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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: 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.

Read Answer Asked by Helen on April 22, 2024
Q: Hello Folks:

Recently we purchased a position ($210) in BA feeling it had good $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

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
Q: TDG HEI -HWM I would appreciate guidance on investing in part suppliers to thr major defense contractors, with your preference to invest in this market and target entry prices. If I missed any of interest or you would orefer in the defense sector, please advise.
Read Answer Asked by sam on January 23, 2024
Q: Hi 5i

With the recent quarterly release I see that HPS continues to do well.
I'm just curious as to how they compare to their competition in this space?
Are there larger or smaller companies that are doing equally as well and therefore also worth looking at?
Or is this somewhat of a moat business?

Read Answer Asked by Brian on August 04, 2023
Q: if SMRs [ small modular reactors ] take off , what businesses and spin off companies good really benefit from power producers of this sort ? thanks , have a super week.
Read Answer Asked by jim on October 13, 2022
Q: I received this note regarding GE Fair Fund $200 mil. civil money penalties. Is it worth the time to claim my piece and to go through all the required documents for the 800 shares I had? My cost was around $18k and $7k in losses. The shares were held in an RRSP account.
Many Thanks.
Read Answer Asked by Charles on September 30, 2022
Q: I hold all 3 in a non-registered account, and spin-offs from U.S. companies can bring unnecessary complications at tax time (86.1 elections requiring paper tax filing) - I just want to avoid that whenever possible. Given market efficiency theories, the value of the spin-outs 'should' be in the stock close to spin-out time. Given that, does your Bloomberg advise as to when the ex-dividend dates will be for the spin-outs of these 3? Thanks very much....
Read Answer Asked by Warren on January 11, 2022