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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: Peter and staff
could I please have your comments on Air Lease Corp(AL) on the ny.
Thanks Cal
Read Answer Asked by cal on June 06, 2014
Q: Hi Peter and Team,

Quick thoughts on First Citizen Banc Corp, FCZA.
Read Answer Asked by Graham on June 06, 2014
Q: Hi Peter and Team,

Quick thoughts on Assured Guaranty, AGO
Read Answer Asked by Graham on June 06, 2014
Q: Hi Peter and team,

I know you are generally adverse to options but they have been a hugely useful tool in getting incremental leverage in my TFSA, which is otherwise constrained by the contribution limit.

I keep my options exposure relatively small, typically <20%. I currently hold OTC and CWB, but am looking to add a US bank and maybe a second US position that is rock solid and could give a small call option some torque.

Which bank would you recommend? Does anything juicy come to mind for the second position?

I am educated on these tools and am comfortable using them, so please don't answer the question with an overly apprehensive stance :)

Mike
Read Answer Asked by Michael on June 05, 2014
Q: Hello 5i!

I have a relatively balanced portfolio mostly of Cdn stocks recommended by 5i. I would like to have a little more US exposure and I know its not the focus of your research but looking for a couple names that you would recommend for me. 2-3 year horizon or more. As always, thanks for the great service.
Read Answer Asked by Fay on June 05, 2014
Q: Hi Peter, My wife has within her TFSA 3 U.S. stocks, CVX, MET and MSFT, all equal weighting. How do these rate with you, do you have any better ideas. This is for a long term hold.
thanks

Jim
Read Answer Asked by jim on June 05, 2014
Q: eBay
Hi Peter
I have 2 us stocks I guestion. eBay and PepsiCo . Do I continue to hold ? eBay has been in my portfolio for 6 months and PepsiCo for 4 years . If I want more growth can you recommend 2 alternatives .
Candi

Read Answer Asked by Candi on June 05, 2014
Q: Just a suggestion: think it would also be helpful to have questions that are related to US stocks show up when you search for the ".US" field, if possible. Right now, they only show up when you search for the specific symbol name. Not sure how easy this could be to incorporate, but thought I would ask. Thanks!
Read Answer Asked by Fay on June 04, 2014
Q: Hi Peter and Team,

quick thoughts on FIRST BANCSHARES INC, FIBK
Read Answer Asked by Graham on June 04, 2014
Q: Hi Peter and Team,

Quick thoughts on Infinity Property and Casualty(NasdaqGS:IPCC)
Read Answer Asked by Graham on June 04, 2014
Q: Hi Peter and Team,

Quick thoughts on Ebix Inc, EBIX
Read Answer Asked by Graham on June 03, 2014
Q: Trinity industries--symbol trn, is getting pounded today, cannot any news, can you help. Dave
Read Answer Asked by david on June 03, 2014
Q: Hi Peter and Team,

What are your thoughts on Winmark Corporation, WINA?
Read Answer Asked by Graham on June 03, 2014
Q: What do you think of CA Inc? It seems to trade at a good multiple, have reasonable debt levels and pays a good dividend. However technically its been looking weak since I bought it and earnings growth seems to be slowing, although this could be temporary problem. Would you regard it as a sell? Are there better places to put my money in the same space?
Read Answer Asked by Andrew on June 02, 2014
Q: Hello 5i!
I would like to get your opinion on Omega Protein Corp (OME:US) on the NYSE. The company trades near book value, a trailing P/E of 8, and appears to be growing quite nicely. Why is this stock so cheap? Would you recommend it for a 6-12 month position?
Thanks
Read Answer Asked by Scott on June 02, 2014
Q: Hi,

What do you think of GoGo at these prices for two year hold?

G
Read Answer Asked by Graeme on May 30, 2014
Q: Please let me have your thoughts on Lockheed Martin Corp. LMT.NYSE.US. The dividend is reasonable, but I don't know whether it is growing and although the share price has moved up in the last year, is it likely to rise going forward?

Learning so much here. Thank you.
Read Answer Asked by John on May 30, 2014