Q: What is your view of the infrastructure sector going forward? What is your view of IFRA? Would Jacobs be a better way to get exposure to the sector, or is there another investment you would suggest? About IFRA, there is a reference to it trading on CBOE, I am not familiar with this, can you explain what that is about? Many thanks
Q: Hi Peter & team - I've seen you, and others, say there is still lots of money "parked on the sidelines". How do you know this? Where is it parked? And how do you know it will be deployed in the market? Thank you!
Q: I've noticed you do not have any covered call ETFs in your income portfolio. If not appropriate in your minds, are there any good situations for this type of investment, and if so, when? What are the PROs amd CONS? What are the better strategies or alternatives?
Q: On Monday morning it was at 29 dollars and now Wednesday morning it is at 22.70. There was no news. Im assuming it was because of Trumps tariff plans. Do you believe this is an over reaction and a good buying opportunity especially after the impressive release of q3.
Q: I don't have access to any analyst reports. Can you comment on the 3rd q results and if there has been any comments favourable or otherwise.
Thanks.
Q: Folks i'm assisting my daughter in deciding how to allocate some cash in the market around $50K. This is new to her so she is as expected very conservative at the moment but wants to garner better income than a savings account. Thses funds are in a TFSA. I was thinking maybe suggesting 30% in SPLT, 30% in CBIL, and the rest in ZLB,XEI/XIU. Wondering what your suggestion might be.
Q: Thx for CLS I bought last May when the CEO and CFO were buying 100,00 share purchases. Do you see any companies with insider buying especially by the CEO and CFO that 5i would see as significant? I was thinking ENB. I prefer companies with a slightly larger market cap.
Q: Magna, Parkland, and Premium Brands have seen significant declines, making them look like attractive dividend stocks with yields around 4%. What do you think about buying them for their dividends? Is there a risk that these stocks could fall further? Which one would be the best to buy for its dividend and potential recovery, and which one should I avoid? Please rank them.