Investment Q&A

Q: Do you have a preference between RTX and LMT?

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: With escalating tensions between the nuclear superpowers (Taiwan, Ukraine, Uyghurs, etc.) what would be the current best defense stock to take advantage of an eventual change in investor sentiment?

Q: Hi team,

I'm interested in adding two defense companies to my holdings, for a 3-5 year period (perhaps longer) and I'm interested to know which companies you would recommend considering?
The companies that I'm looking at right now include LMT, NOC, RTX, GM, BA, HON. Are there other companies I should also be looking at?
Could you please rank the listed companies in order of preference?

Thank you for all that you do!

Q: Hello Folks:
For a number of years I was a satisfied Boeing shareholder, but switched to NOC and RTX when Boeing's problems surfaced (taking a $100.00 hit), subsequently investing in NOC and RTX.
As of today, how would you view and compare these companies potential; I do regret not re-purchasing BA when it was down as it is a strong contender in the industry, however do have companies such as GE in my rear view mirror.

Thanks so much for your good service
brian

Q: Significant infrastructure is being planned in the U.S., also in the defense sector. Would any of these stocks listed (or others) benefit more or less from this initiative?
Thank you for your insights!

Q: I am looking to investing in these sectors in the US market, infrastructure, industrial, aerospace and material. Would appreciate your favourite names.

Q: Hi!
I have small positions in the above noted stocks and am wondering if you feel they are all worth keeping?
Thanks, QIS,KVT CTZ AYX RTX

Ian

Q: Among these three companies, which would be your objective choice realizing that TT seems to be favored. But have the other two similar potential?
Thank you, Team
(My trading portfolio return was the highest ever last year, thanks to your excellent recommendations!)

Q: Hello Peter,
I would appreciate if you could compare and contrast MTZ and J from an investment perspective today. In light of the the US govt going 'big' on stimulus and spending; and the prospect of shift to growth at a reasonable price, how would you rank MTZ, J, TT and RTX with the best first.
Thank you in advance for your valuable opinion.
Regards
Rajiv

Q: Hello team, while I'm generally a buy-and-hold investor, I've actually done well in the past several months by buying Raytheon when it has a significant drop (to $50s or low $60s) and selling it after it quickly bounces up nicely into the $70s. It is again dropping towards the low $60s - and I do like the company and could be comfortable holding this longer term, for post-pandemic growth, etc.. Would you be keen on this stock for a longer term hold if one can pick it up in the low $60s? Thank you!

Q: My understanding is that RTX is down because of its aerospace division and covid. was wondering if company is good buy. Can't find it's P/E. Was It's merger with UTX good or bad timing in relation to the pandemic.

Q: Hello 5i,
I notice that RTX jumps up to over $1000 a share once a year for the last few years. Would you suggest a limit sell order good until cancelled at that price?

Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L

Q: At present time, what is your opinion on rtx? Buy, hold or sell?

Q: I am growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram

Q: Hello, when one reads the company profiles of both HON and RTX, there are some similarities but it seems that RTX is more government dependent (government IT contractor, defense, intelligence). If you had to buy just one of these companies, which one would it be? Thanks, Gervais

Q: This question stems from your recent comments about US industries and especially J. Because of this, I'm wondering whether I should continue to hold J or sell now and rebuy at a later on. And this also applies to RTX with the position being in a slight loss. Please let me know that your take would be....Thanks....Tom

Q: Going forward past the covid and the US elections, what sectors would you prioritise and what would be your picks in those sectors
Thanks for the great help

Q: I hold partial positions both the above. Discouraged with RTX - Would it make sense to sell RTX and add to DIS?? thanks Jim