Stockchase Opinions

Mike Philbrick Select STOXX Europe Aerospace & Defense ETF EUAD-Q BUY Sep 26, 2025

Defense ETF with European, not US, focus.

Good to get diversification outside Canada and US. Hard to find a defense ETF that isn't dominated by the USA. This one is a niche, niche play. 

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BUY

On a roll. Whole sector looks quite strong. Very predictable, as contracts are long-lasting. Unlikely to get hurt if economy slows down.