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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: 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: Is it too early in the tariff war to buy these 'growthy' names? If not, can you suggest two choices (prioritizing consistent earnings) and why you chose them?
Read Answer Asked by Graeme on April 25, 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: Hi 5i,

Looking for more exposure to the space industry. Currently own MDA but I am looking for additional stocks in the industry for a long term 10yr+ hold.

Would you be able to recommend any other Canadian/US stocks that are similar (and most likely larger) than MDA?

Thank you in advance and Happy new year!

Greg C.
Read Answer Asked by GREGORY on January 09, 2025
Q: Hi. 5I
Could you please comment on BBD.B current value and investible position
now after a recent pullback. looking out 3-5 years.
Thanks for your splendid service.
Cal
Read Answer Asked by cal on November 29, 2024
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: 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: 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: Aerospace & Defense sector - looking for 2 or 3 names - contractors or suppliers to sector for long-term growth, preferably by acquisitions - along the lines of CSU in IT. I have followed TDG for some time and price just keeps on rising - cannot seem to find fair buy price. Please advise target buy prices. Names suggested are on my watchlist - please add your favs and ranking.
Read Answer Asked by sam on March 09, 2023
Q: Apart from small positions in LMT and NOC, I would like to build my defense position. I am a GARP investor, not focused on yield in this sector. I note your concern about LHX at 15x EBITDA. Overall, how would you rate these stocks or others in the sector that you like for 3-5 year hold and advise buy prices. Would you consider AXON in this sub-sector or industrial good more generally.
Read Answer Asked by sam on February 22, 2023
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