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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: Please, rank from most to least recommended and why? Are there any companies outside of Canada that you think might be preferable? If so, how would you rank them? If there is any other information that you believe might be useful then let me know.
Read Answer Asked by V on January 19, 2024
Q: You answered my question about Linde and the kinds of materials you expect to be in demand in the future. Could you please match up some company names to your suggestions? As a reminder, here is part of your response:

"Materials which we think might be in great demand in the future include: lithium and cobalt (lithium-ion batteries for EV and renewable energy storage), graphene (exceptional strength and conductivity), and advanced alloys (aerospace and automotive industries)."

Thanks,
V

Read Answer Asked by V on January 18, 2024
Q: Hi team,

Can you please list your:

1. Top 3 material stocks that trade on a usa exchange?

2. Top 3 gold/silver that trade on a usa exchange?

I’m looking for mid cap (mid risk with mid growth)

Thanks!
Read Answer Asked by David on August 28, 2023
Q: Aerospace & Defense sector - looking for 2 or 3 names - contractors or suppliers to sector for long-term growth, preferably by acquisitions - along the lines of CSU in IT. I have followed TDG for some time and price just keeps on rising - cannot seem to find fair buy price. Please advise target buy prices. Names suggested are on my watchlist - please add your favs and ranking.
Read Answer Asked by sam on March 09, 2023
Q: Apart from small positions in LMT and NOC, I would like to build my defense position. I am a GARP investor, not focused on yield in this sector. I note your concern about LHX at 15x EBITDA. Overall, how would you rate these stocks or others in the sector that you like for 3-5 year hold and advise buy prices. Would you consider AXON in this sub-sector or industrial good more generally.
Read Answer Asked by sam on February 22, 2023