Q: With the Canadian government planning to spend more on defense, which are the top Canadian and European companies that would benefit.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Invesco Aerospace & Defense ETF (PPA $151.16)
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iShares U.S. Aerospace & Defense ETF (ITA $203.67)
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SPDR S&P Aerospace & Defense ETF (XAR $226.47)
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iShares Global Industrials ETF (EXI $171.24)
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First Trust RBA American Industrial Renaissance ET (AIRR $94.40)
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Global X Defense Tech ETF (SHLD $67.83)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
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?
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iShares U.S. Aerospace & Defense ETF (ITA $203.67)
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Global X Defense Tech ETF (SHLD $67.83)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
Q: Hi, wondering what Defence and Aerospace etfs you recommend now.
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U.S. Global Technology and Aerospace & Defense ETF (WAR $25.68)
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Global X Defense Tech ETF (SHLD $67.83)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
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?
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.09)
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Vanguard FTSE Emerging Markets ETF (VWO $53.96)
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iShares U.S. Aerospace & Defense ETF (ITA $203.67)
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iShares MSCI Emerging Markets ETF (EEM $53.12)
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CIBC Emerging Markets Equity Index ETF (CEMI $23.23)
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Global X Defense Tech ETF (SHLD $67.83)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
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Global X Defence Tech Index ETF (SHLD $27.06)
Q: Can you suggest a list of best emerging market ETFs Traded on TSX in CDN$ and on US exchange in US$.
Can you also suggest list of ETFs with defense companies
Can you also suggest list of ETFs with defense companies
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iShares U.S. Aerospace & Defense ETF (ITA $203.67)
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BMO Balanced ETF (ZBAL $14.68)
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BMO Growth ETF (ZGRO $17.10)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
Q: I am interested in 3 growth ETFs....70 to 80% equities. A second question..what do think about investing some allocation in the military sector. If yes could you suggest 3 top stock picks and 2 etfs ( if available) Thank you
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Global X Defense Tech ETF (SHLD $67.83)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
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Global X Defence Tech Index ETF (SHLD $27.06)
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
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
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iShares U.S. Aerospace & Defense ETF (ITA $203.67)
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Axon Enterprise Inc. (AXON $698.02)
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Global X Defense Tech ETF (SHLD $67.83)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
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!
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Booking Holdings Inc. (BKNG $5,525.60)
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Novo Nordisk A/S (NVO $58.74)
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RTX Corporation (RTX $161.38)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
Q: My NOVO holdings are down significantly and I’m considering moving on to either BKNG, RTX or EUAD. On a scale of 1- 10 (low to high) please rate all four (ie. including NOVO) for both growth and risk, for a five year hold. Thank you.
Q: Hey team 5i I have taken a part position in EUAD and given its 65% rise ytd I am wondering if you see further potential. Your input greatly appreciated.
Q: Per Gervais's question on Airbus, it's the biggest holding in EUAD @22%, and supported by many of the other fund components. It's an easy way to be involved if ok with the other companies.
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Global X Defense Tech ETF (SHLD $67.83)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
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Global X Defence Tech Index ETF (SHLD $27.06)
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.
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.
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iShares U.S. Aerospace & Defense ETF (ITA $203.67)
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Global X Defense Tech ETF (SHLD $67.83)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
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.
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The Boeing Company (BA $215.10)
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Lockheed Martin Corporation (LMT $486.25)
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Northrop Grumman Corporation (NOC $586.27)
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RTX Corporation (RTX $161.38)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
Q: Given today's world politics, what are your views of defense stocks, both European and North American examples: AIRBUS, NOC, BA and European contractors etc?
Thank you again for your terrific service
brian
Thank you again for your terrific service
brian
Q: Hello,
I'd like to invest a portion of Industrial allotment to European defense and aerospace. Are there any ETFs that you recommend? Preferably on TSX, but I'm ok with US markets as well.
Thanks.
I'd like to invest a portion of Industrial allotment to European defense and aerospace. Are there any ETFs that you recommend? Preferably on TSX, but I'm ok with US markets as well.
Thanks.
Q: Rheinmetall (RNMBY:US) Looks to have a promising future now that Germany is beginning to invest more money in defence.
Would it be better to invest directly through the NYSE or through an ETF, or some other vehicle you might recommend?
Would it be better to invest directly through the NYSE or through an ETF, or some other vehicle you might recommend?
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Lockheed Martin Corporation (LMT $486.25)
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Northrop Grumman Corporation (NOC $586.27)
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iShares U.S. Aerospace & Defense ETF (ITA $203.67)
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RTX Corporation (RTX $161.38)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?
Q: Hi,
Maybe I'm late joining the party but would you have suggestions on how to invest in the European military spending that is forthcoming? Any specific stocks and/or ETFs?
Thanks
Maybe I'm late joining the party but would you have suggestions on how to invest in the European military spending that is forthcoming? Any specific stocks and/or ETFs?
Thanks
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.
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iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.62)
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iShares Core Canadian Long Term Bond Index ETF (XLB $18.89)
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iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY $16.81)
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iShares 20+ Year Treasury Bond ETF (TLT $88.98)
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Global X High Interest Savings ETF (CASH $50.07)
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US High Interest Savings Account Fund (HISU.U $100.33)
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Select STOXX Europe Aerospace & Defense ETF (EUAD $45.75)
Q: Hello. David Rosenberg’s latest per a Globe article today:
“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”
Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?
Thanks!
“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”
Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?
Thanks!