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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: Please provide your opinion this US ADR: Barclays preferred share series D. Please comment on the risk of it being called and where you expect the yield to be over the next 12 months.

(I like this ADR because its has great yield; good for US income; and there is no US tax withholding on the dividends.)
Read Answer Asked by patrick on March 31, 2015
Q: Looks like after over a two year wait I finally got my wish. Starbucks has announced a 2:1 stock split. Currently their dividend is 0.32 per quarter. Is it safe to assume that after the split the dividend will only be 0.16 considering that there will be double the shares? I see nothing to indicate that I should sell any of my shares going forward and I am thinking I should continue to hold for another 4-7 years. Compiling all my accounts Starbucks is a 5.86% of everything that I have invested. What are your thoughts on Starbucks going forward

Thanks
Read Answer Asked by Jimmy on March 30, 2015
Q: could you up date . i am thinking of buying yd 12.8% when interest rates go up later this year will the 1/4 to 1/2 cause this price to go down a lot?
Read Answer Asked by brian on March 30, 2015
Q: What is your opinion on Rite Aid as a long term investment 3-5 yrs.Thank's.
Read Answer Asked by glenn on March 30, 2015
Q: I am planning to buy a large oil stock listed in the us that pays a nice dividend.
Which one would be your top pick?
You think the timing is right or should I wait
Read Answer Asked by Josh on March 30, 2015
Q: Hello Team
The $USD has been basically parabolic since July. I would like to hear your opinion regarding (1) The sustainability of such a move. Can the USD go it alone? (2) The effect on the U.S trade deficit. Was it not a strong dollar that contributed to large trade deficits in the past which , in turn, contributed to financial issues in the U.S. (3) The effect on U.S. companies selling abroad. Is it not a drag on their earnings. Is there any evidence of such a drag in the U.S. earnings yet. What do you guys think going forward?

Thank You for your valued opinion

Clarence
Read Answer Asked by Clarence on March 30, 2015
Q: In the US what are the equivalents to GUD, CRH, PLI, MSL, PHM and the like. In other words, if I'm looking to make high risk speculative investments in US pharma/biotech/healthcare stocks, what do you recommend. Your independent and straightforward insight is invaluable. Thank you!
Read Answer Asked by James on March 27, 2015
Q: Hi Team - I've been following this company for the last 6 months. They don't seem to get a lot of attention but have a promising drug/ingredient called NIAGEN which could be a game-changer for the company. It seems the company might turn a profit this year. Could you please comment if a) they would be a buy-out candidate b) Since the ingredients are natural, would many drug companies pay any attention to it?? Thanks for your feedback.
Read Answer Asked by Andrew on March 26, 2015
Q: Hi Peter I know you do not follow US stocks too closely but would you mind giving me an opinion on Alcoa, I am up over 30% but the stock is well of its high of $17 US (presently just over $13) Is it best to cash out and move on or wait. I would have thought that the switch to alloys by Ford should have strengthen the sales but that has not been the case? Thanks for your great service
Read Answer Asked by Terence on March 26, 2015
Q: Are you surprised at the listlessness of High Liner Foods, today, given the Kraft/Heinz deal? Looks like Kraft went from 19x this year's earnings to 26x this years earnings with its move today.

Do you have any insight whats to account for the large estimated eps increase from 2015 to 2016 for High Liner ($1.55 to $1.97)

Thanks.
Read Answer Asked by john on March 25, 2015
Q: Hi
I realize 5i doesn't follow Kraft, but with today's popping news, what advice would you give to owners with a full position? Would you wait it out or cash in on the hype by selling this morning? Would you sell half and let the other half ride it out? Would love to hear how you handle a situation like this. I'm up 10% before the Heinz merger, but it's up another 30% in premarket this morning.
Thank you

Read Answer Asked by Carlo on March 25, 2015
Q: Greetings to all and I hope everyone is well. I am considering Hexcel for a long term hold as I like the sector and carbon fiber demand may increase in the future. Does HXL have a wide moat, or is it easy for other manufactures to produce carbon fiber? It seems expensive, but I think growth prospects are good. Thank you and best wishes to all.
Read Answer Asked by william on March 25, 2015
Q: I have a handful of blue chip (industrial?) U.S. stocks which I'm up 20 to 40%. UTX,GE,AMT,AA,GLW. I would like to think of myself as a long term investor but with all the indicators of rising interest rates and pull backs, should I look at taking some profit here? I'm usually guilty of hanging on too long and not selling. I'd be looking at putting it into what you recommended to Nick for his TFSA on 03/24/15 WSP or STN,XTC, HGC, WCP and / or ATD.B
Thanks
Read Answer Asked by Nick on March 25, 2015
Q: Can u give your opinions on which is better and why or an alternate suggestion ? Can u give an opinion for a 3 year hold . Am I interpreting this correctly as a play on the S+P 500 instead of SPY?
I would prefer to use can dollar to purchase vs US dollar
A past question / answer mentioned Zsp and Zsp.u What is the difference ? Thank you
Read Answer Asked by Indra on March 25, 2015
Q: Hi guys, can you compare HON.us to LLL.us .I would need to sell KKR.us. Does this switch make sense.
Thanks
Jim
Read Answer Asked by jim on March 24, 2015
Q: Hello 5i,

My CAN/US REIT portfolio needs some rebalancing and I'm thinking of buying National Health Investor (NHI)or Health Care REIT (HCN). I already hold HCP(HCP)therefore think NHI is the better choice here. What are your thoughts on this. I like to buy stocks for the long term with stability and some growth in mind, cuts down on maintenance.
Thanks,
Read Answer Asked by Mark on March 24, 2015
Q: What do you think of CYS Investment, a US company. I understand that it is a REIT with a high dividend. What can you tell on this company? How it will be affected by a raise in the interest rate? Do you think that the dividend is safe and do you recommend to buy it for income? Or do you have better suggestions?

Thanks for your great service, Michel
Read Answer Asked by Michel on March 24, 2015
Q: Looking to get some exposure to the US banking sector, one one hand everybody says that bac is a buy trading at less than book value. I also know that Benj Gallander has recommended func many times and he is very good at picking these small cap companies as long as your looking long term. What are your thoughts?
Read Answer Asked by Richard on March 24, 2015
Q: Hi, Could you please provide your opinion on this stock? Thanks
Read Answer Asked by Janice on March 24, 2015