Investment Q&A

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?

Q: Hi,
Maybe I'm late joining the party but would you have suggestions on how to invest in the European military spending that is forthcoming? Any specific stocks and/or ETFs?
Thanks

Q: I've recently sold partial positions of NA companies and am interested in shifting some funds to the EU, specifically the industrial/defense sector. Would you please comment on the above symbols and any other suggestions. And please...everyone...buy Canadian.

Q: Hello. David Rosenberg’s latest per a Globe article today:

“Best to hide in cash, bonds (Treasuries, Ginnie Mae mortgages, high-quality corporates), gold and the miners (silver too), defensive bond-proxies in the stock market that have decent yields and consistent dividend payout growth (stable dividend stocks are up +5% year-to-date), Japanese money market funds (ride the most undervalued currency on the planet and a BoJ set to raise short-term interest rates sooner rather than later), and diversify into the European Defense and Capital Goods sectors which now have more fiscal-related visibility.”

Can you provide some specific ideas (stocks and or ETFs) that match up with his recommended areas to ride this out?

Thanks!

Q: Can you recommend any European defence stock?

Q: Please provide your thoughts on this ETF. Seems to be firing on all cylinders, but wondering if this is a good long term investment.