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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: Many stocks are at or close to all time highs, particularly these. Do you see any of these having strong forward momentum from here? Could you give me entry prices for these 6 stocks please. Across all sectors, is there any other Companies you see as having stronger for upward momentum from todays prices? Thanks!
Read Answer Asked by Pat on June 17, 2025
Q: Aerospace and Defence sector has been getting a lot of attention, for several months and their sector related ETF's are trading close to all time highs. Howmet Enterprises has been a holding of ours for over a year and we have done well.

In order to expand our exposure to the Aerospace ( and by default, some Defence ), we have been keeping an eye on GE Aerospace and were impressed with its consistency of decent results including the most recent earnings. However, it has been difficult to find an entry point, as stock has been hitting all time highs.

When the sector pulled back, early this week, we were able to take an initial position in the stock at US$240 and also added some shares today when the stock sold off today, in the aftermath of the reports of the tragic Boeing 787 plane crash in India.

What are your views about ownership in A & D sector and its growth prospects, with the caveat of trade barriers/uncertainty ( As seen with current US administration ) ?

How will you rate GE Aerospace for its industry moat and execution ?

Do you think that today's news could be an overhang on GE stock, at least in the near term, but it does not impact on its performance in long term ? Does the stock presents an opportunity at current levels for long term investors ?

Thank You
Read Answer Asked by rajeev on June 16, 2025
Q: Hi,

Canada, and other countries, are apparently going to reinforce considerably their investment in defense. In that perspective which of the above companies do you consider, in order most promising for strong growth in the next five years ? And which one would you buy for a good diversification within the sector ? Any other companies not mentionned ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on June 10, 2025
Q: A family member was a Long Term employee of GE and acquired substancial shares of GE stock during the Jack Welch era and subsequently left the company for health reasons.

Needless to say the stock performed terribly and his shares languished for years but he held.

Now GE has been spun out into 3 divisions and separate stock issued for each which have performed tremendously in most cases what course of action would you recommend on the 3 new entities based on today's market prices for each.
Read Answer Asked by Craig on May 21, 2025
Q: I'm long GE and am looking to add to the Aero & Defense sector. Could you recommend 3 companies in order with preferred entry prices that could compliment my position in GE? Thank You.
Read Answer Asked by Michael on February 24, 2025
Q: What would be your top 3 buys in the Aerospace & Defense sector and why? Or would you just go with an ETF like XAR/PPA/ITA? Thanks!
Read Answer Asked by Michael on October 29, 2024
Q: Hello Folks:
We currently hold a higher position in energy producing / servicing stocks and are considering 1. adding to our current GE aerospace or 2. adding to our current tech sector of Amazon (not really tech?) and Microsoft by purchase of Navidia. We do
not currently have large portions of either GE, Microsoft or Amazon. We have owned NVDA in the past. What are your top 3 tech picks, is Amazon also a good choice and how do you see GE upside?
Thanks for your great service
brian
Read Answer Asked by Brian on September 26, 2024
Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter
Read Answer Asked by Peter on September 05, 2024
Q: Nice earnings from Howmet Aerospace Inc and looks to be a great stock since COVID decline.

Can I get your updated views on this company and compare/contrast to Heico, TransDigm, GE Aerospace and 1 other NA listed competitor I am missing (BOEING)

Please rank from best to worse for a 5 year hold risk not an issue looking for largest gains based on best guess of course.

What 2 main financial metrics would you look at for these specific companies ?

It seems the standard symbol for Howmet Aerospace Inc. (HWM) is not showing and only 2 questions under the symbol with Ex-Distribution - FYI

Read Answer Asked by Michael on August 02, 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: Hello Folks:

Recently we purchased a position ($210) in BA feeling it had good upside....now $165.00
Our other option at the time was GE
Did we make the wrong decision?
How do you consider upside of each of these 2 companies; would you feel we should take a BA loss to invest in GE.
In the past we have been long term investors of each of these two companies.
Perhaps neither has much up-side.
Thank you so much
brian

Read Answer Asked by Brian on April 17, 2024
Q: Aerospace service, repairs, parts and maintenance for existing airline fleets is a likely growth area for many years as the ability of airplane manufacturers to satisfy market needs is hampered. Can you offer 3 or 4 of the larger companies in this area likely to benefit from this growth, provide some direction as to current valuation, level of debt, insider ownership, share buyback activity and provide a single recommendation that is your pick for best of breed in this area. Finally would you buy that pick at the current share price for a 3 year hold. Love the question and looking forward to your answer!!! Thank you.
Read Answer Asked by Ken on April 02, 2024
Q: Which US industrials represent the best combo of dividends and growth potential? Thanks
Read Answer Asked by alex on March 28, 2024
Q: Hi 5i,

Looking for exposure to defense industry. MAL:CA has been a consideration. Would appreciate you thoughts on the stock moving forward and what other stocks you would consider for a long term 5+ year hold.

Thank you in advance.

Greg C.
Read Answer Asked by GREGORY on February 26, 2024