Q: WSP is joining forces with Golder thus creating the leading global environmental consulting firm helping clients to a more sustainable and low carbon future.
Do you think this warrants an upgrade to an A- for WSP Global?
Q: In a Globe and Mail article yesterday, Candice Bangsund of Fiera Capital was quoted as saying "Fiera is overweight on Canadian stocks now because it’s “where we see the most upside potential,” she says. “We expect the [Toronto Stock Exchange] will outperform the U.S. market in 2021, which is a sharp reversal from what we’ve seen.” If I could chat with her I would say "WHAT?".....Me, I thought Canada rides on the coattails of the US....The family is well diversified across Canadian and US stocks. But with new TFSA contribution room for 2021 for 4 accounts, what guidance would you provide with respect to investing new money in Canadian or US stocks or do a combo?
And pop a bottle of champagne to celebrate another good year of 5iR guidance to couch guy like me!!!......Tom
Q: Equinox Gold announced it is purchasing Premier Gold. From Equinox's perspective do you view this deal in a positive light and why? In general, how do you view Equinox moving forward? Ross Beaty has proved serially successful in the past.
Q: For a 3- 5 year hold,please list the following companies,best first, for their potential to generate capital gains:bbtv,kxs,dnd,dcbo,real and nvei.Thanks.
Q: Do you know what is going on with Dunkin brands? I think it's being acquired but my account just shows a strange symbol I can't trade and a note to say that this is not a current price.
Q: With Peter now managing a fund, will he still be spending most of his time with 5i answering questions, etc.? I see people wanting changes by way of having a separate advisory for US securities instead of them being combined as they are now. I had a paid subscription with another advisory and which were not combined and they had for example, small cap, large cap, income, US small, US large, etc. so you would be subscribing to half a dozen of their programs to get all of the information. I see now I receive emails from them and they are reaching out with another more inexpensive program where like Amazon - pick the program and put it in a cart. Your subscription is far superior to what I am aware of. Awaiting your response. Thank you.
Q: I am trying to add some growth in my spouse's RRSP. She has 5-6 years to go before withdrawing. She is lacking in Consumer Discretionary/Cyclical. I have been looking at ATZ as a possibility. People pay $70 for a pair of cotton blend sweat pants?! Incredible.
Is it the on-line component that is driving this company? As it is back to it's highs in Feb when C-19 struck, there appears to be something to it. Could you explain again 5i's take/ Thank you. Stephen S
Q: Is AC a good buy with near term upside at current price, given recent dilution from very large equity issue, major input cost like jet fuel going up and uncertain timing of path to recovery in air travel?
Thank you,
Q: Peter and crew, when I look at the most recent quarter for KXS, COGS and admin costs have risen sharply in comparison to past quarters, any concerns?