Q: Hi 5i Research team,
Which among your favorite Canadian companies are down significantly this Monday morning, but are unaffected directly and indirectly by the tarifs and conter-tarifs?
Thank you for your collaboration, Eric
Which among your favorite Canadian companies are down significantly this Monday morning, but are unaffected directly and indirectly by the tarifs and conter-tarifs?
Thank you for your collaboration, Eric
5i Research Answer:
Few stocks would be completely unaffected, even if only indirectly (via economic impact). But we would look to CLS, BN, WSP, ATS, GSY, PRL, RUS as attractive for the theme noted in the question.