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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have HPS.A in my portfolio and I see it in the 5i model growth portfolio. At $135, I have made a gain of 40%. I am very concerned about the new Trump administration putting a 10-25% tax on imports from Canada and Mexico. HPS has manufacturing facilities in Canada and Mexico and the majority of their sales is in the US. Tariffs will definitely affect HPS sales and profits. How concerned should I be and should I sell and lock in my gains? I originally intended to keep this stock for a long time.
Read Answer Asked by Ram on December 03, 2024
Q: CALF (81 %) has led IWO (50 %) and IJT (59 %) in 5-yr returns, yet has fallen behind the other 2 in 1-yr returns (about 11 % vs 30+ %). Can you please provide a reason for that and also comment on which might do better in the next few years? Thank you.
Read Answer Asked by D on December 02, 2024
Q: I am looking for more information on this ottawa company
Read Answer Asked by Jean on December 01, 2024
Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.

What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?

Thank you;
Tim
Read Answer Asked by Timothy on November 29, 2024
Q: I have some SHLE and I'm thinking of adding to it, despite its recent run up. It seems quite cheap and substantial gains in profits are expected in 2005. Its taking a hit today, presumable because of Trumps announcement of a 25% tariff on all things from Canada. Yet, Most of Source's business is in western canada. But they do have a site in midland texas too, so i wonder if: a) there is much exposure from sales to/in the US and b) would having a site in the US shield the whole company from tariffs?

You said in response to a recent question on SHLE that you expect profits to more than double in 2025. Does that estimate change if tariffs are in fact enacted?
Read Answer Asked by arnold on November 29, 2024
Q: There was a recent very good Q&A asked by Dan that I can no longer find. He had requested a list of (7) quality companies in the $5B market cap range. I recall WELL, GSY and TVK as part of that group....can't remember the others.

I was hoping that you could find that list and rank them by:

- current valuation

- management quality (if known)

- growth potential

- balance sheet quality
Read Answer Asked by James on November 29, 2024