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Q: Given the antics of DOGE and the stated desire of Trump's administration to drop the Defense budget by 8% per year, do you think either of CDP or DEA are viable investments for income? Are there similar Canadian firms?
Q: What is your current view on DEA:US? Is it likely that it's bottomed?
Would AD.un be a superior choice for growth?
Note: I realize this is a "two-fer" sort of question given the differences between the two... Thanx!
Would AD.un be a superior choice for growth?
Note: I realize this is a "two-fer" sort of question given the differences between the two... Thanx!
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Shoals Technologies Group Inc. (SHLS)
Q: Hello 5i advisors, these are the 5 US stocks causing me pain this year; i feel that all are basically good companies with room to run; (DEA, of course a Reit), I know that SHLS has received an inadequate supply and that they are litigating about that, and that they swung to a loss on last earnings; I don't know how large that issue is in terms of their revenues, profits, liability. Please rate these as buys, holds, sells from here and, for the holds, how much patience may be needed and how much upside you see. thanks
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