Q: Hi 5i,
I have a couple of questions about the noted companies - please deduct as you see fit.
I'm interested in dodging direct tariff risks, and it occurs to me that these two names fit that criterion because of their all Canadian business models. Do you think that conclusion is sensible?
Are there material differences between them leading to a clear favourite over the next 5 years? I note the SIA dividend is substantially larger than that of CSH, but would it be reasonable to assume this will be offset by greater share growth by CSH, over time?
And finally, would you consider one (or both) of them appropriate for a RRIF?
Thanks 5i - I look forward to your thoughts. Peter
I have a couple of questions about the noted companies - please deduct as you see fit.
I'm interested in dodging direct tariff risks, and it occurs to me that these two names fit that criterion because of their all Canadian business models. Do you think that conclusion is sensible?
Are there material differences between them leading to a clear favourite over the next 5 years? I note the SIA dividend is substantially larger than that of CSH, but would it be reasonable to assume this will be offset by greater share growth by CSH, over time?
And finally, would you consider one (or both) of them appropriate for a RRIF?
Thanks 5i - I look forward to your thoughts. Peter
5i Research Answer:
We think it makes sense to avoid companies with a high degree of exposure to US markets if one...