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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: Hello 5i,
Last week i asked a question regarding broad market etf's and you mentionned vun. I failed to specify that i was looking for unhedged versions. My research shows two funds that seem to correspond to vun. They are: vfinx and vfiax. Am i right in that? And if so, i imagine the difference between the two funds is that vfiax is the same fund but needs ten thousand dollars initiat purchase. Am i right in this?
Thanks
Read Answer Asked by joseph on June 17, 2016
Q: It looks as if the Williams Cos mess is coming to a close, but which option to choose? I have 200 WMB in my RIF. I am thinking the cash option would be best and then to buy a U.S. stock with potential. You thoughts please and suggestions?
Read Answer Asked by Elaine or Gerry on June 16, 2016
Q: Dear 5i,
I notice everyone from kids to seniors love wearing sketchers shoes. I read that the company is expanding internationlly. The share price is way off their 52 week high. Do you have any insight into this company and do you think Sketchers is a buy at this time?
Thanks,
Kerri
Read Answer Asked by KERRI on June 16, 2016
Q: In its most recent SEC filing, billionaire Carl Icahn’s Icahn Enterprises LP (NASDAQ: IEP) disclosed a 149 percent net short position in U.S. stocks. IEP has been declining since this position was taken yet in the last few days the market and the circumstances surrounding the market have been negative. I would anticipate that IEP should rise against this situation based on its rather substantial net short position but this doesn't seem to be the case. Do you see any reason why the shares of IEP are reacting in this manner?
Read Answer Asked by Patrick on June 15, 2016
Q: Are there any companies/organizations in the Artificial Intelligence sector that 5i believes are good long-term investment opportunities; perhaps focusing application to diagnostic medicine. (Not so interested in driver-less cars, but believe that there must be tremendous long-term plays for companies perfecting diagnostic tools, for example.)
Thanks for your excellent investment analysis.
Read Answer Asked by Brad on June 13, 2016
Q: A question related to portfolio weightings. I used to only have individual stock names and a fairly equal balance across various sectors. I just purchased an market ETF the other day (VUN) to get additional exposure and classified it as "other", but it didn't feel right when I noticed that the weighting of my other sectors went down.

As an example, if I had x% in a particular sector, but made a large contribution due to new cash into a market ETF, the original x% in that sector would now show up lower in my own calculations. How do you account for this? I don't want to be overleveraged in a particular sector by mistake.
Read Answer Asked by Mike on June 09, 2016
Q: I am still researching the US for additional opportunities & would like your advise on the 5 companies as listed. I am aware of certain similarities between SAP & KXS with respect to their Cloud collectivity modules & firmly believe this will become the wave of the future for thousands of large & diversified corporations in the foreseeable future. Recognizing however your sometime reluctance to comment on US entities, I would nevertheless appreciate your comments & guidance. Thank you.
Read Answer Asked by Robert on June 09, 2016
Q: Thanks for your quick response to my question regarding Cal-Maine foods. However I am not certain where you got your consensus estimates for earnings as my research shows a consensus/ mean estimate of earnings for the coming year as $1.80 a share based on 5 firms that cover the company. The estmates range from $1.05 a share to $2.83 a share. So that increases the PE quite considerably. I think that your earnings were for the past year not the coming year. While I am not trying to have you predict a share price for the company, which I agree you cannot do, cyclical companies will often trade at very low PE multiples at the peak and very high PE's at the
trough. I am not really sure how high a multiple is 'reasonable' based on previous experience. Your comments would be appreciated and if you concur with my numbers your thoughts on whether the current projected earnings support the current share price and if the next year's earnings projections are a short term event or more long term based on industry events and trends. Thanks!
Read Answer Asked by John on June 08, 2016
Q: I hold Cal Maine Foods as part of an option writing strategy on US companies. Projected earnings for the company have been lowered significantly and the stock has embarked on a steady downtrend. The forward PE for the company is about 26 which is very high given the current trend for earnings. Based on these estimates there appears to be little reason to continue holding the shares as further share price weakness seems likely. Is there any redeeming information regarding future growth,potential earnings recovery, the overall industry, etc that would encourage holding rather than selling the shares?
Read Answer Asked by John on June 08, 2016
Q: Hi,

Do you think I should wait to get into some US banks or invest now? What do you think of the names I've provided and can you give me a name or two you think would be suitable for a long term hold for a medium risk investor?
Read Answer Asked by Graeme on June 07, 2016
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