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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: Given the chance of a second Trump Presidency and the likelihood of tariffs, loss of democracy and full on graft and favouritism what Canadian companies are likely to thrive or at a minimum survive? Is there a defensive strategy that would work for either result in the election or is it one direction with Trump and another with Biden?
Read Answer Asked by Stephen on May 22, 2024
Q: If Trump wins this election i am considering moving most of my investments into the US market. I think that Canada amongst others will suffer thru his direction (dictatorship) and US stocks will do well. Would you have any stock recommendations should this election play out this way. Thx, James
Read Answer Asked by JAMES on May 21, 2024
Q: Good morning; I read an article in the G&M on the weekend regarding the remote possibility (should Trump win) that they may change how the US Fed operates; affecting its independence and role as the world currency.

Crazier things have happened and with 50% of my investments in $US it got me wondering - if the US Finaincial system were subject to such change, which currency could/would replace it? I’d be interested in your view of the likely top 3.

Thanks very much,

Dave
Read Answer Asked by Dave on April 30, 2024
Q: Just out of curiosity, what do you think about Mr. Trump’s company (Truth Social) that has recently gone public? I see that it’s up 11.99% at the moment, is it the novelty effect that’s causing this? Thank you
Read Answer Asked by Gervais on March 27, 2024
Q: Good afternoon,

Long-term holder of SIS and barely above water. It seems like the potential has always been there, and decent div, but based off of some of your recent comments I'm wondering if a switch to ATS may make sense - both industrials, yes no Div (but growth trumps div's), and it actually appears ATS is cheaper than SIS on PE (though not on P:book).

3-5 years out, which do you feel has more potential to outperform the other? Thanks in advance. - Jeff
Read Answer Asked by Jeff on March 22, 2024
Q: I have a crystal ball question regarding the potential market reaction to One or both US Presidential candidates not being available to govern due to health or "alleged" illegal indiscretions. Is there a precedent of such an occurrence historically?

Thank you
Read Answer Asked by Mike on March 13, 2024
Q: Good morning,

Have you done any work on what asset classes or equity sectors significantly outperformed/underperformed while Trump was President from 2016-2020. I recall that that the USD did not do well; gold did very well.

Any views/analysis most welcome. And would you be worried about overall market directionality with his expected focus on China and tariffs?
Read Answer Asked by Trevor on March 11, 2024
Q: I am concerned about the US political situation. Should Trump manage to win the upcoming election and the US loses its democracy, I fear that this will not be good for the financial markets. Do you know what the results were in other countries that elected far right political parties? I have a sizable portfolio that is almost 50% weighted to the US. I would like to know how to prepare for this possibility short of selling all our US investments. Thank you
Read Answer Asked by Richard on December 27, 2023
Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?

Thanks
Read Answer Asked by Kolbi on September 12, 2023
Q: If Russia drops a nuclear bomb in Ukrainian territory ( a scenario becoming more likely every day ), the question of whether a company’s stock has a compelling P/E ratio is irrelevant.

Forget inflation, forget Covid, forget Trump, forget budget deficits, forget supply chain. Follow Russia/ Ukraine.

Please help me to decide not to sell everything, stock up on cans of beans and head for the hills.

Thanks
Derek
Read Answer Asked by Derek on October 03, 2022
Q: Hi 5i Team - Trilogy has been drifting steadily downward and recently dropped substantially, apparently due to some news about the Ambler Access Project. Could you explain the concern that this has caused. Also could you provide an update on the company itself, its fundamentals and potential. I have been holding this stock for some time now for its copper resources and need to decide whether to switch to something else in the same field. If you feel there are better possibilities, could you provide two or three suggestions. Thanks.
Read Answer Asked by Rob on February 25, 2022
Q: DWAC, DWACW Would you please give your opinion on these two stocks, what is the relationship , how do you feel about them
thanks 5i,
Read Answer Asked by Fernando on October 22, 2021
Q: Good Morning Peter, Ryan, and 5i Team.
My question is regarding position weightings. I have trimmed TFII once since I have owned it but it continues to run and now represents about 8% of the account it is in. (Thank you so much for the original recommendation) I have owned CSU since $88 (Thanks again) and trimmed it along the way as well. After the last time I trimmed CSU I vowed to never trim it again unless Mark Leonard sells out or the wheels really fall off. How do you approach position weightings when the trend is your friend ? Thank you for your ongoing help. DL
Read Answer Asked by Dennis on July 26, 2021
Q: Are there any blogs, magazines, papers, etc that you recommend for an investor to keep up to date or get new ideas? I have found than many of the sites/periodicals that I used to read/watch have become very politicized and are pushing either a far left or far right agenda. (I would love to go a full day without someone talking about Trump). I still like to check on what stocks Mawer and PHN are holding in their funds, but beyond that I feel so many people are just pushing agendas.
Read Answer Asked by Edward on January 25, 2021
Q: What to you consider the long term consequences of the Democrats now having control of the Senate and House of Representatives with regards to prospects for Enbridge? Of immediate concern is the rumoured pending announcement by Biden to cancel the XL pipeline in an effort to appease the left leaning members of his party.
Read Answer Asked by paul on January 19, 2021
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