Investment Q&A

Q: Is this what he planned ? Town Halls across America are reacting negatively towards President Trump. Concern about Inflation and Jobs and lower value on their investments . Their net worth.
Elon taking a hit on Tesla Shares,
People will not buy a Tesla,
Premier Ford 25 % tariff on Electricity NY Michigan and Minnesota will hurt.

No American Booze for sale in Canada,

30,000,000 Canadian trips a year to USA

Vacations are being cancelled to USA,

Does not look good for American Economy. Will President Trump drop his Tariffs on Canada all together and admit he was wrong.

I don't think so. What do you all think he will do ?

RAK

Q: Good Morning Peter & Team,

Please advise best recommendation for holding cash during this Trump induced market turmoil.

Thanks for all you do

gm

Q: Why have the private equity stocks in US, been under pressure, for past 2 weeks ?

With a much higher intrinsic value, never thought that BN could trade as low as $74, after hitting a high of $90, not long ago.

Is there any reason, specific to Brookfield Corp, or it's just the market and sector decline ?

Thank You

Q: Hi All at 5i!
Every dark cloud has a silver lining. So, considering Trump‘s insane tariffs and their effects, there will be people making money. What investments, stocks or otherwise, might see a growth in business??
Cheers,
Tamara

Q: Every broker has issues, and Interactive Brokers has many. Given they also charge a commission and there are now multiple choices among Canadian Brokers for zero commission, including a bonus for transferring, I’ve finally moved my acct. Also the founder of Interactive Brokers is a very wealthy Trump supporter, so there's that as well.

Could I get your thoughts on DUOL’s earnings? As well as company potential? Is the current share price drop more market related?

Q: Now that tariffs are here, and Trump is playing hardball with Ukraine and the world, can you provide thoughts on what you think the markets, US and Canadian separately, will do? How far percentage wise might each drop? Looking for time horizons of up to 3 months, a year and then beyond. Realize this is new territory but 5i should have opinions.

Q: Hi team,
What could be the implications for this company with Trump's 10% tariffs on Canadian energy? TVE is very profitable with oil prices at these levels but it's stock price has taken a hair cut over the last two weeks.Would it be "wise" to dollar cost average now or wait for the dust to settle?
Many thanks from a "not so happy shareholder"
Jean

Q: Could you speak to the issue of how Canadian investors should respond to proposed tariffs by the Trump administration before March 4th and after March 4th, assuming tariffs are implemented. Please give an example of the type of companies you would sell and buy? Thanks

Q: Hi 5i,
I am usually not one to panic when it comes to investing but the steep and sharp decline of the stock market this morning (Thank you Trump) has me very concerned. Is this a time to sell stocks with any gains left or just sit tight and ride it out.

Q: Give me 5 stocks in Canada and 5 in the US that will not be affected that much even if Trump raises the tariffs 25% or more.
Thanks Again

Q: Could you please tell us what happened to Defi today (Monday) at the open?

Q: Hello 5i Team
Blackstone price has been weak lately, would you recommend buying at these prices or wait until after the tariff are in effect . Please provide your comment .
Thank you

Q: Hey 5i,
Has TFII found a bottom after their latest earnings report and subsequent reversal of their relocation of head office or will an announcement on tariffs cause a further drop? Are they still considered investable over the next 5 years? Would you buy this dip in share price?
Would you consider NBIS a buy at their current price? Where would you place them on the risk scale (10 being highest) over the next 5 years?
Always appreciate your advice.
Dan

Q: In your answer to a previous question you suggested Gold was a good place to protect from inflation and the general crazy going on with Trump and Tariffs.
Can you suggest an ETF. I really don’t want to hold producers

Q: What Canadian companies would stand to benefit most if the latest Trumpian rumblings lead to a revival of the Keystone pipeline?

Q: This may be a challenge to the usual 5i analysis.

According to reports the so-called “ Mar-a Lago Accord” seeks to have the Treasury only issue zero interest rate 100 year bonds, and they would force allies and trading partners to buy those bonds. The intention is to reduce interest rates and thereby help the fiscal deficit and reduce the value of the dollar ( the joke of course is that Trump also wants a strong dollar and threatens countries that try to settle in anything but the US$).

I have to roll my eyes at this nonsense. Cash is a zero interest perpetual bond. Basically they want bond owners to hold cash. If they want that ,they should simply stop issuing Treasury bonds. Of course if they did that they would rip the clothes off the emperor.

In the context of MAGA thinking this is an attack on Fed Independence, however it is also inflationary in the way Q.E. was inflationary (asset inflation).

I have to give the Republicans credit for coming up with yet another novel way to enrich those of us living off our capital.

As subscribers to 5i Research we will need advice on how best to take advantage of this new investing ecosystem? Over to you 5i!

Q: 1 is the 8% dividend currently safe.
2. What has bumped the stock in the last week?
3. I think I may wait for another pullback but I think you are favorable as a buyer for this asset.
Thanks

Q: Thanks for your advice on greater than 10% covered call ETF's in a Trump tariff world .... Of the ones you { and the one I chose HPYT } I am leaning toward a combination of HBND and HPYT for bonds. UMAX for a non volatile stock ETF, and XYLD for US exposure .....

However I am not well versed on bonds . Could you explain the differences between the two ETF's ? I have noticed that they peaked in mid September and declined since. HPYT has declined by 10.65% and HBND by 12.66% ..... What market conditions account for the price action between September and now ? I have no idea what bond durations are or what the significance of a " long " bond is but I am curious why HBND has had the bigger decline of the two ? ..... If HPYT is the less volatile of the two I'm inclined to go for the juicier dividend ..... Please explain the differences between the two ETF's and what circumstances will effect one over the other ? ..... I'm inclined to make my bond ETF purchases now and my stock ETF purchases after the tariff announcements . Would you endorse this strategy ?

Also UMAX isn't really a utility ETF . It is Communication Services 23.2%, Pipelines 22.0%, Industrials 23.6%, and, Utilities 31.2% ..... Is this something I should consider ? Or do you still put it in a defensive category with a minimum of volatility potential ? ......{ I like the juicy 14% dividend but unsure how 5i evaluates it in a Trump tariff world } ..... Thanks for your terrific service ......

Q: I believe Trump is bluffing about tariffs on Canada, especially tariffs on auto industry.
Even if enacted, they will be removed shortly.
What companies ie stocks would you see as especially poised to move up?
Please list them from most upside potential to least, please add others if applicable

Q: Hey gang!

I have a question about Aritzia Inc.

How much share price decline can we expect in a Trump-tariff situation? What is the tariff risk?

Your report notes the seasonality of ATZ with most revs coming in during Aug-Feb (the third and fourth quarters).

If I were looking for share price "pop" or a surprise, when would the seasonally influenced numbers show up? Would it be in the upcoming earnings report (Q4)?

I ask because I see a lot of ATZ clothing being worn, and I expect the numbers to be extra good.

Having said that, 5i made a great call on ATZ months ago. Is there room for more growth?

Regards,
David