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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.

Q: Hi. I'm looking at enhancing the defense portion of my portfolio and I'd like your thoughts on XAD. Or would I be better going with XAR or ITA?

Thank you.

Read Answer Asked by Marc on November 23, 2023
Q: Hi 5i.
Earlier in the year, my investment group decided to follow the theme of military and defense stocks, with the Russia/Ukraine war already well underway. We came up with a few smaller specialty companies that we thought might benefit from restocking arms and ammunition, war logistics, etc. Each has had a decent run so far this year. Wondering if you could provide a quick assessment of these companies and if you have any other ideas related to this theme. Also, what are your favourite large cap names in this space and maybe an ETF?
Thanks!
Scott White, Victoria BC
Read Answer Asked by Scott on October 20, 2023
Q: It appears to me that there are a number of potential hotspots in the world today, which could make the defense industry a good investment. What is your view about the aerospace and defense sector over the next 5 years? Are there any ETFs which you would recommend, especially US based ETFs?

Thank you for your excellent advice.
Read Answer Asked by Dale on February 26, 2021
Q: Defense Industry ETFs: Searching the database I do not find any questions on this subject (ITA, XAR, DFEN, FITE, etc.) Would be an allocation to USA industrial exposure outside of tech. Do you have views, suggestions, insights and/or rankings?
Read Answer Asked by William Ross on April 07, 2020
Q: I sold dol recently. I'm down 8% on ccl and 5% on pbh. Both have been week lately which is driving crazy while the US markets grow. I'm tempted to sell these 2 and replace with ba, ita, grub.

Your thoughts please.
Read Answer Asked by Mark on October 04, 2018
Q: Hi,
This is a follow up to your answer regarding my original question on Feb 14th regarding ETFs in the US Aerospace and Defense sector. Your answer focused my attention on the expense ratio as the main factor in choosing among ETFs with a similar theme, and you offered that 5 year average returns should also be considered. However, I am wondering if the dividends paid should also be a part of the decision? If yes, then as a general rule, ETF dividends would be considered only if all else is equal? Between the three ETFs, PPA pays .2504, XAR pays .0938 and ITA pays .3205. All are listed as quarterly payments. Thanks for helping out with my learning curve!
Dawn
Read Answer Asked by Dawn on February 16, 2018
Q: Hi,
I am thinking that the recent drop may present an opportunity to enter into the US Aerospace & Defense sector at a bit of a discount. Is it better to use ETFs, or choose one or two top rated stocks? I don't know how you compare the costs of ETFs and could use a primer on what to look for / what to avoid when considering them, as I mostly use stocks or debentures.
As always, we appreciate you're thoughts and insight.
Dawn
Read Answer Asked by Dawn on February 14, 2018
Q: Hello,

Can you suggest an etf or stock suggestion to capture the global increase in defence and security spending. Also Trump is pushing hard on G7 countries to increase defence budgets. A lot of money could be flowing towards that sector. Also are these increases already priced in? Thanks. Shyam
Read Answer Asked by Shyam on June 08, 2017
Q: Could you please review the above ETF's and let me know your thoughts. With what is going on in the USA, I have a feeling that these ETFs will continue to do well. Your rating of most favourable, to least favourite would be much appreciated.
Read Answer Asked by micheal on February 15, 2017
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