Q: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!

Q: Aerospace and Defence sector has been getting a lot of attention, for several months and their sector related ETF's are trading close to all time highs. Howmet Enterprises has been a holding of ours for over a year and we have done well.

In order to expand our exposure to the Aerospace ( and by default, some Defence ), we have been keeping an eye on GE Aerospace and were impressed with its consistency of decent results including the most recent earnings. However, it has been difficult to find an entry point, as stock has been hitting all time highs.

When the sector pulled back, early this week, we were able to take an initial position in the stock at US$240 and also added some shares today when the stock sold off today, in the aftermath of the reports of the tragic Boeing 787 plane crash in India.

What are your views about ownership in A & D sector and its growth prospects, with the caveat of trade barriers/uncertainty ( As seen with current US administration ) ?

How will you rate GE Aerospace for its industry moat and execution ?

Do you think that today's news could be an overhang on GE stock, at least in the near term, but it does not impact on its performance in long term ? Does the stock presents an opportunity at current levels for long term investors ?

Thank You

Q: Hi,

Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?

Gratefully,

Jacques IDS