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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: Peter and His Wonder Team
I realize you do not cover USA stocks! I do not need any in-depth analysis. The stock spiked up 15.7% today and I do not see any announcements. I am wondering if they got a new contract or just because Europe may have better economic growth. Can you see anything on the "wire"?
Thanks for your help...
Dr.Ernest Rivait
Read Answer Asked by Ernest on April 07, 2017
Q: NVIDIA (nvda) has done very well from November to February but seems to have lost its momentum since. My question is which is the next NVIDIA and in which sector of the semiconductors do uou think it is best to focus ? For instance, any of the followings would you consider most promising or too risky and why ? Applied Material (amat), Broadcom (avgo), KLA-Tencor (klac), Lam Research (lrcx), Microchip Tech (mchp), Micron Tech (mu), OCLARO inc (oclr), ON Semiconductor (on), Skyworks Solutions (swks), Taiwan Semiconductor (tsm), Texas Instrument (txn). Or any other you have in mind outside that list ?

Love the way you work, you are most helpful. Thanks.

Jacques
Read Answer Asked by Jacques on April 06, 2017
Q: I currently have ZQQ at a 5% weighting in most of my portfolios and I am considering replacing it with one or two US tech companies. My tech exposure in each portfolio is approximately 20% and I want to maintain that percentage. I have income tax consequences in most portfolios; taking this is account what stocks would you consider to have higher return potential than ZQQ over 5 to 10 years.
Read Answer Asked by stephen on April 05, 2017
Q: I have not tendered my shares as yet. Currently NXPI is trading within 5% of closing price which I would have to wait to year end to see. Should I quibble about this and tender to collect the 5% or just sell outright for the cash on hand? Waiting to date has certainly paid off if I were to buy QCOM shares today with the proceeds but I don't expect any further widening of that spread.

Thanks for the great service!
Read Answer Asked by Gerald on April 05, 2017
Q: I reviewed analyses from investing letters services, including Sabrient, New Constructs and GuruFocus. I also read through materials available from the well known financial sites such as Yahoo Finance and Thompson Reuters. I am used to seeing opinions and projections that cover the spectrum-- from excellent to disaster.

On CBRL.us however it looks like analysts are either at one extreme or the other. CFAs are generally not dumb and the opinions being clustered at the extremes puzzles me. Please give your insight and opinion. Although CBRL would not be a ‘must have’ it was recently added by AAII to its model dividend folio. And, after some back tests I now try to follow its models. AAII also advises members to include all its selections. Notwithstanding that advice , I don’t always add a stock AAII likes if for example I lack confidence in some criteria they used. AAII would not however have been casual about this recent selection

In your response, I am looking more for your insight or substance , with your thoughts and instincts, your opinion or thoughts on the future of the industry, and the prospects for the specific company. Thank you.
Read Answer Asked by Adam on April 05, 2017
Q: For US stock exposure, is it better to hold the CAD or USD version. Does the CAD version have and exchange fees. Does it hedge out currency exposure.
Also as its traded on the TSX, I understand its does not count as a US stock holding so no US estate tax exposure for non-registered accounts. Are there other similar ETF's
Read Answer Asked by Lloyd on April 04, 2017
Q: What are your thoughts on Crown Castle International (CCI in the US) as a long term stable force in a portfolio? I'm looking for stability and some growth in Communications in the US. Would this also double as a REIT?

In terms of its competition, how would you rank CCI against American Tower and SBA Communications? ... and here's the naive part of the question, but ... do these tower companies hold footing in Canada as well, or what would be the equivalent for a Canadian holding?

Thanks!
Read Answer Asked by Sylvia on April 04, 2017
Q: With the trillions of dollars held offshore by US Corporations what would be the impact to European Banks when Trump approves the repatriation of these funds back to USA at a low tax rate. Would monies out of the USA be on deposit or held in government short term investments or US Treasuries. Would there be any negative impact to European Banks or local currencies ie Euro or pound etc when money is brought back to USA ? Bob
Read Answer Asked by bob on April 04, 2017
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