Investment Q&A

Q: David Burrows recommended EA on Marktcall today. Gaming is
big with the young generation, and I am thinking of buying.

I'd appreciate your opinion of this company at present.

CV

Q: I'm having difficulty in comprehending how this company is able to payout the dividend it pays ? Could you provide some insights please ? What would their payout ratio be ? I've owned it for several years and have done quite well, but am getting nervous.
Thanks Ed G

Q: Hi,

Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?

Thank you.

Q: Maxim Integrated ( MXIM.us) :
I have a small position in MXIM. Some shares were left over 9 years ago from a sell order that was only filled partially. The holding represents just 0.25% of the portfolio. I suppose I should therefore either sell MXIM , or buy more. I could also leave well enough alone.
I would appreciate your thoughts whenever you have time.
Thank you. Best wishes
Adam

Q: You mentioned in an answer to Barb on Dec 16th that although you like cct, you felt mdt was "much safer" . I own cct and would appreciate it if you would elaborate on why you feel cct is vulnerable ?
Many thanks and best of the season to all at 5i.

Q: Thanks for the quick response to my problem this morning, much appreciated. With your recommendations of CUD and VGG, is ZWA a similar product? Can I have your thoughts and preferences on this one also. Allot of volatility in the markets right now, just looking to park a lump sum of money long term, that pays a decent dividend,[ monthly ] and is some what safe. Thanks again Rick.

Q: Most of my investments are North American and at this time I am looking at adding some international through an ETF. Looking at EEM, FEZ and VXUS. What are your thoughts on this selection looking at a 5 yr window. Would one enter now or even though we are having an up day is there more down side to come. Also any other recommendations.
Merry Christmas to you and staff.

Q: Good Morning Peter and team: I would like your opinion on Flowserve in the US. The valuation appears attractive after the "oil sympathy" sell-off, and I'm wondering what you see in this stock. I do not currently own it.

Q: I am mystified by the "buy" rating accorded this stock by several respectable stock rating services. Does your perception of their data give you a similar perception?

Q: Hi
I am about 7 years out from retirement. I have no health care associated stock and am wondering what you would suggest to enter that sector. ie Medtronic (MDT.us) or CCT

Q: Need an update on what you think of athenahealth.

Q: This is not a question, but a comment.
Ref: December 15, 2014 (asked by Jim)

Question: I have been looking for an ETF, on the Canadian stock exchanges, that tracks US banks. Can you recommend any and of course, the best one as you see it. (lol)
Thanks for your help!

5i Research Answer:
We woudl suggest the best one (if not the only one) as ZUB, BMO Equal Weight US Banks. It is $199 mm, hedged to the C$, with fees of 0.40%. Three year annual return is 26.7%.

The symbol for US Banks is ZBK, not ZUB. Per the BMO web site, this etf has a distribution yield of only 1.09%, and the fee is 0.35%. Not sure where your performance numbers came from. There are none on the BMO site as this etf only began in Feb. 2014.

Q: Would BP.US be a good stock to purchase. Eddie.

Q: I have been looking for an ETF, on the Canadian stock exchanges, that tracks US banks. Can you recommend any and of course, the best one as you see it. (lol)
Thanks for your help!

Q: Hi, I've asked about RFMD before and you liked it. I've noticed that there's been a lot of insider selling. Do you think there's anything to be concerned about? I bot a little at 14.21 w/intention to add and hold for 1-2 yrs. Would you add at this time.....it's down 3.29% as I write.
Thanks a lot!

Q: Hi Peter
Merry Christmas. I hold PFE and GID in my US portfolio. Would BAX be a good addition for healthcare income and some growth or would you suggest an alternate.
Thanks
Hamish

Q: Hi Peter and group. I am increasingly concerned about Canadian Equity Stocks. I would like some more exposure to the US.I am interested in all sectors including a currency ETF. Is it possible for you to recommend US based ETFs. One in each sector would be a big help. I know you do not focus on the US but at times like this it would be as big plus.. Thanks for your service I find it extremely helpful.

Q: Hi Peter and Team,
From what I see in the Q&As today, there is a relative theme of this being one of the worst days, in a month or two of historic volatility. I`m afraid this question will not be any different, and I ask it in a more general context. Notwithstanding today`s 5% drop, on top of a couple months of , in my view, over selling, why does the market treat this stock in the same vain as an energy stock? In effect, you would think that lower priced oil / byproducts should be a stimmulus to LYB`s bottom line. With a very attractive valuation and what seems to be a positive outlook for the company, considering the potential of the US economy in the upcoming near future, can you offer insight as to the recent flogging? I look forward to your response on this one, I`m in the dark here. Thanks as always, Rick.

Q: There must have been a miscommunication, I was referring to "WORLD POINT TERMINALS" WPT : NYSE
NOT Westport Innovations.
Thank-you for taking the time to answer my question.

Q: I am thinking of moving my 128 shares of aapl into my TFSA. I have a profit of 58% which I would have to claim if I do this. Do you recommend placing US stocks into the TFSA or is it better to stay with Canadian companies? I am expecting Apple to continue to do well in the new year and would like to make the most of the profits with it being in the TFSA!