01-02-2018, 09:38 AM
Finance: Well since Canadian banks are out of the question, then you might as well go with the US ones. The tax cuts should benefits banks nicely, so any of the big ones should do. Pick two or three big ones and split it equally?
Industrial: You already have HON in your watch list, I can highly recommend it. The price has shot up quite a bit (just like most industrials) but it's still not a bad buy at these levels. Defence stocks are a tough deal right now, prices are all time highs, the EPS is following but the revenue growth really isn't... but it's still a sector I would highly recommend including. I'd go with RTN or BA even though I don't really consider either to be in the buy range.
Since it's an eternity portfolio and you're planning on around 50 companies, you could also look into some more or less wild bets. Things like cyber security solutions, robotics, 3d printing or whatever wild but plausible trends you can see.
Industrial: You already have HON in your watch list, I can highly recommend it. The price has shot up quite a bit (just like most industrials) but it's still not a bad buy at these levels. Defence stocks are a tough deal right now, prices are all time highs, the EPS is following but the revenue growth really isn't... but it's still a sector I would highly recommend including. I'd go with RTN or BA even though I don't really consider either to be in the buy range.
Since it's an eternity portfolio and you're planning on around 50 companies, you could also look into some more or less wild bets. Things like cyber security solutions, robotics, 3d printing or whatever wild but plausible trends you can see.