Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.

Q: I have an observation, as well as a question. I have held this company for a long time and am at a $31 cost base. Several times, I have taken profits to maintain a 4% weighting. I am at a loss as to why it was targeted more than once by short sellers over the years, and generally added on those dips. Now I am online and I see that despite the great quarter and upgrades by most analysts, Morningstar has a 1-star sell rating on it as of 8/13/25. It has been negative this stock constantly, which seems contrary to performance. I looked at new estimates and am wondering if you go along with the low $80 ish ranges or do you expect a bit of profit taking to kick in here? Thanks for your help over many years.

Q: Hello 5i,
Please comment on EIF earnings. This company seems to make money compared to AC over the last 20 years (16 for EIF). Can this continue? Have it's debt ratios actually improved? Are they facing a cliff?
TIA,