• WSP Global Inc. (WSP)
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• TFI International Inc. (TFII)
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• Axon Enterprise Inc. (AXON)
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• Old Dominion Freight Line Inc. (ODFL)
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• Heico Corporation (HEI)
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• Boyd Group Services Inc. (BYD)
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Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks

Upvote 13

Read Answer Asked by mike on November 12, 2024

• GE Aerospace (GE)
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• Transdigm Group Incorporated (TDG)
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• Heico Corporation (HEI)
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• Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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• Loar Holdings Inc. (LOAR)
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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!

Upvote 2

Read Answer Asked by Michael on October 29, 2024

• CAE Inc. (CAE)
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• Magellan Aerospace Corporation (MAL)
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• Heico Corporation (HEI)
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• RTX Corporation (RTX)
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Q: Finally back even with MAL after 3+ yrs ...... hold or sell ?

Upvote 3

Read Answer Asked by Brant on October 18, 2024