Q: We've been reading of lots of deregulation coming in the U.S generally, but especially in the financial sector. Pundits have taken to saying 'animal spirits will be unleashed'. Additionally, I wonder if orange imperialism will tend to trickle down to C suites. Can you suggest a Canadian name or two in relevant sectors that might be more likely to be taken out?
(With the proviso that their debt levels be on the low side for sector average.)
Deduct as you see fit.
Thank You,
Tim
(With the proviso that their debt levels be on the low side for sector average.)
Deduct as you see fit.
Thank You,
Tim
5i Research Answer:
Canada is quite protective of its capital markets, so we are not so sure here. Trump has been complaining that US banks are not allowed in Canada, which is only partially true. Smaller companies such as GSY, PRL, EQB might be targets. They are certainly cheap enough. DFY could be, but we would expect a Canadian firm to be more interested in it. WELL, XTC, DSG, KXS, LSPD might come under US company sights in other sectors, at some point.