• Lockheed Martin Corporation (LMT)
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• Parker-Hannifin Corporation (PH)
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• Trane Technologies plc (TT)
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• RTX Corporation (RTX)
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Q: At what price would you recommend entering a new position in PH? Give the political climate along with the downturn of stock prices, what would be your top 3 picks for a US industrial stock?

Upvote 3

Read Answer Asked by Merrilyn on April 10, 2025

• Alcoa Corporation (AA)
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• Caterpillar Inc. (CAT)
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• Eaton Corporation PLC (ETN)
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• Lockheed Martin Corporation (LMT)
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• Parker-Hannifin Corporation (PH)
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• Eagle Materials Inc (EXP)
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• Trane Technologies plc (TT)
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• RTX Corporation (RTX)
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Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?

Upvote 3

Read Answer Asked by Andrew on April 08, 2025

• Lockheed Martin Corporation (LMT)
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• Northrop Grumman Corporation (NOC)
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• iShares U.S. Aerospace & Defense ETF (ITA)
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• RTX Corporation (RTX)
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• Select STOXX Europe Aerospace & Defense ETF (EUAD)
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Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?

Upvote 5

Read Answer Asked by JAMES on March 26, 2025