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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: With Facebook at 45 x p/e per Bloomberg and in the same US classification as Google, internet service provider, I am wonder where FB would fine in the listing ranking GOOG, AAPL, ORCL, CSCO, MFST and INTC?......Thanks
Read Answer Asked by Tom on January 27, 2015
Q: Hi 5i,

Do you know of any companies or ETFs which invest in national or (preferably) global infrastructure -- roads, airports, electricity and water networks, etc.? I'm already aware of Brookfield (BEP,BIP,BPY) and would like to know if there any other companies/ETFs which you think merit consideration in this sector. Thanks for your excellent service.

Davis
Read Answer Asked by Davis on January 27, 2015
Q: Peter:What are your thoughts on Microsoft's results. Is it a buy ? Thanks.
Read Answer Asked by Norman on January 27, 2015
Q: I am looking to enter the US technology space with names like Apple, Microsoft, Google, Intel, Oracle and Cisco. Are present valuations attractive and in what order would you rate them or is XLK a preferable alternative?
In Canada, PHM has had significant volume recently - how does its valuation look now?
Thanks.
Read Answer Asked by Steven on January 27, 2015
Q: Hi Peter and 5i team, Can you please provide your outlook on the US defense sector and RTN as a way to play that sector. Thank you.
Read Answer Asked by RAJITH on January 27, 2015
Q: what is your opinion on the guggenhiem equal weighted rtfs. thanks
Read Answer Asked by andre on January 26, 2015
Q: STX was down almost 12% today. Should I be worried and sell or keep holding. I am breaking even.
Thanks
Read Answer Asked by satish on January 26, 2015
Q: Yahoo has about $37B in Alibaba. An Activist Investor who owns about 7.7M Yahoo shares is pushing Yahoo CEO/Marissa to release some of that value to her shareholders and she has committed to outline her Alibaba plans by Wednesday. I'm thinking of Buying some of the stock. what do you think.
Thanks Austin
Read Answer Asked by Austin on January 26, 2015
Q: Hello 5i.
We would like to increase our Healthcare sector alloc.
We purchased JNJ Aug2014 @ $100. We are currently up ~ 2%. It represents only 1% of Pfolio. Have read your reply to Satesh today re etfs XLV and PSCH, and we are considering selling our JNJ, and purchasing 2-3% position in XLV (it holds 10% in JNJ), and 1-1.5% position in PSCH.
What are your thoughts on this idea. Thanks
Read Answer Asked by Terrance on January 26, 2015
Q: KMB & P&G are about to bump heads. 2015 R&D /Marketing US $5B.P&G 3.5B.How do you see the outcome,short & long ?
Read Answer Asked by john on January 26, 2015
Q: this company was recently picked by one of the marketcall investor gurus... it was also recently named one of the best
banks in the U.S. I have been looking at Bank of America for the last few months but have been reluctant due to their never ending legal difficulties... what are your thoughts on both the
company itself and the area is doing business??
I was raised in b.c. and am reasonably familiar with the northwest u.s. area which seems to continue to be an extremely
vibrant economical area... appreciate your thoughts!!
ed in pointe Claire, quebec
p.s. - other than within the Canadian Index etf's the only other financial I own is CEW (the equal weight banks and insurance companies)
Read Answer Asked by edward on January 26, 2015
Q: Would RFMD be a wise buy for profits.Dividends & Growth. Eddie.
Read Answer Asked by Eddie on January 26, 2015
Q: Hi, could you comment on Devon as an Oil recovery play?
Read Answer Asked by Jeff on January 26, 2015
Q: I would like your take on 3 US stocks held in a diversified US big cap growth equity portfolio. I am thinking of transferring out of these 3 because of the change in the last year of the likely overall growth, globally, at least from by point of view, and the resulting lower demand for these companies products. The stocks are CAT-N (construction machinery), and CMI-N and DCI-N, both diversified machinery...... Guess it is about a change in portfolio mix, eh?!....Thanks
Read Answer Asked by Tom on January 26, 2015
Q: I would like to invest in health care sector in my registered account. Should I buy XLV or PSCH. Which of these ETFs would have more growth? Alternatively, you could recommend another ETF or individual stocks. My weighting in health care is insignificant at this time.

Thank you
Read Answer Asked by satish on January 26, 2015
Q: Hello

Noticed TWX slipping a little as of late despite very strong box office results along with other positives moving forward. Any reasons we should be aware that might explain the 9% drop since the end of December

Thanks for all you do

Gord
Read Answer Asked by Gord on January 26, 2015
Q: The company got a positive mention in the latest Barrons by Scott Black. I noticed significant insider buying in this stock. The valuation appears to be reasonable. What am I missing if anything?
Read Answer Asked by george on January 26, 2015
Q: Hi, I have minimal healthcare exposure and am looking to increase my holdings in this sector for diversification. Wondering what your top picks would be in the healthcare space within Canada for the long term? I am interested in either an ETF (XHC,ZUH,FHH) or specific Canadian healthcare stocks).
Read Answer Asked by Cameron on January 26, 2015
Q: Packaging stocks in Canada have been very good to me. I see OI has not been good on the US side. What do you think of this stock and the USA side of this sector at this point?

TIA
Read Answer Asked by Gerald on January 23, 2015
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