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GE Aerospace (GE $248.65)
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Cameco Corporation (CCO $98.74)
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Pan American Silver Corp. (PAAS $39.28)
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Spotify Technology S.A. (SPOT $728.00)
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Axon Enterprise Inc. (AXON $797.85)
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CrowdStrike Holdings Inc. (CRWD $508.61)
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Cloudflare Inc. Class A (NET $193.96)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Palantir Technologies Inc. (PLTR $139.87)
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GE Vernova Inc. (GEV $535.90)
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!
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The Boeing Company (BA $225.69)
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GE Aerospace (GE $248.65)
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Lockheed Martin Corporation (LMT $460.75)
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Northrop Grumman Corporation (NOC $505.02)
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AeroVironment Inc. (AVAV $230.93)
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Axon Enterprise Inc. (AXON $797.85)
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Kratos Defense & Security Solutions Inc. (KTOS $45.04)
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Woodward Inc. (WWD $251.18)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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RTX Corporation (RTX $145.72)
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Leonardo DRS Inc. (DRS $46.56)
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
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
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Axon Enterprise Inc. (AXON $797.85)
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Curtiss-Wright Corporation (CW $480.82)
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Comfort Systems USA Inc. (FIX $535.24)
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Construction Partners Inc. (ROAD $102.71)
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Sterling Infrastructure Inc. (STRL $228.61)
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IES Holdings Inc. (IESC $299.00)
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Howmet Aerospace Inc. Ex-Distribution When Issued (HWM.W)
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Trane Technologies plc (TT $428.07)
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?