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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: Which Canadian Sectors and subsectors (Industries) are least likely to be affected by Trumps tariffs if enacted? It would be great if you could rank those in terms of risk to our portfolios.
Read Answer Asked by EDWARD on January 28, 2025
Q: Retired, dividend-income investor.

I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.

From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?

Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve
Read Answer Asked by Stephen on January 27, 2025
Q: With DeepSeek Chinese open source models being competitive with American models using less compute power, I can see other American tech giants and small players try to replicate the same very soon.

How bad is this new development for companies like NVDA and AMD? Should we cash in some of our profits now and wait for further development?

Will companies like Microsoft, Google, Meta, Amazon... suddenly feel like they have wasted their billions? Will this drive a negative sentiment for their own stock prices in the short term ?

What does 5i recommend if we have large gains in the bive mentioned stocks?
Read Answer Asked by V on January 26, 2025
Q: Are these Canadian income ETFs a good place to sidestep potential Trump tariffs? Do you have other recommendations?
Read Answer Asked by Jean on January 24, 2025
Q: Hi,

1 )Is there too much overlap between Fix and TT to own both? Which do you prefer long term?
2) Do you think infrastructure under Trump will do well? Which of these (IESC, ROAD, STRL or substitute another choice?) would you go with and why?
Read Answer Asked by Graeme on January 24, 2025
Q: Hi Peter and team,

Let me set my question up with some one liners!

1. "Drill baby drill"
2. Services provided to the Americans are exempt from tariffs.
3. Canadians are not just good but excellent in Oil and Gas exploration.

So what are the Canadian companies that can "Drill baby Drill" in the States and benefit from Trumpian mantra!
Precision Drilling? Any other company?
Who are the American or the international competitors?


Read Answer Asked by Savalai on January 24, 2025
Q: Hello team,

It is still January, so Happy New Year!

Would you swap PINs with 45% loss in an RRSP account for a new investment in AMTM.

AMTM is in a few areas that may become a main focus for Trump Administration. The stock has gained 20% in the past month. Would you say that there is a cup formation in the chart as the sellers may be done? Is the current price a good entry point?

What do you think of their debt level and lack of profitability? Will the situation improve meaningfully in the next couple of years. As you can guess, I hold the stocks for a long period. Often way too long!

Wishing everyone at 5i a healthy and happy 2025!
Read Answer Asked by Saeed on January 23, 2025
Q: Trump has said he will suspend leases for wind projects, onshore and offshore. A couple of questions in re BEPC

1. how much of BEP's projects (including those in development ) are wind

2. Of their wind projects, what proportion is in the US?

3. Given the huge ("unstoppable") demand for electrification, plus the fact Trump is not the customer buying it, does it really matter what Trump says about wind?

In short, how much damage can Trump do to my BEP stock?
Read Answer Asked by arnold on January 23, 2025
Q: Good day,

I've picked up the above on 5i recommendations, and they started as small positions, but have done very well TVK+150%, VRT+200%, POWL +120%, and 3 months on CLBT+45%. I had a bit of usd in my TFSA and put it in CLS last week, already +20%. I assume much of that due to Trumps 'promises'.

Now that these small positions have become as much as say, my initial purchase amount on BAM, is this a thing that one adds to, since my initial buy was lower? Or now that it's a larger position you just let it ride? With 5is help and my own dd, I've been doing very on my winners:losers ratio, but have a hard time determining what is a good point to add in. Are these names worth adding to before they report next? Please rank in order with which you would add to.

Cheers,

James
Read Answer Asked by James on January 23, 2025
Q: In the “new Trump reality” and associated statements and his expressed policies goals for the American economy directions for the near and long term would you advise/recommend your specific portfolios content/weighting adjustments in regards to geography , type of investments , cash % and any other potentially important issues ? Or should they stay as designed before the Trump second presidency term ? Certainly Trump election has generated a lot of noise in the media including business media . Thank you for your opinion and input in this obviously concerning and confusing times .
Read Answer Asked by Miroslaw on January 23, 2025
Q: hi 5i, would you please provide me with 3 canadian names you think will benefit and growth under Trump's era mandate, any sector, high risk is OK.
thanks
Read Answer Asked by Fernando on January 22, 2025
Q: Other than the joint venture partners, what companies do think will benefit the most from the AI infrastructure plan introduced by Pres. Trump on Tuesday? I suspect VRT and CLS will benefit, but I am sure there are others in AI support businesses.
Read Answer Asked by Ken on January 22, 2025
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