Q: NXP took it on the chin today. Down near 20%. What do you think of NXP's prospects going forward?
TIA
TIA
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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: Peter and team,
I like to add a defence stock to my portfolio. What is your prosq and cons on GD.? Do you have one that you prefer? Or can you provide an ETF or two as well? Thanks for your input. Rossana.
I like to add a defence stock to my portfolio. What is your prosq and cons on GD.? Do you have one that you prefer? Or can you provide an ETF or two as well? Thanks for your input. Rossana.
Q: Hello 5i, Can I please get your views on this shipping company. I came across this company when researching oil shipping companies and then noticed Zaks research had a few upgrades, then the ceo was on BNN today. Their fleet of ships is increasing, their eps seems to be growing as is their dividend. I cannot decipher their book value or their debt levels. thanks
Q: Hi team, I recently sold MCD (in an RRSP) after the run up, and am looking to redeploy cash into a blue chip healthcare or pharma stock in the US. I'm looking for reliable dividends with capital appreciation, and planning to hold for three plus years. MRK and PFE are looking like good candidates, do you have any favourite blue chip healthcare stocks that you think would be a better fit?
Thanks, Alex
Thanks, Alex
Q: I have $1,000,000 I want to invest in VFV & VCE and I am wondering what time frame is best to make the investments. Should it be over a 1 month or several months, tax loss selling etc. Would you have any recommendation? Thanks for your great service. Bill
Q: This is a utility and I've heard from some notable investors that this company's management is good at capital allocation. Looking at the past 4 years they are aggressively bought back shares and refinanced their debt. However, at some point earlier this year this company's stock took a nosedive. Can you share with us your opinion on this stock and if this is a good buy?
Q: Hi 5i Research team,
Walgreen’s announced a 100% cash take-over Rite Aid at 9$. The competition Bureau will review the transaction (I am relatively optimistic based on the recent Staples/Office Depot merger; the larger size of CVS; and competition from everywhere else in the US market). The closing is forecasted in the second half of 2016. I am wondering what to do (hold / sell on strength? / sell on strength in 2016).
This investment is outside my RRSP/TFSA: meaning large taxable gain (with only a small capital loss earlier this year to net against). The Federal Liberal may change taxation on capital gains before the closing of the transaction. I am using margin in this account: I pay about 2.75% of interest on the full amount backing RAD shares. RAD.US is currently trading around 8$ early Wednesday morning: therefore there is still about 11% of return to be made by waiting. There is an “opportunity cost” to wait, that could also be an “opportunity profit” of not reinvesting before the Fed make its first interest hike and shake the financial markets. The exchange rate could/will change (difficult to forecast, but my anticipations are: US appreciate versus CAD following a US rate hike in early 2016 => so no hurry here). US funds from this transaction will be immediately converted into CAD cash in my account.
Two US lawyers firm lunched a recourse against the board for accepting an offer that is too low, therefore not in the best interest of the shareholders (is there potential upside here?). Is it possible that Walgreen’s rise its offer without a competing bid? Can you reasonably expect a competing bid? If yes, could you named some potential alternative buyers (Walgreen’s has long been the main potential suspect). And finally, there is always the risk of the transaction not closing.
Am I forgetting something? Based on this picture, what do you recommend? Thank you for your advice, Eric
Walgreen’s announced a 100% cash take-over Rite Aid at 9$. The competition Bureau will review the transaction (I am relatively optimistic based on the recent Staples/Office Depot merger; the larger size of CVS; and competition from everywhere else in the US market). The closing is forecasted in the second half of 2016. I am wondering what to do (hold / sell on strength? / sell on strength in 2016).
This investment is outside my RRSP/TFSA: meaning large taxable gain (with only a small capital loss earlier this year to net against). The Federal Liberal may change taxation on capital gains before the closing of the transaction. I am using margin in this account: I pay about 2.75% of interest on the full amount backing RAD shares. RAD.US is currently trading around 8$ early Wednesday morning: therefore there is still about 11% of return to be made by waiting. There is an “opportunity cost” to wait, that could also be an “opportunity profit” of not reinvesting before the Fed make its first interest hike and shake the financial markets. The exchange rate could/will change (difficult to forecast, but my anticipations are: US appreciate versus CAD following a US rate hike in early 2016 => so no hurry here). US funds from this transaction will be immediately converted into CAD cash in my account.
