Investment Q&A

Q: Could you please update your 2013 answer on the interesting ETF.
Many thanks !

Q: What's your opinion of KKR? Would you suggest buying it today as an income stock? Is there any growth potential there? Alternatives (e.g. BX)? Thanks.

Q: I have parked US$ in a money market fund that pays 0.2 % pa. (RBF2014 in my case). That is a negative real return and money rusts away while you wait wait for the US market to cool its overheated jets. For parking C$ I use iShares CBO. Are you able to suggest any US$ short term* non-hedged US$ bond ETF? (* meaning 1 to 5 year). Funds would be required as and when reasonable prices are found or if US markets pull back. The holding period could thus range from several weeks to months.
Thank you. Best, Adam

Q: Hi Peter & Team,

Which of these 2 ETFs would you prefer? ZUE or ZSP.

Thanks for your great advice.

Regards,

Henry

Q: Hi,

Despite my doing quite well on stocks in the last couple of years, I've discovered I'm still trailing the s&p500 which is up 17% annually in last five years. This is what couch potato etf investing theory warms us about - statistically very unlikely to beat the market. Two questions.
1) given that we can't expect those kinds of broad gains in next two years, and that everyone is chiming 'its a stock pickers market", would you still recommend a s&p etf for a 20% position for the next few years?
2) can you recommend a couple CDn and US S&P etfs for me?

Q: Hi, Further to my question on 20 Nov., would you pls. clarify this: "TriQuint shareholders will receive 1.675 shares of Qorvo and RFMD shareholders will receive 1 share of Qorvo for each TriQuint or RFMD share held. At the closing of the transaction, the Company will execute a one-for-four reverse stock split."
RFMD holders will receive i share of QRVO, right? Will holders of TQNT receive 1.675 shares of QRVO or only 1 share of QRVO? Also, what's the implication of the reverse split?
Thank you!

Q: Okay, of the two American Express and Discovery- your preference and why and is there a third I have not considered- that perhaps I should. looking at a 5 yr hold all things being equal.

Q: Could you give your opinion on this Co for long term hold? Canada doesn't have equivalent large multi-national companies.

Q: Hi,

Do you have an view on Civeo Corporation (CVEO)? It has down over close to 60% YTD, mostly due to a decision of not converting itself into a REIT in late September. In particular, I am interested in knowing on how CVEO compares to Black Diamond (BDI) since both operate in the same business and therefore likely compete for the same projects. Thank you,

Q: Hi Peter and Team,

thoughts on ALJJ please.

Q: India is doing well now; your opinion on India large caps ETF ?
thanks
MD

Q: What two energy companies traded on the NYSE do you like the most?

Q: hello 5i:
please give me your opinion on this company. Interested primarily in dividend growth and safety.
thanks
Paul

Q: Hi Peter, I hold Kimberly Clark (KMB) in my kids’ RESP account and recently they spun off a new company called Halyard Health (HYH). I received 1 share of this new company for every 8 shares of KMB held. Since it’s a small RESP account for now, I only received 6 shares of HYH, which is currently trading at $39.29. What are your thoughts about this new company? I’m thinking of just holding the shares because I understand from an article I read that previous Kimberly Clark spin-offs have historically done well. Thanks as usual!

Q: Hi Peter: I know you do not follow non-Canadian stocks. I held Deo (Diageo) since mid-2009 and enjoyed over 100% gain not including their dividend in my RRSP. It has not done well over the last year and flat the year before. May be people are not drinking liquor anymore or they cannot afford to drink. I am considering selling and replacing it by another large non-Canadian dividend paying company whose products or services are not well represented in Canadian companies. I am considering DOW (Dow Chemical) or INTC (intel). What is your view on this strategy? Any other alternative security suggestion will be appreciated. Regards. Fl.

Q: Hello to all at 5i

Based on personal experience and the demographics, one of the significant trends over the next 20 or so years, I believe, will the increasing amount of hip and knee replacements along with other orthopedic surgeries.

With respect to the investment thesis, do you have a preference between Stryker and Zimmer in the US or are there other investments (in Canada or the US) of which you aware that would eventually help soothe our aching joints?

Thank you for the service you provide.

Q: Hello 5i,
I am currently deciding on a new sector to build out my portfolio into, the choices are health care or consumer stocks. Below is the list of stocks on my buy list in each sector. The idea is to have about 10 stocks in each sector to smooth out the returns. I currently have the money to purchase 3 stocks, can you help me select the three stocks to start with and which sector to start in, as there may be a timelier sector to start buying. I am a dividend investor and a 3% (minimum) dividend is pretty much my cut off. If you have some better ideas I’m open to suggestions (currently own GSK).
Consumer Stocks:
Kimberly-Clark , Kraft Foods Group Inc,Clorox Co, Sysco Corp, Procter & Gamble Co, General Mills Inc, Nestle SA, ConAgra Foods Inc, Unilever PLC, Campbell Soup
Health Care:
Sanofi SA, Roche Holding AG, Pfizer Inc, Novartis AG, Merck & Co Inc,, Johnson & Johnson, Eli Lilly and Co, Bristol-Myers Squibb Co, AstraZeneca PLC, AbbVie Inc.
Thanks for your help,

Q: What is your evaluation of this semi conductor manufacturer with strategic links to Apple ?

Q: Apparently recent insider buying. Your thoughts on this company?

Q: Peter -do you have any thoughts on the relative attractiveness of the Aig warrants versus Aig common ...and whether you view either as compelling here?