Investment Q&A

Q: You have consistently talked about your admiration for BN operationally. It has been trading in range for almost five years and is now hitting out a large breakout, almost independent of its subsidiaries. I know their CEO had spoken about the benefits of dropping rates. Any other comments on the rally here? Do you see it sticking for BN and also compared to private equity peers?

Q: What are your thoughts on BITCOIN. What is best way to play it or is there one.? I do not understand the future of Bitcoin Who uses it ? Do countries use it, do Corporations use it. Do Banks use it ? What is benefit of using it,

I know criminals use it extortion payments Trump and Harris were backing it. Was this because 80,000,000 U S Residents use it so they were both saying Yes to get their vote ?

RAK

Q: What is your 1 year and 5 year outlook for renewables with the TRUMP back in power?

Thanks

Jim

Q: My daughter has a, no work, portfolio of these three ETFs and has averaged 24% for the past two and a half years. I have done only slightly better with my DIY portfolio - mainly thanks to you. With Trump gaining the White House would it be better to load up on VFV rather than XIC. Currently it is VFV 40&, XIC 40%, QQQ 20%.

Q: Good Mornings,

With much thanks to 5i, my winning stocks far outweigh my losers. However, I'm thinking of doing a little post election portfolio cleanup of two stocks.

Just trying to decide if I should consider cutting my losses on Aspen Aerogels and Transmedics, or if you think the analysts might have it correct and they are worth holding for another quarter or two?

I think I may have missed the boat on Axon, which I have deliberated about buying for two years. It has gone up so rapidly with the Trump win, that it may do some consolidating for a while.

If you have some small-mid cap suggestions that you think are showing good momentum and might be a replacement for ASPN and TMDX, please give me a few ideas. This could include Axon or any other sector stock, US or Canadian.

Thanks very much,

Brad

Q: How will Trump’s tariff policy impact Canadian companies operating in the United States? Taking ATZ as an example, will the tariffs raise Aritzia's costs, making their clothing less competitive in the U.S. and potentially slowing their expansion there? Additionally, which Canadian companies with U.S. operations are most likely to feel the effects of these tariffs?

Q: Costco had a pretty big jump in its share price this past week....was there any news or anything to explain this?

Also, while Trump only takes power in January and things take time, but it is often said that the market is forward looking. I have to think that a lot of what Costco sells is imported (eg from China); though his threat might just be a lot of hot air, does the potential for them have a significant impact on Costco if Trump brings in big tariffs? Is this anything to worry about?

Thank you for your excellent service

Q: Are they both a buy today?
Thanks Again

Q: What Canadians would be best for trump presidency

Q: Donald Trump has previously signaled his desire for a lower US dollar. JD Vance has recently signalled an even stronger desire for a lower dollar, saying it would bring manufacturing back and calling China a currency manipulator. And if history is any indicator, Vance will be running just about everything in the day-to-day operations of the White House while Trump golfs and engages in twitter wars with celebrities (as Pence did 4 years ago). Right now most of my US holdings are in unhedged ETFs. Would it be wiser to shift some of that over to hedged ETFs? If the US starts trying to lower the dollar how quickly would that happen?

Q: Hello 5i,
We have CDN and US funds in our RRSP’s and TFSA’s, no pensions, income is CPP and OAS only, + RRSP withdraws.

We are looking at placing funds needed for the next 3 years into less volatile environment with a yield of 4%-5%. We have laddered GIC's and PSA for CDN funds and are looking for something similar in US funds. Our equities (stocks and ETF's) would remain in place though each year we would sell some stocks and purchase short-term ETF’s to retain a 3-year comfort zone. This allows us to retain higher risk equities in a longer time-frame in case of a large drawback.

Some examples we found were IGSB, BIL, VGLT, VCIT, VCSH, AGG, IEF. Do you have any recommendations? What are your thoughts on long-term Treasuries with a Trump win? Dump and run?

Thank you for your service.

D&J

Q: What are some canadain companies that could do well under a trump administration

Q: Good morning your thoughts on JEF

Q: Hello:

First, athis point and post-election, do you think the markets have gotten ahead of themselves?

Second, markets are enjoying a post US election upswing and while most expect further interest rate cuts, why are utilities down in the past fewdays, for example CPX and FTS.

Thank you

Q: Where would 5i see things in terms of an ideal cash level in a portfolio today? Fully deployment or is there a % you would reserve in cash for opportunities in a bad day/week/month? Would you agree that volatility should be expected in the months ahead based on Trump's comments moving the market as they did in the past?

Q: Trump said he would pay down Debt and Lower Taxes

How about this ? Pres Trump will put on Tarrifs , What if he applies ALL Tariff Money raised against paying down U S Debt. It is like a tax on American Consumer anyway and in this way he pays down U S Debt ,

Is that idea too much off the wall ? I think it is a great Idea ,

RAK

Q: I will appreciate it if you could provide your perspective on NPI.
What are the future prospects since the new Government in USA is not friendly for the likes of NPI and BEPC.
Is NPI a hold , sell or an opportunity to average down.
Thanks

Q: Following Donald Trump's recent election victory, utility stocks have experienced a pullback. Given the current valuation, would you consider it a good entry point given the recent weakness? Please also rank it

Thank you

Q: What effect do you think Trump's election and energy policies (Drill, Baby, Drill) will have on Canada's energy industry, both on the big upstream companies such as CNQ and Suncor and the smaller exploration companies such as Kelt and Tamarack.

Q: Robinhood had eleven times the usual business last night, They have 24 hour trading . 80,000,000 Americans trade Bitcoin in some way according to Trump and Harris and this is why they backed it. Think of all the votes . Betting on Elections will become a World Wide Event .

24 hour trading 7 days a week will soon be in .

Robinhood will benefit from all this .

I think HOOD is a great Buy. Your comments please RAK