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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: Hi,

In light of the Donald's proposed 54 billion dollar budget to increase defence spending, including new aircraft carriers,

Would you suggest buying the rumour ?

From what I gather, chances are this will not pass in its current incarnation.

And if you were inclined to beef up defence in your portfolio, what stocks, mid to large caps would be your preference for a basket of stocks ( I prefer to avoid sector ETFs). Can you rank them ?

Thank you,

Karim
Read Answer Asked by Karim on March 16, 2017
Q: Following Donald's announcement of increased defence spending, I'm contemplating half positions in 3 of the above. Your ranking and perhaps other suggestions would be appreciated, as always.

Rob
Read Answer Asked by Rob on February 28, 2017
Q: re: NOC - Northrop Grumman

I know we aren't necessarily covering US equities at length quite yet. "Greenblats Magic Formula" (John Greenblatt) which according to "Seeking Alpha" has had very good success in finding equities with a high ratio of profits to value has consistently identified names which have vastly outperformed the broad market.

NOC which pays an excellent dividend is one of their top names.

Do you have an opinion on NOC?

Thanks for all you do

gm


Read Answer Asked by Gord on May 05, 2014