Investment Q&A

Q: I currently own EUAD but wonder if either of SHLD or ITA might be better. Can you pls do a comparison of the 3 and say which you would see as the best option going forward, and why. Many thanks for your excellent service.

Q: Hello 5i,

Can you please select your top choices from the list below

USAR or MP or any other recommended rare earth company or ETF

WAR or SHLD

CVLT or PANW or CRWD

IS CRS the best stock for specialty metals. Does CRS fit in with the Rare Earth mining?

Thank you for your insight

D&J

Q: I'm looking for an industrial US or global ETF in USD. I searched and discovered the aforementioned ETFs, which include defense ETFs. Which one or two ETFs would you recommend for diversification, and why? What proportion of my portfolio should consist of defense/industrial ETFs?

Q: Hi, wondering what Defence and Aerospace etfs you recommend now.

Q: I would like to get exposure to the defence industry. I'm looking for global exposure not just the United States. Which ETF's would you recommend to gain the this kind of exposure?

Q: Can you suggest a list of best emerging market ETFs Traded on TSX in CDN$ and on US exchange in US$.

Can you also suggest list of ETFs with defense companies

Q: Snap shoot of the two ETF
SHLD Can 52 wks range $21 to $24 and volume of 20,000 to 60,000
SHLD US 52 wks range $33 to $61 and volume of 1 M +
Why so much discrepancy ? Should I buy Can or US
PS I have 1/2 position in EUAD and would like to be expose outside EU market
Your comment plus.
Ray

Q: Good problem to have - I own the above ETFs. Combined, there are now about 6% of my portfolio - I also own Axon, which is another 3% of my portfolio (up 65%). Am I getting too high into defence-related positions, or does the diversification in the ETFs mean that I could consider higher positions? What would you consider the top end regarding percentage of portfolio, and would you tie the Axon into the calculation? Thanks!

Q: John Hood recently had SHLD as a top pick. I’m interested in the global defense space given geopolitical tensions and recent NATO messaging around moving defense spending targets from 2% of GDP to 3.5-5%. He suggested the US ETF ( NYSEARCA). I see there’s a Canadian offering SHLD.TO which appears to be a new offering. The US ETF has had terrific performance over the past year. Could you please discuss the merits of this ETF and comment on whether the Canadian version should see similar performance, assuming the geopolitical landscape remains fraught.
As a second question, do you have another ETF recommendation in this space and would you prefer it over SHLD? Please explain your rationale. Thanks so much for your expertise.

Q: I bought ITA in April, and it is up nicely. I had been debating about adding to it, but then I saw questions regarding SHLD and EUAD. Since I already have some ITA, would you add one of the others, or top up ITA? Would you buy now or wait for a pullback? Thanks.

Q: I'm, looking to get in on the defense sector. Wondering if the above two are the same, why the volume is much higher in the US, did they both initiate at the same time and do you think its a good play to get in or are there other ways to play that sector ?
Thanks
jeff

Q: I've recently sold partial positions of NA companies and am interested in shifting some funds to the EU, specifically the industrial/defense sector. Would you please comment on the above symbols and any other suggestions. And please...everyone...buy Canadian.

Q: How would you invest in the Defence sector at this time? And would you? On that theme what do you think of BAE in comparison to others in the sector? And are there ETF’s which would be appropriate?