Investment Q&A

Q: Goodmorning

What are your thoughts on ATS latest quarter?

Thks
Marse

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.

Q: Can BIPC be owned along with TRP, ENB & BEPC in a non-registered account? Not too much overlap? Good to receive dividends in US dollars in this crazy period.

Thanks for your input.

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

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.

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.

Q: DRX continues to fall. I have been keeping it as a 3 year plus hold because of its value and possible growth due to its innovative technology. Your thoughts.

Also, are there any Canadian stocks that you were favorable on that you think investors should consider selling now that tariffs appear to be happening? Thanks Steve

Q: Could I have your thoughts on these three companies for new positions in our new investing environment.
Thanks Steve

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.

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.

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

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.

Q: Is CP and/or TFII a sell right now with the pending tariff discussions? What do you think about these holdings in the current environment?

Q: My sense is that Dollarama will continue to grow on plan and perhaps do better under the US Tariff plan.

From a Tariff perspective please provide your evaluation of the following names and how they might prevail or be negatively affected by US Tariffs:

SHOP
ATD
DOL
PRL (propel Holdings)
WCN
GFL

Thank You, Patrick

Q: Could you please provide the names of the companies in 5i Portfolios, which could see a meaningful impact on their business, in order of Major to Moderate, if the Tariffs on import of goods/oil from Canada, as announced by the US administration, starting Tuesday, continue for at least 3-6 months.

Please exclude the names which are least or not effected.

Thank You

Q: You answered a previous question and indicated that Algoma would be affected by tariffs more than most. With imported steel costing more would it not be an incentive for domestic buyers to buy more from Algoma versus US and overseas and perhaps the effect is minimized .

Q: Good morning - can you give us a sense as to what Cdn companies (say 10) that would be most adversely affected by a tariff war with the US? Many thanks as always.

Q: If you could only buy 5 stocks today in North America what are they and why?

Q: I am underwater significantly (-20 %to 30%) on the above 5 companies. I have a well balanced portfolio so am looking to either sell the above and replace them or add to them. Can you please give me your thoughts on which ones you would ditch and which ones (if any) you would add to. If you have any suggestions as replacements for any that you consider should be sold I would appreciate it. Thanks for your ongoing great insights. Peter

Q: Hammond Power has been drifting lower everyday and It looks like that the stock could soon break below, $98 support level, with US Tariffs confirmed making company's products exported to US, more expensive, increasing the risk of losing market share to its US based or competitors.

Is it prudent to be proactive and sell all holdings ( as of now we have about $15 gains ) or reduce by at least 50%, to avoid such scenario and revisit later, when there is more clarity/visibility ?

The proceeds may be held in cash, or could be used for 5i favorites like Terravest, Propel or Kneat.com, companies with strong momentum and none to minimal tariff issues. ( I am aware that these business are in a different sector altogether ). Thoughts ?

Thank You