Q: Can you give me your opinion on which would give the most toque as share price rises.? The regular amazon stock is trading at roughly 164USD and the Amazon CDR is a 20ish CAD. I like to be a bit concentrated so buying the CDR would allow me to buy many times the amount of units than the actual stock purchase, but if the CDR is bought will I still get the same amount of upside as the stock moves higher? I hope my question makes sense. Also what is your general view of the 5-10 year outlook on this company? Thanks
Q: Could you please recommend two Canadian listed ETFs that track the Nasdaq 100 and do NOT pay a dividend. One should be hedged to the CAD, the other not. Thank you very much.
Q: Looking for a good quality small or mid cap to invest into my TFSA. I own LUM, HPS, topicus. GSY. I have 7,000 and was thinking of adding to TVK. please give me reasons for your ideas and a good entry price. Thanks Stephen
Q: Hi Peter, I wanted to get your thoughts on PNP. What do you think of the company overall. Can you comment on the valuation and would you consider it a buy. Also any reason for the move.
Thanks
Q: where can I find a list of companies that offer DRIP plans for shares, also with SPP [share purchase plans]? Also a half dozen recommendations?
Thanks
Q: Underweight Energy. Considering either CEU or TVK. Please rank. Or are they different enough to own both in equal amounts? Thanks for your insights.
Q: Hello,
I own some FFH and have been concerned by the Muddy Waters report (it's description in the press as it was too specific and complex for me to read and assess) and am wondering if you think it will affect the performance of FFH in the long run and if it is intrinsic to the manner FFH usually does business, compared to, say to another insurance co such as IFC which is more transparent in it's reporting?
Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.
1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.
Q: Everyone, for more than 30 years I have used ‘good’ debt to buy good assets, such as my house and stocks. My maximum debt to equity ratio is 50%. My thought was if the asset depreciated by 50 % I would still be even. Additionally, I only buy top quality assets such as AAPL, AMZN, etc. Also I buy assets to hold forever. For a retail investor what range would you suggest as a debt to equity. Clayton
Q: Hello 5i team,
At the moment, I only have AEM for basic materials and wanted to add another company for more exposure to the materials sector. I had NTR (bought when it was Agrium) a few years ago and sold all shares when they were valued above $100.
I wanted to get back into NTR as I think it will not go lower then around $60 (has support there). You have CCL in the balance portfolio but seems to be in a holding pattern for the past 3 years.
My question is if you have your eye on other material sector companies that would fit the balance portfolio? With a decent dividend, and beaten down, do you think NTR is a good second materials stock to enter into?