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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: I recently saw a video where drones were used in firefighting and ag research . I only know these two names and I think they are more into military applications. New drone hardware and applications is popping up weekly.
Are you able to predict which companies are likely to be the most dominant and financially successful , or will the military outlook always hold the top spot ?
Read Answer Asked by Thomas on August 14, 2024
Q: What are the best companies in the following sectors you would invest in for maximum profits.
Thank you.
Chipmakers
Lithium
Uranium
Canadian gold mining
Arms Manufacturers
Auto Parts
Energy
Quantum Computing
Read Answer Asked by Helen on July 12, 2024
Q: Dear 5i team.

I would like to look at a small investment in defence/war munitions sector companys or ETF. Can you suggest 3-5 names that cater to "War" efforts that can be considered a DIY ETF? As well, which ETF(s) would you consider for this exercise. Ideally one with the lowest BA %.
Finally, are these Co's trading at resonable valuations, or has this ship sailed, so to speak?

Many thanks for your help.
Read Answer Asked by Arthur on June 10, 2024
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: 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: 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: Good morning. I am underweight Materials and Industrials and want to add to my holdings in those sectors. I considering adding some or all of the above as new positions to my RRIF. Do you consider it is a good time to be adding these companies to my portfolio or do you have other suggestions in the Material and Industrial sector that you consider better to purchase at this time. Please take as many credits as you consider appropriate.
Thanks for your great advise.
Read Answer Asked by Peter on March 13, 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: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.
Read Answer Asked by sam on November 30, 2022
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: Hi 5i,

I am having some trouble finding the percentage of their respective business is in cybersecurity. Would you have this breakdown?

How would you rank the 5 for overall growth?

TIA
Read Answer Asked by Wayne on March 03, 2022
Q: does MDA. face huge future capital expenditures.? what percent of revenues come from government contracts? who are MDA,s main competitors? is there any company specific reason for the shares to have dropped from their high? thanks Richard
Read Answer Asked by richard on January 09, 2022
Q: There seems to be a lot of sabre rattling (more global/political than hockey at the moment), so I would like your thoughts on growth at the four companies mentioned i.e., RTX, LMT, NOC, LDOS?
BTW,I don’t know how long I have been a member (I think membership lapsed once for a few days) but it must be at least 10 years (is that possible?). The service you offer is unmatched and it gives DIYers like me the ability to act with confidence.
Also, I keep finding new things on your web site. Hats off your IT staff as well!.
Read Answer Asked by Danny-boy on November 08, 2021