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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: Do you follow this company? I am more than a little perplexed at the reaction to the most recent earnings. Any thoughts? Thank-you
Read Answer Asked by Alex on January 06, 2016
Q: Could I please have your comments on ATVI.us. Could you give me their cash position, insider ownership and outlook going forward. Is it a buy at current price. Thanks
Read Answer Asked by Bruce on January 06, 2016
Q: Hi, do you still like the potential of UTX.US after the announcement today on taking a $900M charge. Some analysts seem to think this will reduce growth for the next couple of years and it was downgraded by one today.
Read Answer Asked by Kel on January 06, 2016
Q: I have a large investment in Apple.Assuming the lower sales estimates for Apple products to be true, would you recommend paring the amount when the stock price is plummeting?
Read Answer Asked by hal on January 06, 2016
Q: 2 questions:

I have done very well with ABBV, but wonder how much of an impact is likely when Humira comes off patent in 2016. Have you heard of any company plans that would offset the loss? Do you have a hold or sell suggestion?

How much and what kind of a difference is VEF’s transition from the FTSE Developed ex North America Hedged CAD Index to the FTSE Developed All Cap ex US Hedged to CAD Index? How is it likely to affect my returns?
Read Answer Asked by Blanche on January 06, 2016
Q: Hello Team! I purchased this insurance company in anticipation of rising rates in the US. It was doing very nicely until it fell prey to a short seller attack. It is now down 10% from my original purchase price. Do you have any insights into this company. Thank you, Jen
Read Answer Asked by Jen on January 06, 2016
Q: Disney appears to be trending down. May I please have your longer term (2 - 5 year) opinion of Disney.
With appreciation!!
Ed
Read Answer Asked by Ed on January 06, 2016
Q: Peter, can you provide the name of some US securities which can be used to set up a US income portfolio with call options (as per your article in the Canadian money saver)
Read Answer Asked by Vineet on January 06, 2016
Q: How do you feel about adding priceline as a long term hold today in a diverse US portfolio?

Thank you
Read Answer Asked by jessie on January 06, 2016
Q: IOWN THIS IN A RRSP AND WAS THINKING OF SELLING AND MOVING THE MONEY TO THE OTHER ETF ZUB WHICH IS HEDGED OR DOES THE US DOLLAR STILL KEEP GOING UP. ANOTHER POSSABILITY WOULD BE TRICON (TCN). THANKS
Read Answer Asked by John on January 05, 2016
Q: Thoughts on currency hedging these days?

http://canadiancouchpotato.com/2015/02/04/stepping-back-from-the-hedge/

"McCreath sees the supply of oil as being the key determinant as to whether the Canadian loonie hits US$0.65, taking stocks down with it, or a perceived recovery of oil prices into 2017 enables Canada to outperform." Your thoughts and to What CDN companies do you like most that are US currency friendly? I will find it even harder to invest in good US stocks for 2016 (i.e. Disney, Costco, Monster Bev etc) since we'll lose out on the currency rate this year.
Read Answer Asked by Michael on January 05, 2016
Q: Happy new year 5i Team. I see that you have answered question on chipotle back in November 2013. What is your outlook of the company at this current situation? Is the price reduction due to the current E-coli outbreak overdone? Can you also share your views on the company financials like debit, eps growth, share count and P/E and its comparison with its peers?What is your opinion on the management team? Do you consider this stock as Buy at this levels for a medium risk investor with a 2+year hold? Thank you for the great service.
Read Answer Asked by Vinod on January 05, 2016
Q: As always, I would value any comments on AL. Tx. Austin
Read Answer Asked by Austin on January 05, 2016
Q: Happy New Year to all. Could have your opinion of the merger of agn and pfe. and a 1 year outlook for agn.
Read Answer Asked by kenneth on January 04, 2016
Q: Between gbdc.us and fig.us which company has better potential for growth?
Thanks.
Read Answer Asked by Alberto on January 04, 2016
Q: Happy new year.
What are your thoughts on this company. Is it a viable investment for the long term?
Read Answer Asked by Alberto on January 04, 2016
Q: For 2015 it was most beneficial to be invested outside Canada. I calculate the cost of the Euro rose 6%, the Pound 12% and the U.S. dollar 13%.These are major changes. There seems to be a rush for investors to invest even more outside of Canada. In my mind if I look at a U.S. non hedged etf or mutual fund I would need to subtract 13% fx change off the posted return to get a pure equity, apples to apples comparison. Keeping in mind trying to play the fx guessing game is pointless, do you see a real danger in loading up on foreign equities after such quick and substantial devaluation of the Canadian dollar. When the Canadian dollar does turn around there will be significant drag on the non hedged returns.

Paul
Read Answer Asked by paul on January 04, 2016
Q: what is your appraisal for Microsoft. short and long term. thanks
Read Answer Asked by chet on January 04, 2016
Q: My strategy for TFSA's differs from most because of age and income needs. Would you consider CYH to be a good choice for a monthly income or would you have a better choice. Thanks for guiding us through the most difficult of years (2015) and good investing to all 5i members and staff in 2016.
Read Answer Asked by Alan on January 04, 2016
Q: What are the prospects for a stock like NAT-N given the negative sentiments towards crude oil. Also their current ROE does not looks so good. My goal for any stock I buy is for a 15-20% ROE.......not always possible of course.

Many thanks and wish one and all a very safe and happy New Year. Helen
Read Answer Asked by Helen on January 04, 2016
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