Q: Hello 5i, on a scale of 1-10, 1= little tariff impact, 10= big tariff impact, stay away from, how would you rate these 2 companies?
In addition is there a Sector like Metals and Minerals that you would give a favourable ranking to? Thanks as always. Chris
In addition is there a Sector like Metals and Minerals that you would give a favourable ranking to? Thanks as always. Chris
5i Research Answer:
SIS 4; REAL 3 In this we are referencing direct impact. Both could be vulnerable to overall economic impact. Some companies in metals may not be impacted much at all. Gold is a global commodity and companies with C$ expenses (AEM, AGI) or in other countries (LUN) could benefit if our currency weakens in the trade war.