Q: Morning 5i,
I have done well with MDA in a TFSA account and would like to sell half and place the proceeds in a name or two (or three) that will benefit from Canada's recent emphasis on defense and both economic and northern sovereignty, as I believe these themes are both real and durable. Do you agree with the thesis and, if so, could you please provide a list of the names you think best placed to benefit from Canada's recent dramatic change in national philosophy?
Thanks 5i,
Peter
I have done well with MDA in a TFSA account and would like to sell half and place the proceeds in a name or two (or three) that will benefit from Canada's recent emphasis on defense and both economic and northern sovereignty, as I believe these themes are both real and durable. Do you agree with the thesis and, if so, could you please provide a list of the names you think best placed to benefit from Canada's recent dramatic change in national philosophy?
Thanks 5i,
Peter
5i Research Answer:
MDA does have some defense characteristics so we might not exit too much if that is a theme of...