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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: What would your opinion be on selling US stocks held in US funds (or moving cash) from a US account over to CAD account to realize the immediate ~40% fx gain (maybe it's not that simple, please advise)? Assuming there's options in the Canadian equities market that are just as good as that on the American side, I'm having a hard time rationalizing why this is a bad idea. Thoughts?
Read Answer Asked by Harrison on February 06, 2025
Q: Good Morning Peter, Ryan, Chris, and Team:
First off and maybe you have already answered this question previously but how do you think this "Tariff War" might play out after the bluff and bluster has completely settled down ?
Also, how do you think that across the board tariffs would effect PSI, NTR, and SIS in the short and medium term ??
Thank you so much. DL
Read Answer Asked by Dennis on February 06, 2025
Q: Hello, would you suggest your top CDN stocks for a 25 year old TFSA account that is a passive investor? basically buy it and never look at for years?
Thanks
Carlo
Read Answer Asked by Carlo on February 05, 2025
Q: With some dry powder available, would you suggest to buy now or wait for the tarrifs with China to shake out and see what comes of the 30 day pause with Can/Mex? All buys are with long term hold in mind.
Read Answer Asked by Harrison on February 05, 2025
Q: With regards to EFN.TO. It was extremely volatile on Monday, Feb. 3, 2025 when the US tariffs were due to be implemented against Canada. It looks like EFN price dropped as much as 12% compared to it's previous Friday close but it seem to recover and ended up with a drop of 1%. Can you please give your take on this behaviour and what entry price might be reasonable considering the tariff climate (or wait). Many thanks.
Read Answer Asked by Ian on February 05, 2025
Q: We've been reading of lots of deregulation coming in the U.S generally, but especially in the financial sector. Pundits have taken to saying 'animal spirits will be unleashed'. Additionally, I wonder if orange imperialism will tend to trickle down to C suites. Can you suggest a Canadian name or two in relevant sectors that might be more likely to be taken out?
(With the proviso that their debt levels be on the low side for sector average.)
Deduct as you see fit.
Thank You,
Tim
Read Answer Asked by Tim on February 05, 2025
Q: Hi Peter and team,

I'm wondering how resilient TFII is in the face of prolonged tariffs (if it ever comes to that). The business section of the Toronto Star had an article with a scary introduction:

MONTREAL - Truckers say the sweeping tariffs threatened by U.S. President Donald Trump would wreak havoc on their industry as trade between Canada and the United States takes a hit.

“If these tariffs came in at those levels for a prolonged period, this could be the final nail in the coffin for many trucking fleets,” said Stephen Laskowski, president of the Canadian Trucking Alliance.

“It’s a grim picture.”

Realizing that TFII is a large company, does it have what it takes to 'weather the storm'?

Thanks for your insight.
Read Answer Asked by Jerry on February 05, 2025
Q: Looking at some Canadian mid cap stocks. How would you rank these 9 stocks for estimated total return potential over the next 5 years. BYD, DIR.UN, DOL, EQB, MEQ, PBH, STN, TFII, TIH. Thanks.
Read Answer Asked by Dan on February 05, 2025
Q: Hi 5i Team - Could you name a few publicly traded companies, besides CSU, that have no analyst coverage and have never had analyst coverage. Any market cap, any sector, U.S. or Canadian. Thanks.
Read Answer Asked by Rob on February 05, 2025
Q: 3 month treasury TBIL any restrictions on adding or taking money out. I want to buy US to try and off set the fall in CAD. What does the 3 month designation mean. What's your 3 US equities ...Plus 3 Canadian. And short description why and in what order you like them.
Read Answer Asked by Terence on February 05, 2025
Q: how much of sales are to the us, with cfx, how much will the tariffs affect the bottom lines of forest companies. On a side note it is nice to see Canadians pulling together, I for one will try not to buy any us products I willing to pay more for Canadian products
Thanks
Auftar
Read Answer Asked by auftar on February 04, 2025
Q: Good morning 5i,

I'm expecting some turbulence coming for sure. I doubt all is priced in with the tariff battle. Of course nobody knows. But opportunity may be knocking.

I refreshed myself on Peter's cover call write up from years past. I'd love a new take on selling covered calls to enhance your income and some strategies relating to it. ie, OTM, time frame etc.

And some top stocks in your view for writing on. Excluding NVDA, already sell OTC cc on my position.

Thank you very much.
Read Answer Asked by Adam on February 04, 2025
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