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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: For tax loss selling I am thinking of selling Trans Ocean (RIG) and buying Ensco PLC (ESV). Do you think this is a sensible switch?

Also in terms of the backdrop to this choice do you think its generally better to favour the UK market as opposed to the US. Bearing in mind the Cyclic Shiller PE is 50% over its long term average for the S&P 500 but under long term average for the FTSE and last week it was reported the UK has the fastest growth in the G8.
Read Answer Asked by Andrew on December 10, 2013
Q: Please give me your opinion on The Bank Of Ireland (IRE) as a medium and long term hold.

Thankyou
Read Answer Asked by Terry on December 09, 2013
Q: I would like to purchase a European company, that trades on the pink sheets in New York , as a small retail investor other than the low trading volume are there risks to buying pink sheets? The company I am interested in is bouyf if u have anything I can add on that I would appreciate it.
Read Answer Asked by Rob on December 06, 2013
Q: Please give your opinion on XUE Xueda Education Group. Forward PE is 20.07 and expected growth is 97.80% per annum (4 analysts following per Yahoo Finance). Eye opening presentation on their website for anyone interested in China's top performance on the math test.
Read Answer Asked by John on December 05, 2013
Q: What is your opinion of CHIX-N Global X China Financials? Have a great day!
Read Answer Asked by patricia on December 04, 2013
Q: IWC and DFE

Hi Peter & Co:
This morning, Cam Hui sent out his blog entry, "Humble Student of the Markets", writing about two Micro-Cap ETFs, IWC for the U.S. and the other, DFE, for Europe. Although Cam was writing about a seasonal trade, my question is whether these ETFs can form a further diversification of a portfolio with say, a 5%, exposure to Small Caps, usually gained through IWO?
Kind regards, Gail
Read Answer Asked by Gail on December 02, 2013
Q: Peter - can you please recommend an ETF that captures the China market? This will represent 3 to 5 percent of my portfolio. I looked at XCH, however I am concerned of the very low trading volume. Is this an issue? Thank You.
Read Answer Asked by Luigi on December 01, 2013
Q: gsz is a european gas company based in France could I have your opinion please
Read Answer Asked by Pierre on November 27, 2013
Q: Hi Peter,
will you pl suggest ten US or international stocks, which are out of favour but has strong fundaments/balance sheets for buying during the upcoming tax loss selling season and has good potential for gains if we hold these for one to two years?
Regards,
Read Answer Asked by inderjit on November 27, 2013
Q: I would like to have some exposure to a European recovery .....Is a recovery in the offing and if so can you recommend a way (ETF?) to play it?
Read Answer Asked by Terry on November 25, 2013
Q: Hi Peter and gang, what is your opinion of investing in european banks at the present time. Do you like San , or would you recommend an ETF of European banks. Thanks Darryl
Read Answer Asked by Darryl on November 24, 2013
Q: NZTCY Telecom Corp. New Zealand I hold shares in this stock
Like to have your advice on this one wilf.
Read Answer Asked by wilfred on November 20, 2013
Q: Would like your comments on DPF.UN. I love India for the demographics.
Read Answer Asked by John on November 19, 2013
Q: Hi Peter and Team, Thank you all for such a great year and hopefully many more to come. Europe: Can you please give me a few (5 maybe 6) names that you really like in Europe that you anticipate that will do well over the next few years.

Thank you,
Read Answer Asked by Patrick on November 19, 2013
Q: Hi Peter and team: Are you in a position to comment on the iShares MSCI South Africa ETF that was mentioned in David Berman's glam article yesterday? I checked out its performance and looked at the main constituent companies and it looks OK to me (though I couldn't tell if "blood diamonds" were involved anywhere). Berman suggested it as a way of investing in Africa -though it is represented in other countries also. Thanks for any information you can provide.
Read Answer Asked by Roland on November 18, 2013
Q: Hi Peter,
What do you think of CYH to diversify my portfolio? 5% max
Thanks

Karl
Read Answer Asked by Karl on November 18, 2013
Q: Just started looking at setting up the suggested ETF portfolio in moneysaver magazine. What do you think about substituting IDV for FEZ? It has a higher morningstar rating and looks like very good long term performance? What is the difference for a person trying to set up this diversified ETF portfolia you suggest? thanks very much.
Read Answer Asked by joanne on November 18, 2013
Q: Hello Team 5i,
I have a diverse portfolio consisting of many companies, some of the companies are located in faraway places, hence my question about tax treaties with other countries. In my RRSP account I am consistently being deducted funds when I receive dividends, I assume for taxes, below are a few of the companies doing this. I have contacted my brokerage company and am basically told this is the way it is. One of the companies below “Williams Partners” deducted the most money. I thought we had a tax treaty in place (USA) or is there something I need to sign.
Williams Partners LP NYSE:WPZ, China Mobile Ltd NYSE:CHL, Royal Dutch Shell PLCNYSE:RDS.A
Your help is always appreciated,
Read Answer Asked by Mark on November 15, 2013
Q: Hello 5i
What do you think of the rumors of ABInbev buying SABMiller and if so what would the premium be
Thanks
Rod
Read Answer Asked by rodney on November 14, 2013
Q: Hi Peter,

Could you pls comment on sify.

Thanks
Paul
Read Answer Asked by Paul on November 13, 2013
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