Investment Q&A

Q: Hello, why the big drop in CP this morning? Is this a good time to buy? Thanks

Q: What is your take on near to mid term inflation, rates and bond prices/yields based on proposed US tax cuts?

Q: In the last while, gold and shares in gold producers has until the US election enjoyed a very positive run. There has been quite a downturn. What is your outlook for gold and the producers? If you owned, would you be winding down some positions? Thanks for your excellent service.

Q: Why the big drop today in these 2 companies??

Q: Hello,

There has been a sudden drop in BEPC’s price. Could you please explain the reason behind this decline?

Thanks.

Q: We are seeing the beginnings of a Trump bounce. If you had money on the sidelines would you put it to work ASAP or wait a bit now, having missed this initial move I mean. Secondly, aside from defense, oil and gas and orange make-up manufacturers, what sectors would you target, if any for the near term. Finally how does that translate into specific ETFs that might outperform over the next couple of years. Thankyou.

Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?

Q: Given all of the conflicting factors around the world and domestically, I am trying to organize my thinking regarding the energy sector. Can 5i please lay out some of the important issues and catalysts that may affect how we meet our energy needs in the near future. Can you also provide your thinking about the near term events that will specifically affect the North American energy industry? Including the new pipelines coming on stream shortly.

Take as many points as needed. Thank you,

Mike

Q: If Trump were to win the US Election he suggested he would create a Dept overseen by Elon Musk to reduce US spending by 1/3rd. One of his targets is Green Energy which clearly he would be happy to eliminate.

How would this affect Renewable Producers like BEPC. Northland Power. Algonquin and other TSX wind n Solar Producers with operations in the US as well as other Canadian Power Generators like Capital Power and Altagas?

Would Trump go as far as to reduce the mandated usage of corn based ethanol or this would not be a target as it would hurt the US Ag industry?

Q: Hi 5i,
I've searched the miscellaneous question category back to early September and, surprisingly, haven't seen this or a related question:
It appears the chances of a Trump win in 10 days' time are at least 50/50. He has said he will impose 10-20% tariffs on everything the US imports. He has said he will look at the USMCA agreement, which could mean he'll just tear it up. There's no real reason to think he won't do the things he says he's going to do, and he may well do a whole bunch more, economically and trade related, that he hasn't talked about. Whatever actually transpires, his economic policy is likely to be very disruptive, both in the US and abroad. As Canada's largest trading partner (although we mean considerably less to the US, relatively speaking) the impacts could be significant here.
Do you agree the impact on Canada could be significant, what do you think the impact(s) might be and what, if anything, would you recommend a Canadian with a diversified portfolio of Canadian equities do to Trump proof the portfolio and reduce the shock?
Frankly, I'm worried ...
Thanks,
Peter

Q: Good morning. I have some sizeable gains in my U. S. unregistered account. Average for the portfolio is 32,5% in 2024 so far. Would you trim some names to sit on the sidelines until the dust from the election settles and hopefully rebuy at a lower price, considering taxes payable as well? Thanks David

Q: please list the 5 most negatively impacted Canadian companies(any industry) should Trump win the November 5th election thanks Richard

Q: If President Trump is returned to office on November 5th, and given his promise to unleash American oil and gas production, would energy service stocks experience a significant tail wind. If yes, please provide your top suggestions, both U.S. and Canadian. Thanks

Q: A member's question regarding CAD companies that would be most negatively affected by the effect of a Trump victory on Canadian co's with large exposure to the US highlighted the list I included above. I can possibly understand why LNR and MG would be negatively affected, but why should Canadian oil producers (and a pipeline co which doesn't compete with a US pipeline Co's route) also be affected by a commodity covered by NAFTA 2 which was approved under the previous Trump administration?

Q: Morning. As always your analysis is greatly appreciated.

Are there any generalizations you have on what sectors would benefit from a Harris win in the US election and what sectors would not benefit from a Harris win. I assume the answers would be opposite for a Trump win.

Q: In the last 3 months, $DRX has declined around 30% with avg. 198K shares traded per day. The technical charts do not show any support until $2.11. How do you find out who is continuously selling the stock even though fundamentals have improved. If someone has greater than 10% exposure in the stock, should they be worried.

Q: Hi gang ,
Looking into buying TAN . It’s 52 weeks low. Any reason? Would you buy at this price? Any thoughts ?
Thanks. Alnoor

Q: I've been considering buying TVK for some time. One of the things holding me back is the potential of a Trump victory and the subsequent imposition of 20% across the board import tarrifs. Given the resource industries that TVK supports, what impact on share price would you predict such tarrifs would have? Would you suggest prospective buyers of TVK wait until after the election to wade in?

Q: How to prepare for volatility and duties to exports.

Q: Good morning 5i
I noticed this morning that there was a question showing concern for the election and stocks. I am not thinking about selling out completely. But, I have considered selling everything that has to do with green energy. While I think it is important and necessary, it doesn’t look like Trump thinks so. And there looks like a strong possibility that he will be given another chance to see what he can do. So, the question is not about selling all but certain things, such as icln. How would you see that?
Thanks for your great help