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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: In resubmitting my question because my browser went cold and not sure my submission went through.

Would you take up a position on equifax today? Smell position, 1.5 % or so? Do you see any merits to this? I'm thinking there could possibly be a sharp partial recovery. Please advise.

Karim rahim
Read Answer Asked by Karim on September 21, 2017
Q: I hold shares in Rockwell Collins. Recently the company agreed to a friendly takeover by United Technologies . The takeover is worth $140 to COL shareholders via a combination of cash and UTX shares. There is a 7.5% collar in place. Since the deal was announced the shares in COL jumped to the $130 range and have remained there. Is the $10 discrepancy due to the collar ,or is there a good opportunity here to make $10/share on an additional purchase of COL.?
Read Answer Asked by Philip on September 21, 2017
Q: Hi Peter and associates,

I have a position on NOC for a couple of years. It's spare price has gone up by about 75% since and now accounts for about 4% of my portfolio.

Morning Star just downgraded NOC to 3 stars today. Just wondering whether is it time for me to bail on NOC or at least take some money off the . Also how much stock should an investor put in such rating changes (whether up or down) in general.

Best Regards,
Read Answer Asked by Harry on September 21, 2017
Q: I am interested in the ZWH or ZWH.U for a registered account. Is effectively the only real difference in these 2 the fact that distributions are paid out and converted to CAD for ZWH whereas the distributions for ZWH.U are paid in USD? While ZWH is "held" in CAD it would be fully impacted by FX movements. Thanks
Read Answer Asked by Gary on September 21, 2017
Q: Good morning Peter
In the next month I will receive US$50,000 which is available for investment. I would like to keep these funds in low risk but growing investments. I have considered putting half into each of BRK.B ( currently own 250 shares ) and BAC ( currently own 1,000 shares ). Another consideration is a broad based US ETF, such as VTI. I would very much appreciate your thoughts.
Read Answer Asked by doug on September 21, 2017
Q: I have been following AAOI through a rather wild journey in past couple of months from the 60s to the 90s, then a plunge back to the 60s and, very recently, from 58 last Friday to 66 (~14% inc) on Monday and to 70 (another 6%) to-day, both days on very large volumes. I have looked for explanatory information both on the co. website and the RBC-DI site to no avail. Another startling feature of AAOI is that the shorts are 57% of the float and have been so for the past couple of months.
My questions are: what are the rules surrounding the obligations of a co. to make a statement on such dramatic moves? and do you have any information?

Thanks as always, Bob.
Read Answer Asked by Lynn on September 20, 2017
Q: Hi Peter and Team,

This is a follow up on your answer to Gervais re: PM and MO. I was just wondering if you can comment on the huge difference in P/E between the two companies. PM is trading at 25.7X while MO's ratio is 8X. Wouldn't MO be a better buy at such a low PE ratio even though about a quarter of its business is in the US?
Great work guys, as usual.
Read Answer Asked by Harry on September 20, 2017
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