Q: Mawer is the only fund company I have used for quite some time. I use it in accounts where there is no tolerance for mistakes, e.g. RESP, spousal RRSP, spouse's TFSA.
More recently I've started using MAW105, and MAW150 as well.
Before Mawer I was fond of Saxon funds.
Are you able to name one or two other fund companies that have a similar philosophy with low fees?
Q: Air bos was highlighted by my favorite Globe business reporter yesterday Please give me your updated opinion on this company as a potential buy... some risk ok
Thanks as always
Peter
Q: You have mentionned in the past that some of you at 5i are trading options during this time of high volatility, as i have bee, too. I am wondering what your prognosis of the coming months looks like. I have been getting scared of another leg down coming and am fearful of getting caught in Stocks that have fallen. That caution has been heightened by Buffet's ecision not to buy during this time, presumably because it is too uncertain. This may be a bit too broad of a question but i would be interested in knowing what you see on the horizon and what your take is of Buffet's apparent view of that smae horizon
Thanks
Q: DHT earnings metrics were up massively, and they increased the dividend for a forward yield of 20%. Rates for their ships for this quarter are almost double the Q just reported. Is this not a pretty solid buy at this point?
Q: I am ready to exit Suncor, and am looking for a replacement stock with a good balance between dividend sustainability (over the long term, understanding that almost no dividends are safe in the current environment), dividend yield, and dividend growth.
I am considering either QSR or SYL (or another stock in the consumer discretionary or tech sectors -- please recommend, slight preference for consumer discretionary as I am underweight this sector) as a replacement. This is for a long term (hopefully indefinite) hold. I already hold CTC.A, MSFT, and IBM. Thank you.
Q: Thank you for May 5th report. # 3 states that this may be an opportunity to trim some names that have rallied significantly to reposition into a more conservative large cap portfolio. Could you give some examples of companies that would fall into those categories?
Q: Hi team, currencies move in short term nearly impossible to predict, however, the new 20 yrs treasure came out, would be a "support" U.S dollar in short term? thanks
Q: I had some cash on the sidelines in March and managed to buy at some lows.
Im actually in the black now overall and of course my emotions (I think greed) take over and I think I should sell a portion in preparation for another dip - maybe a big dip after some of the reality of the impact of covid 19 is realized.
I bet you hate questions like this but, would you sell a third and see or just ride it out ?
Q: Hi Peter, can I get your opinion of BBD.B at this level for my 19 year old's TFSA account for a long term hold. He has just started and is short on cash but wants to get some invested. If you don't like BBD can you suggest another at the same level. Thanks, Nick