Investment Q&A

Q: Hi Team,

Can you please provide the current valuation of these two companies?

Thank you,

Q: I am looking to add a US blue-chip industrial company. How would you rank MMM, HON, ITW and ROP for management quality and overall business prospects? Given their current prices, how would you rank them for total return potential if purchased today for a long term hold?

Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

Q: I have held IBM in my RRIF for several years. With dividends, I am about break-even on my purchase price. After the KD spinoff, I thought that IBM would move higher on P/E expansion to reflect higher earnings growth. This seemed to happen after the last quarterly earnings report, but now seems to be stalled. IBM popped up as good value on a P/CF screen you did in response to another client's question, so I am reluctant to sell it. However, you have also suggested in your recent answers to questions that GOOGL is very good value right now, and that the 20% discount from the offer price also makes ATVI good value. So would you wait for a turnaround in IBM and, if so, how long would you wait? Or would you move on and, if so, would you switch into GOOGL for a long term hold or ATVI for a short term profit? If the acquisition of ATVI closes within a year, a 20% return in a year, tax free in a RRIF, seems pretty attractive. The other company I have been considering as an IBM substitute is ROP. But your comments about the attractiveness of GOOGL and ATVI at current prices got me thinking. As always, I would appreciate your insights into the relative merits of these alternatives.

Q: Please provide your top 3 US and Canadian industrial stock recommendations. And, what is the best ETF to cover industrials?

Q: My portfolio is low on utilities and industrials at the moment. It also needs more US and international exposure. Any suggestions for a few stocks that might be good additions at the moment? They'd be long term holds.

Q: I would like to increase my industrial holdings, and wonder if you have a current favourite? (Canadian or US)

Q: I do not have any positions in the Industrial sector and would like to initiate a purchase of a solid "Core Holding" security. Could you provide me with a US and Canadian selection for consideration. Looking for a solid performer with good fundamentals. Thanks

Q: I'm lacking in Consumer Defensive, Industrials, and Basic Materials. Please provide some names you like in each of those sectors.

I'd prefer safe income stocks but I'm open to hear a couple growth suggestions.

Q: Which industrial stocks or ETFs would you recommend given where we are in this bull market? can you list them in terms of valuation (low to high) and potential for growth (low to high).
thanks

Q: Can you please point to your top five U.S. industrials picks, assuming mid to high risk tolerance and a 5+ year hold?

Q: Please give me your thoughts on ROKU, and whether you see this current price as a buying opportunity, or simply too banged up? Do you feel the price could return back to it’s all time high numbers ?

Also, I currently hold TT, and was wondering which other growth industrial US stock would be a good addition for an RSP? Top 3 picks in order please

Lastly, please rank HD, COSTCO and WMT

Thanks so much

Nick

Q: Kindly provide your top five US listed stocks in the Industrial sector. Please use the following criteria. Mid to large cap stocks. Mid to low volatility. Steady earnings grower. Preferable a dividend but not necessary. Best, Don

Q: with the infrastructure bill passing what companies would you recommend as being in the best position to benefit.

Do you feel it might be better to be in infrastructure companies or stay with high growth companies in technologies.

Thank you.

Donna

Q: We have a balanced portfolio with a growth tilt. Current Industrial sector stocks held and their percentage in total portfolio are:
CAE-1.7%, WSP-4.9%, AC-1.9%, XBC-1.3%, XYL-1.9%, MRS-0.3% and etf CWW-2.5%.
Have some cash to add and have been looking at ATA or TFII or topping up one or more existing holdings. Dividend not necessary. Would appreciate your thoughts and/or alternative suggestions.
Many thanks as always.

Q: Please give me some suggestions for investing in water. The one commodity that is vital to life and becoming increasingly scarce.
Thanks Gordo

Q: Please give me some US industrials (large and mid cap) that you like.

Q: Hello, could you recommend a few US industrial names with a focus on income and a little growth.

Thanks!

Q: I'd like to invest (5 year time frame minimum) in one or two leading companies that are benefitting from the drive to optimize water resources. Could you rank the best opportunities in this list considering growth, valuation, moat, and stability? Any names missing from this list?

Q: Light on industrials. Which would you favour today, 1 each in Canada and the US?