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
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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.
- General Dynamics Corporation (GD)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
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?
- General Dynamics Corporation (GD)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- RTX Corporation (RTX)
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.
Thanks for your insights.
- General Dynamics Corporation (GD)
- Lockheed Martin Corporation (LMT)
- Magellan Aerospace Corporation (MAL)
- Elbit Systems Ltd. (ESLT)
- RTX Corporation (RTX)
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
Much appreciated Douglas
- General Dynamics Corporation (GD)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- L3Harris Technologies Inc. (LHX)
- RTX Corporation (RTX)
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
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
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.
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.
- General Dynamics Corporation (GD)
- Lockheed Martin Corporation (LMT)
- Magellan Aerospace Corporation (MAL)
- AeroVironment Inc. (AVAV)
- L3Harris Technologies Inc. (LHX)
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
Thank you
Q: You have received a number of recent questions concerning cyber security. I would appreciate your view of GD, which I believe has a division focused upon defense cyber security.
- General Dynamics Corporation (GD)
- Honeywell International Inc. (HON)
- TFI International Inc. (TFII)
- Trane Technologies plc (TT)
- RTX Corporation (RTX)
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
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
Q: hello 5i:
can you discuss GD's earnings report and outlook?
thanks
Paul L
can you discuss GD's earnings report and outlook?
thanks
Paul L
- General Dynamics Corporation (GD)
- General Motors Company (GM)
- LyondellBasell Industries NV Class A (Netherlands) (LYB)
- M&T Bank Corporation (MTB)
- Prudential Financial Inc. (PRU)
- Tyson Foods Inc. (TSN)
- United Airlines Holdings Inc. (UAL)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Finning International Inc. (FTT)
- Knight Therapeutics Inc. (GUD)
- Resolute Forest Products Inc. (RFP)
- Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U)
- Chatham Lodging Trust (REIT) of Beneficial Interest (CLDT)
- Apple Hospitality REIT Inc. (APLE)
- ManpowerGroup (MAN)
- Umpqua Holdings Corporation (UMPQ)
- UBS AG Jersey FR SP ETRACS REDEEM 26/04/2041 USD 25 (BDCS)
Q: Sir, I find myself down 25-60 % in ALL of the above companies. In keeping with your BUY MORE, HOLD, SELL SOME or all, I would appreciate your thoughts on the above companies. I have some capital gains to off set so all is not lost- yet. Thanks- JP
- FLIR Systems Inc. (FLIR)
- General Dynamics Corporation (GD)
- Roper Technologies Inc. (ROP)
- Xylem Inc. New (XYL)
- RTX Corporation (RTX)
Q: hello 5i:
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
could you give me 3 ideas for "best in class" Industrial, US stocks? And possibly a short thesis on why you think so. RTX and GD are already owned in this sector.
thanks
Paul L
Q: Would the following be good proxies for TU and GD or do you have some better suggestions?
TU: VZ, BCE and GD: UTX, LHX
Thank you
TU: VZ, BCE and GD: UTX, LHX
Thank you
Q: Greetings,
I need to add an industrial and a consumer staple/discretionary to my overall well balanced US portfolio. After reviewing a number of options, my top in each category are GD and HBI. I am looking for some growth and a dividend as I am nearing retirement. I am betting that GD will continue its strong growth and HBI will turn things around. Your thoughts and do you have a better recommendation in each sector?
Thanks
I need to add an industrial and a consumer staple/discretionary to my overall well balanced US portfolio. After reviewing a number of options, my top in each category are GD and HBI. I am looking for some growth and a dividend as I am nearing retirement. I am betting that GD will continue its strong growth and HBI will turn things around. Your thoughts and do you have a better recommendation in each sector?
Thanks
Q: A guest of BNN suggested that seniors looking for yield should consider the larger US Industrials. He feels that the Industrial sector is already in recession and priced lower that results in good yields. Need to select ones with ability to continue paying dividend thru a rough patch.
Could you suggest ones that align with this theory.
Could you suggest ones that align with this theory.
Q: Good day your thoughts on GD
Q: Could I have your comment on GD and MCHI.
Thank you.
Thank you.
Q: Which would you consider the superior company to own long term (5+ yrs) in a non-registered account?
Q: Hi, I currently own NFI, SIS, BA, FDX, and GD in the industrial sector. Are there other companies you like better than FDX and GD?
Thank you
Thank you
- Texas Instruments Incorporated (TXN)
- General Dynamics Corporation (GD)
- Lockheed Martin Corporation (LMT)
- Raytheon Technologies (UTX)
- Vanguard Industrials ETF (VIS)
Q: Hello Peter, I want to have a reasonable allocation to US industrials, including companies like UTX and Texas Instruments, those in the defence sector, etc. I'd like to do this via a well-priced ETF but am a bit lost in the growing ETF jungle. I already have small 2% positions in IWO and QQQ. To best gain exposure to the US industrial sector (including industrial technology stocks that are more economically sensitive), would you suggest I just add to these two ETFs, or can you suggest a better or more targeted one? (I do have a preference for Vanguard as a company, but that's not essential.) Thanks in advance!