Q: Hi Peter, here's an excerpt from a note I sent to a friend asking about your service. As a completely satisfied customer, please feel free to use any or all of my response to him.
The head of the firm is Peter Hodson, he has been a Bay Street superstar for 30 years.
His funds outperformed The Street significantly almost every year,. His last gig was as as Vice President at Sprott Asset Management.
He made a crap load of money when Sprott went public and decided to “retire”.
He says he was always bothered by the conflict of interest Bay Street has with its clients and now had the money to provide the service the way he wanted.
His firm has no ties to any companies, neither he nor his people own any stock in any company they cover and they have no investment banking interests either. In short, No Conflicts.
5i instituted a model portfolio in March and it’s up almost 30% year to date. The research reports are written in plain English and companies are given high-school style grades.
Couldn’t be easier.
As well, you can ask questions about any company you’re interested in.
They official cover only Canadian firms, but I have asked a number of questions about U.S. and foreign companies and have always received good, straight answers.
I don’t simply fill my portfolio with the 20 names in their model portfolio because my goals have changed and I’m now a dividend investor and not all of his model portfolio pay dividends or not generous enough.
But picking from his research list and answers to my questions, I’m up almost 30% this year.
I’ve been a member for two years and can’t recommend them highly enough.
If all this wasn’t impressive enough, it’ll cost you about $110 a year taxes included.
I don’t think there’s a better deal out there.
Hope this helps, Gordon.
Keep in touch
Kyle
The head of the firm is Peter Hodson, he has been a Bay Street superstar for 30 years.
His funds outperformed The Street significantly almost every year,. His last gig was as as Vice President at Sprott Asset Management.
He made a crap load of money when Sprott went public and decided to “retire”.
He says he was always bothered by the conflict of interest Bay Street has with its clients and now had the money to provide the service the way he wanted.
His firm has no ties to any companies, neither he nor his people own any stock in any company they cover and they have no investment banking interests either. In short, No Conflicts.
5i instituted a model portfolio in March and it’s up almost 30% year to date. The research reports are written in plain English and companies are given high-school style grades.
Couldn’t be easier.
As well, you can ask questions about any company you’re interested in.
They official cover only Canadian firms, but I have asked a number of questions about U.S. and foreign companies and have always received good, straight answers.
I don’t simply fill my portfolio with the 20 names in their model portfolio because my goals have changed and I’m now a dividend investor and not all of his model portfolio pay dividends or not generous enough.
But picking from his research list and answers to my questions, I’m up almost 30% this year.
I’ve been a member for two years and can’t recommend them highly enough.
If all this wasn’t impressive enough, it’ll cost you about $110 a year taxes included.
I don’t think there’s a better deal out there.
Hope this helps, Gordon.
Keep in touch
Kyle
