Investment Q&A

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

Q: Hi 5i Research team,
Which among your favorite Canadian companies are down significantly this Monday morning, but are unaffected directly and indirectly by the tarifs and conter-tarifs?
Thank you for your collaboration, Eric

Q: Hi,
Currently holding 2.46% position in HPS.A. With its larger revenue exposure to Canada and Mexico and impact of potential tariffs, does it make sense to diversify/trim and move some funds into POWL or PWR and which would you choose between the two currently? Thanks!

Q: Hi Folks,
May I have your thoughts on BEPC and BIPC. I am thinking of selling my shares in BEPC (breaking even) and buying BIPC which seems to be doing better. This would be in my TFSA.
Thanks

Q: Is this a good buying opportunity?

Q: I have money to invest and I own none of these stocks. Could you list them in order that you would buy them today.
Thanks for you help.
Dorothy

Q: Hello 5i team,
The stock price has fallen a bit below my entry price and I wanted to add to it. Would you still be comfortable adding at this level. The tariff craze is not spooking the markets as much as implied and was wondering how much product PBH sells to the US(or if they have operations there)?

I am holding for the long term (purchased in Dec 2022).

Thank You,
Andrew

Q: For the two situations below, if you were to buy only one of these two stocks at today’s prices, which would it be?

1. ATZ or DOO

2, BEP.UN or FTS

Thank you

Q: Should these auto parts stocks be sold because of Trump tariffs?

Q: hi folks

any updates on the continued viability of this pot stock

are will still simply awaiting legislation?

thanks

Q: Can you explain what is behind the broad move higher in Gold and silver miners? Is it just the price of precious metals? How broad is this move and what, if any, other material sectors are also moving? Thank-you.

Q: Hello 5i,
With an eye to reduce some holdings how much overlap is there between these three?
After the recent "dip" how would you rank them?
Thank you so much
Dave

Q: Hello, I'm working on my current ALLOCATIONS. Please recommend CANADIAN and US : Healthcare, Consumer Defensive and Utilities.
Many thanks, Heidi

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