Q: With industrials suffering under the current administration and these, like many stocks, on a downward trend, please explain why these are worth having in a portfolio. Thank you!
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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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Fluor Corporation (FLR)
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Marsh & McLennan Companies Inc. (MMC)
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Republic Services Inc. (RSG)
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The Travelers Companies Inc. (TRV)
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Waste Management Inc. (WM)
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CBRE Group Inc Class A (CBRE)
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AECOM (ACM)
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Jacobs Solutions Inc. (J)
Q: With the aftermath of the California disaster, which companies could be involved in all levels of rebuilding those areas ( Engineering, construction, cleanup, etc.).
Thank you.
Thank you.
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NextEra Energy Inc. (NEE)
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Quanta Services Inc. (PWR)
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Williams Companies Inc. (The) (WMB)
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MasTec Inc. (MTZ)
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Jacobs Solutions Inc. (J)
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Vertiv Holdings LLC Class A (VRT)
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Constellation Energy Corporation (CEG)
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Nebius Group N.V. (NBIS)
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AmeriTrust Financial Technologies Inc. (AMT)
Q: These companies caught my eye recently due to their broad exposure to infrastructure, energy and engineering. The 1 yr chart for MTZ is pretty good as well. However, some of MTZ's fundamentals I look for seem inconsistent (equity, EPS, free cash flow and operating income). I'm not sure what to make of this one, and see others (eg:PWR, J) in the energy infrastructure/engineering as also looking promising.
I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!
I'm particularly interested in your comments on management effectiveness
I'm not beholden to either of these (and please propose others), but now that I know such companies exist, can you recommend a few options for a "catch all" for exposure to electrical demands (AI, data centers) and upgrades (utility), other energy infrastructure (solar, hyrdo, transmission etc) and even communications (cell towers, etc). Perhaps a wide range here, but curious what comes back from 5i!
I'm particularly interested in your comments on management effectiveness
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Amazon.com Inc. (AMZN)
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Garmin Ltd. (Switzerland) (GRMN)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Jacobs Solutions Inc. (J)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Happy New Year to all of you,
I am heavily weighted in US.. I would appreciate your thoughts for US investments under Trump, for next two years: what do you think will be the top 3 performing sectors? And, what would your top companies be in each sector? Thanks
I am heavily weighted in US.. I would appreciate your thoughts for US investments under Trump, for next two years: what do you think will be the top 3 performing sectors? And, what would your top companies be in each sector? Thanks
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Broadcom Inc. (AVGO)
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Expedia Group Inc. (EXPE)
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American Express Company (AXP)
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Cummins Inc. (CMI)
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D.R. Horton Inc. (DHI)
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Mastercard Incorporated (MA)
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Constellation Software Inc. (CSU)
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Tapestry Inc. (TPR)
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Hubbell Inc (HUBB)
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Jacobs Solutions Inc. (J)
Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks
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Old Dominion Freight Line Inc. (ODFL)
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Uber Technologies Inc. (UBER)
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Jacobs Solutions Inc. (J)
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RTX Corporation (RTX)
Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Eli Lilly and Company (LLY)
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The Trade Desk Inc. (TTD)
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Axon Enterprise Inc. (AXON)
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CrowdStrike Holdings Inc. (CRWD)
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Jacobs Solutions Inc. (J)
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Vertiv Holdings LLC Class A (VRT)
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Amentum Holdings Inc. (AMTM)
Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!
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Amazon.com Inc. (AMZN)
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NVIDIA Corporation (NVDA)
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Take-Two Interactive Software Inc. (TTWO)
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Jacobs Solutions Inc. (J)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
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Palantir Technologies Inc. (PLTR)
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Applovin Corporation (APP)
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Sezzle Inc. (SEZL)
Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.
What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.
*Assume 4+yr holds
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.
What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.
*Assume 4+yr holds
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Axon Enterprise Inc. (AXON)
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Construction Partners Inc. (ROAD)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Hello 5i!
I have some cash to deploy and am light on industrials. I’m looking for US companies that are growth oriented and I was thinking about ROAD as an option. Could you give me a summary of why you like this company? (Or don’t like it?)
And are there any other industrials that you would prefer over ROAD for growth over the next 2-3 years?
Thanks for your incredible service!
I have some cash to deploy and am light on industrials. I’m looking for US companies that are growth oriented and I was thinking about ROAD as an option. Could you give me a summary of why you like this company? (Or don’t like it?)
And are there any other industrials that you would prefer over ROAD for growth over the next 2-3 years?
Thanks for your incredible service!
