Q: Light on industrials. Which would you favour today, 1 each in Canada and the US?
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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.
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Roper Technologies Inc. (ROP)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Teledyne Technologies Incorporated (TDY)
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Tyler Technologies Inc. (TYL)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
Q: CSU has been an amzing investment and thank you for your long standing recommendation. What would you consider the next most "CSU-like" company in terms of management and growth in any sector? Could you please provide one in Canada and one in US? Thanks so much. Please do not include TOI in your answer.
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Honeywell International Inc. (HON)
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Roper Technologies Inc. (ROP)
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Xylem Inc. New (XYL)
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Canadian National Railway Company (CNR)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Xebec Adsorption Inc. (XBC)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: Good evening,
I’m looking to increase my stock holdings in the industrial sector. I currently own HON at 3% and have a small position in XBC (due to recent declines). I’d like to add 3 long-term stocks and have identified the following as options: CNR, WSP or J, TFII, XYL, ATA, ROP. I can accept higher risk and would like companies that are leaders or doing something new/innovative in their area. I was also thinking of diversifying within the industrial sector. I’m wondering what 3 additions you’d pick at this time, either from my list above or others that I may have missed? I’m also wondering whether I should add to XBC at this point?
Thank you for great this service!
Lisa
I’m looking to increase my stock holdings in the industrial sector. I currently own HON at 3% and have a small position in XBC (due to recent declines). I’d like to add 3 long-term stocks and have identified the following as options: CNR, WSP or J, TFII, XYL, ATA, ROP. I can accept higher risk and would like companies that are leaders or doing something new/innovative in their area. I was also thinking of diversifying within the industrial sector. I’m wondering what 3 additions you’d pick at this time, either from my list above or others that I may have missed? I’m also wondering whether I should add to XBC at this point?
Thank you for great this service!
Lisa
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Apple Inc. (AAPL)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Home Depot Inc. (The) (HD)
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Lockheed Martin Corporation (LMT)
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Procter & Gamble Company (The) (PG)
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Roper Technologies Inc. (ROP)
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TJX Companies Inc. (The) (TJX)
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Verizon Communications Inc. (VZ)
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Williams Companies Inc. (The) (WMB)
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Walmart Inc. (WMT)
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iShares S&P Global Consumer Discretionary Index ETF (CAD-Hedged) (XCD)
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INVESCO QQQ Trust (QQQ)
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Vanguard Industrials ETF (VIS)
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Industrial Select Sector SPDR (XLI)
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BMO Global Consumer Staples Hedged to CAD Index ETF (STPL)
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iShares Global Consumer Discretionary ETF (RXI)
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Vanguard Consumer Staples ETF (VDC)
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Vanguard Consumer Discretionary ETF (VCR)
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Jacobs Solutions Inc. (J)
Q: Hi,
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.
Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .
With many thanks,
David
I assume that you will deduct question points as you see fit.
I am considering simplifying and 'conservatising' my RRIF.My wife andI are in our mid 70's.
Portfolio Analytical has again shown that my account is unbalanced with inadequate foreign content. I also need to increase my weightings in Consumer (discretional and defensive), Industrial and Technology.
Could you please suggest 5 names for conservative longterm holds in non Canadian Stocks or ETF's in the following categories?
a)consumer defensive
b)consumer discretionary
c)Industrials
d)Technology .
With many thanks,
David
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Starbucks Corporation (SBUX)
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Roper Technologies Inc. (ROP)
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Century Communities Inc. (CCS)
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MEDIFAST INC (MED)
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Reliance Inc. (RS)
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Jacobs Solutions Inc. (J)
Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks
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NVIDIA Corporation (NVDA)
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AbbVie Inc. (ABBV)
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Lockheed Martin Corporation (LMT)
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Roper Technologies Inc. (ROP)
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Stryker Corporation (SYK)
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Atlassian Corporation (TEAM)
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Roku Inc. (ROKU)
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Reliance Inc. (RS)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
Q: Good day, I’m thinking with the better exchange rate of late, it would be a good time to buy more US shares inside a tfsa. We are very diversified across all accounts. Looking for some ideas. What are some growth names you would buy today? Already own most big tech, but would have no problem adding to them. Thanks so much as always
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Lockheed Martin Corporation (LMT)
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Roper Technologies Inc. (ROP)
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WSP Global Inc. (WSP)
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Xebec Adsorption Inc. (XBC)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: We currently own WSP TT XEBEC in industrials and would like to add one more US industrial stock what suggestions would have first being the best?
