Episode Details

Donald Trump’s trade war has investors on edge, but could this market sell-off be a golden opportunity? Dan Rohinton, VP & Portfolio Manager at iA Global Asset Management, breaks down why now is the time to step back, block out the noise, and buy into world-class companies at a discount. He’s a proud Canadian but says never count out the U.S. and tells us why some of the best investment opportunities—like Microsoft, Google, Amazon, and Nvidia—are hiding in plain sight. 

If you want to know how you can profit from the trade war, don’t miss these expert insights on what Dan says are once in a generation buying opportunities! 

Timestamps 

0:00 Intro
1:30 How to approach ‘Liberation Day’, and what Trump’s tariffs mean for long-term investing
5:10 Why this is a good time to buy up some of the best companies in the world
8:50 Why Dan thinks the Canadian rail stocks are interesting
9:30 Dan’s thoughts on the Canadian election and what it means for markets
12:00 Why Dan says ‘never count out America’, why he’s constructive on Europe, and why he’s chasing China at 0%
16:00 ITM Mailbag: Why Dan would by CN Rail (CNR.TO) at these levels
19:10 Does Dan like Sun Life Financial (SLF.TO) or Manulife Financial (MFC.TO) better?
22:15 Why Royal Bank (RY.TO) is Dan’s favourite Canadian bank
26:00 Dan’s thoughts on REITs
28:15 Why CNQ is Dan’s favourite Canadian oil stock
29:50 Why Dan would buy LVMH at these levels after a major drop (MC.EPA)
33:55 Would Dan buy Constellation Brands (STZ.NYSE) here?
37:45 Broadcom (AVGO.NASDAQ) vs Nvidia (NVDA.NASDAQ)
40:00 Dan’s Pro Picks
51:50 Goodbye & coming up 

Sponsors
This episode is sponsored by BMO InvestorLine. If you’re a “Do It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, you’ll have everything you need to take control of your investments and build a portfolio that’s right for you. Learn more at bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information. 

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The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

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