Investment Q&A

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Q: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!

Q: Your opinion on results, buy sell hold.

Q: Your comments please regarding the two law firms initiating class action suits against TFII. Is this just the ambulance chasers again swinging into action due to the severe price drop?

Q: Five plus year holder here of Alimentation Couch Tard stock, but can't help but notice the share price has flat lined for a few years now. Revenues haven't grown consistently and ROE & ROIC have been deteriorating YOY for a while now, and enough to make me question this holding going forward. Mgmt must be concerned of their decline, hence the 7-11 acquisition push. Thinking of selling out entirely and moving the position to DSG. Two very different companies, but what are your thoughts?

Q: ATD shares had been doing well until some months ago when they announced an intention to acquire 7/11, and the stock price began to fall. However the owners of 7/11 said they were opposed and appeared to take steps to resist. There has not been any news about ATD's efforts in a couple of months (at least that I have heard) and I would conclude that this is no longer in the cards. But the share price continues to decline.

1. Are you aware of news indicating ongoing efforts by ATD to pursue that purchase?
2. Do you have any insight why the share price continues to decline?
3. Would they be (much) affected by tariffs, if that should ever happen?
4. What is your outlook for ATD going forward?

Many thanks for your excellent service

Q: Good morning 5i staff
A couple of months ago I sold pbh for a tax loss and bought a Td for a replacement. Since that time atd has gone down close to15%. I am now thinking about selling it for tax loss. Even if I buy pbh or some other stock for thirty days, I would rather own atd. Do you see any catalyst in the near future that would cause atd to rise quickly.?
Thanks as always for the great service

Q: In the last while, 5I answers in this forum have indicated that WSP is at risk from the potential of tariffs; the background for this appears to be that the company is considered an industrial, a sector that is exposed. But doesn't WSP provide services, which seemingly would not be the subject of tariffs? And isn't a large of their work in USA or abroad? Can you please detail your analysis of this? Many thanks for your excellent service.

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom

Q: Would you be comfortable adding to a position at these levels?

Q: Regarding Tom's question on Feb 21, regarding rating companies for tariff risk high to low, you rated GIB.A as the second highest risk of Tom's list of companies. As this company is near the top of my watch list to buy, would you expand on this company's risk exposure to tariffs.

Q: These E&C companies have been correcting for a while now - would you prefer either one and why and if so, a preferred entry point? Thanks!

Q: Hi group can you please comment on Capitol direct trust - last quarter they paid out 9% + over last 3 yrs they have averaged 7+ %. What is your assessment of the risk rewards in this sector i suspect that restrictions on liquidly and management fees are concerns but the attractive quarterly payout are very attractive in this unstable market overall your thoughts please. I am 74 and retired so steady income is a driver. Also please rate the above stocks (1-10 . 10 being best) Thanks for your help

Q: Good morning Peter & team:
What’s a good entry point for Tfii given its 15% drop today. Is this a temporary blip ? Would u wait for another qtr. and decide, or enter the mkt. now. What impact would tariff on this stock in the next 2-3 yrs. Thank you

Q: Why is this stock on the downward slope? Thanks. Cheers

Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?

Are there other small caps you prefer?

Thanks
Tim

Q: Can you provide me updates on the 4 companies listed. Thanks very much.

Q: Good morning.

Please comment on the prospects of GIL with respect to 'tariff' climate, 2025 performance, and entry price point.

Grazzia

Q: Please ranks these stock for risk from US Tariffs from High to Low.....Tom

Q: Hi,

When doing a regional allocation would you allocate the following to Canada or US or international?

AEM,ATD,BAM,BN,BEP.UN, CCO,CSU,SHOP,SLF and TRI

Regards.

Rajiv