Investment Q&A

Q: I was thinking of selling Citi for Wells Fargo??

Q: I've been re-balancing my portfolio over the past 2 months, thank-you for all your guidance.
I need one more stock and then I can sit back and watch my portfolio's performance over 2015. But, I'm stuck on finding that last one stock.
I need a U.S. Industrial stock with a divdend, I'm looking for Income with a 2-3 year timeframe.
I know you don't specialize in the U.S. market and understand if you are unable to answer my question. In that case maybe a member here on this board could throw out a couple of names that I could research on my own.
Thank-you for all your help. And, thank-you to the other members here, your questions and 5i's answers has greatly increased my investing knowledge, I hope my questions have in turn assisted you.
Deb

Q: This company in the media business trades at 7.6 PE and has grown its earnings over the last 3 years . What is your recommendation for this stock. I have no exposure to this part of the market. Wells Fargo has an outperform on the stock.

Q: Good Day
I have been following these assorted leveraged eft's and have considered buying on a dip and holding as a long term strategy.
Would that make sense or should you perhaps buy and sell using the 40 day MA.
Thank you
Randy

Q: I've owned this stock in a LIRA account for a few years and it's done reasonably well but seems to have leveled out over the past year or so. Any thoughts on further growth or should I dump it into something like VUG, Vanguard Growth, or?

Q: I currently have no exposure to the US and am considering purchasing ETF's. What etf's would you recommend to do this and what percentage of a portfolio? Also, is it better to hold in an RRSP or a TFSA account. Thank you. Clare

Q: Hello: I'm wondering what you can tell me about Emerson Electric. It's prospects for the next year or two? Thanks

Q: Could you please tell me what you see when you 'screen' MTGE? When I look at the fundamental data and ratios on the TD Direct Markets & Research screen, they seem fine. I'm no pro, so am I missing something here? 14% yield. 84% payout ratio. $1B market cap. Besides using a service such as 5i, what else can a retail investor do to determine if a stock is "decent" or "junk".
Thank you

Q: I have a comment and question. Comment: I appreciated hearing 5i recommending the purchase of Enbridge ENB for a U.S. investment. I don't feel confident about any company in the way I feel confident about the top 5i recommendations. Canadian-based companies that I believe are viewed highly by 5i and that trade on the U.S. exchanges include OTC, STN, BAM, BEP, ENB, FSV, BNS, SLF, GIL, Telus, DSG, Goldcorp, and more. A list can be found at http://www.superstockpicker.com/canadian_US_stock_symbols.html

Question: The one U.S. company I feel a personal connection with is Macerich MAC, as I knew the founder and remember in the early 80s when he was complaining that Wall Street gave him no respect! That's since changed. But I knew he was a good guy and I feel confident about the culture of the company. They own shopping centers. Do you have a comment on MAC? Thank you.

Q: I am still deliberating on which US tech stock to buy with some recently released funds (2.5% of portfolio). I have been passively following all those stocks listed below and recognize that we may be looking at apples and oranges, but I am assuming that if the Tech sector is improving, they should all benefit. Would you please give your ratings on the following stocks and prime reason for your preference:
Arm Holdings PLC ARMH.US
Adobe Systems ADBE.US
Apple Inc. AAPL.US
Cisco Systems CSCO.US
SanDisk Corp SNDK.US
Seagate Tech. STX.US
Western Digital WDC.US

Thanks for your help.

Q: I have some US dollars to invest. What do you think of the growth prospects for this company. I see a trailing PE of 18 times and a forward PE of less than 9. Or is there something else you like better.
As always thanks for your help.

Q: Hi 5i,

We hold the following ETF's with their portfolio weightings and MER's. All are held within RRSP's. My question is: Since these 5 ETF's all have MER's in excess of the 0.50% mentioned in a response to a previous post, should I switch to a lower-cost alternative and, if so, what would you recommend? All are Canadian Hedged and all are iShares offerings. The goal was to achieve geographic diversification across both bonds and equities.

CUD U.S. Dividend Growers Index ETF MER 0.65% Port. weighting 4.76%
CWO Emerging Markets fundamental Index Common MER 0.70% 4.78%
CYH Global Monthly Dividend Index MER 0.66% 4.91%
XEB JP Morgan USD Emerging Markets Bond Index MER 0.73% 4.79%
XHY U.S. High Yield Bond Index MER 0.62% 4.89%

Thanks!!
Cheers,
Mike

Q: to a members question on a good u.s. stock you came up with mattson technology with the cavaet that you do not know management the way you do with amaya and sylogist.
my question is of all the u.s. stocks why this one and why did it come to your attention.and i have to admit it looks good. i will take a position tomorrow. dave

Q: Keep up the great work.
Quite a while ago you gave me 2 names AYA and SYZ, both did very well as you know,(although SYZ is off lately)

Could you please give me just one U.S. stock the might replicate either of the above - preferably AYA.

This is not part of my well balanced portfolio its just a bit of US cash I need to do better on than where it currently sits, this can be more of a high risk name.

Q: Has your opinion on Garmin changed since your Nov. 20 comment?

Q: Hello Peter and Team.
Could You give me your recommendation and overall picture of this company.
Johann

Q: Just wondering if I should hold Vee, fez, and vxus inside a registered or non registered account. I thought I read somewhere that if held in a registered account, the withholding tax of 15% would apply (unlike us equities in a registered account), and there is no way to recoupe since it is in a registered account. What are your thoughts on this?
Thanks again for the great service.

Q: I own some stocks and ETF's in U.S. dollars. Are there any reasonable methods the retail investor can use to insure himself from a possible decline in the value of the U.S. dollar. This may involve options, hedging or possibly an ETF that tracks the U.S. dollar or other suggestions ?

Many Thanks

Paul

Q: Good Morning, Peter and Team,
I have ventured into the US with MU and GILD. MU lost its contract bid to Samsung recently to provide chips for Apple. GILD is facing more competition for its HIV drug than anticipated. Both stocks are still slightly up but the profit has declined over the past week or so.
In October, you stated that MU runs quickly when it hits a downturn. I am torn about selling on the news for these two companies, and would appreciate your advice on whether to hold or sell right now.
Thank you.
Gail

Q: What is your evaluation of this company ? In your estimation would it be a buy at this time. Thanks