Q: The US dollar has risen substantially lately. The S&P 500 has risen 50% in 3 years. I understand that both of these have climbed due to the foreign influx of capital seeking the haven of the reserve currency of the world. Can the U.S dollar and markets continue in this manner alone while other countries languish? Do you have any concerns regarding the strength of the U.S. dollar or the strength of the S&P 500?
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Asked by Clarence on November 11, 2014
Q: Hi Peter and Team,
I have some US dollars to be invested, and I am looking at US Tech sectors, specifically about UBNT and SWKS. What's your opinion on those two companies and do you prefer one over another? Thanks!
Q: According to Cramer ,"Qualcomm has become a lawsuit stock. I can't take the risk."
It is down .48% again today ... After holding this for a year I am now down 5.55% with prospects of it gong down further. (???) The problems with the Chinese has been know for months ... Do you think QCOM will just erode away from here ? What would you do if you were in my shoes ? My US investments so far have been an total disaster thanks to GTAT , GSK, and RIG .
I just keep on picking bad situations .
Is it a LULL as you said in October, or is this something to be more concerned about. Thanx
Q: i think i was seduced by the yield. growth in the price of the stock has been negative. what is your opinion of this company?
i am thinking of a tax loss or should i keep holding it. brian
Q: Hi Peter & Team,
I am thinking to invest in VGR, but with the Canadian $ is so low, does it make sense to invest in the US stock market these days, with about 14% up-charge? (maybe by the time I'll sell it, the Canadian $ will strengthen and I will lose the exchange rate - I don't think the exchang rate will be lower)
Also, I could not find any Canadian tobacco listed in Canada.
Do you know and recommend any?
Thanks,
Q: I know you have liked Priceline in the past but what do you think of their recent earnings release and the market reaction to it? Is the valuation reasonable?
Q: This stock has been beaten up over the last while; however, reported good Q4 results & guidance for 2015. It appears to have no debt., low payout ratio with reasonable ROE. I'd like to see a better dividends-but, was thinking of it as a position for my USD portion of my portfolio with the hopes of dividend increases and capital gains? I'd probably sell PBI which I have held for quite a while to buy this stock.
Q: Do you have an opinion on American Master Limited Partnerships (AMLP-US) as a safe dividend purchase with potential growth over the next five years?
Similarly, which is your favourite US large bank for a five year investment timeframe?
Thank you.
I own Walgreen and it is doing quite well. As a long term investor, I'm considering adding to it or adding CVS? What do you think of that space and those two companies, or is there another you prefer?
Q: Dear 5i
The Canadian Money Magazine article recommends 3value stocks . Which of these 3 do you feel will show the greatest growth in earnings over the next 1-2 years . Could you rate them in order of preference. (Alg , bgfv , tgi )
Thank you
Bill
Q: Google has been flat for sometime now and I'm wondering if it is dead money. I'm 50% up on the stock but can't help thinking I should sell and put the money in a similar IT stock, Canadian or US. Suggestions please!
Considering all the legal issues surrounding TRN, I'm getting nervous. As a recent purchase, I'm down 3%. Should I hold or do you have a better industrial alternative?