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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: 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
Read Answer Asked by rajeev on June 09, 2020
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?
Read Answer Asked by Steven on June 02, 2020
Q: Which companies you think are leading in quantum computing technology.
Read Answer Asked by Vinod on May 11, 2020
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!
Read Answer Asked by Gregory on March 12, 2020
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
Read Answer Asked by JOHN on February 20, 2020
Q: A guest of BNN suggested that seniors looking for yield should consider the larger US Industrials. He feels that the Industrial sector is already in recession and priced lower that results in good yields. Need to select ones with ability to continue paying dividend thru a rough patch.
Could you suggest ones that align with this theory.
Read Answer Asked by Doug on October 10, 2019
Q: Thanks for the News Update. and it mentions adding Industrials. For that last few weeks, I'm pondering adding industrial positions to my balanced, diversified US portfolio. I assigned a 15% weighting to the US industrial sector. My current positions are UTX at 4.6% weighting and FDX at 2.6% These two total 7.2% and as a result, I could add 7.8%. Please provide a few US names in this sector for my consideration, including adding to bring FDX to 4%........Appreciate you insights....Tom
Read Answer Asked by Tom on October 03, 2018
Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks
Read Answer Asked by Gordon on August 07, 2018
Q: Hi 5i,
Which aerospace/defence stock would you pick for growth in the next few years?

TIA

Read Answer Asked by Wayne on February 21, 2018
Q: Good Morning. UTX is approaching 7% of my portfolio and I will soon need to sell some of it for portfolio allocation reasons. I would like to deploy the proceeds to a stock, either Canadian or US based, in the same sector. Do you have some suggestions? thx JR
Read Answer Asked by John on January 22, 2018
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