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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: I have been looking but unable to find the names/tickers for US bank stock etfs. Would you please give me the names of the the large and mid caps etfs you recommend in US dollars?
Thank you. Cathy Further to my previous question re US bank stocks etfs, would you recommend buying them now?
Thanks, cathy
Read Answer Asked by Catherine on December 01, 2017
Q: Thank you for continued great support and unbiased opinions.

I plotted a few favourite 5i Technology stocks with high P/Es along with the Vanguard Information Technology ETF (NYSEARCA:VGT). Except for CSU (crazy +ve outlier),
they all cluster closely in returns over the long-term (i.e. 15+ years).
So, why bet on a few horses with such risk (P/E > 50) when one can own the track, make about the same return, with much less risk (P/E = 6.6)?

I think we all understand the advantages of ETFs in general, but considering the high P/Es specifically in the Tech sector, it really begs the question above. Thank you.
Read Answer Asked by Paul on December 01, 2017
Q: Hello,
I was reviewing the data available via TD Waterhouse including Thomson Reuters reports, and compared revenue and net income growth in the past 2 years of Amazon, vs Alibaba vs JD.com (all somewhat in the same industry but latter 2 in China).
My read is Alibaba and JD.com have significantly higher growth in both metrics than Amazon.
Would appreciate your review please and thanks.
Brian
Read Answer Asked by Brian on November 30, 2017
Q: Hi Team, Recently, JP Morgan listed these 5 US companies as their top AI picks. Would these be 5iR's top five US AI picks? If yes, then can you rank order the picks for me. If not, what would your picks be and/or what would you add/subtract from the above 5. How would you rank order this revised list?
Thanks Team. Chris
Read Answer Asked by Chris on November 30, 2017
Q: Is HAS.us a good company to have as a dividend grower and a reliable dividend payer? Out of the 10 years past, it has grown dividends in 7 ; its ROIC is 17%. Metrics APPEAR good ( do correct me if I am wrong).
Having been horribly burned in retail and consumer discretionary, I am cautious to put hard earned cash into HAS. Do you think its business model is sound for at least 4 or 5 years? Is it not hostage to consumer whims (if you forgive the leading nature of the last question). Do you think the risk-reward ratio ratio in HAS.us is good-- and, importantly, why please? What do you think of its prospects, both WITH Mattel and without. Your rigorous reasoning is always appreciated, many thanks
Read Answer Asked by Adam on November 30, 2017
Q: Hi Team, can I have your take on MRVL - Marvell Technology Group Ltd.
would this company be classified in the same industries as INTC, NVDA or TXN. Does it have a good growth prospect. I realize that you do not follow US stocks, but been hearing of this company for the first time in the last weeks and last couple days keeps coming up on US sites. Thank You in advance. Sam
Read Answer Asked by sam on November 30, 2017
Q: Hello Folks:
Could you please give me your view on Merck and Company (which along with Smith- Kline) has had problems executing new drugs (eg. lung cancer medications) in their pipelines. I also have previously owned Gilead, whose new HIV drug was reduced in value because of government pricing restrictions. My other health care equities are Johnson and Johnson and Knight Therapeutics. Do you think there are better health industry options (with decent dividends and growth potential) in the U.S. other than companies such as Merck, Gilead etc. or should one look to another sector.
Thanks for everything
brian
Read Answer Asked by Brian on November 30, 2017
Q: The tech meltdown hurt today, but the stocks which cost me the most weren't tech. Any idea why Visa and MasterCard were pummeled today? American Express was actually up on the day. And as long as we're on the subject, do you like the credit card companies?
Read Answer Asked by John on November 30, 2017
Q: I already own AMAT with good gains.
Would you be adding at this point perhaps MU or LRCX? Or do you think the industry had a good run and the gains are done? Is sentiment against them now or this is just a hiccup? I know only time will tell but I would value your take on it.
Read Answer Asked by JR on November 30, 2017
Q: I just read a Globe and Mail Business headline which read as above: FANG meltdown and then the article talked about face plants, sector roatation etc.

In you opinion, is there something truly fundamental going on here; and do you see a need to bail or significantly reduce exposure?

Or is this another example of “Big Noise” and sensationalistic reporting .... and as you often suggest “stay the course”?

With significant holdings here I am hoping your advice will be to hang in there and maybe even add to some of the FANGs.

Thanks
Read Answer Asked by Donald on November 29, 2017
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