Q: HI, RTX or LMT which one scores better? Greetings, Peter.
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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)
- GE Aerospace (GE)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Miscellaneous (MISC)
- SPDR S&P Aerospace & Defense ETF (XAR)
- RTX Corporation (RTX)
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.
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.
- JPMorgan Chase & Co. (JPM)
- Kroger Company (The) (KR)
- Lockheed Martin Corporation (LMT)
- Miscellaneous (MISC)
Q: Hello,
Can you please recommend a few US blue chip large cap with reasonable valuation, decent dividend, some growth, buy and forget type of stock. I am reviewing my portfolio and looking for some ideas. No need to comment on why you like the names. Thank you,
Can you please recommend a few US blue chip large cap with reasonable valuation, decent dividend, some growth, buy and forget type of stock. I am reviewing my portfolio and looking for some ideas. No need to comment on why you like the names. Thank you,
Q: Just looking for an opinion on this little company. With what we have seen around the world with this type of tech does this company have a chance of being a big player like RTN or LMT which I am sure have offerings in this space.
https://redcat.red/solutions/teal-drones/
https://redcat.red/solutions/teal-drones/
- General Dynamics Corporation (GD)
- GE Aerospace (GE)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Franco-Nevada Corporation (FNV)
- Tourmaline Oil Corp. (TOU)
- Barrick Gold Corporation (ABX)
- AeroVironment Inc. (AVAV)
- Texas Pacific Land Corporation (TPL)
- RTX Corporation (RTX)
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
Helen
- Apple Inc. (AAPL)
- PACCAR Inc. (PCAR)
- QUALCOMM Incorporated (QCOM)
- Caterpillar Inc. (CAT)
- Deere & Company (DE)
- Lockheed Martin Corporation (LMT)
- United Rentals Inc. (URI)
- Zebra Technologies Corporation (ZBRA)
- Insight Enterprises Inc. (NSIT)
- CDW Corporation (CDW)
Q: Would you also provide me with 5 Industrials and tech in the USA that are not over-valued.
Donna
Donna
- GE Aerospace (GE)
- Lockheed Martin Corporation (LMT)
- Magellan Aerospace Corporation (MAL)
- Transdigm Group Incorporated (TDG)
- Heico Corporation (HEI)
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.
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.
Q: We seemed to be cursed with "Living in interesting times". Do you think Lockheed Martin is a possibly, smart buy after their quarter/2023 report and resulting pull back?
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- AeroVironment Inc. (AVAV)
- Kratos Defense & Security Solutions Inc. (KTOS)
- L3Harris Technologies Inc. (LHX)
- RTX Corporation (RTX)
Q: Basket defense stocks: could you suggest a basket of defense stocks for 3+ year hold. A short comment on why you like them would be appreciated.
Thanks
Thanks
- Lockheed Martin Corporation (LMT)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Canadian Natural Resources Limited (CNQ)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- TFI International Inc. (TFII)
- Granite Real Estate Investment Trust (GRT.UN)
- Magna International Inc. (MG)
Q: What would consider as a good entry point for each of these and also a price target please.
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- AeroVironment Inc. (AVAV)
- L3Harris Technologies Inc. (LHX)
- RTX Corporation (RTX)
Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.
Thank you for providing this great product.
Mike
Thank you for providing this great product.
Mike
- Lockheed Martin Corporation (LMT)
- Roper Technologies Inc. (ROP)
- WSP Global Inc. (WSP)
- ATS Corporation (ATS)
- RTX Corporation (RTX)
Q: I have 1/2 positions in both RTX and LMT and was considering adding to one of them. Which one would you add to at this time? Alternately, do you have another suggestion for the industrials space that you like better than these two companies? thanks, J
Q: Hi Everyone!!
I am thinking of investing in Lockheed Martin and Genuine Parts in my US $ account for growth and income . I would value your thoughts on these stocks and purchasing them now at this cost level .
Cheers,
Tamara
I am thinking of investing in Lockheed Martin and Genuine Parts in my US $ account for growth and income . I would value your thoughts on these stocks and purchasing them now at this cost level .
Cheers,
Tamara
Q: I am planning to start a 1-3 year position in one of these two companies. Which company has the best upside.
Thank-you.
Thank-you.
Q: LMT …has been straight down over 40$ since its earnings beat.What’s the problem?/prospect for this name?
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- AeroVironment Inc. (AVAV)
- L3Harris Technologies Inc. (LHX)
Q: I am thinking to start a position in the defense sector for a 3-5 year hold. Is this a sector you see much upside and volatility in? Has the worlds tensions and conflicts already been priced into the share prices? What would be your top three defense companies to consider?
Thank you in advance for your great advice!!
Thank you in advance for your great advice!!
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
- The Boeing Company (BA)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- AeroVironment Inc. (AVAV)
- Volatus Aerospace Inc. (FLT)
- Kratos Defense & Security Solutions Inc. (KTOS)
Q: Britain's drone “super highway & other country's may follow, Canada will be last as usual.
As drones become more ubiquitous which manufacturer[s] do you think will lead the way?
What are the best pick & shovel company's to bet on in the drone gold rush?
Thank you.
As drones become more ubiquitous which manufacturer[s] do you think will lead the way?
What are the best pick & shovel company's to bet on in the drone gold rush?
Thank you.
- 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?
Q: What is your opinion regarding LMT? Would you be comfortable adding to an existing position (I have a full position in raytheon)?