Q: Hi, I'm considering selling my Qualcomm (QCOM) for Electronics For Imaging (EFII), selling my Oracle (ORCL) for Verizon (VZ), and buying Celgene (CELG) with some unused $US. What do you think? Do you see any issues with any of these? Thanks a lot.
Currently my Technology holdings are AYA, ESL, RKN, SW, SYZ. I would like to add 2 more. Since all my holdings are Canadian, I think that perhaps the US would be better. Could you please suggest a few high growth tech companies that you like?
Also, I really like the way the questions are answered according to date, current news is reported first, which I find better for decisions. Thank you for all the great advice.
Q: Shares of LNCO Linn Energy share owners, are taking a bath today. I can find no news to justify this and am considering adding to my position. Is this a continuing reaction to the Barrons article, or are there other reasons for the pullback ? What are your thoughts on the company ?
Thanks Garth
Q: Hi Guys. I noticed in the morning paper ING.Groep NV had a yield of 23.961% with a closing share value of $9.13. Yield seems high. Any comments, thanks
Q: Hello 5i Research,
When holding US dividend paying stocks there is a 15% with holding tax applied to any dividends held outside an RSP.
If the after tax dividend rate on the US dividend is equal to a Canadian dividend, is there any tax advantage, as the with holding tax has already been paid on the US dividend.
Thanks.
Q: Good Evening 5i
I have had a nice run with JP Morgan (30%) and wonder if you see more upside with the American Banks.? I was considering initiating exposure to the auto sector by way of Magna or AutoCanada and wondered what your viewpoint was on selling JP or lightening my position in either Horizon or Western One. Or should I just hold the course.
Q: Peter; With talk about a switch by industries in the US to coal from gas/oil do you think a ETF , like KOL, trading near its 5 year low, would be a timely buy? Thanks. Enjoy your weekend . Rod
When you are back from travelling, can you take a look at WPX Energy, WPX, especially why they are trading at Price to tangible BV of 0.75, while the average is around 1.5 or more for its comparables.
Q: You have been indicating that Reits are a good buy at this time. Could you give your top 3 picks for long term holdings
\I know you do not cover US stock but would like your opinion on Deere and Company if possible. Thanks
Quick thoughts on CF Industries, CF. They seem to be growing FCF well and their valuation seems reasonable now, and their growth potential seems intact also.
Quick thoughts on Vanguard Natural Resources, VNR. They seem to be growing, maintaining good debt levels, slowly growing the dividend and have a good yield.
Q: hi peter,i have quite a bit of cash to invest. i see you mentioned sfl in one of your answers, this stock looks interesting to me , is the yield safe and is there upside.
also catamaran, they secured long tern renewal of a contract and lots of strong buys initiated. what do you think. dave
Q: During the financial bailout of US banks in 2008 under TARP, companies such as Bank of America, Wells Fargo and JP Morgan issued long-term warrants that mature in 2018/2019. What are your thoughts in using the warrants as a way to play the US financial sector?