Impact of TRUMP TARRIFS on some of the stocks you recommend ? Foundational and growth ?

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Do you have any recommendations to take profit on stocks that might be impacted ?

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Asked on January 30, 2025 4:48 pm
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To this I'd kind of ask your overall holding period. If it is long-term, I'd ask why the decision to sell.

It is a relatively safe assumption that these tariffs will likely be implemented but that Canada will do what they can to get them removed. If your time horizon is long-term, lets say 10+ years, the only theory here in regards to selling holdings that will be impacted by tariffs would be if you expected those tariffs to last for a very long time.

I'm not only not selling companies I view could be impacted by tariffs, I'm adding more to them. A prime example would be this morning I initiated a position in CP Rail. Could it be impacted? Absolutely. But I'll continue to add on what I view is short-term headwinds.

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Posted by Dan Kent
Answered on January 31, 2025 9:33 am
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Thanks for sharing this
(anmol.davis@gmail.com at January 31, 2025 9:50 am)