Investment Q&A

Q: Hi Peter I know you do not follow US stocks too closely but would you mind giving me an opinion on Alcoa, I am up over 30% but the stock is well of its high of $17 US (presently just over $13) Is it best to cash out and move on or wait. I would have thought that the switch to alloys by Ford should have strengthen the sales but that has not been the case? Thanks for your great service

Q: Are you surprised at the listlessness of High Liner Foods, today, given the Kraft/Heinz deal? Looks like Kraft went from 19x this year's earnings to 26x this years earnings with its move today.

Do you have any insight whats to account for the large estimated eps increase from 2015 to 2016 for High Liner ($1.55 to $1.97)

Thanks.

Q: Hi
I realize 5i doesn't follow Kraft, but with today's popping news, what advice would you give to owners with a full position? Would you wait it out or cash in on the hype by selling this morning? Would you sell half and let the other half ride it out? Would love to hear how you handle a situation like this. I'm up 10% before the Heinz merger, but it's up another 30% in premarket this morning.
Thank you

Q: Greetings to all and I hope everyone is well. I am considering Hexcel for a long term hold as I like the sector and carbon fiber demand may increase in the future. Does HXL have a wide moat, or is it easy for other manufactures to produce carbon fiber? It seems expensive, but I think growth prospects are good. Thank you and best wishes to all.

Q: I have a handful of blue chip (industrial?) U.S. stocks which I'm up 20 to 40%. UTX,GE,AMT,AA,GLW. I would like to think of myself as a long term investor but with all the indicators of rising interest rates and pull backs, should I look at taking some profit here? I'm usually guilty of hanging on too long and not selling. I'd be looking at putting it into what you recommended to Nick for his TFSA on 03/24/15 WSP or STN,XTC, HGC, WCP and / or ATD.B
Thanks

Q: Can u give your opinions on which is better and why or an alternate suggestion ? Can u give an opinion for a 3 year hold . Am I interpreting this correctly as a play on the S+P 500 instead of SPY?
I would prefer to use can dollar to purchase vs US dollar
A past question / answer mentioned Zsp and Zsp.u What is the difference ? Thank you

Q: Hi guys, can you compare HON.us to LLL.us .I would need to sell KKR.us. Does this switch make sense.
Thanks
Jim

Q: Hello 5i,

My CAN/US REIT portfolio needs some rebalancing and I'm thinking of buying National Health Investor (NHI)or Health Care REIT (HCN). I already hold HCP(HCP)therefore think NHI is the better choice here. What are your thoughts on this. I like to buy stocks for the long term with stability and some growth in mind, cuts down on maintenance.
Thanks,

Q: What do you think of CYS Investment, a US company. I understand that it is a REIT with a high dividend. What can you tell on this company? How it will be affected by a raise in the interest rate? Do you think that the dividend is safe and do you recommend to buy it for income? Or do you have better suggestions?

Thanks for your great service, Michel

Q: Looking to get some exposure to the US banking sector, one one hand everybody says that bac is a buy trading at less than book value. I also know that Benj Gallander has recommended func many times and he is very good at picking these small cap companies as long as your looking long term. What are your thoughts?

Q: Hi, Could you please provide your opinion on this stock? Thanks

Q: Hi, Im a medium risk. long term hold investor. Can you pick two names of the four provided, for the best balance of risk/growth for the next five years.

Q: Can you comment on Goldman Sachs downgrade of the stock today, and recent insider selling? Would this change your generally positive view of the company?


"We view Nvidia as a high-quality company with best-in-class technology and strong management. However, we believe the market has become complacent about the risk of Intel licensing revenue going away (with few sell-side analysts highlighting licensing in analyst day takeaways)," said Covello.

"Our SanDisk, Qualcomm and pharma case studies suggest stocks see 15%-60% multiple compression going into binary events where licensing/patents are in jeopardy. We believe the near-term catalyst to refocus investor attention on longer-term normalized EPS will be weakness in PC fundamentals (which Nvidia noted it is not seeing at its analyst day). We highlight that business tied to the broader PC ecosystem is 55% of EBIT today, with PC OEMs particularly at risk (15%-20% of EBIT ex. licensing)," continued the analyst.

"We could become more positive if Nvidia were to drive enough scale in new segments to offset the $264 mn in annual licensing profit, though we believe that auto & datacenter are becoming more competitive (and drive <10% of EBIT today)," he added.

Q: Hi Peter & Team: Could I please have your thoughts on yxm now that it has been operating for some time. If positive, would you still consider the unhedged version given the amount the cdn. dollar has already fallen.

Thanks, David

Q: Hello Team, Can I get your thoughts on this company and does it look like this is something worthwhile accumulating. The metrics do not look bad except the debt to equity seems high to me. Its revenue and ebitda have been increasing over the last five yrs. It's paying a small dividend, PE is about 14, roe is about 28, price to cash flow seems a little high. It seems to be gaining market share and getting more revenue streams. Your thoughts please on this company for long term investment 5yr+

Q: Could you provide your opinion on this company? Thanks for your great service.

Q: Hi Peter and Team,

Can you give me your insight on CVS Health Corp for the next 6 to 12 months if the US dollar stays strong against other currencies?

Thanks!
Jim

Q: With lots of bad guys around and government looking for ways to save money. I was wondering if this is a buy. Also, would a corporation like this have better success with rehabilitating criminals. After all, budgets would probably prefer a system that doesn't promote burgeoning prisons, which create heavier tax burdens, and a reformed individual is a potential tax payer as opposed to a tax drain. Also do you find the company expensive?

Q: Hello 5i,
I am preparing for the new upcoming 5i portfolio and would like to find 25 US based stocks, as I like to diversify 50/50. A list of US names would be greatly appreciated, as many as you can comfortably give.
Many Thanks

Q: I am looking to increase my exposure in my registered plan to the US market and in particular to the healthcare sector. I am retired and looking for income and some growth. I am considering Johnson and Johnson. Please provide your thoughts on this company and recommend alternatives if you believe there is a better choice.
Thank you for a great service.
Deborah