Q: Hi 5i,
The last time anyone asked about Ocado was June 4, 2018. What are your thoughts now, all things considered. Would it be best to purchase OCDGF or OCCDY? What’s the difference?
It looks like Amazon began to take in this space with Whole Foods, but Ocado is further along in the grocery business. Would it be a take out prospect?
Tia
Q: Hello, what’s the outlook for KP Tissue, I would think one can « hide » in such a company, although it is a very small cap? What is the payout ratio? Thanks, Martin
Q: Hi Team!
We all know who the big tech names are and which ones have done well over the last number of years. Many of the big names were smaller not too long ago like Shopify.What small and mid cap names in the tech space have staying power and the prospects for significant growth over the next decade... who are you top 5-7 names in the small to mid cap tech space?
Q: Hi 5i team,
In your most recent report, you mentioned that "This may be an opportunity to trim some small cap names that have rallied significantly to reposition into a more 'conservative' large-cap portfolio." Please provide five or six Cdn small cap examples that fall into this category. Thanks.
it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.
I'd appreciate hearing your thoughts on it now as a possible recovery play.
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