Q: Given the chance of a second Trump Presidency and the likelihood of tariffs, loss of democracy and full on graft and favouritism what Canadian companies are likely to thrive or at a minimum survive? Is there a defensive strategy that would work for either result in the election or is it one direction with Trump and another with Biden?
Q: Both of these names have had a nice pop in the last quarter. Do you have a preference, or both?
Q: Nippon steel buying u.s. steel $14.9 bln , $55, at a 40% premium to dec 15 close, would you expect a rise in the stock prices of astl and drx.
many thanks
many thanks