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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: Hi 5I Team,
Panera Bread is a very popular restaurant chain in the US. My wife and I have enjoyed the food there and noticed how busy it is. It recently had quite a drop in share price. What are your thoughts on taking a small position in this Company. Thanks as always.
Read Answer Asked by gord on May 01, 2014
Q: Hi 5i Team,

I plan to establish a long term holding position for NYSE:SCI for the uniqueness of its business, its leading market position as well as relative high barrier. But, I have a little concern about its high P/E and debt ratio.

Looking for your valuable comments.

Thanks a lot.
Read Answer Asked by Eric on April 30, 2014
Q: Hi there
With the recent pullback in BX (Blackstone Group) do you think this is a good entry point for a long term hold. I am looking at getting some dividend yield (I realize this could be cut at anytime) and some growth. Also as a US holding would the dividends/capital gains etc. escape the typical withholding amounts, or does the structure of BX differ from a typical US company.

Much thanks
Stuart
Read Answer Asked by Stuart on April 30, 2014
Q: Would you sell Silver Wheaton (SLW) to buy BHP Billiton PLC (BBl) at this time? I am trying to generate more dividends.
Thanks Wayne.
Read Answer Asked by Wayne on April 30, 2014
Q: HI & thanks 5i team. Young family man w/too little time to follow holdings as would like. Hope this ? w/I ballpark. Own GABC Nasdaq. Was going to add til realized reported today (always seems to run after earnings). Your view on said earnings & co, particularly in light of impact on same of most recent acquisition, would be most helpful as I examine long term p/folio plan. Appreciate size & local market risk assoc w/holding, but mgt never seems to disappoint.
Thanks for anything you can offer, Joel
Read Answer Asked by Joel on April 29, 2014
Q: PLUG on Nasdaq. Plug Power has been decimated over the past couple of weeks!! Is it time to "pull the plug" or hang on with fingernails to this ride? Many Thanks. Lorarine
Read Answer Asked by Dr Lorraine on April 29, 2014
Q: OZM "Och-Ziff Capital Management Group" shares had an unusual drop today. There are an investigation related to this company and I wonder how serious the allegation are? Do you think I should be selling my holding in this Company? It is a small portion of my holdings and my loss will be minimal.
Read Answer Asked by Saad on April 28, 2014
Q: Hi guys. What do you think of Celgene (CELG)? It seems to be struggling this year, dropping from a high of $170 to $142. I'm thinking of taking my remaining profits and switching to American Waterworks (AWK). Clearly a very different company, but the stock seems very stable, with a decent 2% dividend. Do you think raising interest rates will impact it? Considering the combination of stock growth and dividends, which would you consider to be a better investment for 1 year or so? Thanks a lot!
Read Answer Asked by Ian on April 28, 2014
Q: Hello 5i Team,
I have a few tobacco stocks and would like to sell one, currently I own, Vector Group (VGR), Lorillard (LO), Altria Group (MO) and Imperial Tobacco Group PLC. Which of these would you say good bye to, looking at the longer term.
Thanks
Read Answer Asked by Mark on April 28, 2014
Q: hi , els[ equity life style]on the ny exchange . it is a reit . do you have an opinion and how do i get an analyst report on this company? brian
Read Answer Asked by brian on April 28, 2014
Q: Hello 5i Team,
Belgacom (BGAOY) looks like a good buy to my untrained eye, with a wonderful dividend, to purchase this I would probably sell China mobile. I’m looking for a good long term trade and do not want to flip flop between stocks for no reason. Also, can you give me your best two or three stocks outside Canada that have excellent long term potential with a great dividend, market cap is not my primary concern? Sorry about all the questions outside Canada, but I do follow your portfolios.
Many thanks
Read Answer Asked by Mark on April 28, 2014
Q: Do you have an opinion on JC Penny (JCP) as a three year buy? They have been hammered but are showing signs they have the ability to recover and grow with the anticipated US economic improvement?
Thank you.
Steven
Read Answer Asked by Steven on April 24, 2014
Q: In regards to MORL and CEFL. They both have redemption clauses that can be exercised by the company at any time. Is this something to be worried about? And are these normal for these types of funds and ETNs? Thanks.
Read Answer Asked by Max on April 24, 2014
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