Investment Q&A

• Alphabet Inc. (GOOG)
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Q: Do you consider downturns like today a buying opportunity or do you think the good times may be in the past. Your comments would be appreciated. Thanks

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Read Answer Asked by Brian on July 25, 2017

• Platform Specialty Products Corp. (PAH)
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Q: Could you provide an updated comment on the potential investment case for PAH

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Read Answer Asked by Kim on July 25, 2017

• Moody's Corporation (MCO)
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Q: What do you think of Moody's?

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Read Answer Asked by John on July 25, 2017

• Collectors Universe Inc. (CLCT)
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Q: You have recommended CLCT in the past. What is your current/catalysts do you see for this name?

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Read Answer Asked by CAMERON on July 25, 2017

• Miscellaneous (MISC)
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Q: Hi, with CAD$ almost at $0.80 are there any US or Global stocks that make sense to buy at this time.

Please provide your favourites regardless of sector.

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Read Answer Asked by Harpinder on July 25, 2017

• BCE Inc. (BCE)
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
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• TELUS Corporation (T)
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Q: Hi. Currently own BCE and T. Looking to increase my weighting in communications. Any suggestions.

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Read Answer Asked by Susan on July 25, 2017

• Illinois Tool Works Inc. (ITW)
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Q: Wondering if you could comment on the ITW results, they beat expectations, raised guidance and everything seems to be really strong yet the stock is off this morning. I guess the market was looking for even stronger forward guidance?

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Read Answer Asked by Rob on July 24, 2017

• Fastenal Company (FAST)
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Q: Your thoughts on Fastenal (FAST)? How does the valuation look to you?

Thanks,
FP

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Read Answer Asked by Francesco on July 24, 2017

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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• Tencent Holdings Ltd. ADR (TCEHY)
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Q: Good afternoon, Peter & Co.
I am planning on diversifying my portfolio outside of North America and I am considering Alibaba and Tencent. May I have your comments on these companies and the timeliness of an immediate purchase.
With appreciation,
Ed

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Read Answer Asked by Ed on July 24, 2017

• Target Corporation (TGT)
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Q: Hi , what is your view of Target as a long term hold please?
Thanks
Rick

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Read Answer Asked by Richard on July 24, 2017

• Miscellaneous (MISC)
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Q: If Trump's shenanigans hit the fan , and he is impeached ... which sectors will get murdered , or does everything fall , including the USD ? thanks

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Read Answer Asked by Thomas on July 24, 2017

• NVIDIA Corporation (NVDA)
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Q: In a previous response, you said GUD started trading April 29, 2014. What is the incorporation date for GUD? My research states April 1993 as the incorporation date for NVDA. Do you know the day?

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Read Answer Asked by Patti on July 24, 2017

• BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)
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• BMO US High Dividend Covered Call ETF (ZWH)
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Q: BMO ETF ZWH is seriously underperforming YTD, in a strong US market. According to BMO website it is negative YTD whereas ZWA is up over 7% in the same timeframe. Is there some reason for this ? Longer term ZWH outperforms ZWA. Thanks for your insight.

Ted

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Read Answer Asked by Ted on July 24, 2017

• GE Aerospace (GE)
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Q: Held GE for over 5 years for income, currently still has a 20% profit, about 3% weight, thinking of switching it out, do you think it is a hold now? Any recommendation(s) for a replacement?

Thanks

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Read Answer Asked by Steve on July 24, 2017

• Markel Group Inc. (MKL)
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Q: Hi 5i,
I don’t think you have ever been asked about this one and it isn’t a name that comes up every day in the media but how do you think Markel Corp (MKL) looks right now? Aside from it being beaten down like everything else in the financial crisis, a very long term chart shows it to have been a remarkably good buy & hold stock up to this point. Thanks!

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Read Answer Asked by Lance on July 24, 2017

• Littelfuse Inc. (LFUS)
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• Huntington Ingalls Industries Inc. (HII)
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Q: Can I get your views & opinion of Littelfuse (NASDAQ:LFUS) and Huntington Ingalls Industries (NYSE:HII)?
If you had to choose one, which would it be and why?
Thank you,
Martin

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Read Answer Asked by Martin on July 24, 2017

• Home Depot Inc. (The) (HD)
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• United Rentals Inc. (URI)
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Q: Hi team, bought and sold United Rentals in the past (2013)
Thinking of getting back in for the infrastructure play in the US. The latest results look good. Is the stock expensive? Would HD be a better choice after the recent drop? Many Thanks!Sam

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Read Answer Asked by sam on July 21, 2017

• B&G Foods Inc. (BGS)
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Q: Hello,
Can I get your views & opinion of B&G Foods Inc. (NYSE:BGS)?
Thank you
Martin

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Read Answer Asked by Martin on July 21, 2017

• Celgene Corporation (CELG)
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Q: good day to you all
would appreciate your updated opinion on Celg
thanks in advance

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Read Answer Asked by georges on July 21, 2017

• Gilead Sciences Inc. (GILD)
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Q: My primary investment objective is to find companies with growth potential with a secondary goal for some dividend income. I bought Innergex renewable (INE) a year ago at 14.80. This year it has been flat around 14.50. I am considering selling it and reinvesting the proceeds into Gilead (GILD). With GILD there is also the potential of some currency appreciation. Please let me have your thoughts. Is there another Company you would prefer to Gilead??

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Read Answer Asked by Bob on July 21, 2017