Investment Q&A

Q: Hi Peter and the 5i team,

Do you know of any public disaster recovery/restoration companies that are similar in operations to Belfor (http://www.belfor.com/) that would allow one to get exposure to that industry?

The company does not have to be located in Canada.

Thanks,
Arneh

Q: PANW Palo Alto Networks What do you think of this network security stock. hasn't been trading long but stock performance has been good.

TIA

Q: Hi folks. Good luck on your bike ride. May I have your thoughts on CGNX=Nas, IDXX-Nas, XEC- NY

Q: I own DFS(Discover Financial)on the American side.I thought it had great earnings announced and it has dropped.Any thoughts?Thanks Don

Q: I am of the belief that interest rates are set to rise in the near term (although I have held this belief for the last Year). To play this thesis, I am looking at PROSHARES SHORT 20+ YEAR TREASURY ETF (TBF;NY). At today's price, this ETF is at a 52-week low so I feel that there will be greater upside potential than downside risk. I am looking at a 5% position as a hedge to my positions in interest rate sensitive stocks in the telecomm and enegy infrastructure space that will decline if interest rates do rise. Does this thesis make sense?

Also, in the event that the 10 Year Yield moves higher (say 3.0%), what impact will there be on Canadian and US Financials?

Thank You.

Q: re: TWX Time Warner

After the nice rise, TWX is down over 4% since the close of last session. It was reported that 21st Century Fox isn't likely to face any competing bidders to buy the movie studio and cable channel owner.

Do you think this is reason enough for the slightly lower closing or is there something else we should be aware of? And would suggest taking a portion of the profits recently realized when the takeover bid news was originally aired, or sit tight?

Thanks for all you do

Gord

Q: Good afternoon
GlaxoSmithKline PLC GSK.US suddenly dropped over 5% today. Is there any particular reason for this? Anything to do with bribery scandal in China?
I bought 100 shares a few years ago and they now represent 1.2% of our joint registered portfolios. There hasn't been much growth but I can't complain because I initially bought them for dividend, which at the time was 5.3%. I've been watching just recently, because I would like to invest in a company that has equally good dividends with better growth. I would have been slightly ahead of the game if I had acted yesterday, but I am in a loss position at the moment.
I'm trying to decide if I should hang on for a while to let the price recover and see if I can break even or make a modest profit, or whether it is just time wasted while I can be doing better elsewhere.
I don't hold any other any other Pharma shares.

Q: re: WOW!!!! & DASTY - Dassault Systeme A


Been watching the digital printer industry as I think eventually everyone will have one of these things.

Today... DASTY down almost 50% from $125.54 - $63.43. Do you know what's going on here?

Thanks for all you do

Gord

Q: Hello Peter-decades ago I purchased a newsletter in order to read your contributions. Could you please comment on Espial Groups(ESP) earnings. Also,any comments on SSYS as there have been several new developments. Thank you,Joan

Q: Hi, I just sold Intel with a 38% upside and am thinking about buying XLK for my tech exposure. What do you think about this EFT. Jeff

Q: Can you recommend some etf 's concentrated in large US Banks . Also given that the CDN dollar is strong at this time what are your thoughts about hedging . I was thinking to buy into a low cost ETF in US dollars taking advantage of the strong CDN dollar . Thanks. RICK

Q: re: CHK Chesapeak Energy Corp

Your opinion at this time please

Gord

Q: A subscriber claimes we need a Jim Cramer in Canada in my opinion he is a promoter at best .just ask the investors of deep he recommend it the nite before the ipo the next day on the ipo the owners absconded the the cash and ran off .i settled two years later with five percent of my investment.never watched the show again . Nobody said school was cheap but Cramer as a investment advisor should instead sell hotdogs in new york.
Stan

Q: Hello 5i,
I have 2 stocks that are near 52 week highs, but have concerns about.

1) Chr.b Chorus Aviation, I am concerned that they rely on Air Canada for business and should AC decide to go with another carrier or fly these routes themselves it would ruin Chorus.

2) Win.US, Windstream Holdings, there is always concern that they will not be able to maintain the current dividend ($ 1.00 per year)because they have too much debt and declining revenues.

Are my concerns warranted? Would you hold or sell these stocks?

Thanks.

Q: Hi Peter and Team,

What are your thoughts on Nicholas Financial, NICK.US

Q: Is there enough of a body of information about Trupanion (trup) or similar companies to make a reasonable investment,people seem to be willing to spend unlimited amounts on pet care,Thank You.

Q: Good Morning... I have a considerable investment in GTAT.US ... for some reason I am under water despite the good press and the prospect of Sapphire Glass taking over Gorilla Glasses throne . Will this just be a bouncy ride or can you see a crash ?

Q: Hi Peter and team

My portfolio is large enough so that getting any foreign diversification leads me to exceed the $100K limit the CRA applies for tax reporting of foreign holdings. I don't want to be involved with completion of the T1135 form. Is there any way I can get this diversification by means of ETFs without triggering the requirement to complete the T1135?

Thanks

Ross

Q: AthenaHealth (ATHN-N) released quarterly results the other day, would you continue to hold it in your portfolio? thx!

Q: Hi Peter & Team,

What are your thoughts on Panhandle Oil and Gas, PHX.US?