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Canadian National Railway Company (CNR)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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Savaria Corporation (SIS)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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BMO S&P US Mid Cap Index ETF (ZMID)
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BMO S&P US Small Cap Index ETF (ZSML)
Q: Hi Peter and Team,
Our Industrial holdings are too high, considering their vulnerability to the “Trump tariffs”, as you suggested in a question today from Shirley.
In what order would you reduce or sell any of these stocks? This is a daunting task, as I like them all, and they are among the “cream of the crop” in this sector.
I’m planning to use the proceeds to buy some US small and mid-cap ETFs and would appreciate any Canadian domiciled ETFs that you could suggest.
Thanks for your insight.
Our Industrial holdings are too high, considering their vulnerability to the “Trump tariffs”, as you suggested in a question today from Shirley.
In what order would you reduce or sell any of these stocks? This is a daunting task, as I like them all, and they are among the “cream of the crop” in this sector.
I’m planning to use the proceeds to buy some US small and mid-cap ETFs and would appreciate any Canadian domiciled ETFs that you could suggest.
Thanks for your insight.
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Savaria Corporation (SIS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
Q: Hi 5i, I'm struggling to keep the mentioned companies in the face of pending 25% steel and aluminum tarrifs. Would appreciate a review and some comforting analysis :)
One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.
My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.
Thx
One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.
My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.
Thx
Q: Does the recent price decline represent a buying opportunity?