Investment Q&A

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: 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

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.

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?

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

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: 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!

Q: Can you recommend any European defence stock?

Q: Please provide your thoughts on this ETF. Seems to be firing on all cylinders, but wondering if this is a good long term investment.