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
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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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