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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.
Earlier in the year, my investment group decided to follow the theme of military and defense stocks, with the Russia/Ukraine war already well underway. We came up with a few smaller specialty companies that we thought might benefit from restocking arms and ammunition, war logistics, etc. Each has had a decent run so far this year. Wondering if you could provide a quick assessment of these companies and if you have any other ideas related to this theme. Also, what are your favourite large cap names in this space and maybe an ETF?
Scott White, Victoria BC
Read Answer Asked by Scott on October 20, 2023