Q: I hold AEM, T, TSU, ARX, CVE, BB, WELL and KITS.
Would you consider these holdings relatively safe from
possible US tariffs? I’m trying to figure out what to sell
now before this might happen and if I’m wrong buy back later.
Would you consider these holdings relatively safe from
possible US tariffs? I’m trying to figure out what to sell
now before this might happen and if I’m wrong buy back later.
5i Research Answer:
WELL has already noted it should have no impact from tariffs. T and TSU could be largely immune. AEM is likely fine, and could benefit from higher gold prices/inflation. BB is largely software now and is probably OK. The oil companies may see minor impact if the 10% tariff goes through on oil, but this might be offset by higher commodity prices generally. KITS gets the majority of revenue in the US, but it is possible cross border product sales will be impacted a bit, or it may simply see some economic impact if growth slows down due to tariffs.