Q: I hold both CAE (TFSA) and RTX (RRSP) as my industrial exposure and am starting to feel that it is too much focus on aerospace. The delisting of RTX from the DOW raises more concerns and it has been disappointing. Do you think both need to be held? If one was to be let go which one would you choose? What are your current favorite industrials in both Canada and the US as potential replacements and why? Do not need funds anytime soon as federal defined benefits pension/retirement is still 25+ years away.
Thanks so much for the fantastic service!
Thanks so much for the fantastic service!