Q: I'm thinking of selling some fts-t and purchasing either bce-t or ipl.un-t. Income and some growth are my prime considerations. Which of these three stocks is more likely to be affected most by further increases in interest rates?
Q: Hi Peter&5i: I have for some time now owned American Tower (AMT), on the thesis that owning the wireless infrastructure that everyone has no choice but to use is apt to be a pretty good gig. Also it gave me exposure to the American dollar through what I considered to be a blue-chip US large-cap. Within the last few days however Carson Block/Muddy Waters (remember Sinoforest?) released an exposé style report on AMT, concluding that it was close to double its defensible valuation. What do you think? I have been using it as a cornerstone holding. Would you trim it back before seeing how things shake out? Thanks!!
Q: peter &co. Newflyer (NFI)recently bought NABI bus for 80 M. Both divisions seem to have a considerable book of firm orders and options.Do you think there is much credit risk with their customer base. Is this a good co. forcapital gain and dividend growth. Andrew.
Q: hi 5i,
1) do you think the US housing "recovery" will sustain. a lot of the inventory has been bought by private equity and large funds. now they need a buyer, who will that be?
2) do you think gold has turned, or do you see more downside?
3) do you see a significant correction in the US stock markets coming soon?
thx chris
Q: Hi Peter and Team, by any chance could you provide some insight and thoughts on Precision Drilling, PD, before results are released this Thursday (and after release too please)? Your thoughts on the sector? Your response in May was very helpful and still holding the stock to exit with a possible gain or small loss. Thanks!
Q: Hi,
What is going on with HR.UN, it seems to be setting lower lows daily.......what is that keeps this company in a consistently negative outlook ?
Thank you.
Paul
Q: Hi 5iResearch. I know this is outside of your coverage universe, but I would really like to ask your opinion of a US-listed company: LinkedIn (NYSE: LNKD).
I use it and it seems like more and more people are using it. It is a high growth company and in the last couple years has really carved out a nice piece of the HR Recruitment space in the market. It's always hard to tell with such a "new" business model and company, but please give your opinion about this company and companies like this that are embarking on the internet/mobile advertising and social networking space.
Q: Hello,
I purchased Constellation Software almost a year ago, and am quite happy with the progress. My only concern with this company relates to the threat from cloud computing companies; is this a significant risk going forward in your opinion?
Q: I use Global Gold portfolio for entering my 5 portfolios. I am unhappy with the fact they do not deal with accrued gains up to date of sale. The gain is recognized at date of sale. I want to measure performance over various past terms. Have you got a recommendation for a good portfolio that keeps track of dividends and accrued gains
Q: What do you think about the small cap stock, Stellar Biotechnologies (KLH.V) on the venture exchange? Interesting technology, seems to be on a bit of a tear lately.