Investment Q&A

Q: Given our best guesses of what Trump 2.0 is likely to mean….three best Canadian small cap ideas please.

Q: On Monday morning it was at 29 dollars and now Wednesday morning it is at 22.70. There was no news. Im assuming it was because of Trumps tariff plans. Do you believe this is an over reaction and a good buying opportunity especially after the impressive release of q3.

Q: I have sold the above two companies, half of BYD and all of ATS. The purpse was to raise cash and put it into a high interest Canadian dollar savings ETF to wait out the first part of the Trump presidential version Nu. two.

Do you have an ETF that you recommend or maybe another suggestion?

Q: Is Pres Trump pro Nuclear, I think he prefers Smaller Nuclear Plants With AI and EVS USA will need more power Is Nuclear the answer.

How to play please RAK

Q: If one were to compare CNR and CP.
1. in your opinion which one has better valuation?
2. in your opinion do you think they will be significantly negatively impacted with Trumps policies?
3. in your opinion which railway will be effected the least?

Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim

Q: Hello

Brookfield Corp has smartly shot up to $82, from $75 level a few weeks ago, with stock showing strong momentum. It seems to have followed its private equity peers, with a favorable scenario after Trump win.

Company is also due to report in a couple of days.

We have a very small position < 1%, but like the Co a lot, being one of your favorites.

How would you approach building a position to at least 2% ? Would you be comfortable adding some shares, before the results and so at what price range ?

What is your recommendation to further consolidate this position, after results, if any weakness and price levels, please ?

Thank You

Q: So Elon's gamble of aligning himself with the Donald, appears to have been good for his stock. My 3% position in TSLA is now finally above even - which is the point I said I would sell and buy a tech ETF instead. But as TSLA might keep climbing, I'm now wondering if selling just my upside periodically, and keeping my position at 3%, might work - until the knife starts to fall again. In other words, is a bird in hand really worth two in the bush, and how hard is it to catch a falling knife?

Q: Looking to diversify into more international equities. Trump is not fond of China, Russia is currently uninvestable (no ETFs). Are there certain countries/regions you think look good fundamentally and would likely have a good relationship with Trump? Please name a few international ETFs which you think could perform well over the next 5 years.

Q: Hello Peter,
What are you thoughts on Alamos Gold's results and it is still a buy? What is your view on JP morgan for long term hold given the surge in price recently due to the election results or am i better of with the ETF , XLF? Thanks very much

Q: You have consistently talked about your admiration for BN operationally. It has been trading in range for almost five years and is now hitting out a large breakout, almost independent of its subsidiaries. I know their CEO had spoken about the benefits of dropping rates. Any other comments on the rally here? Do you see it sticking for BN and also compared to private equity peers?

Q: What are your thoughts on BITCOIN. What is best way to play it or is there one.? I do not understand the future of Bitcoin Who uses it ? Do countries use it, do Corporations use it. Do Banks use it ? What is benefit of using it,

I know criminals use it extortion payments Trump and Harris were backing it. Was this because 80,000,000 U S Residents use it so they were both saying Yes to get their vote ?

RAK

Q: What is your 1 year and 5 year outlook for renewables with the TRUMP back in power?

Thanks

Jim

Q: My daughter has a, no work, portfolio of these three ETFs and has averaged 24% for the past two and a half years. I have done only slightly better with my DIY portfolio - mainly thanks to you. With Trump gaining the White House would it be better to load up on VFV rather than XIC. Currently it is VFV 40&, XIC 40%, QQQ 20%.

Q: Good Mornings,

With much thanks to 5i, my winning stocks far outweigh my losers. However, I'm thinking of doing a little post election portfolio cleanup of two stocks.

Just trying to decide if I should consider cutting my losses on Aspen Aerogels and Transmedics, or if you think the analysts might have it correct and they are worth holding for another quarter or two?

I think I may have missed the boat on Axon, which I have deliberated about buying for two years. It has gone up so rapidly with the Trump win, that it may do some consolidating for a while.

If you have some small-mid cap suggestions that you think are showing good momentum and might be a replacement for ASPN and TMDX, please give me a few ideas. This could include Axon or any other sector stock, US or Canadian.

Thanks very much,

Brad

Q: How will Trump’s tariff policy impact Canadian companies operating in the United States? Taking ATZ as an example, will the tariffs raise Aritzia's costs, making their clothing less competitive in the U.S. and potentially slowing their expansion there? Additionally, which Canadian companies with U.S. operations are most likely to feel the effects of these tariffs?

Q: Costco had a pretty big jump in its share price this past week....was there any news or anything to explain this?

Also, while Trump only takes power in January and things take time, but it is often said that the market is forward looking. I have to think that a lot of what Costco sells is imported (eg from China); though his threat might just be a lot of hot air, does the potential for them have a significant impact on Costco if Trump brings in big tariffs? Is this anything to worry about?

Thank you for your excellent service

Q: Are they both a buy today?
Thanks Again

Q: What Canadians would be best for trump presidency

Q: Donald Trump has previously signaled his desire for a lower US dollar. JD Vance has recently signalled an even stronger desire for a lower dollar, saying it would bring manufacturing back and calling China a currency manipulator. And if history is any indicator, Vance will be running just about everything in the day-to-day operations of the White House while Trump golfs and engages in twitter wars with celebrities (as Pence did 4 years ago). Right now most of my US holdings are in unhedged ETFs. Would it be wiser to shift some of that over to hedged ETFs? If the US starts trying to lower the dollar how quickly would that happen?