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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: Could you please give me an update on NUS.US. I am now down 50% and have been hoping for things to turn around. What are their financials looking like in your opinion. Could you provide a couple of US names you like. Thank you.
Read Answer Asked by Cheryl on August 21, 2014
Q: bank of america settles this morning, how do you feel about owning this stock…. and financial's in general, any fav's?thanks,
Read Answer Asked by eddie on August 21, 2014
Q: Your thoughts on Forcefieldenergy inc. FNRG Please

Thank you

Read Answer Asked by Michael on August 21, 2014
Q: Hi Peter &Co
I hold KMR in a TFSA. Some of the news on Consolidation of Kinder Morgan express concern the the US IRS may be taxing Capital gains on these shares retroactively.

Do you have any insights into IRS acting to tax Inversions such as this. Perhaps you Bloomberg terminal would have some timely advice on this. I could sell the shares before the inversion closes, but hate to jump at shadows.

I realize you are not US tax experts but you might have run into useful 3rd party advice that would be helpful.

Regards
Ernie
Read Answer Asked by Ernie on August 19, 2014
Q: Hi,

What do you think of GWPH as a long tern 3-5 year hold? Is there a medical marijuana ETF or stock you like better?
Read Answer Asked by Graeme on August 19, 2014
Q: Hi,

I'm interested in a healthcare stock or etf. What do you think of this sector in the next 3-5 years? I am interested in etfs ZUH, XHC,PJP, and IYH, and Stocks UHS or Davita. Can you recommend one stock and one ETf for a long term hold?
Read Answer Asked by Graeme on August 19, 2014
Q: From Cindy
To Peter and 5i Team
could you please comment on siri.us Sirius XM radio and whether it is a buy for trading. Thanks
Read Answer Asked by Cindy on August 18, 2014
Q: Hi,

As a longer term play on tv, (several years)would you prefer DTV or Dish? I own lots of Walt Disney and Cgx, but think DTV or the Dish network are quite different. DTV has a much lower PE but Dish's growth over the last five years is phenomenal.
Read Answer Asked by Graeme on August 18, 2014
Q: From Cindy,
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks
Read Answer Asked by Cindy on August 18, 2014
Q: re:CSX

Hopefully you can help with this U$ Equity question.

I purchased 200 shares of CSX a number of months ago and it is doing ok with a good dividend. I purchased CSX because it was considerably cheaper than Can Railroads and I do have a need for U$ currency with a son that attends a US college. I have about 20% of my portfolio in US equities of which 5% is in CSX.

I have just read another article regarding CSX and they painted a picture saying "the present value of the company's discounted earnings, adjusted for dividends, is around $2 less than shares trade for right now."

It gives reasons being CSX' earnings growth estimates are lower than it's competitors. It goes on to say "Curiously, analysts have not been moving earnings estimates up at CSX as they have for Norfolk Southern (NYSE:NSC), where earnings have been furiously upgraded by more than a dozen analysts recently."

Long and short of it... it appears CSX shares' valuation has been up to the same forward earnings multiple (14) as it's competitors but doesn't appear to offer the same earnings growth going forward.

Can you give me your thoughts on CSX moving forward and do you think share value will be negatively effected based on the street consensus.

Thank you for all you do

Gord
Read Answer Asked by Gord on August 18, 2014
Q: Gilead Science GILD.US had 2 pieces of good news today. UK government has approved its drug for Hepatitis C at the full price charged in the US. Roche had its patent challenge rejected. GILD has moved up by about 2% on this news and is up about 20% since the beginning of June. This is now about 10% of my portfolio.
I would be grateful for your comments.
Read Answer Asked by Graham on August 18, 2014
Q: Peter -any current thoughts on AIG post ILFC SALE -and as such new balance sheet flexibility?ALSO-any view on CHMT -Chemtura -Kim
Read Answer Asked by Kim on August 18, 2014
Q: I would appreciate your opinion and recommendations on NOC and any other company you know of which is involved with drones.
Thank you, Peter, Ryan and 5iteam.
Read Answer Asked by Gail on August 15, 2014
Q: Hello 5i,
I bought these US securities on the 24 Jun this year. So far this is the performance:
shares $/sh amount book val +/- %
ATHN 24 131.25 3,150.00 2,978.99 +171.01 +5.74
PCLN 2 1,284.81 2,569.62 2,443.95 +125.67 +5.14
ALGN 54 54.71 2,954.34 2,870.87 +83.47 +2.91
SFL 155 18.80 2,914.00 2,877.45 +36.55 +1.27
SBUX 37 76.62 2,834.94 2,873.01 -38.07 -1.33
CLCT 139 20.09 2,792.51 2,883.08 -90.57 -3.14
GMCR 24 114.30 2,743.20 2,976.83 -233.63 -7.85
SNDK 27 93.21 2,516.67 2,793.10 -276.43 -9.90
MSCC 103 24.35 2,508.05 2,866.14 -358.09 -12.49

Just wondering if you can give me an update on my US portfolio.
Thanks,
Rick
Read Answer Asked by Rick on August 15, 2014
Q: Hi, I know you don't concentrate on US stocks but would you please comment on Boeing for me?
Read Answer Asked by Jeff on August 15, 2014
Q: Hi Peter and Team,

Quick thoughts on National Holdings, NHLD.US
Read Answer Asked by Graham on August 15, 2014
Q: can you give me a comparison of autonation U.S and acq-t citing growth rates and profits
Read Answer Asked by neil on August 15, 2014