The Canadian Investor

5 Canadian Stocks That Won’t Feel the Impact of Tariffs

Mar 10, 2025

Discover how the evolving trade war between Canada and the U.S. is reshaping investment strategies. Learn about five resilient Canadian stocks that are likely to remain unaffected by tariffs, including strong performers in utilities and gold mining. Listen in as the hosts analyze retail investing trends, focusing on younger investors' disciplined approaches versus the growing speculation in the market. Plus, hear insights on the impact of zero-commission trading and the importance of financial literacy in today's investment landscape.

01:04:43

Creator website

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

The ongoing trade tensions between Canada and the U.S. present significant concerns for investors, leading to heightened vigilance regarding potential market shifts.

Positive developments in interprovincial trade barriers in Canada may enhance economic interconnectivity and support local industries amid external trade challenges.

The rise of retail investing has transformed investment behavior, pushing many new investors towards riskier assets while underscoring the need for educational resources on sound investing practices.

Deep dives

Impact of Trade Tensions on Investment Climate

Trade tensions between Canada and the U.S. are perceived as a significant factor impacting the investment climate for Canadians in 2025, according to a survey by Wilbur Budget. A majority of respondents, 62%, highlighted these tensions as a primary concern, with inflation, interest rates, and the federal election following closely behind. This suggests that Canadians are closely watching how these geopolitical issues can influence their financial well-being. The intertwined nature of trade issues and political climate indicates that investors need to remain vigilant and adaptable in the face of potential market shifts.

Intro

3min

Navigating Trade Tensions and Market Volatility

15min

Resilient Canadian Stocks Amid Tariff Uncertainties

9min

The Resilient Allure of Gold and Mining Stocks Amid Market Changes

5min

Navigating Retail Investing and Economic Challenges

17min

Navigating the Evolving Investment Landscape

5min

Understanding the D-Gen Economy

8min

Invest in Yourself for Financial Success

2min

The trade war between Canada and the U.S. is evolving fast, and its impact on investors is undeniable. In this episode, we break down the latest developments, including the U.S. granting automakers a temporary exemption and potential carve-outs for agricultural products. Simon shares his critical take on the Canadian government’s counter-tariffs and why they could hit the most vulnerable Canadians hardest.

We also discuss the broader market implications—how uncertainty leads to hesitation in home purchases, business investments, and overall economic activity. But where there’s uncertainty, there’s opportunity. We look at TFII and BRP, two beaten-down stocks that might be worth watching, and highlight five Canadian stocks that should see little impact from tariffs on their businesses.

Finally, we shift gears to the state of retail investing, looking at how the rise of DIY investors post-2020 has shaped risk-taking behavior. Are retail investors making smarter moves, or are we heading toward more speculation with the rise of event contracts and private equity products?

Tickets of stocks/ETFs discussed: AEM.TO, ABX.TO, FNV.TO, WPM.TO, QSR.TO, FTS.TO, IFC.TO, L.TO

Check out our portfolio by going to Jointci.com