Investment Q&A

Q: hello 5i
I currently hold CCL.b, Stantec, CAE and 3M in industrials. I'm looking for 2 or 3 US industrial growth suggestions as replacements for 3M.
thank you

Q: I was thinking about getting some aerospace/defence exposure and wondered if you thought Raytheon was the go to name in that space and at this time? Do you know anything about a French aerospace company called Safran enuff to comment on it as well? Many thanks

Q: Since starting to do more and more of my own investing I have found your advice incredibly profitable! Thank you. I follow the Canadian balanced portfolio and try to add in some US growth names. I am also diversified into ETFs. Right now I have cash for 2 new US positions. I want to add growth positions and have a long long time frame. Currently considering GH, RTN and RUBI. Do you still like all three at current prices? And which would you choose? Any other suggestions?

Q: If now is a good time to begin putting 12% cash to work increasing our USA div. income to balance our RRIF withdrawals for a mid 70s couple what stocks or etfs would you recommend. We currently own VZ@ 1%, QCO M@1% VGG 1% and VUN 3% to top up.
According to your portfolio analysis we need more US communication, US industrial, and US basic materials. Is it better to have div. income from Canada than US in our RRIF plans?
Would also like to switch our 3.5% position of IYT to div. position.
Take as many question as needed. Thanks

Q: Am thinking of selling JNJ due to ongoing legal issues and replacing with either CVS or RTN. I have other health care exposure with ABT and BMY but nothing in defence sector. Thoughts?

Q: Hi 5iTeam,
RTN and UTX agreed to a merger as per announcement this past June. I am thinking of taking a position in RTN and would like to get your thoughts on this.
Cheers,

Q: I own Raytheon and now it is merging with part of UTX. Today (June 10] UTX is down and RTN is largely flat. What do this about this deal from the viewpoint of RTN shareholders? What does it mean for the company going forward? Thanks.

Q: Which would you consider the superior company to own long term (5+ yrs) in a non-registered account?

Q: I hold Ratheon and Honeywell. Would you recommend selling these for a new holding in Boeing?

Q: Hi,
For the Industrial portion in my RRSP account, I am considering the above companies. With RTN, I wanted to diversify outside of Canada with a large cap stock. Do you see any issue with this company at this time? Is there something else you would prefer? I know you don't cover the US but respect your opinion.

As for the other three (TFII, TCL.a & NFI) could you rank best to worse buys at this time? I am considering adding 2 of the 3 to limit the number of stocks owned. My criteria are: to hold for long term (5 to 10 years), lower impact by any slow down of economy, good growth in dividends and low leverage. Is there another stock or two that would be better than the ones I am considering?
Thanks as always for your help.
All the best,
Dan

Q: your view on the quarterly results thanks

Q: can you explain their results ,are the pension problems so bad that its time to sell. thanks

Q: Hello Everyone,
Looking at these two stocks, they seem to have excellent momentum. What are your thoughts on these companies and the space they're in. Have I missed the boat or do you think there is room to run. Also which one do you prefer.
Regards
Luke

Q: Hello, I have just read "Why It’s Almost Impossible to be a Passive Investor in Canada" by Ryan, very informative article. I realize that my portfolio is underweight in the industrials sector. Could you suggest 3 or 4 names in Canada and in the US respectively? I am looking for good mid or big cap companies with growing dividend if possible. This is for long term investment. Regards, Gervais

Q: Good morning 5i. Looking for 2 solid industrial plays preferably in U.S. but would consider Canada as well. What recommendations can you make for good growth 2-3 years time frame.

Thx/Rob

Q: With the Tomahawk Missile being deployed yesterday (and possibly in the future), would RTN be a viable option to hold hold over the next 3.5 years of the Trump Presidency?

Q: Following Donald's announcement of increased defence spending, I'm contemplating half positions in 3 of the above. Your ranking and perhaps other suggestions would be appreciated, as always.

Rob

Q: Hello Folks:
We hold US industrial stocks such as Cummins, GE, UTX, BA, CVX etc.
It appears likely the incoming U.S. administration will prioritize infrastructure spending. Do you feel this will be the case, and if so, have you some large cap stocks I could consider?
Thank You For Everything
brian

Q: A recent Globe & Mail article recommends investing in certain American defence companies, based on the assumption that military spending will increase regardless of who is elected. They cite the high growth areas of “aircraft, shipbuilding, missile defence and precision munitions”. Their recommendations include RTN, GD, LLL, and HRS. They also mention BA, UTX and LMT but don’t rank them quite as highly. I realize you follow Canadian stocks more closely, but I was wondering if you had any preferences among these names, or if an ETF like ITA or PPA would be preferable for diversification and safety. Thanks very much again for your expertise.

Q: Can you tell me the current P/E and the historical sector PE of each one?

DIS
CRM
WBA
GOOG
RTN
KMB
HSY

Thank you, Shane