This much
Marse
This much
Marse
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Roper Technologies Inc. (ROP)
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Cemex S.A.B. de C.V. Sponsored ADR (CX)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: Hi 5i
Looking for an industrial company. Thought maybe Cemex should do well in the near future.
Your thoughts?
Thx
Gerry
Looking for an industrial company. Thought maybe Cemex should do well in the near future.
Your thoughts?
Thx
Gerry
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Roper Technologies Inc. (ROP)
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Xylem Inc. New (XYL)
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MasTec Inc. (MTZ)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: As retired farmers we have owned Caterpillar, Cummins and John Deere in our industrial sector for many years. We prefer companies to which we can understand and relate.
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian
Have you suggestions of additional larger solid U.S. industrial companies with growth potential? We also are shareholders of aerospace sector companies NOC and RTX.
Thank you so much for your great service!!!
brian
Q: I intent to take opening positions for these three US stocks. Seems momentum is good. But what would be a good entry point for each of these?.........thanks for the hints.......Tom
Q: Can I please have your thoughts on this company as a long term compounder in the future? Also, If you could comment on valuation that would be great.
Thanks
Thanks
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Roper Technologies Inc. (ROP)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hello, is CSU still a buy at todays prices ? Or, is there a comparable company you would buy that maybe operates in a different sector but has the same or better growth possibilities ?
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Roper Technologies Inc. (ROP)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TDG Gold Corp. (TDG)
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Berkshire Hathaway Inc. (BRK.B)
Q: Can you tell me which companies would be comparable and that you would buy that the same or better growth.Love your service.
Q: Hi,Peter
please comments on recent quarter, is it a buy hold or sell, between TT LMT ROP which one is better, thank you very much.
selina
please comments on recent quarter, is it a buy hold or sell, between TT LMT ROP which one is better, thank you very much.
selina
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Booking Holdings Inc. (BKNG)
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Wynn Resorts Limited (WYNN)
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Harley-Davidson Inc. (HOG)
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Southwest Airlines Company (LUV)
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Roper Technologies Inc. (ROP)
Q: amazon , shopify etc , shares have soared during the pandemic season. If things begin to turn around and people leave their homes to shop again , what might a person want to be invested into to ride the next wave excluding big names like Costco and home depot Etc, thanks. no Rush on the answer.
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Booking Holdings Inc. (BKNG)
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Southwest Airlines Company (LUV)
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Roper Technologies Inc. (ROP)
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Xylem Inc. New (XYL)
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Jacobs Solutions Inc. (J)
Q: I join those who have sent their compliments and thanks. My success has had much to do with your info and advice.
Please suggest a few industrial and consumer cyclical stocks in Canada and the US for a person with moderate risk tolerance.
Stay safe and have a good year.
Thank you.
Please suggest a few industrial and consumer cyclical stocks in Canada and the US for a person with moderate risk tolerance.
Stay safe and have a good year.
Thank you.
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Lockheed Martin Corporation (LMT)
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Roper Technologies Inc. (ROP)
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Xylem Inc. New (XYL)
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iShares U.S. Industrials ETF (IYJ)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
Q: What are your preferred industrial stocks (or ETF) in the US?
Thanks for your service!
Thanks for your service!
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Lockheed Martin Corporation (LMT)
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Roper Technologies Inc. (ROP)
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L3Harris Technologies Inc. (LHX)
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Trane Technologies plc (TT)
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
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
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Lockheed Martin Corporation (LMT)
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Roper Technologies Inc. (ROP)
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Vanguard Industrials ETF (VIS)
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Jacobs Solutions Inc. (J)
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: Good Morning Team
Besides the general market sell-off any reason for ROP dropping. Was anything negative reported in their latest results? I thank-you in advance. Sam
Besides the general market sell-off any reason for ROP dropping. Was anything negative reported in their latest results? I thank-you in advance. Sam