skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i, I own BUG (not in your database) since about its low in 2023 . In 2025, it has underperformed ETFs like CIBR, HACK. IHAK did not do very well either.

First question: Why the discrepancies between these ETFs performance, BUG in particular? Some bad holdings?

Second question: Is it worth to have this kind of niche ETFs if we have broader ETFs like QQQ?

Third question: I could Sell BUG for a small profit, or Hold for a bit hoping a better price, or switch to a more expensive ETF (my last choice). Your pick?

Have a good weekend.
Read Answer Asked by Denise on February 20, 2026
Q: what would your top 10 defense stocks be?
Read Answer Asked by hal on January 28, 2026
Q: Hello, I invested in the ETF BUG about a year ago. I had compared it to HACK and thought that BUG was more a pure play on cybersecurity than HACK, which has AVGO, NOC and GD as top 10 holdings (AVGO at #1 with 12%). After a year, BUG has barely moved whereas HACK has moved over 10%, probably because of the 3 stocks I mentioned. To what extend these 3 stocks belong in a cybersecurity ETF? If so, should I switch to HACK? Do you believe these 3 stocks will still perform very well in the years ahead? I have plenty of NVDA, so it was never my intention to buy AVGO on its own. Thanks.
Read Answer Asked by Martin on December 16, 2025
Q: Hi 5i, Would you please suggest a couple of USA dividend/growth stocks/etfs for my RRSP. Thank you!!!!
Read Answer Asked by Fernando on October 09, 2025
Q: Anduril Industries is a private defense technology company that focuses on developing autonomous systems and AI-powered platforms for military applications.

Supposed to IPO in 2026. Would you consider buying it then?

Any other similar public company's worth investing in?

Thank you.
Read Answer Asked by Ross on September 02, 2025
Q: Good morning. Saw a question regarding RTX on Friday and was wondering if you would recommend solely holding this or would you prefer an ETF holding this and LMT, NOC, GD?
Thanks
Steve
Read Answer Asked by Steven on November 25, 2024
Q: Any reason for the decline in price today,would you buy any today and in what order thanx
Read Answer Asked by andre on July 24, 2024
Q: Dear 5i team.

I would like to look at a small investment in defence/war munitions sector companys or ETF. Can you suggest 3-5 names that cater to "War" efforts that can be considered a DIY ETF? As well, which ETF(s) would you consider for this exercise. Ideally one with the lowest BA %.
Finally, are these Co's trading at resonable valuations, or has this ship sailed, so to speak?

Many thanks for your help.
Read Answer Asked by Arthur on June 10, 2024
Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen
Read Answer Asked by Helen on April 22, 2024
Q: Elbit has pulled back but perhaps basing and I'm wondering whether this an opportunity. What are your thoughts on their prospects? I own NOC and would like to add another name in the sector - would you go with ESLT or suggest another name? Thanks
Read Answer Asked by Michael on February 15, 2023
Q: With so much U.S. military equipment being sent to Ukraine and presumably must be replaced, what company(s) is most likely to benefit?
Read Answer Asked by Jerry on January 26, 2023
Q: Please let me know your thoughts on US defense stocks. Are any of NOC, GD, LMT RTX or any others a buy right now?
Thanks for your insights.
Read Answer Asked by Ian on September 19, 2022
Q: What is the teams favorite in the defense armed forces area? Elbit systems( ESLT ) seems to have very positive momentum but PE is over 30;while other majors in this area are have a PE apx. 20. What is the teams opinion of ESLT compare to the other majors in this field. Also please include thoughts on LMT, GD,RTX, and the TSX traded MAL.
Much appreciated Douglas
Read Answer Asked by Douglas on March 25, 2022
Q: Hi 5i,

I am having some trouble finding the percentage of their respective business is in cybersecurity. Would you have this breakdown?

How would you rank the 5 for overall growth?

TIA
Read Answer Asked by Wayne on March 03, 2022
Q: Hi Peter & team,
I bought LMT in Sept/2014. The company has performed well when adding dividends total return close to 16% per annum. My concern is the longer I hold LMT return is decreasing... 5-year total return is under 10%. Since early 2020 LMT has underperformed the SPY. Considering a trade for GD that is showing a higher valuation with stronger forecasted growth? GD has also outperformed LMT significantly over past year. Considering LMT in a taxable account decision not clear. Seeking 5i's perspective on making this trade to GD or continue to hold LMT? Thanks in advance for sharing your great perspective and insight.
Read Answer Asked by Maury on August 06, 2021
Q: Could you comment on stocks CA and US that would benefit from a major conflict between the US and either Iran or China?

Thank you
Read Answer Asked by Delbert on June 30, 2021
Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L
Read Answer Asked by Paul on November 06, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!