Q: Could you please provide the names of the companies in 5i Portfolios, which could see a meaningful impact on their business, in order of Major to Moderate, if the Tariffs on import of goods/oil from Canada, as announced by the US administration, starting Tuesday, continue for at least 3-6 months.
Please exclude the names which are least or not effected.
Thank You
Please exclude the names which are least or not effected.
Thank You
5i Research Answer:
This question provides a general list, not exclusively portfolio companies. We might add DOO and BBD.B to that list. For portfolio companies, we would consider (those not on the prior list) as potentially at risk: CCL.B, ENB (see comments today), NTR, PBH, WSP, TIH, ADN, PSI, EIF