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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: Like everyone else I have to have some US exposure to my portfolio as it is the dominant market. I know you don't deal heavily with US stocks, but you have a lot more access and knowledge than I have. Could you give me a brief opinion of these 5 US stocks. #1 VICM (VIMICRO); #2 - SRPT (SAREPTA); #3 - MOH (MOLINA); #4 SWKS (SKYORKS); #5 SIMO (SILICON). Some I own and some I am considering buying. Thanks for your great service. Dennis
Read Answer Asked by Dennis on October 05, 2015
Q: May I have your thoughts on MYR Group?
Thanks
Read Answer Asked by James on October 05, 2015
Q: Please provide your opinion on if now is a good entry point for Amazon.com and if the future earnings will be supported? Thanks again! Rossana.
Read Answer Asked by Rossana on October 05, 2015
Q: Your opinion of Oracle please, and would you buy this company at this price.
Matter of fact would you be buying any U.S. stocks with our dollar being so low.
Thanks
Read Answer Asked by Gordon on October 05, 2015
Q: Would you please review the key metrics that you use in stock picking for this stock .
Is this a stock that would make any short list of stocks?
It seems to have had a great run.
More upside?
Too late to get in and instead look at other US stocks?
Thanks again.
Read Answer Asked by Donald on October 05, 2015
Q: I asked a question on Wednesday but did not get a response.

Could I have your advise on buying some growth as well as relatively safe US stocks to take advantage of this weak market.

Thanks a lot. I leant a lot from 5i and also other members' comments
Read Answer Asked by Cindy on October 02, 2015
Q: Greetings all! CODI looks pretty good at a PE of 4 and yield of over 8%. Is there any reason you can see for the low valuation?

Read Answer Asked by Rick on October 02, 2015
Q: Dear Peter and team:
Even though the tech sector has also corrected, it appears its gains haven't been completely wiped out.
What ETF would you recommend for one to take a position in NASDAQ. Keep in mind that the CAD is so weak! Do you see NASDAQ losing even more or holding steady in the next year or two. This is for my RRSPs. Time horizon 3 to 5 years.
If you don't recommend any ETFs, can you suggest some tech stocks?
Thanks .
Read Answer Asked by Savalai on October 02, 2015
Q: Hi Guys,

I have owned JNJ for many years and it really has not performed up to my expectations.

Would you sell JNJ today and replace it with UnitedHealth Group (UNH)for a 5 year hold. I require something to stay in the drug/healthcare area of my portfolio.

If yes, could you give me your reasons.

Thanks for the help.

Regards
John
Read Answer Asked by John on October 02, 2015
Q: Hi Peter and Team,

Would like an update on your thoughts towards the progress OPRX has made and also the recent minority stake WPP has taken in OPRX.
Read Answer Asked by Graham on October 01, 2015
Q: Hello,
Can I get your opinion on Tesla? Does the release of the model x present a good buy in opportunity?
Thanks!
Dave
Read Answer Asked by David on October 01, 2015
Q: What are your thoughts on this stock? It seems to be oversold?
Read Answer Asked by mike on September 30, 2015
Q: I go into detail because this Question concerns a larger issue related to cash levels investors should allocate to Reserves. Reserve to take advantage of opportunities in volatile times. I will normally be brief when my words need no explanation , background or context.

National Oilwell Varco (NOV.us), ONE company is 8% of my portfolio. The sector represented 20% before I reduced it to 11%. NOV has lost more than half its value (and 70% of my cost). The over-allocation to NOV was the idea of a former broker . I too am at fault: I compounded the error by not rebalancing sooner. I reduced sector allocation but failed to reduce NOV. And now I try to avert my eyes when I see the loss. Problems get worse when ignored.

I arrive now at the 5i doorstep, to obtain objective comment:
In your opinion , since NOV has fallen off a cliff , does it now represent value such that one should just hold? The dividend is decent (if it is safe ; and I can't use the tax loss)

Context: Many financial commentators advise that investors keep high cash reserves during current volatility so that you’d then be in position to pick up great values when markets over-react on the downside. The advice assumes stocks will continue the recent (and rapid) descent . I had thought major markets in the US, Europe, UK and Canada had now dropped enough such that a high cash reserve was now not crucial. Several experts think otherwise: I am referring here to the opinions of successful , real-world investors. I disregard those drama queens who scream dire warnings, no matter the facts, prospects and real business conditions. I also disregard the idiocy of conmen and bullies ---the O’Leary’s of the world--- and others like the affable but hyper Jim Cramers of the Americas. I disregard the opinions of Dr Marc Faber and others whose purpose seems to be to sell expensive letters that predict the end of the world. Their performance is not unlike results you'd get from a random coin toss [CXO Advisory and other sources have documented the poor track records of many gurus..

My question about freeing up cash (by selling NOV in my case) thus arose after I thought through the concerns well reasoned and articulated by thoughtful , successful advisors.

Notwithstanding recent market corrections, the wiser commentators continue to emphasize the importance of maintaining large cash reserves to take advantage of opportunities in these volatile times if markets descend even further. Unlike the sensationalists, the thoughtful advisors make sense . I have therefore taken seriously their views on ensuring one should today keep cash reserves higher than usual

Do you think I should sell/reduce NOV to add to cash reserves ? Or do you think NOV is now excellent value and is not now the best candidate to jettison if the purpose is just to add to cash reserve?

AO:ls
Champlain NY cc Greensboro NC
Read Answer Asked by Adam on September 30, 2015
Q: could you please comment on your outlook for AIG in the 55$ range here currently -
Read Answer Asked by Kim on September 30, 2015
Q: Why is the stock so weak? Is the dividend safe and is it ok to hold for the long term? Thank you.
Read Answer Asked by Francis on September 29, 2015
Q: Hi Team, I know you don't follow US stocks but can you provide your thoughts on this company and their future prospects?
Read Answer Asked by Todd on September 29, 2015
Q: Good Morning
With a dividend north of 10% is the dividend of KKR about to be cut? At this level is it a hold or sell?What is your opinion of this company going forward?
Thanks
Read Answer Asked by Terry on September 29, 2015
Q: What are your thought on this ETF? Is there a similar ETF but not hedge?
Dolores
Read Answer Asked on September 28, 2015
Q: Good day, may I have your opinion on paragon offshore please?
Thanks
Seamus
Read Answer Asked by Seamus on September 25, 2015
Q: Can I have your opinion on this Chinese online retailer.Also do you think there is much downside risk at this price.
Would you purchase this stock at this price?
Thanks Gord
Read Answer Asked by Gordon on September 25, 2015