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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: 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: 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.
Read Answer Asked by sam on January 04, 2024
Q: What would consider as a good entry point for each of these and also a price target please.
Read Answer Asked by Gerry on November 02, 2023
Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.

Thank you for providing this great product.
Read Answer Asked by Mike on October 20, 2023
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
Read Answer Asked by John on October 13, 2023
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!!
Read Answer Asked by Sean on April 06, 2023
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: 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.
Read Answer Asked by Ross on February 06, 2023
Q: I like Keith Fitzgerald's investing philosophy - "invest in the best, not the rest".

Can you please provide me the best two within the following sectors (please provide your favourite of the two) ? NYSE or TSX-listed:

1. Within the Healthcare sector, I'm interested in specifically Diagnostics as a Service.

2. In the Defense sector. Two companies that continuously improve through technological innovation.
Read Answer Asked by James on December 05, 2022
Q: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.
Read Answer Asked by sam on November 30, 2022
Q: Goood morning. Thank you for reading my email. I’m looking for Industrial stock suggestions on both the US and Canadian exchanges.
Read Answer Asked by Marla on November 15, 2022
Q: Hello 5i,
I currently need to add a U.S. Industrial in a RRIF, so yield is very important - as is overall safety. I need to increase Industrials by about 3.0 % and increase my U.S. holdings by 4.5 % so an equity suitable for a larger weighting would be ideal. My other industrials are EIF and SIS.
I have been looking at Raytheon, Ryder, Lockheed Martin and A.O. Smith but was wondering if you have any other suggestions and how you would rank these for safety? If there is a name with a yield in excess of, say, 4.0% that you would be comfortable recommending, that would be ideal.
As always, many thanks for all of you invaluable assistance - it is always very much appreciated!!!
Read Answer Asked by Mike on November 07, 2022