 2022
Q: This stock has been a tough ride for me. Bought it for income and some growth as my only exposure to the defense sector. The dividend cut and share price decline leaves me thinking its time to sell and move into another defense stock with higher growth opportunity. Would you agree, and if so, any recommendations with similar dividend, or one that at least has a dividend (held in RSP).

Thank you.
Read Answer Asked by Tony on October 19, 2022
Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks
Read Answer Asked by pietro on June 22, 2022
Q: What is the teams favorite in the defense armed forces area? Elbit systems( ESLT ) seems to have very positive momentum but PE is over 30;while other majors in this area are have a PE apx. 20. What is the teams opinion of ESLT compare to the other majors in this field. Also please include thoughts on LMT, GD,RTX, and the TSX traded MAL.
Much appreciated Douglas
Read Answer Asked by Douglas on March 25, 2022
Q: Can you please give me your recommendation on a defence stock or stocks that you like at this time when many countries will be increasing their defence budgets. Thank You.
Read Answer Asked by Brian on March 22, 2022
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
Read Answer Asked by Ken on March 04, 2022
Q: Hi 5i,

I am having some trouble finding the percentage of their respective business is in cybersecurity. Would you have this breakdown?

How would you rank the 5 for overall growth?

TIA
Read Answer Asked by Wayne on March 03, 2022
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