Q: I am growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram

Q: Hello, when one reads the company profiles of both HON and RTX, there are some similarities but it seems that RTX is more government dependent (government IT contractor, defense, intelligence). If you had to buy just one of these companies, which one would it be? Thanks, Gervais

Q: This question stems from your recent comments about US industries and especially J. Because of this, I'm wondering whether I should continue to hold J or sell now and rebuy at a later on. And this also applies to RTX with the position being in a slight loss. Please let me know that your take would be....Thanks....Tom