3 Stocks at Risk from Trump’s New Aluminum and Steel Tariffs

Published 2025-02-17, 07:49 a/m

In this episode, I share my first impressions of the cruise industry, how Royal Caribbean (NYSE:RCL) built a dominant brand, and whether it’s worth a deeper investment look. We then break down the latest tariff announcements from Trump and their impact on Canadian aluminum and steel exports, including key players like Alcoa (NYSE:AA), Rio Tinto (NYSE:RIO), and Algoma Steel (TSX:ASTL).

Next, we discuss Uber’s (NYSE:UBER) record-breaking earnings, its role in the future of autonomous vehicles, and whether it can remain the dominant ride-sharing platform. Finally, we dive into Lightspeed’s (TSX:LSPD) questionable capital allocation decisions and what investors should watch for going forward.

Original Podcast

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