Investment Q&A

Q: I am assuming CPX was down Friday on heavy volume in response to Trump’s initiative to impose a cap on residential price increases, and require tech companies to pay for their own power centers . There was a concurrent selloff in independent US listed power companies as well.
How much exposure to the US market does CPX have?

Q: What happens to the market canadian and us it trump replaces Powel with one of his studges.

Q: Hello Team 5i & Everyone,

Just wondering if you have any comments or if you can share which data/charts you’re currently keeping a close eye on with the US markets regarding the looming removal of the independence of the US Fed? I watched Powell’s video response up on the Fed website and am inclined to agree with his assessment of the situation.

I realize there’s no point in guessing, however I would not be surprised to see Powell replaced when his term ends in the Spring by someone who is keen to cut interest rates regardless of what the economic data is advising. I would also not be surprised if this sparked a sugar rush in markets and a rise in inflation. But we’ll see what happens, I’m sure there will be more developments before then.

Living in interesting times isn’t all it’s cracked up to be it seems.

Thank you,

Sandra

Q: A little outside what you might otherwise consider, at least for this stock, but do you see the recent comments from Trump (ordering no dividends or buybacks) as a potentially significant problem the share price in RTX? Many thanks for your excellent service

Q: Great service. Do you foresee a buyer strike on US Treasuries given recent Trump activity and comments surrounding Venezuela, Greenland and others. If so, would this cause rates to rise? Is this a real concern or just paranoia on my part? It seems Europe, China and others cannot compete militarily but may begin to use economic leverage against the US. Thank you for your insights.

Q: Good morning,

Regarding WTI and expectations for continued price pressures for H1 2026 for reasons we all know well, I want to get your thoughts on China demand for Venezuelan oil. China has been the largest buyer of Venezuelan oil, and following the events of last weekend with Maduro and comments yesterday from Trump regarding the US “taking” ~$2bn in sweet crude from Venezuela, do you think China leans on Iran and Russia for their crude requirements near term? Or do you think there is potential for Canada to play more of a role?

I am at a bit of an inflection point on names like CNQ/Suncor at the moment, and would appreciate your views.

Thanks as always.

Q: Peter; Do you think the political risk (Trump) is already in Aris and other SA miners? Thanks.
Rod

Q: Hello,
What is driving the surge in Kraken Robotics? Also, would you split monies for both stocks or what percentage should one allocate to each assuming i had 10k to invest? Lastly, this is a general question. How do the ETF providers buy so many stocks in an ETF and maintain a low fee structure? Much appreciate it.

Q: Greetings,
From a response from your office, I interpreted these five were suggested as still being good opportunities at present day prices. Did you mean full position or tranches etc?

Like many, I'm terrified of the impending pullback, especially with Tech names and what if prices fall by more than eg: 15%?

Secondly, what is your opinion on what might happen to the market, in the short term, if Trump keels over and dies?

With thanks, A

Q: How affected do you think the pipelines will be by Mr. Trumps latest foray in to Venezuala ?

Q: Given that I have no idea what the US (Trump) will do next, I am reluctant to invest new funds in equities. So I have the sense that I should increase my bond and gold exposure for the near future. I would appreciate your comments on this strategy.
Thank you.

Q: Lots of talk lately about the MJ sector given Trump's recent announcements. It has been almost 3 years since you spoke about HITI so would appreciate an update.

By all means, wait until January for this and have a great holiday.

Q: Noticed big increase in price lately. Is it time to sell in RRIF small lost.News said Trump might legalize Cannabis

Q: What in your opinion is the best way to play a weaker US dollar?

Q: Hi 5i,


Trump is expected to issue an executive order as soon as Monday that would allow for reclassification of marijuana. If this happens what are your favorite CAD ways to play it. Looking for a way to par-take ;).

Thx

Q: Hi 5I team: We plan to buy QQQ and Google shares for my son's RRSP. given the US drop in interest rate and what may come given Trump's influence, would you recommend that we exchange the Canadian $ into US $ and buy in US? Thx

Q: As I muddle my way through determining which holdings to purchase or add to and which to reduce or sell outright, I can't seem to ignore the backdrop of tariffs and an unpredictable Trump. If CUSMA goes down the toilet and duties are applied to almost all goods I can't see how there wouldn't be cataclysmic damage to our country. I am increasingly worried that as an investor I am not discounting the likelihood of this accurately. I am wondering if you could comment on this and discuss what your thoughts are. I would like to be able to better formulate my own opinion as to the risk I am taking with equities and your input would be valuable.

Q: Retired, long term holder of Nutrien in both TFSA and RRIF accounts. All in, it has been a pretty good year for NTR....up roughly 25-30%.

Your thoughts on NTR's prospects over the next year or so, in general? Please include your thoughts on the Jansen mine coming on line...and your thoughts on the latest USA tariff threats?

As NTR is fairly cyclical, my plan was to consider trimming or sell all of NTR when it reached into the $90-100 range.

Thanks for your insight....Steve

Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.

We presently own only ENB, in the sector ( which acts more like a utility ).

Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?

If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?

Thank You

Q: I think a lot of utilities tied to the wind-farm industry have taken quite a hit since Trump came back to tilt at windmills (Orsted, for example). But Trump won't be around forever. Assuming a significant rebound following his demise, what companies provide the greatest opportunity going forward? Please include one or two Canadian investment opportunities in your answer.