Investment Q&A

Q: Given the positive outlook for the U.S. economy could you please give me your detailed evaluation for xmh for a 1 to 2 year hold?

Q: I want to add to my consumer staples holding in my tsfa. Currently hold the above names. Wondering if I should add safm since it has been beaten up a bit since its run up to its earnings miss or average up on stz?

Q: I've held this stock through two seemingly disappointing quarters , and am now down 13%. Do you still have faith in this company? It's lagging the sector big time. Was thinking of putting the money into Facebook on the dip with the proceeds. Please advise
Thank you
Karim

Q: I am having a hard time deciding if I should add to my financials with individual stocks or buy an ETF. XLF and MTUM have holdings that I already own and am ok with adding to these via the ETF and they also hold BAC and JPM which I do not own. Can you please give me your opinion. Sectors and weightings are fine. Thank you.

Q: Would you consider Rollins (pest & termite control) a buy at this level?

Q: Hi there,

I am looking to add a company in transportation to my portfolio. On all metrics TFII seems cheaper on a valuation basis than the others. Any reasons you would prefer my other options and why?

Q: Any reason for the 3% drop today? Is this related to the Keytruda results from a competitor.

Q: I'm thinking about increasing my US exposure and buying VOO in my RRSP. I don't need the money for at least 10 years...
When to buy is always a bit perplexing...with the US markets at all time highs one would think that this is not a great time to be buying and it might be smarter to wait for an inevitable correction.
But at the same time, with the tax cuts that have recently gone through down south, as well as the overall improvement in the business environment, I can't see how that isn't going to drive the markets even higher.
Thoughts?

Q: Could you give your assessment of this company and its stock? Thank you.

Q: Andrew McCreath had a banker on his Friday show that made a good case for buy outs coming this year in US banking industry just not the very large banks. The large banks would not be allowed to merge/takeover more banks because of regulatory concerns.
Could you meanttion some of the stronger mid size US banks that would be good candidates for take over and their related dividend as he mentioned that big dividend increases are on the way.
Mike

Q: I own WPC but am considering selling and replacing with IRM for its better dividend growth. I'd appreciate your views on both companies.

Q: Which 3-5 small to midcap US traded companies would you consider the best "Capital Compounders", i.e. with long-term competitive advantages, growing EPS, ROIC and FCF?
Thanks for your invaluable service!

Yvonne

Q: Morning 5i
Which of FDX or UPS is the better company to invest in over the next few years or would a half position in each be the way to go ?
Thanks
Bill C

Q: What are your thoughts on fitbit. Is it buy, sell or hold

Q: Hey Peter,

Looking at taking a large position in NWL. I feel like this stock has taken a hit due to a poorly executed merger (Newell Brands + Rubbermaid). I feel like the stock is likely to take a bath in Q4 report another bad quarter. Thereafter, I feel like the pressure will be on Michael Polk to drive results or else he'll be out. What are your thoughts on this company stock and this industry as a whole?

Thanks!

Q: Hi,

I have 2 questions:

1) What is your opinion on Apple and Amazon's current stock price? Is it too overvalued (to buy)?

2) What do you think the impact of the new $14 minimum wage in Ontario will be on the food industry, particularly, on Premium Brand Holdings?

Thank you

Q: Would SPY be comparable to ISUG ? Or would ISUG have a higher concentration of tech stocks?

Q: I have a well diversified portfolio, 2/3 Cnd and 1/3 US. In the US I have full positions in BAC, GOOG, DWDP, AAPL and 3/4 positions in MS, PYPL and half positions in FLIR, SWKS and LYB. I am happy with all these and think you have endorsed all of these recently.
I have also held a full position in US biotechs (spread evenly 1/3 each across BIIB, AGN and REGN) for 2 years and they have done nothing. My question is, would you continue to hold these biotechs in the hope/belief that their turn will come and they too will participate in the remarkable US growth, or are there simply better sectors and stocks I should be looking at? I don't want to be stubborn and recklessly hang on. If moving on is the wiser bet, what one or 2 alternate names would you suggest given my current US holdings (or perhaps add to one of the existing positions?)
You have not steered me wrong yet and I welcome your comments,

Many Thanks

Scott

Q: I own the above noted stocks relating to healthcare at roughly 1% weighting each. I am fine with hanging onto GUD and waiting but I was wondering if the other two are worth hanging onto or if I should move onto something else in the sector.
When adding more (approximately 5 to 10% of overall portfolio) to this sector would you recommend an etf or specific stocks?
Any recommendations (Canada, US or Int'l) would be greatly appreciated.
Thanks.
Brian

Q: Hi 5i: Thanks for the recommendations regarding US insurance companies. Unfortunately, your recommendation of Aflac came just before news that some employees were accusing Aflac of some malfeasance, with lawyers now investigating. Such events cannot of course be foreseen. I guess it would be wise to hold off any investment until more info is available. Do you have any updates on this issue yet? Many thanks.