Q: What is your view of the infrastructure sector going forward? What is your view of IFRA? Would Jacobs be a better way to get exposure to the sector, or is there another investment you would suggest? About IFRA, there is a reference to it trading on CBOE, I am not familiar with this, can you explain what that is about? Many thanks
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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Axon Enterprise Inc. (AXON)
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Jacobs Solutions Inc. (J)
Q: I'm looking to close a gap in my non-registered portfolio in the Industrial Sector. I'm not too concerned about industry. I'm looking for some reasonably priced options that you guys like that have good growth potential, but also pay a (growing) dividend. My intention is a long-term buy and hold. Would you please recommend your top 3 Cdn and top 3 US "likes" and rank order purchase preference from 1 to 6 (with 1 being your top pick) and any rationale for your choices that you think might be helpful to my decision making process. Thank you and thanks (yet) again for your excellent service.
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Freeport-McMoRan Inc. (FCX)
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JPMorgan Chase & Co. (JPM)
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United Rentals Inc. (URI)
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Crocs Inc. (CROX)
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Eagle Materials Inc (EXP)
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Reliance Inc. (RS)
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Uber Technologies Inc. (UBER)
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Jacobs Solutions Inc. (J)
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RTX Corporation (RTX)
Q: Please provide me with 3 each US Industrials and Materials.
Also would appreciated 3 more us stocks you would recommend that are not expensive. So many have gone up and are now near the top. Please provide me with best of breed US companies that still have room to run.
Also would appreciated 3 more us stocks you would recommend that are not expensive. So many have gone up and are now near the top. Please provide me with best of breed US companies that still have room to run.
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Home Depot Inc. (The) (HD)
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Loews Corporation (L)
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Walmart Inc. (WMT)
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Weyerhaeuser Company (WY)
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Generac Holdlings Inc. (GNRC)
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Eagle Materials Inc (EXP)
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Jacobs Solutions Inc. (J)
Q: With the repatative hurricanes in USA and the flooding and devastation occuring, there will have to be a large rebuilding of homes and businesses, Which Sectors will benefit from this? Which Canadian and US companies will benefit? Does the lumber duties have an effect on the Canadian lumber industries response?
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ATS Corporation (ATS)
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Comfort Systems USA Inc. (FIX)
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Heico Corporation (HEI)
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Jacobs Solutions Inc. (J)
Q: Hello 5i researchers,
I have been holding ATS for a while and bought it around $55 in a registered account. Yesterday reading your answer to one of our member's questions, you mentioned about "we like ATS' business but it has had some fundamental issues over the last year..." could you please elaborate it a bit more for me to understand what kind of fundamental issues? any other better name or names in the sector to replace ATS that has some fundamental issues? Thanks
I have been holding ATS for a while and bought it around $55 in a registered account. Yesterday reading your answer to one of our member's questions, you mentioned about "we like ATS' business but it has had some fundamental issues over the last year..." could you please elaborate it a bit more for me to understand what kind of fundamental issues? any other better name or names in the sector to replace ATS that has some fundamental issues? Thanks
Q: I hold shares of Jacobs Solutions Inc. (J). My online broker informed me that for each share of Jacobs Solutions Inc. I own, I will receive one share of Amentum (AMTM). What should we do with these new Amentum shares? What is the outlook for Amentum compared to Jacobs Solutions? Thank you for your help
Q: As you noted in a previous question, Amentum Holdings was spun off from Jacobs Solutions. From your response it appears you are positive on Jacob Solutions.
My question is what to do with Amentum Holdings. Is the stock worth holding?
Thanks
My question is what to do with Amentum Holdings. Is the stock worth holding?
Thanks
Q: Hi, looking for a quick review of the outlook for Jacobs please, and thoughts on the huge drop this morning. Thanks!
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WSP Global Inc. (WSP)
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Magna International Inc. (MG)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Magna MG I am slowly getting tired of its performance. What do you suggest to replace it with? US and CA. Thanks and Greetings, Peter.
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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United Rentals Inc. (URI)
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Ulta Beauty Inc. (ULTA)
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Digital Realty Trust Inc. (DLR)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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First Industrial Realty Trust Inc. (FR)
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Jacobs Solutions Inc. (J)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
Q: Hi 5i,
Had to trim some of my US holdings today due to portfolio balancing/management.
Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.
I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.
Thank you in advance and love the service,
Greg C.
Had to trim some of my US holdings today due to portfolio balancing/management.
Hoping you could recommend some potential US stocks to redeploy this capitol over the next few months when the opportunity comes up. Looking to hold for at least 5+ years and I am interested in growth and ok with risk.
I have already enough exposure to AI stocks (AMD/VRT/GOOG/MSFT). I am open to any other sector you suggest but was leaning towards something in the real estate or industrial sector.
Thank you in advance and love the service,
Greg C.
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ATS Corporation (ATS)
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Comfort Systems USA Inc. (FIX)
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Heico Corporation (HEI)
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Jacobs Solutions Inc. (J)
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TFI International Inc - Ordinary Shares (TFII)
Q: I am down about 23% on a small position in ATS. If I decide to sell it for a tax loss, what are 2 or 3 US growth oriented industrial stocks to investigate as a replacement?