Investment Q&A

Q: Hi Peter
I have this company and have made my money on it This rail company will be hit by the reduction of coal .do I sell and go elsewhere ?

Q: I am considering moving some money from an S&P 500 based ETF to a TSX 60 based ETF here now that the resource stocks decline has affected the TSX and made it better value here than the S&P 500. Am I thinking straight or does the momentum of the S&P 500 mean that I should keep my money in it? Diversification is not an issue for me, I am well diversified no matter what I do with this money, I am thinking in terms of timing here. Thanks.

Q: I have some US cash and I would like to earn relatively safe dividend income with it. I have found AT&T but I would like to hear your best ideas please.

Q: Since your mention of Cambrex CBM.US on March 20, 2015, it's gone up 20%, so thanks for that. I see Cambrex is presenting at the Annual Needham Healthcare Conference tomorrow (as of this writing), April 14.

"Needham & Company, LLC is a nationally recognized investment banking and asset management firm focused solely on growth companies and their investors," according to http://www.needhamco.com/Default/AboutUs/Overview.aspx.

What is your experience with the effects of this kind of event? Seems like it would boost investment, but should us retail investors jump on board too and go for the ride? Thank you.

Q: Hi Team, can I have your current view on Gilead? Is it a buy or do you prefer another US large cap company in the same sector. Thanks Rob

Q: Hi Peter & associates:

I own 500 shares of GM in my RRSP, partly to gain some foreign exposure and partly because the dividends aren't subject to U.S. withholding tax within an RRSP. Given the federal government's recent announcement to unload its shares onto the market in order to help it balance the budget, is it a good time to buy more?

Q: Any thoughts on FLR moving forward? Should I be concerned with FX headwinds?

Q: Can I have your opinion on these three? QSR trades on both TSX and US stock exchanges.
Colfax
Restaurant brand int.
Air products

Q: Hey Peter & team,

In my capacity as a UIC at our locale baseball assoc I had the occasion while watching a couple of young umpires, to chat with a dad who... is in a fairly prominent position with EA. He mentioned they have just enjoyed a record best quarter and that their next report (end of April) should be very positive.

Jan 2014 you discussed EA painting a fairly positive picture while admitting you do not follow EA closely enough to be able to discuss their strategy at length. You did say they generate excellent cash flow (which my new friend mentioned as well) and that they have quite a bit of cash on hand.

Stock is up 46% in the past year. Can you tell me what your thoughts on it now, if you feel it is expensive, and if you would recommend it as a buy.

Thanks for all you do

Gord

Q: I hold both of these ETF's. In the same account. I suspect they are essentially quite similar , can you point out differences? Great service as always, we are all appreciative of your guidance.

Q: Todays announcement re disposing off the financial unit, plus buying back shares, plus increasing dividend, coupled with a ten fold increase in the no of shares traded today make a case to buy the stock now. Thinking of selling Bank of America and buying instead GE shares, AS A LONG TERM HOLD. Thanks

Q: Skyworks has been a very clear winner in the last year or so. Is it still a good time to invest now?

Q: Would this be a good stock to add to my portfolio. Eddie.

Q: I have a position in Fuel Cell and it had been declining for awhile. Please give me your opinion on this company and if you see any potential growth in the future. Thanks

Q: Hello 5i
Could you please give me the equivalent fund that trades in US $, as I have the money available already in US $$ and don't want to change it to CAN.
Thanks a million
Rick

Q: Hi Peter

I continue to hold this company . Would you still hold or is it fully valued ?

Candi

Q: Good afternoon,
I would appreciate any views that you may have upon Leucadia National as a potential investment. I am ok with accepting some degree of risk.
Thank you.

Q: I currently own BAE Systems and Orbital ATK inc. I am looking at another defence stock to add to my portfoilio. Which looks best to you, from Rockwell Collins (COL.US), Northrop Grumman (NOC.US) or Precision Castparts (PCP.US)?

The following article in Globe and Mail gives some comparisions:

http://www.theglobeandmail.com/globe-investor/investment-ideas/number-cruncher/looking-for-aerospace-all-stars/article23774321/

Q: INFRASTRUCTURE:
There are noises of increased spending in North America on infrastructure. Could you recommend several STOCK options that have a dividend and growth and THE rational for them. w\would also like an ETF, if there is one, for the above
THANKS
YOSSI

Q: This is fresh off the press: David's Tea (for those that have seen it's growth in the streets of major cities in Canada and select U.S. cities) has filed for an IPO. First question is if you guys are able to go through the IPO Form S-1 filing and if so, what do you guys think of this company coming to the market. I know you guys usually have reservations for any IPO companies, so how does this IPO rank?