Investment Q&A

Q: HI 5i,

Concerning American banking system, rumors are that under the Trump governance, some banks have gone back to the same financial strategies as before the financial crisis of 2008. I do have those 3 American bank in my retirement portfolio. Should I get a ride of those and, if the answer is yes, any suggestion for replacement.

Thanks you

Q: In my cash account, I am down 22% on BABA, up 52% on ALGN and up 54% on TRHC . Would you claim a loss on BABA and buy either ALGN or TRHC? Sectors are not an issue. I do like BABA, but the war between Trump and China seems not to be resolved in the near future.

Q: Do you feel VET is a good candidate for tax loss selling at the end of September and repurchase 30 days later (end of October)? I understand Mr. Trump's Iranian oil sanctions come into force in November which may pressure oil prices upwards. Mr. Trump seems to be leaning on the Saudi's to increase production but commentators seem think they don't have enough spare capacity to help him out. I would try to swing my activity to keep the monthly dividend. Do your sources indicate the Record Date for September?
Thanks,
Jim

Q: Hello Peter / Ryan
Generally speaking, is there anything out there that really worries you about the way the economy is currently or where it is headed ? On the whole, you seem optimistic / upbeat and I'm wondering what it takes to shake you up and make you nervous. Just curious.

Thanks

Q: Should a NAFTA like agreement not be reached and worse case scenario, the Trump administration hits Canadian autos with a 25% tariff, how big a hit will this be to the Canadian economy and what do you see as a likely outcome?

Q: Still sitting on some american money, trade deals seem to falling in place, obviously a positive, but election coming up, if Trump does lose the house, what is your opinion on how the market will react to that?, and would now be a time to invest in a U S A core portfolio or any advice would be appreciated
Thanks

Q: What are thoughts and expectations on these two for next 3-5 years.are they going to be alright with Trump tariffs or should I look at something else like MTY or Dollarama

Q: Russia has sold most of its US Treasuries and is buying gold hand over fist. Putin is not a nice guy, not stupid either.
Trump is making everything more expensive for people in America with his trade war, and other countries are retaliating, could this is help drive inflation?
The stagflation every one was on about did not materialize because our consumer oriented economies responded to the central banks band aid.
Inflation did not happen as it "should" have after the 2008 crash because interest rates are artificially held down and "money" was printed like it was going out of style.
I feel like the past ten years of bull market maybe be the mother of all "dead cat bounces" and the piper is yet to be paid.
I also wonder if the inflation numbers are artificially low/lagging?
Makes me think I should sell the investment properties and buy more gold or gold mining stocks that would normally be acceptable.
Opinion?
Please take as many questions as you see fit.

Q: Today Rose Ambrose ,who is involved in the NAFTA talks, indicated that unless Canada compromises Trump will impose the 25% auto tariffs on September 1, 2018.

So how can Canada negotiate/compromise if our negotiators are not invited to participate in the negotiations between the Mexicans and the Americans.

Since very little time is left between now and September 1, 2018 and since Canada is sidelined, is it fair to assume that Trump’s 25% auto tariffs will be implemented?

What is your opinion?

Q: Hi guys,
Given the strong suggestions Trump will carry through with his threat for a 25% tariff on Canadian autos next month, and the rock solid guarantee this would lead to a huge drop in the Canadian markets, would you delay new investments in Canadian companies for a bit?

Q: How do you expect markets will react if the Democrats take control of both houses in the upcoming elections?

Q: I like Saputo's long term chart, which has worked out well for one who invests for the long term like me. Looking out to the future though, how much of a concern is it for you about the Trump administration targeting industries such as the one that Saputo operates in?

Q: Can you please comment with respect to how vulnerable are these two stocks if Trump slaps a 25% tariff on autos.
You can deduct two credits.
Thank you

Q: Good Morning
Would you consider preferred shares being vulnerable with respect to Trumps trade wars?
Thank you

Q: Hi All at 5i! I have held Uni select for several years and have doubled my money. Considering Trumps tariffs and their possible effect on the auto industry, and the fact that the stock is cyclical, would it be prudent to sell it now and buy it back at the bottom of its cycle, whenever that may be ? Thank you, Tamara

Q: Do you know when QST next reports? It's been soft the past few weeks. Can you see any reason for it?

Q: Hi,
Have inflationary pressures become real due to the tarrifs? Do you expect this to start having impact on prices and therefore on the stock market? I suspect Trump might back pedal once these tariffs start impacting markets. What are your thoughts? Thanks.

Shyam

Q: At 75 years of age I am not comfortable holding a full portfolio of stocks in a world that is so dependent on tweets from a malevolent idiot. Thus I have moved a large portion of my holdings to cash, and have built a GIC ladder as my main attempt at capital preservation. I am now looking for stocks or ETFs that provide good income with a relatively low risk of capital loss. SRU.UN was recommended on BNN recently, in particular because Walmart represents about 1/4 of its holdings. Does this rationale make sense to you, and do you think SRU would be suitable for my new capital preservation portfolio? Any other suggestions would be much appreciated.
Thanks for your great advice, as always.

Q: I've held this ETF for 2-1/2 years, its up about 40%. I purchased it initially as a US dollar holding not subject to US estate tax exposure. With Trump doubling the estate value amount before those taxes kick in, for now, thats no longer a concern. For future buys, is there a better US dollar ETF you'd recommend - lower MER and/or better growth, safety?

Q: Hi, AMZN and NFLX have always been hard to buy due to expensive valuations. I managed to accumulate AMZN shares, a few months ago when stock dipped due to Mr Trump's rhetoric. NFLX price has dropped after its recent results due to lower subscriber growth and softer guidance. How do you see the thereat of competition from Hulu, Disney and Amazon etc ? Do you think, it's an opportunity to buy/accumulate for a 5 years or longer hold ? Thanks