Q: Hi - have some dry powder available to be able to invest. We're close enough to the orange-man implementing tariffs that I'm going to wait and see what happens next week before deploying. I'm guessing any decline in stocks will be felt more in Canada than the US, but I"m wondering what you think might take a hit and what Cdn & US companies you might look at buying should the market have a healthy pullback. Probably better to ask if/when things sell off, but I'm just trying to prep my shopping list. Thx.
5i Research Answer:
Please follow this answer's link for some tariff comments. Certainly Canada is likely to see more impact. We would watch price action for possible buying in: NTR, SHOP, SIS, MG, LRE, ATS, TFII, WSP, BN, CNQ, RUS, CLS.