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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 there, now that Trump and the Republicans are in full control for the next 4 years, where does that leave the cannabis industry going forward in the US?

Were the Republicans ever in favour of legalizing the industry in the US on a federal level?

What is your opinion on the industry going forward in the US now, as far as legalization is concerned, federally?

Any thoughts on what happens to all our Canadian companies wanting the market to open up in the US, WEED, TLRY, etc etc

Thanks!
Read Answer Asked by Hussein on December 04, 2024
Q: Looking at the chart of Propel. Since June 2024 consistent new monthly highs (of course with profit taking pull backs). But since the early November highs, the trend has changed, lower highs etc. this looks like a topping pattern to me. (I would say if it cannot break 40 very soon it is time to get out). While, of course, there can be many reasons for investors losing interest in a stock, the timing of the apparent reversal with the U.S. election seems too coincidental. May I ask as to whether 5i is aware of anything in the Propel business model which could be negatively affected by the Trump election? I am thinking maybe tariffs and their effect on interest rates etc.
Thanks as always
Neil

Read Answer Asked by Neil on December 03, 2024
Q: Hello Team 5i,

You mention the following for Algonquin Power in your Nov. 19 Tax loss screener :
‘We don’t think investors should try to catch the bottom in AQN at any price until the company manages to reduce its debt levels to conservative levels.’

Apparently, the company is trying to sell its renewables to raise money and reduce its debt load. The question becomes, in this post Trump world where renewables have suddenly become a buzz word for undesirable assets, how will the company be able to raise a reasonable amount to achieve its goals? And if it can’t what will ‘any price’ will be for you ?

As always, thanks for your valuable insight.

Adel
Read Answer Asked by Adel on December 03, 2024
Q: I have HPS.A in my portfolio and I see it in the 5i model growth portfolio. At $135, I have made a gain of 40%. I am very concerned about the new Trump administration putting a 10-25% tax on imports from Canada and Mexico. HPS has manufacturing facilities in Canada and Mexico and the majority of their sales is in the US. Tariffs will definitely affect HPS sales and profits. How concerned should I be and should I sell and lock in my gains? I originally intended to keep this stock for a long time.
Read Answer Asked by Ram on December 03, 2024
Q: Watching Bermans call. He suggests the midcap space in the US will flourish with Trump.
I have done quite well with VUN. What is your opinion re the large cap space vs the midcaps in the next 4 years.
Do you think this is so and with extra cash in my RRSP, would you just stick with the large cap ETF or go with the small cap ETF.

Which of the large cap ETF would you choose, VFV with a lower MER over VUN?
Is XMC your choice for the mid cap ETF?

Thanks
Jeff
Read Answer Asked by JEFF on December 02, 2024
Q: Hello

Canadian Oil/Gas names and pipelines stocks have retreated this week, possibly, in reaction to news of Trump's proposed tariffs on Canada.

What is the likelihood of these tariffs actually being put in place, with specific reference to Oil and Gas exports to US from Canada ?

If worse happens, would these levies impact Oil/Gas producers/integrated names and pipelines differently ?

Do you consider this week's pullback in these names, as an opportunity to increase exposure to these names and if so, in what order ?

( Noted that 5i bumped SU weight in Bal portfolio, Tuesday )

Thanks

Read Answer Asked by rajeev on November 29, 2024
Q: I have some SHLE and I'm thinking of adding to it, despite its recent run up. It seems quite cheap and substantial gains in profits are expected in 2005. Its taking a hit today, presumable because of Trumps announcement of a 25% tariff on all things from Canada. Yet, Most of Source's business is in western canada. But they do have a site in midland texas too, so i wonder if: a) there is much exposure from sales to/in the US and b) would having a site in the US shield the whole company from tariffs?

You said in response to a recent question on SHLE that you expect profits to more than double in 2025. Does that estimate change if tariffs are in fact enacted?
Read Answer Asked by arnold on November 29, 2024
Q: - I sense something happening these days with the whole space in tech, with AI, Information, etc on how its controlled, used, etc...

- Companies like Google and Microsoft have been targeted with lawsuits from many countries, based on Size , Monopoly and Other concerns...
- Companies like NVDA, ARM,AAPL and META are also included in my question...

- The Trump Factor is also a concern...

1. How do you see this playing out for these tech companies playing out ? Short/Long Term

2. Which are the best in class to weather the storm ?

3. Who is the Most Vulnerable To successful lawsuits against or breakup?

4. Best Pick/Picks To Buy and Hold Going Forward??

Thanks,
M
Read Answer Asked by michael on November 29, 2024
Q: Yesterday I asked you about a group of stocks with respect to trimming our positions to reduce our overall stock exposure.

Now I would appreciate it if you could categorize these stocks with respect to your opinion on the impact of Trump's election. Perhaps the categories could be: positive, negative, neutral, or not sure.

The stocks are:
BAM
BEP.UN
BIP.UN
BCE
EMA
FTS
NA
RY
SLF
TD
Read Answer Asked by Doug on November 28, 2024
Q: We export 4,000,000 bls of oil a day to USA A 25 % tariff will increase the price of Gasoline by 25 Cents a Gallon . Americans do not want this.

The 25 % tariff is just to get our Governments attention to Pay the 2 % to NATO re Defense and Shut our Borders to Drugs and Illegal. Not a bad idea . We have to work at this .

We will have a Free Trade Policy with USA by January 20th 2025.
We will go it alone with no Mexico in our agreement
Trump needs us ,

Trump says he wants the KEYSTONE Pipeline to be built RAK
Read Answer Asked by bob on November 28, 2024
Q: I have watched this stock go up and up and now have room in my TFSA ( where I hold my more growth focused stocks ) to purchase some. This would constitute 20% of my TFSA and 1% of my total cash and registered accounts.
Nothing has changed in my conviction of this stock ( positive ) and all the thoughts about Trump ( and Elon ) are positive regarding the sector. I guess the question is : is this the time to buy , is it at a fair valuation, are there company specifics that will drive the price higher ( or lower ) ? I see you still have it in your model portfolio so assume you still like it. I need ‘ my hand held ‘ in making this decision. Thanks . Derek.
Read Answer Asked by Derek on November 28, 2024
Q: Donald Trump is causing so much uncertainty in both Canadian and US markets. Canada might even go into a recession.

I know that you mentioned that we should not react to the Trump threat.

However, if I had to sell all my stocks and ETFs ($400k) and start from scratch today, what would be the top 20 stocks/ETFs ( US and/or Canadian) that that you would invest in.

Would you just buy SPY/ZSP.to/ VGT/ SCHG ETFs in the USA market for safety?

Fyi, I don't like bonds.
Read Answer Asked by V on November 28, 2024
Q: In a best case scenario, I think 4 years of Donald Trump in power will be chaotic and discruptive in the US and globally. In a worst case, I believe the US is heading for internal unrest/violence, and the certain parts of the globe will be at war. If you were a 74 year old investor who has done well listening to 5i the last 2 years, how would you now hedge against these scenarios?
Read Answer Asked by David on November 27, 2024
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