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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Can you recommend any stocks that would benefit if China invaded Taiwan? I was thinking along the line of military, resources, submarine, sea technology stocks, etc. But if you know of any other ones that would be great too. Thanks.

Helen
Read Answer Asked by Helen on April 22, 2024
Q: Basket defense stocks: could you suggest a basket of defense stocks for 3+ year hold. A short comment on why you like them would be appreciated.
Thanks
Read Answer Asked by sam on January 04, 2024
Q: Renowned bear David Rosenberg says in today's Globe that he is positive on defense stocks. No individual stocks are mentioned in the article. Given the state of the world i have been watching a few defense stocks for some time but haven't pulled the trigger. Two of interest are KTOS and AVAV. Both are experiencing sales growth but neither are profitable. Do you see them turning a profit in the near term and which one looks better? Thanks.
Read Answer Asked by Ken on November 01, 2023
Q: Just wondering your top 3 US/Canadian stock picks focusing on increased military spending.

Thank you for providing this great product.
Mike
Read Answer Asked by Mike on October 20, 2023
Q: Hi,

I trust that you are well.


I have the unflattering distinction of having been in the markets for at least twenty years and I have missed every fortune-making opportunity during that time. Examples: railways, Amazon, Google, Apple, cannabis, crypto (to a lesser extent), Microsoft, Berkshire, Canadian banks, telecoms, Shopify, CSU and anything else that had a great run (and continues to have a great run). You name it, I missed it.

It would be refreshing to bring this proto-Maple-Leafean losing streak to an end. So,
perhaps you could suggest some industries that are going to be big. Perhaps you could suggest some young Microsofts or the like living amongst us.

Also, would you comment on FLT.V? Do you this company is worth taking a flyer on?
Do you think the drone delivery industry is going to take off? I don't even need it to really take off. I just need there to be at least one gust of retail enthusiasm to keep industry valuations aloft for a bit.

I saw Mark Rober video about drone usage in an African country. He seems to think it is a very effective delivery method.

I am going to make an executive decision here, and ask all 5i staff to drop everything and dig deep into this industry and provide a report which: 1) estimates the likelihood of drone delivery being the next big thing 2) suggest some names to invest in.

Yours kindly,
David

Read Answer Asked by D on April 13, 2023
Q: I am thinking to start a position in the defense sector for a 3-5 year hold. Is this a sector you see much upside and volatility in? Has the worlds tensions and conflicts already been priced into the share prices? What would be your top three defense companies to consider?

Thank you in advance for your great advice!!
Read Answer Asked by Sean on April 06, 2023
Q: Britain's drone “super highway & other country's may follow, Canada will be last as usual.

As drones become more ubiquitous which manufacturer[s] do you think will lead the way?

What are the best pick & shovel company's to bet on in the drone gold rush?

Thank you.
Read Answer Asked by Ross on February 06, 2023
Q: hi, with military spending increasing globally, which companies do you see benefitting and worthwhile investing in? is there a time frame or just slowly building a position? thks
Read Answer Asked by pietro on June 22, 2022
Q: Can you please give me your recommendation on a defence stock or stocks that you like at this time when many countries will be increasing their defence budgets. Thank You.
Read Answer Asked by Brian on March 22, 2022
Q: Could you comment on stocks CA and US that would benefit from a major conflict between the US and either Iran or China?

Thank you
Read Answer Asked by Delbert on June 30, 2021
Q: I am looking to investing in these sectors in the US market, infrastructure, industrial, aerospace and material. Would appreciate your favourite names.
Read Answer Asked by Joanne on March 15, 2021
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