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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, just wondering if you could give your opinion on Jive software symbol "JIVE" on nasdaq. i bought it at $10. should i hold on ? thanks, Brian.
Read Answer Asked by Brian on September 12, 2014
Q: your opinion on icb-n ( ICICI bank )

Also AXP -n vs V-n your preferance ?
Read Answer Asked by walter on September 12, 2014
Q: Hi: Do you have any thoughts on companies that may benefit from Apple's latest news on new products. A list of companies as well as comments would be appreciated. Thank You.
Read Answer Asked by Brian on September 11, 2014
Q: I am looking at the strength in the US dollar and adding a USD ETF such as SDY Dividend ETF - is this a good ETF to play the USD dollar and strength in the US Economy?

Thank you for for help
Read Answer Asked by Kevin on September 11, 2014
Q: Peter and Team,

What are your thoughts on new purchases of Apple today following their product presentations. It seems like they are adding a whole new revenue stream to their business with the electronic wallet on the new devices. It makes me wonder if now is a good time to buy for the long term (i.e. 5 years+).

Marc
Read Answer Asked by Marc on September 10, 2014
Q: Hi Peter and 5iResearch Team,
Can you please provide an update on Stryker Corporation, SYK-N. I would like to purchase this stock, but want to buy it at a reasonable value. Can you provide your analysis regarding fair value based on projected earnings. Thank you. Linda
Read Answer Asked by Linda on September 08, 2014
Q: Dear Peter,
I'm glad to see that contributions to your ride are continuing and you are now at 98%. Way to go! My question is about investing in European securities. It was mentioned in a recent answer that 5% of a portfolio be in Europe and 10% in USA. What do you think are the best way(s) to invest in those areas?
Linda
Read Answer Asked by Linda on September 08, 2014
Q: Hi,
Could you confirm if my reasonning is correct? Earlier this week, Mario Draghi introduced a series of measures aimed at boosting the European economy. One of the effects of these measures will be to lower the value of the Euro relative to the US dollar.

I'm contemplating buying shares of Nestle. If I were to wait a few weeks or months for the Euro to effectively fall, would Nestle's share be cheaper if I bought them over the counter (OTC) at that time? Or is the Nestle share price OTC set based on other factors?

Robert
Read Answer Asked by Robert on September 08, 2014
Q: i am looking at celg and gild in the US. Which would be a better prospect?Thanks
Read Answer Asked by hal on September 05, 2014
Q: What are your views on Bank of New York Mellon (BK) in comparison to Canadian Banks?
Read Answer Asked by Lloyd on September 03, 2014
Q: US company, but can you comment on SFXE.US?
Read Answer Asked by tony on September 03, 2014
Q: Hi Peter,
Any opinion on WAG as it has dipped as a result of their not going ahead with a tax inversion strategy? Also do you have a preference between WAG and CVS?
Many thanks
Read Answer Asked by Brian on September 03, 2014
Q: Hi.

Though the valuations are reasonable and I'm still invested in many 5i stocks, I foresee a correction coming some time in ~ 2015. To mitigate this, I plan on moving 'a bit' of my equities into Vanguard Total Stock Market (VT) - the ETF of everything I call it ... My thinking is that North America (TSX) will be hit a little harder than the world in general when this occurs. When it does, and it will, I will sell VT and buy 5i stocks back at a discount. I know you can't time the market, and this is a bit crystal ball-ish - but the downside of doing so seems low ... Any advise or comment? Many thanks.
Read Answer Asked by J Carl on September 03, 2014
Q: i think Big Data will be an important trend for the future. I am looking for ways to invest in this concept but so far have only found Wanted. Do you know of any other investible companies which are big data or have a significant big data component?
Bryon in Elmira
Read Answer Asked by Bryon on September 03, 2014
Q: I saw you commented on VTSMX in an earlier question. VTI is a vanguard fund with the same title "Vanguard Total Stock Market". Is there an advantage of going with one over the other?
Read Answer Asked by Carla on September 03, 2014
Q: Hi Peter/Team,

Good luck on your ride Peter. Come back safely - we really need you here! ;-)

I have a question about some US funds I read about on Seeking Alpha. I know you focus on Canada but would appreciate any general or specific comments about these funds.

I paraphrase the description by a poster: "...funds are around half US stocks and around half foreign stocks, and write covered calls against some of the shares in the portfolio and have payouts over 8-9%."

Here is the list:

EXG.US Eaton Vance Tax-Managed Global Diversified Equity Income Fund
IGA.US Voya Global Advantage and Premium Opportunity Fund
IGD.US Voya Global Equity Dividend and Premium Opportunity Fund
IDE.US Voya Infrastructure Industrials and Materials Fund
BOE.US BlackRock Global Opportunities Equity Trust

The poster also mentioned the following fund that "...writes call options against some of the shares in the portfolio."

GNT.US GAMCO Natural Resources Gold & Income Trust

Any thoughts or advice you may have would be greatly appreciated. I am looking for long term income with low to moderate risk. I suspect these are high risk though.

All the best, Michael.
Read Answer Asked by Michael on September 02, 2014
Q: Hi Peter and Team,

I am currently an owner of American Tower (AMT.US). I bought this sub $60 based on people I know in the business who believe the demand for Tower Space will be strong over the next foreseeable future. There are a lot of naysayers out there on this company but I cannot find anything in their financials or results that would cause me concern. Am I missing something. I like both the growth and yield on this one.

thanks for all you do!
Read Answer Asked by kelly on September 02, 2014