Investment Q&A

Q: Hammond Power has been drifting lower everyday and It looks like that the stock could soon break below, $98 support level, with US Tariffs confirmed making company's products exported to US, more expensive, increasing the risk of losing market share to its US based or competitors.

Is it prudent to be proactive and sell all holdings ( as of now we have about $15 gains ) or reduce by at least 50%, to avoid such scenario and revisit later, when there is more clarity/visibility ?

The proceeds may be held in cash, or could be used for 5i favorites like Terravest, Propel or Kneat.com, companies with strong momentum and none to minimal tariff issues. ( I am aware that these business are in a different sector altogether ). Thoughts ?

Thank You

Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!

Q: Hi,
Currently holding 2.46% position in HPS.A. With its larger revenue exposure to Canada and Mexico and impact of potential tariffs, does it make sense to diversify/trim and move some funds into POWL or PWR and which would you choose between the two currently? Thanks!

Q: What are good entry points for Hps.a and Mcbif they are buyable.Txs for u usual great services & views

Q: Hello 5i,
With an eye to reduce some holdings how much overlap is there between these three?
After the recent "dip" how would you rank them?
Thank you so much
Dave

Q: Hi 5i, today on BNN a PM @ Donnville just commented on his view that Hammond will have capacity constraints even though they are expanding in Canada and Mexico. He stated that they would only be able to grow the topline by 10%, and at today's price it was expensive. Any views on this comment?

Thx.

Q: What would you do with the above 3 stocks if think less AI infrastructure will be needed? Take the money and run? Or did they fall enough that they will be ok even if some orders are lowered or cancelled?

Q: Greetings 5i Team,
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P

Q: Which stock: HPS.A, PRL, TVK or VHI would have the most growth going forward? I take after today, it's best to wait a few days?

Thanks for your service!

Q: I have held HPS.A for a while and likely was late to the party. The recent recovery has helped and wondering if it's time to make the switch to TRI? Your recent responses seem to be very positive on TRI.

Thanks

Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?

Q: I own both TVK and HPS.A and have done well with both. Position sizings are approximately the same.
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish

Q: Hi,

I own the above in my TFSA. With limited funds, what is your preferred order in which to add?

Thanks,
Robert

Q: Hi Team,
Out of HPS.A and VHI, which do you like better today? Looking for highest potential return over the next 10 years.

Thanks,
Shane.

Q: Some of your favorite stocks are down over the past month. In what order would you DCA?

HPS.A -11.15%
PRL - 7.14%
COST -7.36%
CSU. -4.78%
LMN -9.28%
DOL -6.51%
ROAD -4.13%

Q: As irrational as it seems,Trump may impose tariffs soon after his inauguration just to appease his voting base.A likely “knee jerk “reaction would send these stocks lower.Do you think this would create a buying opportunity?Are there others in your portfolios that could be affected? Some of this uncertainty must be already be priced in,but CLS seems immune to this.

Q: I am still buying and looking around for the best possibilities. Today the motley fool listed the three Canadian stocks they would buy, if they could only buy three. I notice that you seem quite strong on cls these days. And perhaps I see you putting the breaks on for hps. I may be wrong on this perception regarding hps. But, I think you are getting stronger on cls. What would be your 3 stocks Canadian? I am particularly interested in your main reason for liking cls.? It has not corrected. I know you like moment, though. I wonder whether I would’ve put shop in it’s place with the recent drop?

Q: i've done well in 2024 with a number of 5i canadian small and mid cap picks such as CLS, PRL,TVK, WELL, HPS, etc.
I did similarly well with a number of picks in 2021 only to watch those gains evaporate in 2022.
I know 5i prefer not trying to time the market but i'm watching my 2024 winners trend down, some more than others.
I still believe in the fundamentals of my 2024 winners but if the market is trending down is there not some point one should step aside, take the profit and wait for a new or renewed uptrend?

Q: You have remained quite positive on Hammond.
Can you advise where their products are produced (I suspect most products for NA are produced in Mexico, therefore subject to any Trump tarries on Mexico, but I may be wrong).
Also do they have the capability of doing some manufacturing in the US

Q: Any thoughts, why Hammond Power stock has been hammered over past 3 days, down 10%, with no apparent news except renewed fear of Trump's tariff plans.

How is this Company, likely to be impacted, if 25% tariffs becomes a reality ?

Thank You