Investment Q&A

Q: Peter; Could Trump’s Tariffs cause Granite a problem ? Thanks.
Rod

Q: Why did Savaria drop more than 8% on Tuesday? Is it a good buy opportunity?
Thank you.

Q: I’m mulling over reducing my exposure to gold mining companies. I own AEM, WGX and a junior. My weighting overall is 2%, not very high I grant you. I foresee Trump’s tariffs driving the USD higher. The Federal Reserve can lower interest rates to compensate but they can only go so far. I’m in the black on all three stocks (for now) but the price of gold can be volatile!

Any thoughts you have would be appreciated.
Jim

Q: Hi. Do you think the drop in DRX today is related to Trump's threat of a 25% tariff? Thanks.

Q: I see you keep recommending DRX but it's been a falling knife in its stock price.Why do you keep recommending this stock?
Its extremely frustrating

Q: Hello 5i team

Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?

Thanks

Q: The current price of GSY is tempting. Your market data shows a median target of $227 which is 33% over current. Earnings are expected to grow 20% next year ($20.28-16.91) which gives a forward P/E of 10 and that compares nicely to the 5 year low P/E of 7. Historically the stock has performed well, the 5 year CAGR for the stock price is 30% which doesn't include the dividend. While the numbers look tempting, the market is giving a big yawn and I wonder what I am missing that others aren't. Perhaps you could try to explain the yawn. Feel free to correct any of the numbers if Bloomberg is reporting something different.
Mike

Q: Do you think with the big rise in the TSX in the last couple of days that it is getting a bit frothy, and perhaps it would be a good time to trim and retain some cash for a pullback? Do you expect a pullback between now and the end of the year?

Q: This fund is part of an employer-sponsored account. It has been steadily decreasing since early October given (I assume) the bond market’s attempts to price in new uncertainties over the past few weeks. I thought this bond component would reduce volatility but perhaps not (?). I have 5-7 years to go until the money is needed. If it’s going to lose value or underperform I would prefer to sell it now and put my faith elsewhere. It is 10% of my total portfolio. My question: What would YOU do in this situation?

Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?

Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?

I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?

Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?

Q: If Trump pulls the plug on providing weapons to Ukraine, how will this impact the stock?

Q: I see that PEY has taken a bit of a bump lately. Is this a Trump bump, or do they actually have some positive things happening in the company?
Thanks,

Paul

Q: Good afternoon 5i staff
Just a brief addendum to my previous question regarding short or long term bond etf’s are best for today. Many say that Canada’s inflation rate is already rising and that Trump’s policies will push inflation. What I was interested in is why you don’t believe the narrative that we will be facing an inflationary environment.
Thanks

Q: What do you think about the pipelines, specifically TRP, PPL, and ENB under the Trump regime, Do you view it as a positive or negative?, Thanks

Q: Is Russia restricting (or banning) exports of enriched uranium to NATO countries? Do you know if Kazakhstan is also restricting exports since they are the world's top exporter and a client state of Russia. Russia produces uranium at roughly 10% of the amount produced by Kazakhstan. I understand CCO purchases uranium from Kazakhstan. Is this a good time to purchase CCO or would you wait until Trump enters the White House? If Trump accedes to Putin's demands possibly the uranium restrictions would be lifted leading to weakness in CCO's stock? I do find it hard to imagine NATO countries returning to their pre-war acceptance of Russia and its exports in spite of any Trump Putin peace deal. Any thoughts you have would be appreciated.
Regards,
Jim

Q: What is causing the drop in the stock today?
Is the Chrome divesting this bad?

Thank always for your good insight

Q: Is Nep a buy at this level?

Q: CLBT is a company that you seem to be high on. Revenue seems to growing at healthy rate , margins are but looks like they are not yet profitable. What makes this company intriguing ? What are the expected revenue and net income /eps for the next 2 years

Q: I’ve always had less than positive results investing in the healthcare sector. Finally I decided to go with an ETF (XHC) to do away with the individual stock picking risk which has since declined as well. I am now thinking of sticking with “healthcare adjacent” companies since SIS (currently owned) has done well for me. Can you please comment on SIA, CSH, and AND, the first two have run up a bit recently and I wonder about their valuations and future prospects. Any other candidates that might fit the bill you could recommend, I know choices in Canada are slim?

Q: Hello Peter and team, With the Trump cabinet taking shape do you now consider healthcare stocks (and EFT's) as well as renewable energy stocks (and ETF's) as dead money for a few years or do you see some exceptions in either domains?
Thanks for your always good insight and analysis.
Adel