Q: I have only a small percentage of US securities in my portfolio: MS, CSX, WMB and DFS. I've just heard about ENTG and am considering buying. I know you don't specialize in US stocks, but I'd sure appreciate an opinion if you know the company.Many thanks.
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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: Hi Peter and Team,
What are your thoughts on Valmont Industries. Would you purchase at this level with a one to two years time frame?
Many thanks!
Michel
What are your thoughts on Valmont Industries. Would you purchase at this level with a one to two years time frame?
Many thanks!
Michel
Q: Hi Peter & team
I am trying my best to makes heads OR tails out of the ComCast TWX merger, whether it will or will not receive approval from federal regulators, and what each outcome will mean moving forward.
Presently, I am up over 34% not including an OK dividend. And I think I have an idea what to expect if the merger proceeds... as per one article I read "As part of the deal, Time Warner Cable investors will receive 2.875 of Comcast stock for each of their shares." A nice windfall for sure.
Today one analyst reported the merger has only a 60% chance of approval, and another lowered the odds of the deals approval to 70% from 80%. And ComCast is down 1.53% today on the news.
To be honest I don't think I have a choice but to hang in there as an positive decision (expected summer 2015) is far to juicy if approval is received.
My questions... with your resources what are you hearing and what are your thoughts about this merger' chance of going ahead?
And if it doesn't what do you think that will do to the share price for TWX?
And finally, what would you do in my situation?
As always after renewing my subscription for the first time... thanking you for all you do
Gord
I am trying my best to makes heads OR tails out of the ComCast TWX merger, whether it will or will not receive approval from federal regulators, and what each outcome will mean moving forward.
Presently, I am up over 34% not including an OK dividend. And I think I have an idea what to expect if the merger proceeds... as per one article I read "As part of the deal, Time Warner Cable investors will receive 2.875 of Comcast stock for each of their shares." A nice windfall for sure.
Today one analyst reported the merger has only a 60% chance of approval, and another lowered the odds of the deals approval to 70% from 80%. And ComCast is down 1.53% today on the news.
To be honest I don't think I have a choice but to hang in there as an positive decision (expected summer 2015) is far to juicy if approval is received.
My questions... with your resources what are you hearing and what are your thoughts about this merger' chance of going ahead?
And if it doesn't what do you think that will do to the share price for TWX?
And finally, what would you do in my situation?
As always after renewing my subscription for the first time... thanking you for all you do
Gord
Q: Would FTR be a stock to buy to help build a portfolio. Eddie.
Q: Small holding in taxable acct. Take gain or what & see if any benefit from rumored breakup. What's your outlook for share price generally and if breakup comes to pass? Thx
Q: what is your outlook for whole foods this coming year? thanks.
Q: I would appreciate your thoughts and opinion on this company. Thanks
Q: Could you please explain how the falling C$ may effect this ETF? It was doing well but the last few weeks while the $ fell seriously it has stalled out.Mabe the stocks within it are just treading water ?
Thanks again
Larry
Thanks again
Larry
Q: Could you provide your opinion of this stock and its future prospects in light of the strong returns by the big OEMs in this sector.
Q: I need some agriculture in my portfolio and recently added a small position in Tyson Foods. The etf, MOO.us looks interesting to me as it has the companies I would like to own like Mosaic, POT and Agrium. Is this a good one to own? Is there a similar Canadian ETF which is not strictly Canadian.
Q: Currently, I am holding 3% of healthcare stocks. I would like to increase my holding and buy SLXP. Your comment on this stock is appreciated. Many thanks,
Q: Could you provide any insight into Horizon Pharma HZNP.Q
Q: What is your opinion of the proposed deal
Is actavis a buy?
Is actavis a buy?
Q: In your recent answers to questions you had good things to say about SMCI and NVDA. They look good on my Globe Invest chart. The two I like OPK and MOH (MOLINA) looked good on my Globe Invest chart. Rank them 1-4, as I am looking for growth.
Thank you,
Dennis
Thank you,
Dennis
Q: Hi,
Considering the recent ruling that may allow it to be sued by customers, what do you think of this stock in the next two years? I'm at break even now. I wanted a health care stock but they seem to be taking a rest?
Considering the recent ruling that may allow it to be sued by customers, what do you think of this stock in the next two years? I'm at break even now. I wanted a health care stock but they seem to be taking a rest?
Q: What are your thoughts on LSCC : NASDAQ
Q: What are your thoughts on DRAD : NASDAQ
Q: Hello Team
Could I get your analysis on this company. It seems to be a dominant player in the GPU sector and poised to get stronger as the car industry ramps up more autonomous features in their cars. It pays a small dividend has a pe of approx 28 and had some good results from its last qtr.
Thanks
Could I get your analysis on this company. It seems to be a dominant player in the GPU sector and poised to get stronger as the car industry ramps up more autonomous features in their cars. It pays a small dividend has a pe of approx 28 and had some good results from its last qtr.
Thanks
Q: Sanderson farms (SAFM.us) has been taking a beating for about 2 months, and stocks shorted ,as percentage of float, are sky high. It is hard to see why. (For some bizarre reason, our hospital doesn’t supply Bloomberg terminals in the OR.)
In early December SAFM was selected for the “stock superstar portfolio ” suggested by AAII.com, a service that is generally diligent. AAII selected SAFM when it was trading at US$95 ; its price today is $75. I am tempted to add to my modest position.
I have flipped through various analysts’ reports and found nothing alarming. Most biz reports on SAFM tend to be positive. SAFM is a domestic US entity and is not hostage to Forex fluctuations. Health professional colleagues of mine are not aware of any public health issue or any regulatory problem at this company. I don’t know why there would be so many shorts on this beleaguered little company. If you are able to unravel this mystery and enlighten 5i members , we would be very thankful.
I see no valid reason for such a sharp price decline. But then nothing is obvious to an oblivious one like me.
In early December SAFM was selected for the “stock superstar portfolio ” suggested by AAII.com, a service that is generally diligent. AAII selected SAFM when it was trading at US$95 ; its price today is $75. I am tempted to add to my modest position.
I have flipped through various analysts’ reports and found nothing alarming. Most biz reports on SAFM tend to be positive. SAFM is a domestic US entity and is not hostage to Forex fluctuations. Health professional colleagues of mine are not aware of any public health issue or any regulatory problem at this company. I don’t know why there would be so many shorts on this beleaguered little company. If you are able to unravel this mystery and enlighten 5i members , we would be very thankful.
I see no valid reason for such a sharp price decline. But then nothing is obvious to an oblivious one like me.
Q: Which one of these technology stocks do you feel has the greater opportunity for capital appreciation over the next 3 -6 month period. Could not decide so I chose to purchase shares in both ... Thank you for your valued opinion.