Investment Q&A

Q: Hi 5i,
May I please have your thoughts on the latest results from Nextracker?

Also, what are your thoughts of how the shift in sentiment away from renewables by the new US administration might affect this company in the coming year and then beyond that over the next few years?

Q: hi,
do you have an educated "guesstimate" of the downside risk if Trump's tariffs go through across the board Saturday? percentage down?
also, can I get your most current thinking as to which sectors, and particular equities, are at greatest risk of a sell-off?
cheers, Chris

Q: Perhaps I wasn't crystal clear in my earlier question on these 3 - Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations. What Canadian companies might be affected by 891 in retaliation for our Digital Services Tax to pay more US tax?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax

Q: Good morning all; I've a two part question for you, First, the listed investments are in a RRIF. The current plan is to extract only dividend income, and have some modest stock growth.

I have funds for one more position and I'd like 3 of your suggestions that would add decent dividend income with modest growth of stock value.

Second question is about XLB. It was originally purchased as a post-inflation investment looking for some appreciation as rates declined. While Canada may get a bit more downward adjustment I believe Trump policy will be inflationary. What would be a sound replacement, meeting the dividend and growth goals for the account?

Thanks as always.

Dave

Q: As a recently returned member I know you do not generally like to time the market. Situation is, my portfolio is in the hands of an advisor. I've simply not spent as much as I withdraw monthly and now have a reasonably significant amount of cash in my chequing account. Thinking of investing through RBC Direct or Wealth Simple but using my decisions based on your site for direction.
Question is...leaving the money in the account I'm not loosing anything except through inflation. I don't mind waiting given all the noise and Headlines from Trump. Am I at undo risk jumping in now? Do I wait to see what happens? Do I start to trickle in?
Thank you, Dave

Q: Can you please rank the following stocks from the most to be affected to the least affected by Trump's 25% tariff ?
Thanks for you insight.
CM, CNQ, CNR, WSP, BIPC, BN, CTC.A, CCL.B, PKI, TD and SIS.
Please deduct as many credits as you wish.

Q: How concerned should i be regarding Saturday's looming Trump tariffs on Canadian stocks and ETF's ? Should i sell any of my most vulnerable stocks ahead of time ? Is the fear already baked in or is my paranoia in any way justified ? thanks.

Q: it is noticed that there several (8) analysts rating ENB a hold , also 8 analysts rate it a buy, while the average price target has already been reached, it seems that the former analysts believe some head winds are coming soon, which will force the price to drop. is it the new Trump era affecting ENB ?

Q: Which Canadian Sectors and subsectors (Industries) are least likely to be affected by Trumps tariffs if enacted? It would be great if you could rank those in terms of risk to our portfolios.

Q: I am wondering if I should exit a small position in MG that I have in a registered account. It is trading near it's low and it pays a decent dividend. I am not sure that the dividend is safe and I am worried about the Trump affect on the auto industry. Your thoughts would be appreciated.
Thanks
Ian

Q: Retired, dividend-income investor.

I've held NWC since 2019 and have done quite well, averaging roughly 15%/yr. I have trimmed and added over the years. Late last year I trimmed at just under $50. It has since ran to $55 and corrected roughly 20% to $45...now at $47. I see it's P/E range over 5 years has been 7-35-ish, now at 17. I was thinking of topping up again. To me a good price would be $45 and a great price would be $40, even though I'd happily buy where it is now.

From a Trump tariff point of view, my research shows mostly northern Canada, plus USA, then Caribbean as it's markets....any concern here?

Your thoughts on the current valuation, my entry top-up ideas and the Trump tariff would be appreciated....thanks....Steve

Q: Please provide your opinion on NPI, and if positive what is a good entry point? Will Trump derail any of their projects?

Q: With DeepSeek Chinese open source models being competitive with American models using less compute power, I can see other American tech giants and small players try to replicate the same very soon.

How bad is this new development for companies like NVDA and AMD? Should we cash in some of our profits now and wait for further development?

Will companies like Microsoft, Google, Meta, Amazon... suddenly feel like they have wasted their billions? Will this drive a negative sentiment for their own stock prices in the short term ?

What does 5i recommend if we have large gains in the bive mentioned stocks?

Q: With the uncertainty of Trump how do you feel about the oil/gas companies. Specifically CVE, ATH, MEG, BTE. Is it time to buy sell or hold.

Q: Just a curiousity.

With the fires in California, a lot of houses will have to be rebuilt. How much a role do you think Canadian lumber would play in that rebuild?

Trump says they don't need Canadian lumber but I'm sure he wasn't taking this sudden need into account.

Q: With Trump demanding the “independent Fed” reduce interest rates….how could this or not affect the stock market?
Thanks
Ben

Q: Are these Canadian income ETFs a good place to sidestep potential Trump tariffs? Do you have other recommendations?

Q: Hi,

1 )Is there too much overlap between Fix and TT to own both? Which do you prefer long term?
2) Do you think infrastructure under Trump will do well? Which of these (IESC, ROAD, STRL or substitute another choice?) would you go with and why?

Q: Hi Peter and team,

Let me set my question up with some one liners!

1. "Drill baby drill"
2. Services provided to the Americans are exempt from tariffs.
3. Canadians are not just good but excellent in Oil and Gas exploration.

So what are the Canadian companies that can "Drill baby Drill" in the States and benefit from Trumpian mantra!
Precision Drilling? Any other company?
Who are the American or the international competitors?

Q: Hello team,

It is still January, so Happy New Year!

Would you swap PINs with 45% loss in an RRSP account for a new investment in AMTM.

AMTM is in a few areas that may become a main focus for Trump Administration. The stock has gained 20% in the past month. Would you say that there is a cup formation in the chart as the sellers may be done? Is the current price a good entry point?

What do you think of their debt level and lack of profitability? Will the situation improve meaningfully in the next couple of years. As you can guess, I hold the stocks for a long period. Often way too long!

Wishing everyone at 5i a healthy and happy 2025!