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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 5i,
Would NCR be a good entry point at this time, in your opinion.
Thanks Ken.
Read Answer Asked by kenneth on May 08, 2014
Q: Hello team,

FEYE (Fire Eye)fell by 25% today. It has been falling steadily over the past few weeks.

Yesterday on the webinar you mentioned that it wasn't wise to sit and wait for a stock to recover. Should I walk away with my 60% loss on this stock? Or is there hope in the future (ie a couple of years) once the company has the benefits of all the R&D spending? How about the growth in security technology from their competitors during the same time?

Thank you for all your calming insights....investment is not easy but it would be impossible without you.

Read Answer Asked by Saeed on May 07, 2014
Q: Hello 5i,
Hawaiian Electric Industries (HE) has had its share price drop quite a bit lately. Should I just keep this stock and ride it out, or is there something better out there that has the same dividend.
Thanks
Read Answer Asked by Mark on May 07, 2014
Q: Hello 5i Team,

I have a half position in Valeant (regret not buying more) and would like to increase my pharma/healthcare exposure. Have been watching Athena nose dive and wondering if you think this is a good entry point right now. Would be a 2-3 year hold. Or do you think its a bit risky now given the change in sentiment and is there another option in the healthcare industry that would be a better alternative.

Thanks for the great service.
Read Answer Asked by Fay on May 06, 2014
Q: re: the Canadian Dollar & Gap Inc

another US equity... I am beginning to focus more on US Markets with signs the US economy is starting to move which should lower the Canadian dollar. Am I right or wrong in this assessment?

Also, GAP (what is 5i symbol plz) which has a good Div, not great, is not far off it's a 52 week low. Do you have any comments on this equity in the coming 6 months - yr.

Thanks for all you do, appreciate your time

Gord

Read Answer Asked by Gord on May 05, 2014
Q: (FRAN) Can you please tell me what the 5i symbol for Francesca' Holdings Corp is please? And if we haven't covered it because of it's US placement, do you have any comments?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 05, 2014
Q: COH - Coach

Read your Jan 20 comment ($52.56) "At 15 times' earnings we would view Coach as just 'ok' right now."

Market Call recently had a guest place COH as a Top Pick. In the past week it has seen a 14% drop.

Can you please comment on any speculation as to the reason for this big fall and what you see moving forward in the next 6 months - a yr?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 05, 2014
Q: Hi 5i,

I understand you don't really follow many US stocks, but I do value your opinions.

I currently hold the following US traded stocks in my RRSP: DD, GE, INTC, JNJ, PG, TWX. Would you consider these long term (5+ years) holds? Would you trim any of these?

I am considering adding 2-3 new US positions. Do you have any recommendations considering my current mix? (I've been considering DEO, UL, WAG, WFC. Not sure if these are good or not or others would be better).

Thanks in advance!
Read Answer Asked by Wayne on May 05, 2014
Q: I was hoping to get your opinion on Oaktree Capital (OAK). Do current fundamentals look attractive? I was looking at this for its dividend (is it safe) and for its potential to outperform and act as a hedge if/when the market takes a downturn. Thanks
Read Answer Asked by Clinton on May 05, 2014
Q: Tetratech(TTEK) dropped quite a bit Friday after announcing what I thought was better earnings and starting up a quarterly dividend.Your thoughts please on the future?Thanks
Read Answer Asked by Don on May 05, 2014
Q: re: NOC - Northrop Grumman

I know we aren't necessarily covering US equities at length quite yet. "Greenblats Magic Formula" (John Greenblatt) which according to "Seeking Alpha" has had very good success in finding equities with a high ratio of profits to value has consistently identified names which have vastly outperformed the broad market.

NOC which pays an excellent dividend is one of their top names.

Do you have an opinion on NOC?

Thanks for all you do

gm


Read Answer Asked by Gord on May 05, 2014
Q: Hi Peter and team,
Please advise your thoughts on Canadian Solar Inc (CSIQ) there was positive talk about this when I bought in and it is presently
down 23%. Its a very small part of the portfolio but should one hold out or just sell and move on? Any suggestion as a replacement.
Read Answer Asked by Peter on May 05, 2014
Q: Any comments on these puppies?

LeapFrog Enterprises Inc. (LF) -NYSE
Gilead Sciences Inc. (GILD) -NasdaqGS
iShares MSCI Italy Capped (EWI) -NYSEArca
iShares MSCI Frontier 100 (FM) -NYSEArca
iShares MSCI Singapore (EWS) -NYSEArca
iShares Oil Sands Sector Common (CLO.TO) -Toronto
Vanguard Energy ETF (VDE) -NYSEArca
Central Fund of Canada Limited (CEF-A.TO) -Toronto

By no means a full portfolio - the ones I'm looking for input on
Read Answer Asked by Jeremy on May 02, 2014
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