Investment Q&A

Q: August 22/16 ? asked by Rino

The answer noted that TSLA will either work out or not. The why not case is presented in the link below:

http://jeffcnyc.tumblr.com/post/149083643277/ducks

Consider sending this to Rino given the parallels with Northern Telecom.
Publish at your discretion.

Q: Would you kindly share your analysis of Lumentum (LITE) and Viavi (VIAV)? Also, would you own them long term?

Q: Could you please provide your opinion of AMD ( Advanced Micro Devices )Thanx Robbie

Q: Cambrex had good momentum and did very well for a while. Any idea why it turned negative ? Should I hold or sell ?

Thank you very much,

Jacques

Q: Peter and Ryan,
I read recently that you feel the consumer discretionary and consumer staples sectors should be top priorities in a conservative income investor's portfolio. Would you please suggest 3-4 companies in each sector that you currently think would provide well balanced sector representation. Understanding your focus is Canadian companies, if possible, I would appreciate 1-2 American companies be included as well. As always, thanks for your most appreciated guidance.

Q: Hi Team, hope all is good!!

I have been interested in this company for awhile but haven't bought any yet. If you had to buy some stocks at which entry point would you feel comfortable buying?

Thanks. keep up the awesome work!!

Q: Good afternoon

I read an article this morning regarding the continued demand for warehouse space as the growth of ecommerce continues.Can you recommend a few of your best investment ideas right now in how best to play this secular trend in Canada either REIT or non-REIT.I am looking at initiating a position.

Thanks for the outstanding service!!

Q: I hold CEVA with a positive return so far and would like your opinion - should I continue to hold or sell? IDTI hasn't changed much since purchasing it. Hold or sell?

Q: I bought a small position in this company (Twilio - TWLO) a few day ago. Do you have an opinion on it since it started trading?
Thank you.

Q: I am well diversified. I plan to buy either NDAQ,EBIX,or add to the NVDA I already own.I also came across PRTS which looks interesting. Would you please give me your reasons for buying or ignoring these stocks. Many thanks.

Q: In a recent member's question regarding a conservative portfolio construction you said that there are good consumer discretionary companies that are growing income and dividends. Which ones in Canada and the US would you recommend other than the auto related ones? Many thanks for the great service.

Q: It seems that in my question asking you to rank DH, Disney and Cal-Maine, CALM was somehow dropped from what you received. In any event, if you could kindly address CALM in your response. Thank you!

Q: May I please have your current views re Sapiens Int'l. Thank you.

Q: Hello Team, I realize these three are very different companies. But could you please rank these in order for a conservative investor with at least a 5-year time frame to hold the chosen stock? No need to hit homers. A longer-term 5-7% annual return would be just fine! Thank you.

Q: Terraform Power

Q: With the devastating losses I’ve suffered on CXR (-85%) and PHM (-80%) my holdings in the healthcare sector are down to 5%. I was considering purchasing some IBB to bring it up a bit. After my experience with CXR and PHM I’ve become a bit worried about owning individual healthcare names and am now feeling more inclined to want the safety and diversification of an ETF. How do you feel about IBB or do you have any other suggestions? I already own GUD, SIS, and XLV.

Q: Hello 5i,
I try to heed the advice to diversify into U.S. stocks because they have stocks which we just don't have here in Canada. I have been wondering what some of these stocks might be for a fairly conservative, retired investor?

Right now I have the following companies:
3M
Apple
Calmaine foods
Goodyear Tire and Rubber
Conagra Foods
IBM
Pepsico
Proctor and Gamble
Bank of America

I have Calmaine for selling options on and it may go some day. I know that no one likes IBM but i believe it will turn around and pays a good dividend in the mean time.

But, I was wondering what to add or subtract from this list in order to have a well balanced, U.S. portfolio?

I have thought of adding Disney and Johnson and Johnson. I have looked at your suggestions, such as EBIX, NOC, LLL, JPM, GILD and ITRI and they look very interesting but maybe not for a person in my position.

I would certainly appreciate your thoughts on this process.
thanks

Q: Do you prefer Nvidia or Amazon for a 5-year hold?

What are 2 of your favorite US stocks (excluding tech & consumer sectors)?

Thanks

Q: publish if you see fit: companies that have increased their dividend payments for 25+ consecutive years in a row.
3M (MMM)
Abbott Laboratories (ABT)
AbbVie (ABBV)
Aflac (AFL)
Air Products and Chemicals (APD)
Archer-Daniels-Midland (ADM)
AT&T (T)
Automatic Data Processing (ADP)
Becton, Dickinson & Company (BDX)
Brown-Forman (BFB)
Cardinal Health (CAH)
Chevron (CVX)
Chubb (CB)
Cincinnati Financial (CINF)
Cintas (CTAS)
Clorox (CLX)
Coca-Cola (KO)
Colgate-Palmolive (CL)
Consolidated Edison (ED)
CR Bard (BCR)
Dover (DOV)
Ecolab (ECL)
Emerson Electric (EMR)
Exxon Mobil (XOM)
Franklin Resources (BEN)
Genuine Parts Company (GPC)
HCP, Inc. (HCP)
Hormel Foods (HRL)
Illinois Tool Works (ITW)
Johnson & Johnson (JNJ)
Kimberly-Clark (KMB)
Leggett & Platt (LEG)
Lowe’s (LOW)
McCormick & Company (MKC)
McDonald’s (MCD)
Medtronic (MDT)
Nucor (NUE)
Pentair (PNR)
PepsiCo (PEP)
PPG Industries (PPG)
Procter & Gamble (PG)
Sherwin-Williams (SHW)
Sigma Aldrich (SIAL)
S&P Global (SPGI) (formerly McGraw Hill Financial)
Stanley Black & Decker (SWK)
Sysco Foods (SYY)
T. Rowe Price Group (TROW)
Target (TGT)
V.F. Corporation (VFC)
W.W. Grainger (GWW)
Walgreens Boots Alliance (WBA)
Wal-Mart Stores (WMT)
Un fortunately I could not find the same info for Canada... a constant problem

Q: Can you please comment on Macy results. Is it a good buy and dividend safe for long term hold