Investment Q&A

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

Q: Hello, i have a question about renewable Company. It seems like all the company drop significantly after the election, is Trump policy negative on renewable??

Q: Hello 5i,
I caught a headline on BNN regarding BofC sentiment around interest rates. I took from it that the BOC might be poised for a much larger cut than it has done so far, perhaps 0.75, even 1.0 bp cut. Now, with a Trump win and policies that could fuel Canadian inflation by increasing the cost of U.S. imports on the one hand and a potential dampening effect on the Canadian economy as whole on the other, do you see any strong sense of direction for Canadian interest rate policy for the next meeting in December?
I know this kind of prognostication is problematic, but I would value your insights as to what Canadians might reasonably expect from the Bank of Canada on Dec. 11.
Many thanks for any analysis you can provide.
Cheers,
Mike

Q: Can you please share your thoughts on the trajectory of these two stocks under the Trump administration?

Aspen is tanking today but ADF Group is hanging in. Are there added risks or downward pressures you see going forward?

Thanks,

Brad

Q: In view of the trump win I wonder if I should switch my Bepc in my RRIf into Sobo?
Looking for income and a little growth.
What do you think oh the idea?

Q: Hello, why the big drop in CP this morning? Is this a good time to buy? Thanks

Q: What is your take on near to mid term inflation, rates and bond prices/yields based on proposed US tax cuts?

Q: In the last while, gold and shares in gold producers has until the US election enjoyed a very positive run. There has been quite a downturn. What is your outlook for gold and the producers? If you owned, would you be winding down some positions? Thanks for your excellent service.

Q: Why the big drop today in these 2 companies??

Q: Hello,

There has been a sudden drop in BEPC’s price. Could you please explain the reason behind this decline?

Thanks.

Q: We are seeing the beginnings of a Trump bounce. If you had money on the sidelines would you put it to work ASAP or wait a bit now, having missed this initial move I mean. Secondly, aside from defense, oil and gas and orange make-up manufacturers, what sectors would you target, if any for the near term. Finally how does that translate into specific ETFs that might outperform over the next couple of years. Thankyou.

Q: Would you sell the above stocks in light of Trump winning the election? Any others often cited positively that should be included?