Investment Q&A

Q: What ETFs do you like in the industrial, manufacturing space in CAD? Please provide for 1} Canada 2] USA and 3 } outside North America.

Thank you

Paul

Q: Happy New Year! I have held ZQQ:CA for several years and am looking switch to an unhedged fund that covers the Nasdaq 100. Is this a good time to switch or given that the US dollar is under pressure right now should I wait to make this switch? Is there an ETF you would recommend in the same category?
I am also overweight in Technology and underweight in International holdings. I hold DSG which has been in decline over the past year and was considering a swap for EUAD for the next five years. Other considerations you may suggest would be appreciated.
Thoughts?
Thank you
Dan
PS. I may have not pressed submit on a previous version of this question…. !! If so apologies for the duplication.

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: With the Canadian government planning to spend more on defense, which are the top Canadian and European companies that would benefit.

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: 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

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: 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.

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: 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?