Investment Q&A

Q: Like most avid investors, I look forward to reading Mr. Buffett's annual shareholder letter he writes as Chairman of Berkshire Hathaway. While I admire the man and his philosophies, I've been pensive about being a shareholder. For someone with a 10+ year timeframe, is Berkshire Hathaway a good investment or is it risky now that Mr. Buffett is likely to be replaced by his successor?

Q: Hi Peter and Team,
I was asked to resubmit due to name of company was dropped off.

My question was about Cambrex Corp in US which you recommended before, do you still like it, share price dropped after qtr earning report, pls give your update, is it buyable?
Thank you as always.

Q: Greetings,

What are your thoughts on TXT:NYSE? I find the diversification of their products interesting.

Cheers!

Q: Good afternoon,
In your opinion is HD too expensive to buy now?
Thank you.

Q: Hi,

If I have a GOOGL position that has grown to 6.25% (which doesn't worry me), is adding 3.5% of FB too much of the same? My broker thinks they're both online ads.

Thanks.

Q: Is this a good entry point in Facebook? Tx

Q: Hello 5i:
(Knowing) US stock are not your forte, can you give me your opinion on MCK? In its space, can you think of a better name - better insofar as valuation, growth and balance sheet are concerned?

Q: Calavo Growers - bit of an obscure name but as a U.S. fresh foods provider (mainly avocados) with a good growth rate for sales, earnings and dividends, a good balance sheet and insiders owning over 10% I was wondering whether you'd have an opinion on this one. Thanks for your help!

Thanks for your service.

Q: Can you tell me the current P/E and the historical sector PE of each one?

DIS
CRM
WBA
GOOG
RTN
KMB
HSY

Thank you, Shane

Q: What are your thoughts on INTC today? Its growth prospects and what you like or don't like about INTC. Also, where would you rank INTC compared with other large tech companies (to form a one of the tech investments in a portfolio diversified across all sectors)? Thanks!

Q: Today Enbridge Inc. (ENB) announced they are purchasing Spectra Energy Corp (SE) in an all stock deal.

I own Enbridge in my non-registered account (in order to take advantage of Canadian Dividend Tax Credit) and I own Spectra in my US $ RRSP (in order to minimize taxes on US dividends which are treated like interest income).

I want to participate in both the Canadian and US energy infrastructure (pipeline, midstream processing) market.

My question is what can I replace Spectra Energy in my RRSP with? I own Kinder Morgan (underwater), Oneok (above water) and recently sold off Williams (too much drama) in the RRSP account.

Am I better off to sell Spectra now or wait for the Enbridge merger and then sell off the Enbridge or even keep Enbridge in my RRSP as a US holding. Or do I increase my holding(s) in Kinder Morgan or Oneok?

Thanks for the excellent service.

Q: Hello,

Could you please comment on the results released yesterday? It seems LULU met most of the expectations but has pulled back a fair bit. Do you consider it a buy at this time?

Thanks for your great work.

Q: What is your view on this large US staple company ?
I dont know why it's gone down so much in the past year but it looks like good value down here ?
Many thanks !

Q: Good morning,
Interested in ABT and Greif Inc.GEF.US. Both have a payout ratio over 100%. How do you determine the stability of the dividend and are the dividends sustainable when the payout is so high? Do you expect the share prices to grow? Thank you as always.
Gary

Q: Hi. Any thoughts on Michaels? (mik). It looks cheap on a forward P/E basis and RSI is around 30. Thanks and have a great day.

Q: What's your opinion on United Natural Foods (NASDAQ)? It claims to be North America's biggest supplier of natural foods. Natural Foods seems like an emerging/growthy segment. Is this a good investment? How does it compare to While Foods Market Inc.?

Q: Do you have an opinion on Oshkosh Corp. NYSE:OSK

Cheers!

Q: HPE was top pick on BNN. What are your thoughts on HPE. Is this same as OTC.
Currently I own ESL (1.49%) and 1% in each PUR, OTC, SH, KXS, SVC and ET.
Am I overlapping if I add HPE.

Q: hi can you please sugest me a u s stock in tecnology and one in finance. thanks. Alnoor

Q: Hello 5i,

I could not locate past Q&A on FEYE however it was there some time ago (perhaps before the rollout of the revised format). I tried the symbol and text fields, however no joy.