Q: Hi 5i, In a recent TD analyst TECK report management stated that, "No material impacts from U.S tariffs — Management addressed the issue of potential tariffs on its conference call, noting that while they sell some finished products from Trail into the U.S., they did not expect the imposition of tariffs to have any meaningful impact on its business other than potential impacts to global GDP". Teck is premier company currently trading at a decent price so it seems as if TECK would be an excellent buy at this time. Can 5i give us 5 more superior quality Canadian stocks that appear to be well positioned to weather the US tariff storm? Yes bulletproof would be nice! Thanks, Chris
5i Research Answer:
Note, not that many companies have quantified their tariff impact. We would consider these well-positioned: AEM, SLF, BNS, SU, TOI