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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: This shipping has been beaten up so BADLY and the yield is so compelling. I know probably shipping companies were suffering from historic low volume of global trade, but what is your guys' thoughts on it. I am more like a conservative income investor, so I think why don't buy a bunch of companies at low prices while gauging 12% a year? Sound like a good idea. Please give me your thoughts. Much appreciated!!! Tao
Read Answer Asked by Tao on March 28, 2016
Q: Hi, if I had to choose between Starbucks and Premium Brand Holdings, which do you think will be better investment for the long term. Thanks.
Read Answer Asked by Shyam on March 23, 2016
Q: Hello 5i team,
If it is in your mandate, I would appreciate some precision on the options strategy that you proposed. I Have been using it and doing quite well. Recently my option for Calm was assigned at $52.50. The price today is about $51.50, or so. I notice that the price swings of Calm can be quite large. So, my question is whether I should wait for one of these swings, letting it go to say, $49 or $48 before buying again and selling an option? or, would I be better to simply buy when the option is assigned and start all over again, not waiting for the fall in price?
thanks
Read Answer Asked by joseph on March 23, 2016
Q: For a diversified portfolio, would you choose DFS or FNV for roughly a three year hold? Thank you again for your careful answers to members' questions.
Read Answer Asked by Elaine or Gerry on March 23, 2016
Q: I would like to purchase an ETF in a high yield bond fund similar to XHY but in US$. What are my options and which one would you recommend?
Read Answer Asked by George on March 23, 2016
Q: I hold JPM and INVN in my US portfolio. INVN has not done much and JPM seems to be too dependent on the Fed.
What is your opinion on these two stocks and would I be better off selling these two and buying GILD.
(also own BRK.B, CVS, INTC, IWO, QQQ, VIG in my US account)

Thanks
Read Answer Asked by Irshad on March 23, 2016
Q: Your thoughts on etsy please.would you buy this or suggest an other stock.
Also I am thinking of adding to SPB.TO ,you think this is a good idea?
Read Answer Asked by Josh on March 23, 2016
Q: Peter and team,

I have holdings largely in line with the balanced equity portfolio. I've been considering adding some US stocks like SBUX, APPL, etc., but I have a question. If one holds the BE portfolio, is there really a need to add more US/global names? It seems the names in the BE portfolio have well diversified earnings sources and do business all over the world. Are we really adding anything with the out-of-Canada stocks?

Thanks
Read Answer Asked by Marc on March 23, 2016
Q: AMGN seems to have a broader range of products on the market than GILD which appears to be hepatitis-c drug weighted, so why is AMGN not the better stock to purchase in your view? Thanks for your take vis-a-vis these two US stocks.
Read Answer Asked by Doug on March 22, 2016
Q: I have 50k in ZDV and 50K in ZPR, now wondering what to do with additional money I want to contribute on a weekly/monthly basis. I am thinking of adding XEI,or ZRE but not sure. I like continuous income that I can re-invest while my underlying security rises. I was also thinking of investing for international diversification but I will not get the dividend tax advantage, so also looking at taxes. I can always continue to add to my existing positions, sitting on the fence not knowing which side to go. Any suggestions for a middle aged man.
Read Answer Asked by Nino on March 22, 2016
Q: Can I get your views on the Linde Equity fund and the Linde Equity Report ( mentioned in the recent issue of Moneysense)
Read Answer Asked by Vineet on March 22, 2016
Q: Good morning 5iteam,

Please provide your valued opinion on this stock. What are the earnings n growth in the next couple of years? Thanks. Rossana.
Read Answer Asked by Rossana on March 22, 2016
Q: Could you have a look at this and offer a comment on the merger price of $13.00 and the current share price of $11.71. With an April 1 closing seems like quick 10% upside.
Read Answer Asked by Lloyd on March 22, 2016
Q: would you buy gild or uhn both of them or neither one?
Read Answer Asked by Gary on March 22, 2016
Q: Two past Seeking Alpha recommendations have shown up on my radar, both of which have been beaten down but seem to be making a comeback. SRPT is in the medical field and is known to fail drug tests. HCLP is indirectly involved with oil fracking in the sand business. Both are moving up fast. Is it worth getting in for a short ride? Thanks, Dennis
Read Answer Asked by Dennis on March 21, 2016
Q: Hi, I was wondering what the analysts’ 3-yr projected revenue and eps increases are for mondelez international. Also, what is your opinion on of this company in a well-diversified portfolio (buy, sell or hold). Thanks. JR
Read Answer Asked by John on March 21, 2016
Q: Hi,
I'd like your input on the fintech sector in general and how you would recommend investing in it. So far I've come across 4 names that seem to get the most attention
paypal, square, betterment and the lending club. Would you recommend any of these and which would rate the highest? Are there any others that rate higher?
Thanks very much,
Dave
Read Answer Asked by David on March 20, 2016
Q: I own a small position in this microcap (1% that has grown to 2%)on Benj Gallanders advice. It has moved up sharply from my purchase price. I am contemplating what to do with it now. Any advice is greatly appreciated.

Thx Blake
Read Answer Asked by blake on March 18, 2016
Q: Good morning. A couple of questions this morning. In regards to the infrastructure that provides drinking water to communities. question 1. What are the names of some go to companies that would provide services required to maintain /upgrade our water systems including testing services of existing facilities/water lines. Question 2. Of these names who do you think would benefit the most from future need to upgrade these facilities
Thank-you. I stop here everyday for updated analyses
Terry
Read Answer Asked by Terry on March 18, 2016