• Lockheed Martin Corporation (LMT)
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• Northrop Grumman Corporation (NOC)
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• iShares U.S. Aerospace & Defense ETF (ITA)
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• RTX Corporation (RTX)
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• Select STOXX Europe Aerospace & Defense ETF (EUAD)
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Q: Given the increasing focus on defence spending both in North America and Europe, do you have some conviction stocks (accessible to a Canadian retail investor) that will likely benefit from this trend?

Upvote 5

Read Answer Asked by JAMES on March 26, 2025

• iShares U.S. Aerospace & Defense ETF (ITA)
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Q: Hi All,
Would you be able to recommend a Defense stock or ETF based in Europe or the UK? Thank you.

Upvote 2

Read Answer Asked by Nancy on March 07, 2025

• NVIDIA Corporation (NVDA)
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• Canadian Natural Resources Limited (CNQ)
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• WSP Global Inc. (WSP)
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• Celestica Inc. (CLS)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• goeasy Ltd. (GSY)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• iShares U.S. Aerospace & Defense ETF (ITA)
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• kneat.com inc. (KSI)
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• ARK Innovation ETF (ARKK)
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• Axon Enterprise Inc. (AXON)
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• Nebius Group N.V. (NBIS)
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• A & W Food Services of Canada Inc. (AW)
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Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!

Upvote 29

Read Answer Asked by Kim on March 07, 2025