Q: Do you have any suggestions for companies that will benefit from potential increases in defense spending - Canada and US

Q: Hello 5i

Back in 2019 I asked if you could provide a "growthy" USA portfolio.
The above stocks were your recommendations.
Could you provide an updated "growthy" USA portfolio for 2025?
Thank you!
Dave

Q: Last April United Technologies became Raytheon and spun off Carrier and Otis. Initially Revenue Canada (CRA) deemed the Carrier and OTIS spin-off values as 100% taxable (incredible I know) as opposed to a 50% taxable capital gain. I know this is not your area of expertise but I'm sure many of your members were affected due to the sheer size of UTX. Do you know if the CRA ruling has been changed or is it still 100% taxable?