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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 Peter and Team,

Quick thoughts on Regional Management Corp, RM.US
Read Answer Asked by Graham on July 31, 2014
Q: EMN - US ---recent drop ---earnings --ok broke 200 day aver. Cost about 65 ---Hold or sell

Read Answer Asked by Donald on July 31, 2014
Q: Hi Peter and Team,

Quick thoughts on Myriad Genetics, MYGN.US
Read Answer Asked by Graham on July 31, 2014
Q: AT&T (T.US)

Hi Team, I know you don't specialize in US stocks, but I was hoping you could give me an opinion on AT&T. It appears to have a very low P/E of 10.7 TTM and pays a dividend of 5.06%. The payout ratio is 39.7%. The main negative I can see a potential forecast for lower earnings per share. Do you think this stock is worth owning for income long term?

Thanks. Michael
Read Answer Asked by Michael on July 31, 2014
Q: If you follow FNHC in the US, it just reported excellent results and yet the stock is dropping like a rock - what is it the market doesn't like?
THanks,
Murray
Read Answer Asked by Murray on July 30, 2014
Q: Hi Peter and Team,

What are your thoughts on Axis Capital Holdings, AXS.US
Read Answer Asked by Graham on July 30, 2014
Q: Hi Peter and Team
I hold these financials in my RRIF (RY 3.5%, BNS 5%, XFN 3% and XLF 1.2%) and would like to increase financial by another 3%
Debating for either TD and add to XLF, please help me decide, thanks
Read Answer Asked by Karl on July 29, 2014
Q: CTL.US I have held Century Link mostly for income for some time. I do not see a reason for today's pop. Can you please enlighten me and advise if I should sell into it or hold. Is the reason likely to be a catalyst for more growth? Thank you, Gayle
Read Answer Asked by Gayle on July 29, 2014
Q: I appreciate your opinion on FIG.US(Fortress Investment)and AINV(Apollo Investment Corp)among the two which one would you choose, Thanks
Read Answer Asked by Saad on July 28, 2014
Q: Hello 5i,
I have purchased these companies because of long term charts, size and stability, sector diversification, and the nice dividend. Though I do monitor the companies occasionally, the companies have little information available. Can I relax a little to the factors stated?
ZURICH INSURANCE (ZURVY), SSE PLC (SSEZY), BELGACOM (BGAOY), AUSTL&N ZEALND BK (ANZBY. You folks are the best.
Thanks
Read Answer Asked by Mark on July 28, 2014
Q: Would like to get your opinion on Old Republics International Corp. (ORI-N), is it a solid company for income? Do you have better pick in same sector in North America?

Thanks and appreciate the guidance
Read Answer Asked by Steve on July 28, 2014
Q: Hi Peter and Team,

What are your thoughts on Lam Research, LRCX.US?
Read Answer Asked by Graham on July 28, 2014
Q: Hi 5i: I know it may not be one you follow closely, but can you please give me your take on Swift Transportation (SWFT), its announced results missing estimates, and the market's reaction to that? It is kind of odd considering it in relation to the TransForce/Contrans situation and the expectation that those businesses are on the upswing. Thanks.
Read Answer Asked by Lance on July 28, 2014
Q: I am considering selling GE and buying GBX, Greenbrier. Considering GE has not moved much in the last 6 months and GBX has had good earnings and is into the railcar manufacturing and repair. I give up a little on dividend but hopefully gain on Cap Gains. What are your thoughts on the move and the 2 companies?
Thanks team for your knowledge and the Q and A's have been helpful in assisting me in making many decisions.
Jack
Read Answer Asked by John on July 28, 2014
Q: US Bio Pharma Question: If this is outside of comfort zone, just let me know.
I am looking at REGN (Regeneron), ANIK (Anika Therapeutics) and RGEN (Repligen). Other than JNJ and PFE, I have no exposure in this area. Would you recommend one or more of the above for diversification or just add to the exisitng holdings.

Thanks.
Read Answer Asked by Donald on July 28, 2014
Q: Good morning fine Team. What do think of PNRA today. In May you mentioned to average in slowly and to have patience! thoughts? Thank you yet again
Read Answer Asked by El-ann on July 28, 2014
Q: Intel (INTC) has been performing really well recently, and I'm worried it's reached a high and might be worth selling, despite recent good news. It's about 3% of my overall portfolio, which has an already small amount of technology exposure. Specifically, what sort of upside do you think remains with INTC in the next 12 months?
Read Answer Asked by Cameron on July 26, 2014
Q: re: CBI Chicago Bridge & Iron

Recently started watching CBI looking for value after it was highlighted on Market Call as a Top Pick and the very significant drop back in 2nd week June.

And since the 5i team last took a look on June 13, the price is down a further 15% with a majority of that being attributed to a 9% drop in today's trading alone.

Do you have any explanation for the falling value and, do you see any value in CBI based on it's current metrics?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 25, 2014
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