Investment Q&A

Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!

Q: Are you still long term bullish on either TT or URI? I've been comparing these two companies for an industrial add.

TT is significantly larger, however URI seems to have better historical revenue CAGR, stronger EPS growth, and better margins, with a significantly lower forward earnings multiple and historically significantly more FCF per share.

What's your opinion on URI at these levels? With all the discussion about re-shoring manufacturing and data centre build-outs do you like URI's future prospects?

Or is TT better suited to capitalize on these trends I mentioned above in addition to the increasing need for HVAC in a volatile climate?


Why is the market assigning a significantly higher premium to TT over URI?
Any other industrials I should be considering?

Q: I am heavily tech weighted and am considering selling my entire position in NVDA and some CRWD as I have large gains in both. I would use the proceeds to buy positions in FLUT and SYK. I would still have position in AMZN, ASML, CRWD, GOOG, META, MSFT and VRT.

Any other suggestions?

Thank you.

Q: Trane has fallen a bit from the peak what are your thoughts on growth outlook moving forward? I’m up about 100% should I be moving on.

What is the outlook for LSPD? I’m taking a loss on this one and have held on for a few years, is there a chance this will gain any growth or should I cut my losses

Thanks!!

Q: Hi 5i Team,

I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?

I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?

I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.

Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.

Lisa

P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.

Q: Hi 5i,

I have some USD cash available, which stocks would you consider buying today for balanced/growth portfolio?

If holding longer on cash, where would you park it? Something equivalent to CSAV on US side maybe.

Thank you,

Q: I am looking at industrials that will do well in the USA in the initial Trump period. I see you often recommend TT, but it is down where it was last September, which appears to mean negative momentum, which, you usually steer away from. Do you see strong upside for TT in the next couple of years, and would it be your choice, or one of your picks for this goal? Would you pick it over FIX? Is there anything in the Deep Seek revelations that would negatively affect either holding? Are there other holdings you would recommend, and would you choose more than one, and would you wait a bit for the markets to settle? Thanks!

Q: Any particular reason for the recent weakness in TT?

Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H

Q: I believe the Canadian is going lower from here . What's the best way to play this theory. I assume you will say simply buy US stocks if so please give me your top 5 taking into account the pierced risk going fwd (tariff's, plus trade war, political unrest Etc. I have room in registered account as well as TSFA

Q: When the dust settles in this downturn, what would be your top 5 stocks to invest in for long term hold?
USA preferred.

Q: Hi,

1 )Is there too much overlap between Fix and TT to own both? Which do you prefer long term?
2) Do you think infrastructure under Trump will do well? Which of these (IESC, ROAD, STRL or substitute another choice?) would you go with and why?

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

Q: hey guys happy new year hope all is well in my rrsp i currently have all Canadian equities. i would like to start adding some US content my 1st question would be is this even viable with the exchange or wait until its better. In current atmosphere i am thinking there would be more upside. My second question would be in what sector. I have been looking at TECH i.e. QTUM UBER NVDA AND SNOW.i would appreciate your thoughts and any equities you would suggest other than ones listed above.Thanks as always

Q: Good Morning and Seasons Greetings to the 5i team and everyone out there.
If you had to start a new TFSA account what 15 to 20 stocks, ETF,s Etc. would you buy in order of first to last. US and Canadian mix?

Thank You

Q: Good Morning

We own the above US stocks and would like to add one more

Looking at adding either wallmart or celistica

Which would you choose of these two?

What other US stock or stocks do you find interesting for 2025?

Thks
Marcel

Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.

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

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!

Q: Here I go again. I'm seeking your help to identify strong companies in Canada and the United States in the right sectors in the new Trump era that demonstrate 'relative safety' yet the potential to grow significantly. A bit of a reach. But I would appreciate your help to identify 5 Canadian and 5 American companies that could fit the bill. I have a relatively short time horizon - 3 years. Thanks for your appreciated support.