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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: I would appreciate your comments on the stock Manchester United, a US listed stock that is currently around $15.50.This is a very popular Barclay's soccer team & its televised games are some of the most popular in the world. As always thanks for your help & advice
Read Answer Asked by Dave on January 13, 2015
Q: I already own J&J & WAG in my USD portfolio. I was thinking of adding this one because it has been beaten up-however: really high debt.low EPS & CF & pay-out ratio -but has a high ROE of 76%-none of this adds up to me? Comments please on sustainability of dividend. Just did as deal with Novartis.
Read Answer Asked by James on January 13, 2015
Q: Hello 5i team

WFC reports later this week. Do you any idea what we can expect and what effect this report may have on share value?

Thanks for all you do

Gord
Read Answer Asked by Gord on January 13, 2015
Q: Hello Peter
Happy New Year .
How would you play this huge drop in oil prices of late .Which stock will benefit from the low oil prices ? Is there a ETF that tracks the air line stocks or what is your recommendation to benefit from these admormal oil prices ? How would you position your self from this oil price drop ?
Kindest Regards
Claudio
Read Answer Asked by claudio on January 12, 2015
Q: Hi to All!! A quick question. What are your thoughts on adding ROC (Rockwood Holdings) to a Growth/Divivdend portfolio. It was mentioned that this is good exposure to Lithium, which inturn, will be used in increasing quantities in the auto industry. Thanks, Tamara
Read Answer Asked by Tamara on January 12, 2015
Q: I have held STZ for over a year and the return is good, it has moved appreciably since the latest earnings. The question is, I (and probably many others) do quite well at buying stocks, but often miss the signal of when to sell stocks. I know you believe in holding as long as things are going well, but still I have found in my experience that stocks often fall dramatically and give up much of their gains when things go poorly and often there is no warning. For e.g. I owned SYNA saw it go from $50 up to $90 and then drop back almost to the starting point. I would like to have a better way to judge when to sell a stock, or am I asking the impossible. I do apply technical analysis to my stocks as well, maybe I am expecting too much. So if you owned STZ would you continue to hold for the long term, seems no reason to sell and beer sales are up and with summer coming that should continue to bode well or do I look at it and say I have made 30% sell. What are your thoughts or suggestions. Thanks very much.
Read Answer Asked by Maureen on January 12, 2015
Q: Interested in a time frame of 12 months Your thoughts

Great service ---Thank you



Read Answer Asked by Dr. Donald on January 09, 2015
Q: I inherited this company as a spin off quite some years ago. I still hold it in a DRIP. I would like to now what you think of this company and it's prospects.
Read Answer Asked by Gordon on January 09, 2015
Q: Hi,
I currently have no healthcare exposure. I would to allocate 10% of my portfolio to healthcare. My question is would you put together your own mini etf of Canadian companies or purchase an etf like IBB? I was leaning towards my own. What companies would you suggest to construct my own. A mix of large and small companies would be great.
Thanks for the help,
Luke
Read Answer Asked by luke on January 09, 2015
Q: To increase my US exposure rather than selecting specific stocks and not risking dollar price exposure I was considering purchasing the Dow30 index.
Would this be an appropriate fund or are there any others that you would suggest?

Thank you,

Bob
Read Answer Asked by Robert on January 08, 2015
Q: Hello Peter

Currently my portfolio has 11 Canadian companies :CSU,AYA,ESL,DHX.b,CCL.b,MG,IPL,RY,SJ,BYD.un,ATD.b .I want to duplicate each of them in the USA companies within similar sector/industry and pretty the same performance.
I know it is not easy, please help me if you can to provide me with the tickers of the USA similar companies.

Thanks Andrew B.
Read Answer Asked by Andrzej on January 08, 2015
Q: What are your thoughts on this company? I have a small speculative position in a USD SDRSP account. Any better alternatives in the same space?
Thanks for all your help.
Read Answer Asked by Gregory on January 08, 2015
Q: FCX, with a P/E of 10.8 and a dividend of 5.55% seems an obvious buy (all else remaining equal) though despite a relatively high payout ratio (84%). Would this be your favoured blue chip in this sector?
Read Answer Asked by David on January 07, 2015
Q: I am looking for a couple of US small cap stocks with good growth potential. Any suggestions? Thanks
Read Answer Asked by Bruce on January 07, 2015
Q: Hi 5i I'm looking at buying a U.S. financial..What would your preference be Prudential ( PRU ) or one of the U.S. major banks.
Thx Gerry
Read Answer Asked by Gerry on January 07, 2015
Q: Happy New year to Peter and the rest of the 5i team

Yet another question on a U$ equity which I know is always "a little" out of bounds but... this is a very large cap company that has some significant upside from what I can see. Yet it continues to go down reaching it's lowest point today since Nov 2012.

7X 2015 projected EPS, 25% increase in backlog, Q3 GM up Q over Q, and an expectation of a considerable increase in revenue moving forward.

What am I missing here?

Thanks for all you do

Gord



Read Answer Asked by Gord on January 07, 2015
Q: I own Genworth Financial (GNW.US) in TFSA account, and it reported very poor earning last quarter and its cash reserve has been down unexpected significantly. Genworth is scheduled to report in February, and I am afraid it will be another disappointing quarter. Since I can't claim it as capital loss, do you think I should cut my loss to move on other companies or wait for its turn around? I like Starbucks and Michael Kors quite a lot; however, Starbucks valuation is very high, and Michael Kors has just been downgraded by Credit Suisse today.Does it make sense for me to switch from Genworth to Starbucks or Michael Kors at this time? Thanks for your great tips always!
Read Answer Asked by Rebecca on January 07, 2015
Q: Hello 5i,
Do you have any idea what's happening with Trinity? The last couple of days have been disastrous. The stock dropped 8% on no news...? What are your thoughts on this stock considering 2-3 years horizon? Buy, sell, or hold?
Thanks.
Read Answer Asked by Michael on January 06, 2015
Q: Could I have your opinion of PLUG now that it has declined a fair amount since your last report. It signed a new contract today. Do you see much growth in the future? Thanks
Read Answer Asked by Bruce on January 06, 2015
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