Q: I wonder if HPS' compensation policy includes SBC annually. If that's the case and we look at the stock's performance over the past 3 years, the stock was $12. in 2022. If the options are vested after 3 years as is often the case or worse if vested 5 years is'nt there a danger of putting a lid on the stock price until the options are totally vested and cashed? I'm worried that the money invested in the past year will be dead money no matter what PE shows. Right or wrong?
Q: Hello, UPS has dropped quite a bit following earnings release, do you believe it is more of a « market dislocation » or does it reflect UPS’s new value? If the former, is this a good opportunity to buy now? Thanks?
Q: Hi Peter..,may I have your thoughts FNM and their relationship with AEM? It looks like AEM is going to purchase 13% of FNM with the money going to in turn fund the purchase of some land and this year’s development work. I suppose $8 million is not a huge sum for AEM. Would you characterize FNM as your proverbial lottery ticket or is it a small step better?
Any comments you have would be appreciated. I don’t own the stock as, I suppose, I don’t have the same level of confidence that AEM appears to have.
Jim
Q: ENERGY SECCTOR; Some analysts are predicting $40 oil should Trump become president while others say you can’t base portfolio changes on who might become president. I am overweight energy and for the most part like things as they are …. And given the fact that a lot of what happens on the markets is based on guesses about the future with varying degrees of sophistication, I am prepared to modify my energy position.
I would appreciate 5i’s opinion on. The likelihood of $40 oil should Trump win but I believe he will strengthen the market in other ways.
So do you believe $40 oil is likely?
Would it drag down oil company share prices significantly? Could you predict some of the parameters?
Any other thoughts that might be pertinent to my thought process?
Q: Hi Peter: Following up with question/response re RHT earlier today. After talking to 3 different TD reps, I was told that I cannot sell RHT or RHQTF because I am Canadian and the shares that are being traded OTC are being bought & sold by Americans only. If you think this wrong, I'd like to know.
Q: There have been increasingly persistent reports of provisions for consumer loan default by the banking industry; PRL is in the business. I doubt PRL earnings for the quarter just past - statement due shortly – will be affected but it might affect their outlook for the coming quarter(s). I think GSY found a way to deal with the issue although it had a very significant run down in ‘21/’22 and wondered if it was related and what PRL had or could do to address the issue and what you could bring to the table on that score. I look forward to your reply. Thank you.
Q: Hi Peter: Further to 5i's response to John today, it was stated (I think) that I could sell my shares of RHT trading OTC in U.S. as opposed to gifting them to TD. I tried to do this. The TD rep said I couldn't because RTH or its American equivalent was not trading either.
Q: I own SPY but since it is largely influenced by big tech, I am wondering if there is a more equal weight USD ETF that you might suggest that would also represent the stocks in the S&P 500 or similar.