• Axon Enterprise Inc. (AXON)
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• Curtiss-Wright Corporation (CW)
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• Comfort Systems USA Inc. (FIX)
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• Construction Partners Inc. (ROAD)
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• Sterling Infrastructure Inc. (STRL)
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• IES Holdings Inc. (IESC)
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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• Trane Technologies plc (TT)
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Q: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?

Upvote 8

Read Answer Asked by Graeme on April 25, 2025

• GE Aerospace (GE)
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• Transdigm Group Incorporated (TDG)
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• Heico Corporation (HEI)
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.

Upvote 2

Read Answer Asked by Michael on February 24, 2025

• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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• Planet Labs PBC Class A (PL)
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• Rocket Lab USA Inc. (RKLB)
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• Intuitive Machines Inc. (LUNR)
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Q: Hi 5i,

Looking for more exposure to the space industry. Currently own MDA but I am looking for additional stocks in the industry for a long term 10yr+ hold.

Would you be able to recommend any other Canadian/US stocks that are similar (and most likely larger) than MDA?

Thank you in advance and Happy new year!

Greg C.

Upvote 4

Read Answer Asked by GREGORY on January 09, 2025