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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: Trinity industries--symbol trn, is getting pounded today, cannot any news, can you help. Dave
Read Answer Asked by david on June 03, 2014
Q: Hi Peter and Team,

What are your thoughts on Winmark Corporation, WINA?
Read Answer Asked by Graham on June 03, 2014
Q: What do you think of CA Inc? It seems to trade at a good multiple, have reasonable debt levels and pays a good dividend. However technically its been looking weak since I bought it and earnings growth seems to be slowing, although this could be temporary problem. Would you regard it as a sell? Are there better places to put my money in the same space?
Read Answer Asked by Andrew on June 02, 2014
Q: Hello 5i!
I would like to get your opinion on Omega Protein Corp (OME:US) on the NYSE. The company trades near book value, a trailing P/E of 8, and appears to be growing quite nicely. Why is this stock so cheap? Would you recommend it for a 6-12 month position?
Thanks
Read Answer Asked by Scott on June 02, 2014
Q: Hi,

What do you think of GoGo at these prices for two year hold?

G
Read Answer Asked by Graeme on May 30, 2014
Q: Please let me have your thoughts on Lockheed Martin Corp. LMT.NYSE.US. The dividend is reasonable, but I don't know whether it is growing and although the share price has moved up in the last year, is it likely to rise going forward?

Learning so much here. Thank you.
Read Answer Asked by John on May 30, 2014
Q: Hi 5i,

What are your thoughts on Ensco (ESV) for growth and income?
Read Answer Asked by Wayne on May 29, 2014
Q: re: 3D Systems DDD

"Yesterday, the company announced that it will offer 5.95 million shares of common stock in a public offering. Furthermore, the underwriter has the option to buy 892,500 additional shares in the 30 days after the offering."

We all know this sector has a future. The market did not like this announcement. Could this move be for acquisition purposes? And if so, what would this mean moving forward? Any other comments are appreciated.

Thanks for all you do

Gord
Read Answer Asked by Gord on May 28, 2014
Q: Hello Peter, Weyerhaeuser, WY-N, is in the process of splitting off it's real estate holdings which are to combine with it's subsidiary Tri Pointe Homes TPH-N. It appears to be a fairly convoluted transaction. From a growth perspective, does it make more sense to convert the WY shares to the ultimate WRECO shares or keep the now less diluted WY shares.
regards
John vanderheyden


Read Answer Asked by John on May 28, 2014
Q: Hi Peter and Team, would you be able to help with Dryships Inc, DRYS, on Nasdaq? I understand it's not your area but any info and opinion you can provide would be greatly appreciated. Your thoughts on its dividend would also help. Thanks!
Read Answer Asked by Hussein on May 28, 2014
Q: Hi Peter and 5iResearch team,
Can you please provide an update on Hewlett, HPQ-N. I would appreciate your analysis on its progress with respect to its turnaround strategy, valuation and would you buy it. It was highly recommended by Lorne Steinberg (?spelling) on BNN this morning. He also highly recommended Cisco, CSCO-O. Do you prefer Cisco over Hewlett at this time, or neither for a LT strategy? Thank you. Linda
Read Answer Asked by Linda on May 27, 2014
Q: Good Morning,
ARCP was recently a topic in Seeking Alpha. Could you please give me your update on this fast growing US Reit.
Thank you,
Rick
Read Answer Asked by Rick on May 26, 2014
Q: It appears to me that Bio-amber BIOA offers a very cost effective means of producing fine chemicals as an alternative to sourcing them from hydrocarbons. Given a long time horizon, say >3 years do you regard this as a good investment?
thanks Lawrence
Read Answer Asked by Lawrence on May 26, 2014
Q: I have made some good money on DDD but could have done well if I had sold it earlier.

I Like the segment and have bought Dassault Systems SP ADR,
DASTY on Pink sheets and am up about 5% in just over as month.
In this weeks Bloomberg magazine near the end is an advertisement article that talks about Dassault but seems to be an advertisement about Autodesk ADSK-Q. I went to their website www.autodesk.com and it appears to be a well run company.

My request is what is your opinion about DDD, DASTY and ADSK-Q

Ernie
Read Answer Asked by Ernest on May 26, 2014
Q: 'Yearning for yield".

Would it be reasonable to consider some of the high quality utilities like FTS, PPL,TRP etc. to be substitutes for fixed income stocks such as GIC's or bond etf's?

A year ago US high income stocks like NLY, HTS, AGNC and MTGE dropped in price significantly and looked scary given the fear (terror) concerning interest rate increases. Given the current set of circumstances, would you be in favor of buying these now with the expectation of modest price increases but 10% plus yields for a 1-2 year hold - or is the risk/ reward still unattractive?

Thank you for all you help.
Read Answer Asked by Donald on May 26, 2014
Q: Peter
I was given some wonderful information on Teva Pharma on a recent trip Could you comment on this stock as I am thinking about taking a small position
Thanks for your great service Paul
Read Answer Asked by Paul on May 23, 2014
Q: Hi,
Automatic Data Processing Inc NASDAQ:ADP -Your assessment please on ADP as a long term holding - mostly as for it's dividend. It appears to be a consistent dividend grower, but are there other US stocks that you would recommend ahead of ADP for a combination of growth and dividend growth/performance. A Report at TD by Thomson Reuters has recommendations varying from Sell to Strong Buy?
Thank you.
Read Answer Asked by Alan on May 22, 2014