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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: Hi Gang - can you compare SBUX to ATD, given expected growth rates, valuation, and impact of currency. Which would you choose today? Best wishes for 2016.
Read Answer Asked by Scott on December 31, 2015
Q: Hello Peter & Co,
I'd like to invest in the US through ETFs; assuming that the exchange rate is not likely to change significantly, which should I buy? hedged or not hedged?
Thanks,
Happy New Year
Antoine
Read Answer Asked by Antoine on December 30, 2015
Q: May I please have your opinion on Ford (F.US). For long term hold. Looking for both growth and income.
Read Answer Asked by Deborah on December 30, 2015
Q: Could you recommend a conservative US Equity or US ETF that pays a monthly dividend.

Thank You
Craig
Read Answer Asked by Craig on December 30, 2015
Q: I'm looking at adding a US small cap ETF to my portfolio. I know your portfolio has chosen IWO.US but I see that IJT.US has the same MER and a higher yeild. I am already over diversified would a 600 stock ETF be sufficient?
Read Answer Asked by Cheryl on December 29, 2015
Q: Can you give an update on this company?" Is the company now a good long term hold for divisends?
Read Answer Asked by Richard on December 29, 2015
Q: Happy Holidays. CBM which I hold is one of a few US stocks that I have on my 5i list of US stocks that you endorse. Three weeks ago it hit $55.00 and has been down daily over the last ten days to $48.00. I am at a break even point now. Obviously there must be something causing this steady selling of the stock and hopefully you can enlighten me about what it is. If there is any negativity in the company. Thanks Dennis
Read Answer Asked by Dennis on December 29, 2015
Q: Could you please provide your comments on this company. Is it good time to buy?
Thanks
Read Answer Asked by satish on December 29, 2015
Q: Could you please comment on their earnings report. Is it time to add, hold or sell this stock?
Thanks
Read Answer Asked by satish on December 24, 2015
Q: Merging with BB&T once all the regulatory stuff is done. Do you think its worth holding onto?
Read Answer Asked by Lloyd on December 24, 2015
Q: Seasons Greetings!!!
Your last comment on Horizon Pharma was Feb/15. Could I have your current opinion please?
Thanks
Dave
Read Answer Asked by Dave on December 24, 2015
Q: Hello and Merry Christmas!

Heading in to 2016 I am concerned about the impact of fx on my US holdings (about 25% of my equity portfolio). I have held the listed stocks in US$ for well over a year. Most are down on the purchase price but overall I am up in Cdn$ on account of the fx. My concern is a reversal in fx essentially wiping out any future gains in the underlying price of stocks like JCI or EMR where the strong US$ is often cited as a negative. As I see it I can: a) Sell and re-invest in an etf like CUD or XQQ that is currency hedged; b) hold and find some way to hedge against gains in the Cdn$ myself (any ideas here?); or c)do nothing . Any suggestions?
Read Answer Asked by Morgan on December 24, 2015
Q: Just wondering about Disney as a long term buy at current price. Stock has not responded well given recent success with Star Wars. Shanghai Disney opening in spring 2016. Thanks.
Read Answer Asked by Michael on December 24, 2015
Q: Hello Peter and team;

In the Globe & Mail today, under the heading of Stock Analysis, they did some number crunching on some U.S. Insurance Companies.

In my U.S. portfolio i am looking to add a U.S. Insurance company. Out of the 4 companies they highlighted, which one would you recommend for growth, and value?

Thanks

Stephen
Read Answer Asked by Stephen on December 23, 2015
Q: Hello team,

Can you please compare HAIN and WWAV in the natural and organic foods area? Which one do you consider a better investment for growth looking 2 to 3 years out?

Also, what are your thoughts on Cypress Semiconductor (CY) as an investment in the US technology sector.

Thanks for all your help!!!
Happy Holidays.

BK
Read Answer Asked by Bekaye on December 23, 2015
Q: Hello Peter & Team
I just purchased a very small position of NLY for its attractive
yield in RRSP. Is the yield save?
Can you give some insight of this REIT.
Thanks as always.
Merry Christmas!
Read Answer Asked by Patty on December 23, 2015
Q: Would you or any of your members know how the distributions of XHY are taxed? I haven't been able to find any specific breakdown for income tax reporting purposes. Thank you!
Read Answer Asked by chris on December 22, 2015
Q: Hi folks,Happy Holidays,almost embarrassed to admit but sold Fb way early and rolled it into Twitter twtr/q @ $38. Twitter finally has a Ceo and company is making a profit but stock trading near new lows. Is stock worth holding for the long term?? in your opinion, don't mind hanging on for longer term if there is upside or is this another Tech Wreck;so buy,hold,or sell. thanks as always
Read Answer Asked by John on December 22, 2015
Q: Hi 5i team,

How do you feel about Blackrock (BLK) in the US? Seems with more and more people moving towards index investing, and with the rise of robo-advisors, this would be a good way to play that trend. Seems to have a solid dividend and pulled back a bit recently.

Any comments or reasons to avoid? Perhaps a different company to think about?

Thanks and happy holidays.
Read Answer Asked by Sarj on December 22, 2015
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