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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: We export 4,000,000 bls of oil a day to USA A 25 % tariff will increase the price of Gasoline by 25 Cents a Gallon . Americans do not want this.

The 25 % tariff is just to get our Governments attention to Pay the 2 % to NATO re Defense and Shut our Borders to Drugs and Illegal. Not a bad idea . We have to work at this .

We will have a Free Trade Policy with USA by January 20th 2025.
We will go it alone with no Mexico in our agreement
Trump needs us ,

Trump says he wants the KEYSTONE Pipeline to be built RAK
Read Answer Asked by bob on November 28, 2024
Q: I have watched this stock go up and up and now have room in my TFSA ( where I hold my more growth focused stocks ) to purchase some. This would constitute 20% of my TFSA and 1% of my total cash and registered accounts.
Nothing has changed in my conviction of this stock ( positive ) and all the thoughts about Trump ( and Elon ) are positive regarding the sector. I guess the question is : is this the time to buy , is it at a fair valuation, are there company specifics that will drive the price higher ( or lower ) ? I see you still have it in your model portfolio so assume you still like it. I need ‘ my hand held ‘ in making this decision. Thanks . Derek.
Read Answer Asked by Derek on November 28, 2024
Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.
Read Answer Asked by V on November 28, 2024
Q: In a best case scenario, I think 4 years of Donald Trump in power will be chaotic and discruptive in the US and globally. In a worst case, I believe the US is heading for internal unrest/violence, and the certain parts of the globe will be at war. If you were a 74 year old investor who has done well listening to 5i the last 2 years, how would you now hedge against these scenarios?
Read Answer Asked by David on November 27, 2024
Q: I’m mulling over reducing my exposure to gold mining companies. I own AEM, WGX and a junior. My weighting overall is 2%, not very high I grant you. I foresee Trump’s tariffs driving the USD higher. The Federal Reserve can lower interest rates to compensate but they can only go so far. I’m in the black on all three stocks (for now) but the price of gold can be volatile!

Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on November 26, 2024
Q: The current price of GSY is tempting. Your market data shows a median target of $227 which is 33% over current. Earnings are expected to grow 20% next year ($20.28-16.91) which gives a forward P/E of 10 and that compares nicely to the 5 year low P/E of 7. Historically the stock has performed well, the 5 year CAGR for the stock price is 30% which doesn't include the dividend. While the numbers look tempting, the market is giving a big yawn and I wonder what I am missing that others aren't. Perhaps you could try to explain the yawn. Feel free to correct any of the numbers if Bloomberg is reporting something different.
Mike
Read Answer Asked by michael on November 26, 2024
Q: Do you think with the big rise in the TSX in the last couple of days that it is getting a bit frothy, and perhaps it would be a good time to trim and retain some cash for a pullback? Do you expect a pullback between now and the end of the year?
Read Answer Asked by Kim on November 26, 2024
Q: This fund is part of an employer-sponsored account. It has been steadily decreasing since early October given (I assume) the bond market’s attempts to price in new uncertainties over the past few weeks. I thought this bond component would reduce volatility but perhaps not (?). I have 5-7 years to go until the money is needed. If it’s going to lose value or underperform I would prefer to sell it now and put my faith elsewhere. It is 10% of my total portfolio. My question: What would YOU do in this situation?
Read Answer Asked by Trevor on November 26, 2024
Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?

Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?

I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?

Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?

Read Answer Asked by V on November 26, 2024
Q: Good afternoon 5i staff
Just a brief addendum to my previous question regarding short or long term bond etf’s are best for today. Many say that Canada’s inflation rate is already rising and that Trump’s policies will push inflation. What I was interested in is why you don’t believe the narrative that we will be facing an inflationary environment.
Thanks
Read Answer Asked by joseph on November 25, 2024
Q: What do you think about the pipelines, specifically TRP, PPL, and ENB under the Trump regime, Do you view it as a positive or negative?, Thanks
Read Answer Asked by Joseph on November 22, 2024
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