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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: Hi 5i, I was listening to a steel analyst stating that "value added steel manufacturers" like Russel metals would be exempt from steel tarrifs. I realize the companies that actually make steel and the steel outputs for downstream manufacturing will be taxed. If this is true then aren't companies like the one mentioned or DRX or HPS also exempt? Now if anything manufactured in Canada is taxed then all bets are off.

Thx
Read Answer Asked by Christopher on February 12, 2025
Q: Hi 5i, I'm struggling to keep the mentioned companies in the face of pending 25% steel and aluminum tarrifs. Would appreciate a review and some comforting analysis :)

One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.

My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.

Thx
Read Answer Asked by Christopher on February 11, 2025
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
Read Answer Asked by Stephen on February 05, 2025
Q: Hello, I am wanting to increase my TFSA Industrial sector from 12% to 15%. I presently hold ATRL CP MDA and DRX. Which would be better addition RTX or ATS? Another thought is add RTX and replace DRX (down 30%) with ATS. I do hold for longer term. Thanks for any comments.
Read Answer Asked by Roy on January 22, 2025
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
Read Answer Asked by Kevin on January 10, 2025
Q: I own a long term holding in these stocks but am interested in adding a short term trading position in a few of them to take advantage of any January post tax loss selling bounce. Please rank these from best to worst near term (1-2 month) trading potential.
Read Answer Asked by Greg on December 13, 2024
Q: Can you comment on the ADF backlog drop from $330.3M vs $510.9M at the start of the year? It appears to be partly related to a strategic decision having recently declined a $150M Amazon project due to low margins (8%). I think this illustrates some management discipline - profitability over pure revenue growth with management prioritizing margin quality over volume. Curious about your thoughts?
Read Answer Asked by Michael on December 13, 2024
Q: Hi 5i,
You provide a great service at a reasonable price for DIY investors based on Peter's subscription estimates; I would say it's still under appreciated!

When is DRX scheduled to release Q3 results? I have not seen a PR to confirm the date. What are the analyst expectations? Do you know the short position if any?
Read Answer Asked by David on December 03, 2024
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