Investment Q&A

Q: What do you think of CYS Investment, a US company. I understand that it is a REIT with a high dividend. What can you tell on this company? How it will be affected by a raise in the interest rate? Do you think that the dividend is safe and do you recommend to buy it for income? Or do you have better suggestions?

Thanks for your great service, Michel

Q: Looking to get some exposure to the US banking sector, one one hand everybody says that bac is a buy trading at less than book value. I also know that Benj Gallander has recommended func many times and he is very good at picking these small cap companies as long as your looking long term. What are your thoughts?

Q: Hi, Could you please provide your opinion on this stock? Thanks

Q: Hi, Im a medium risk. long term hold investor. Can you pick two names of the four provided, for the best balance of risk/growth for the next five years.

Q: Can you comment on Goldman Sachs downgrade of the stock today, and recent insider selling? Would this change your generally positive view of the company?


"We view Nvidia as a high-quality company with best-in-class technology and strong management. However, we believe the market has become complacent about the risk of Intel licensing revenue going away (with few sell-side analysts highlighting licensing in analyst day takeaways)," said Covello.

"Our SanDisk, Qualcomm and pharma case studies suggest stocks see 15%-60% multiple compression going into binary events where licensing/patents are in jeopardy. We believe the near-term catalyst to refocus investor attention on longer-term normalized EPS will be weakness in PC fundamentals (which Nvidia noted it is not seeing at its analyst day). We highlight that business tied to the broader PC ecosystem is 55% of EBIT today, with PC OEMs particularly at risk (15%-20% of EBIT ex. licensing)," continued the analyst.

"We could become more positive if Nvidia were to drive enough scale in new segments to offset the $264 mn in annual licensing profit, though we believe that auto & datacenter are becoming more competitive (and drive <10% of EBIT today)," he added.

Q: Hi Peter & Team: Could I please have your thoughts on yxm now that it has been operating for some time. If positive, would you still consider the unhedged version given the amount the cdn. dollar has already fallen.

Thanks, David

Q: Hello Team, Can I get your thoughts on this company and does it look like this is something worthwhile accumulating. The metrics do not look bad except the debt to equity seems high to me. Its revenue and ebitda have been increasing over the last five yrs. It's paying a small dividend, PE is about 14, roe is about 28, price to cash flow seems a little high. It seems to be gaining market share and getting more revenue streams. Your thoughts please on this company for long term investment 5yr+

Q: Could you provide your opinion on this company? Thanks for your great service.

Q: Hi Peter and Team,

Can you give me your insight on CVS Health Corp for the next 6 to 12 months if the US dollar stays strong against other currencies?

Thanks!
Jim

Q: With lots of bad guys around and government looking for ways to save money. I was wondering if this is a buy. Also, would a corporation like this have better success with rehabilitating criminals. After all, budgets would probably prefer a system that doesn't promote burgeoning prisons, which create heavier tax burdens, and a reformed individual is a potential tax payer as opposed to a tax drain. Also do you find the company expensive?

Q: Hello 5i,
I am preparing for the new upcoming 5i portfolio and would like to find 25 US based stocks, as I like to diversify 50/50. A list of US names would be greatly appreciated, as many as you can comfortably give.
Many Thanks

Q: I am looking to increase my exposure in my registered plan to the US market and in particular to the healthcare sector. I am retired and looking for income and some growth. I am considering Johnson and Johnson. Please provide your thoughts on this company and recommend alternatives if you believe there is a better choice.
Thank you for a great service.
Deborah

Q: The company plans to split into separate companies. Would you buy the stock?
It looks like they are gaining traction. They have been trading in a very tight range.

Q: Would you please give me your views of this stock.

Q: Would you please give me your thoughts on this company.

Q: Hi, I would be grateful for your opinion regarding HP following it's recent correction, and also the upcoming split later this year.

Geoff

Q: Hi Peter and Team,
I bought Gild six month ago, and the stock is not moving.
I am tempted to switch to Biogen as I see it as a better over all alternative in the same sector although it has gone up recently. I noticed that you favor ISIS.
I appreciate your advise.
Raouf

Q: Hello Team, Just wondering your thoughts about a U.S. stock which I have been following in the Information Technology sector. Seagate pays a almost 4% dividend and has been raising it in the past. Also wondering what ETF you would pick in this sector. Thanks again Herb

Q: You spoke favourably on a couple of US stocks recently. CEMP which I am up 25% on (thank you very much), MTSN (Mattson) which I am taking quite the haircut on - what do you see with these two stocks going forward? Also, do you have more momentum stocks similar to CEMP?

Dennis

Q: Your thoughts on Mic Us