Two US lawyers firm lunched a recourse against the board for accepting an offer that is too low, therefore not in the best interest of the shareholders (is there potential upside here?). Is it possible that Walgreen’s rise its offer without a competing bid? Can you reasonably expect a competing bid? If yes, could you named some potential alternative buyers (Walgreen’s has long been the main potential suspect). And finally, there is always the risk of the transaction not closing.
Am I forgetting something? Based on this picture, what do you recommend? Thank you for your advice, Eric
Q: Hi Peter et al.,
I have an overweighting in CDN stocks in my RSP/RIF accounts. Where could I find info on CDN companies who derive their sales/profits mostly in the US? Is there an ETF with such a configuration?
Thanks
Derek
I have an overweighting in CDN stocks in my RSP/RIF accounts. Where could I find info on CDN companies who derive their sales/profits mostly in the US? Is there an ETF with such a configuration?
Thanks
Derek
Q: Is this a reasonable partial entry point for a 2-3 year hold ?
Thanks
Thanks
Q: I have been watching the following three L-Brands, Ross Stores, Nike for about a year now,and I can not decide which one to invest in. Therefore, I would like any help you can give me to decide which is the one going forward.
Q: Good morning,
I have been reading many more articles recently regarding the macro trend toward organic and non anti-biotic raised food. Major food chains such as A&W (thanks very much for the investing idea!) and now McDonalds (large restaurant chain in the world) offering meals with non anti-biotically raised animals.
Can you please provide your perspective on this as well as the best way for an individual investor to participate in this macro trend. Please provide best equity or other opportunities in this space either in Canada or in US.
Thanks as always for the independent perspective you provide!
I have been reading many more articles recently regarding the macro trend toward organic and non anti-biotic raised food. Major food chains such as A&W (thanks very much for the investing idea!) and now McDonalds (large restaurant chain in the world) offering meals with non anti-biotically raised animals.
Can you please provide your perspective on this as well as the best way for an individual investor to participate in this macro trend. Please provide best equity or other opportunities in this space either in Canada or in US.
Thanks as always for the independent perspective you provide!
Q: Hi Peter
I'm trying to find an ETF called "ishares trust Shs s&p GSTI technology index fund (IGM)" mentioned in the Globe today (Monday) as an upgrade. The only IGM I found was a financial company. I assume they are not the same company. Are you able to help me? If so, what do you think of this ETF.
many thanks.
Cam
I'm trying to find an ETF called "ishares trust Shs s&p GSTI technology index fund (IGM)" mentioned in the Globe today (Monday) as an upgrade. The only IGM I found was a financial company. I assume they are not the same company. Are you able to help me? If so, what do you think of this ETF.
many thanks.
Cam
Q: Hi, I have owned McGraw Hill on the NYSE in US$ for several years and am hovering around a 300% increase (not including dividends). I'm fine to keep it as a steady-eddy but am thinking of selling half to buy DIS, especially before Star Wars is released in December. What do you make of that plan?
Thanks,
Robert
Thanks,
Robert
Q: I have a large cash position and I am giving consideration to purchasing VCE Vanguard FTSE Canada Index and and VFV Vanguard S&P 500 Index rather than purchasing individual stocks based on the premise that generally indexes outperform managed funds and are less costly to manage. I would buy 60% VFV and 40% VCE. Would appreciate your opinions. With thanks, Bill
Q: Kindermorgan has been very weak as compared to ENB. KMI now yields a;most 7%. Is the market telling something else here about pipelines.
Thx
Thx
Q: What do you think of starbuck at this price. Is it a buy?
thx
thx
Q: Huntsman has cratered from an all-time high of $27 and looks compelling now. Would you buy this stock for a five year period?
Thanks.
Thanks.
Q: (Hot.us/Bep.Un and Bip.un)Three stocks I am considering. What are your thougts? I already own maybe a 2% position on Bep. I don't own any hotel stock. Under infrastructure I already own some WSP and SNC. Thanks for your great advice.
Q: Peter I am under water on this stock
cost 63.312 should I take my loss and move on?
Also I want to invest $10000.00 in my TFSA, I'm thinking of buying Knight Therapeutic GUD. your thoughts please. also open to your suggestion Shirley
cost 63.312 should I take my loss and move on?
Also I want to invest $10000.00 in my TFSA, I'm thinking of buying Knight Therapeutic GUD. your thoughts please. also open to your suggestion Shirley
Q: What is your view on ZUH? Is it and the sector breaking down or just a setback? Would you add to the position.