Investment Q&A

Q: What are your preferred industrial stocks (or ETF) in the US?
Thanks for your service!

Q: According to Portfolio Analytics, I'm underweight in Industrial, Consumer Defensive, Utilities and Energy. Can you please give me three names to consider in each category? I'm also overweight in North America so, to the extent that there are good international names in these categories, please include them. I have a fairly long investment horizon: 5 years until my children hit post-secondary and 20-30 years before retirement.
Thanks.

Q: Hello 5i
I’ve owned LHX for almost two years. I’m getting impatient and wondering if you would endorse a move to TT for more growth? Or any others in the same space.
Thank you
Dave

Q: Hi 5i team,
I need to increase my holdings in industrial stocks and am thinking of either TT or LMT, hoping they have a strong enough balance sheets and growth potential to come out on top after the pandemic shutdown. Which one would you buy now and why or other preference? Would you answer be different if the vaccines are not as effective and the economy lock down dragged on through 2021? Thanks.

Q: I should increase the industrial allocation in my rrif Presently I have SIS, WSP and XLI . I would appreciate your opinion regarding stocks or ETFS with some income generation and growth preferably in US or multinational ie MG. Is SIS a reasonable choice for a rrif.

Q: My US holdings are COST, VEEV, ABBV, NVDA, U, PLTR, GOOG, V, BABA and would like to add 2-3 more US stocks to my US dollar portfolio. Could you please make some suggestions that would compliment the above.

Thanks

Dave.

Q: Could you provide me with 3 U.S.A. based Industrial sector companies that have reasonably solid financial positions and good potential growth. Thanks.

Q: My parents (late 70's) will be receiving proceeds from the sale of a US asset and are looking to add to their existing investment portfolio (an additional 25%) . They are financially stable with a long term balanced portfolio and are interested in allocating the new cash into quality, long term positions with growth potential. US, Canada and industry non specific. What would you recommend as your top 5 US and Canadian positions and why?

Q: Hi, based on the companies that you cover and also US if possible, which companies are likely to have a stable and steady growth in the next 5 - 10 years ? I mean, I would like to invest in companies that are fairly valued today and that can grow steadily in the next years, not extreme high growth companies. I aim companies that will give me a CAGR > 10% but with a medium risk.

Q: Hi! I would like to build a portfolio of 20 stocks that include both Canadian and US holdings that contain a mix of growth and defensive names with a stronger weighting to growth(say 70%/30% growth to safety). What names would yo allocate to create the portfolio. Thanks very much.

Q: Thank you for the update last night. I was not surprised to see the removal of GC due to the COVID shutdowns. I am curious to know what the discuss was surrounding GUD and CAE before providing that update. Are these potentially on the chopping block as well or just require more patience. If you were to consider swapping GUD and CAE for something else what might you recommend in Canada and the US right now (asking about US as portfolio analytics suggests I need more US exposure)?

Thanks as always for the fantastic work you all do!

Q: I would like to have a little fun with this question. Imagine a boxing match between Canadian companies and American companies...each round is represented by a sector so lets say it is a fight gone bad and there are extra rounds covering 11 sectors. Please pick a favourite Canadian Contender and a strong American contender for each round and who wins the round. Example Round 10 Technology Red corner Constellation Software vs Blue corner Microsoft. Won by Microsoft or Constellation Software. The rules...If you wish to give reasons why the round went one way or another, it's your choice. A good clean fight use the criteria of your investment strategies. The point...I am curious if the Canadian Companies stack up and in what areas I should be looking at South of the border. Thank you

Q: Hi, Over past 2 weeks markets have seen a rotation from Technology sector and the Stay Home stocks ( like Netflix, Shopify, Alphabet and others) into Cyclical sectors (Banks and Industrials). Airlines, Cruiselines and Gaming/Entertainment ( like WYN etc ) stocks have also shot up recently. This sector rotation seems to be based on belief that with economy reopening ( and Federal Reserve with an endless supply of money/support), recovery may be much faster and stronger.

With this noticeable shift in market positioning, we would like to participate and hope to benefit in near as well long term. We have 15% weight in Canadian Banks. But among Industrials, only companies owned by us are CNR, RPI.un and BYD. We also started a small position in AC and Boeing, on Friday, with intentions to build over time.
We are looking for companies in this sector with strong fundamentals which are trading at a discount to their historical levels, for COVID related factors and depressed market sentiment. Could you please recommend a few names in Canada and US. Thank You

Q: Portfolio Analytics indicates I am over allocated and perhaps over diversified in Financials: BAM.A 2%, BNS 2%, TD 4%, X 2%, BRK.B 4%, MA 6% and Industrials: CCL.B 1%, CNR 4%, NFI 1%, FDX 3%, HON 3%, LMT 6%.
Which positions would you recommend trimming or eliminating?

Q: Which companies you think are leading in quantum computing technology.

Q: i have held this company for a while,is it better to replace it with rtn or lmt , or some better one, thanks

Q: I am looking at adding some US Industrials to my portfolio, could you give me your opinion on Honeywell and Lockheed Martin for long term income generating investments?Are there other US industrial stocks that deliver a good and growing dividend that you prefer?

Q: I am underweight in industrials. Currently have a partial position in ATA. Would you recommend adding to this position and then adding a US equity such as RTN? Are there others you would consider instead?
Thanks!

Q: Hello Team

Looking for your top 3 picks for US industrials. What would you recommend and why? Would you buy these stocks now? Thanks for your insight.

Q: Currently have CNR, CAE, WSP and SIS in my Industrial Sector of my portfolio - I would like to add a couple of US names to compliment these - can you recommend some names that I can take a look at ?

Thanks