Investment Q&A

Q: Hello,
I guess CF did not make it to your model portfolio, I was wondering if I should hold it or switch it for some other growth stock in your model portfolio. Also are there any US mortgage finance or housing related stocks you would recommend seems like the US housing starts look good this year. Thanks. Regards,

Shyam

Q: Hi Peter. I have been following SDRL the last couple of months. It is a top pick of some analysts. My question is I have a concern for its high debt (Not convinced they can cover it). Is the high dividend sustainable and will the stock go up over the next few years. Thanks. Rene

Q: In his recent shareholders letter, Warren Buffett gave this advice: "My money, I should add, is where my mouth is: What I advise here is essentially identical to certain instructions I’ve laid out in my will. One bequest provides that cash will be delivered to a trustee for my wife’s benefit. (I have to use cash for individual bequests, because all of my Berkshire shares will be fully distributed to certain philanthropic organizations over the ten years following the closing of my estate.) My advice to the trustee could not be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I suggest Vanguard’s.) I believe the trust’s long-term results from this policy will be superior to those attained by most investors – whether pension funds, institutions or individuals – who employ high-fee managers." He doesn't suggest putting the money in BRK.
As a portfolio manager what would your thoughts be. I understand his wife is 66-67yrs old.
Thanks
Mike

Q: Hello,

Would you ever consider doing a US Equity Model Portfolio?
Many of the questions I have asked have been about US companies, and the advice I received has been amazing, my returns have been incredible.

Q: My question is on Bally BYI. I know US stks are not your preference but I know you have that Bloomberg terminal, so I hope you can help me decide if I should hold on to BYI. Do you think the high debt is a major detriment their success. If you could help me with your analysis of their cash flo to cover this debit I would very much appreciate it. Thank you, your help is most appreciated.

Q: What is your view on US GEOTHERMALS earning and the outlook for the future.
Tom

Q: Hello 5i,
I’m looking to buy company’s with my US dollars, the list of candidates is, Amlin PLC (APLCY), GEO Group (GEO), FLY Leasing (FLY), Ensco (ESV), Belgacom SA (BGAOY) and SSE PLC (SSEZY). I’m looking for a company with a good sustainable dividend with some growth. What do you believe is the best two or three stocks in the group, for the long run?
Many Thanks!

Q: Hi Peter - I purchased GOOG stock on March 28th @ $1,120. I also received notification of a Special Dividend. Do you have information on the special dividend and how it may impact the GOOG price in the short and long term. My investment objective is LONG TERM as I view GOOG as a premium company in this space.

Thank You for the great service! My best investment in recent Years has been membership to 5i.

Q: Would you please give me your opinion on TNP going forward. Thanks.

Q: Is Microsoft now a long term buy. Target for next two years. Also should we sell in May and go away? Thank you very much.

Q: re Chesapeake Energy Corp. CHK + takeover

Have just read an article spouting rumors (unconfirmed) that Exxon after buying XTO Energy in 2010 for the purpose of penetrating the shale gas market, is poised to become a leader in the market by acquiring CHK. I own Exxon for the long haul and was wondering;

1) what CHK looks like long term as an investment should the rumor not come to fruition?
2) how a merger if it did happen would effect both XOM & CHK?
3) any comments you have on the Shale Gas Market in general?

Thank Peter & Family, always appreciate and value your input

Q: Hello,
This year LGF has mostly traded below it's 200 Day Moving average, would that be considered a definite sell signal?

Thanks

Q: HI Peter and TEam,

I am looking for another US Consumer Discretionary stock to add to my portfolio. I am thinking that HD fits into this category but is expensive but has performed quite consistently. Do you think this is a good entry point.

Thanks for the continiued advice.

Cheers

Q: USG Corp (USG)

Been doing my regular research this morning and have noticed Birskshire Hathaway just purchased over 24 million shares (almost 1% of the total portfolio position) in USG.

Does Mr. Buffet & Company know something we don't? (actually there is lots he knows that we don't)

Note... there has been a 14% correction for the stock over the last 30 days.

Thank Peter and Family

Q: Hi Peter, Could you please review CCT as it compares to ESRX. Are they direct competitors? Do they both have good upside? With regard to Obamacare is it better to buy American?
Thanks/Mark

Q: On March 26 @ 9:00 a.m. I had asked a question. It did not get answered. Perhaps it didn't go through. With my online account, my paid financial subscription and Globe Investor, I do not find out near the information I receive from you. I have a small US dollar account so could you supply me your take of which of these companies would be the best for growth or if you have a better one to suggest. ORAN, LEE, HCLP, ATVI and NCR. Thank you very much. Dennis

Q: Hi Peter and Team,
Just wondering if you could comment on the recent decline in Bank of Internet (BOFI) stock. I am currently slightly below my break even point. It is close to a RSI of 30. Would this be a good time to sell or buy?

Q: Hi Peter and Team,

What are your thoughts on WesBanco, WSBC?

Q: Hi Peter, I received US stocks; ARO, AMR, DF, & GES from a transfer in from a managed account. Would you keep any of these ? Thank you, Paul

Q: Hi Peter and Team,

What are your thoughts on First Defiance Financial Corp, FDEF?