Q: What is your view on NOC's recent earnings. Would you continue to hold or are there other companies in the sector that you believe are signicficantly better investments. Thanks as always for you expertise.
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Investment Q&A
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- 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
Q: I want to make an investment in the defence sector and have narrowed my focus to these two stocks. Which of the two would you choose and your reasons for doing so. Any comments on these two securities would be appreciated. Thank You.
- 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)
- 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!!
- Freeport-McMoRan Inc. (FCX)
- LyondellBasell Industries NV Class A (Netherlands) (LYB)
- Northrop Grumman Corporation (NOC)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- WSP Global Inc. (WSP)
- ATS Corporation (ATS)
- Agnico Eagle Mines Limited (AEM)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- Wajax Corporation (WJX)
- Nutrien Ltd. (NTR)
- Rio2 Limited (RIO)
- Reliance Inc. (RS)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
Q: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Thanks for your great advise.
- The Boeing Company (BA)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- AeroVironment Inc. (AVAV)
- Drone Delivery Canada Corp. (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?
- Deere & Company (DE)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Quanta Services Inc. (PWR)
- Canadian National Railway Company (CNR)
- Canadian Pacific Kansas City Limited (CP)
- WSP Global Inc. (WSP)
- Thomson Reuters Corporation (TRI)
- Waste Connections Inc. (WCN)
- Jacobs Solutions Inc. (J)
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.
- 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.
Q: NOC seems to have been trading within a range since early March and is currently near the bottom. Also it's chart looks better than the other defense companies. What would you think about a purchase here for a short term trade?
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- AeroVironment Inc. (AVAV)
- SPDR S&P Aerospace & Defense ETF (XAR)
- L3Harris Technologies Inc. (LHX)
- RTX Corporation (RTX)
Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- AeroVironment Inc. (AVAV)
- L3Harris Technologies Inc. (LHX)
- RTX Corporation (RTX)
Q: Can you please give me your recommendation on a defence stock or stocks that you like at this time when many countries will be increasing their defence budgets. Thank You.
- 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
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- L3Harris Technologies Inc. (LHX)
- RTX Corporation (RTX)
- MDA Ltd. (MDA)
Q: does MDA. face huge future capital expenditures.? what percent of revenues come from government contracts? who are MDA,s main competitors? is there any company specific reason for the shares to have dropped from their high? thanks Richard
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- Leidos Holdings Inc. (LDOS)
- RTX Corporation (RTX)
Q: There seems to be a lot of sabre rattling (more global/political than hockey at the moment), so I would like your thoughts on growth at the four companies mentioned i.e., RTX, LMT, NOC, LDOS?
BTW,I don’t know how long I have been a member (I think membership lapsed once for a few days) but it must be at least 10 years (is that possible?). The service you offer is unmatched and it gives DIYers like me the ability to act with confidence.
Also, I keep finding new things on your web site. Hats off your IT staff as well!.
BTW,I don’t know how long I have been a member (I think membership lapsed once for a few days) but it must be at least 10 years (is that possible?). The service you offer is unmatched and it gives DIYers like me the ability to act with confidence.
Also, I keep finding new things on your web site. Hats off your IT staff as well!.
Q: NOC reported its 3rd qtr last week. It showed less revenue than a year ago but higher earnings and higher EPS. Yet the share price has tumbled. Is this a good entry point or is there something more worrisome going on ?
Thanks for your thoughts.
Ian
Thanks for your thoughts.
Ian
Q: Hello Folks:
Currently we own CMI and NOC however have in the past also owned DEERE and CAT.
We have owned NOC for a couple of years and it never comes close to meeting expectations; while the other three have done well.
What do you think of swapping NOC for DEERE as there is heavy demand for farm equipment this year because of high crop prices (particularly U.S.).
How would you rank these four companies and do you feel there are other better large cap U.S. company choices in this sector?
Thanks again for this wonderful service
brian
Currently we own CMI and NOC however have in the past also owned DEERE and CAT.
We have owned NOC for a couple of years and it never comes close to meeting expectations; while the other three have done well.
What do you think of swapping NOC for DEERE as there is heavy demand for farm equipment this year because of high crop prices (particularly U.S.).
How would you rank these four companies and do you feel there are other better large cap U.S. company choices in this sector?
Thanks again for this wonderful service
brian
Q: A number of years ago I did some due diligence on NOC and have successfully owned it at times since then. The stock had a bit of a pop this spring but has been going sideways in recent months. If I was a technician I might think it was consolidating or building a base. The company could benefit from US stimulus or it might be impacted by supply chain issues.
I would appreciate your thoughts on the company's prospects going into it's next earnings report in late October.
Thanks for your insights.
Ian
I would appreciate your thoughts on the company's prospects going into it's next earnings report in late October.
Thanks for your insights.
Ian
- The Boeing Company (BA)
- General Motors Company (GM)
- Honeywell International Inc. (HON)
- Lockheed Martin Corporation (LMT)
- Northrop Grumman Corporation (NOC)
- RTX Corporation (RTX)
Q: Hi team,
I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?
Thank you for all that you do!
I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?
Thank you for all that you do!