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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: I'm up 24% on ABBV in my cash account - down almost 50% since Trump was elected. It is currently a half position. I also hold ISRG in the same cash account at a 1.75% position. Considering selling ABBV and investing proceeds in ISRG, increasing this holding to 4.25%. (My other health holding is CLBT at a 2.5% weight in my TFSA.) Given tax implications/risk, what would you do?
Read Answer Asked by Maureen on November 20, 2024
Q: When Peter was on Market Call this morning he got a question about Russel Metals. One part of the discussion was on the likelihood of Trump putting tariffs on steel. As that is one of Trump's pet peeves I'm guessing that a steel tariff is going to be near the top of his list ...... What would be 5i's favorite steel companies to play this theme ?
Read Answer Asked by Garth on November 20, 2024
Q: I own an equal weight of UBER in my portfolio but none of TSLA. Could you please describe the correlation between UBER and TSLA. It seems that when TSLA rises UBER falls. Is this simply sentiment, anticipation of policy changes from the future US government, or is it related to actual fundamentals? Thanks as always for your excellent service.
Read Answer Asked by Calvin on November 20, 2024
Q: I am getting concerned about inflation, mostly in the U.S. Most of Trump's policy preferences, from removing illegal immigrants, to tax cuts and tariffs seem inflationary, and if he wrests control from the Fed, I don't see how inflation stays under control. What are your thoughts on this and what would you be watching? Finally how would one, as an investor, respond to signs of very high inflation? Thank-you.
Read Answer Asked by Alex on November 19, 2024
Q: Two questions - Could I have your take on SGML recent earnings please, and (2) HHL has diverged vigorously from its past consistent performance, presumably on the Trump policy on health care, appointees etc. I assume other sector participants will likewise take a hit but would appreciate your take on the matter. The issues affecting the sector appear to relate to policy, not politics.
Read Answer Asked by Mike on November 19, 2024
Q: Here I go again. I'm seeking your help to identify strong companies in Canada and the United States in the right sectors in the new Trump era that demonstrate 'relative safety' yet the potential to grow significantly. A bit of a reach. But I would appreciate your help to identify 5 Canadian and 5 American companies that could fit the bill. I have a relatively short time horizon - 3 years. Thanks for your appreciated support.
Read Answer Asked by Les on November 15, 2024
Q: Are there any articles in your Bloomberg library or other sources that would be a good read featuring an unbiased { good luck } analysis of what the protectionist policies amount to be implemented in the USA may lead to ? I would love to know how this can possibly avoid spiking the rate of inflation.

Thank you

Paul
Read Answer Asked by paul on November 15, 2024
Q: I have sold the above two companies, half of BYD and all of ATS. The purpse was to raise cash and put it into a high interest Canadian dollar savings ETF to wait out the first part of the Trump presidential version Nu. two.

Do you have an ETF that you recommend or maybe another suggestion?
Read Answer Asked by Cathy on November 13, 2024
Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim
Read Answer Asked by Timothy on November 12, 2024
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