Q: Morning Troops. Apologies if this question has been asked and answered previously. As a newly minted senior, I am not overly concerned yet about the market sell-off and as old habits die hard, I am looking to add to my portfolio. Assuming tariffs will be with us until the stable genius to the south needs to start playing nice before the mid terms, do you think the markets will find a bottom and then trade sideways for a while, or do you see major moves down and then up? My own opinion is that tariffs will be with us for six to twelve months. Cheers.
Q: How exposed are SHOP and CLS to US tariffs? In the case of SHOP, what proportion of transactions are cross-border? For CLS, where are its manufacturing plants located. Overall, how do you view their perspectives today versus what they were pre-liberation day? Thanks.
Q: The reason for the rundown in the stock price is not clear - it is now down from around 64 to 32 today which is a major adjustment and the only reference in the company notes is the rejection of their platform by several border agents. Can you clarify the nature and consequences of the difficulties they seem to be experiencing please.
Q: In current market and given the uncertainty over the next 6 to 12 months, would you be buying small to mid cap stocks or would you wait for uncertainty to settle?
What would be your top 3 Canadian and US small/mid cap names?
Q: In today’s and current turmoil what would be your favourite 5 Canadian and US Stocks to buy? Would you be averaging in over the next 6 to 12 months?
Q: Hi
Is any part of the monthly distribution a return of capital? Or is it all dividend?
Does it all qualify for the Dividend Tax Credit or is it deemed Interest?
Thanks
Q: I kinda expected this to have a positive reaction to tarriffs, but it isn't. Are people getting scared of the credit risk? Is it better to hold a treasury bond etf?