Investment Q&A

Q: I hold CVS in my wifes RRSP account for US$ exposure. Would you suggest AET might be a better choice? Or some other alternative to get US exposure in the healthcare field?

Q: In view of the PROBABLE acquisition by AT&T (T.us) of Time Warner, would AT&T now appear more pretty in your eyes now than it seems to have been in the past? (I am unable to see some past responses) . OR do you believe that political and regulatory uncertainty over the AT&T proposal is such that T.us is still not attractive enough to hold, notwithstanding the Time Warner possibility. AT&T's attractive dividend is all very well but not if growth is unlikley.

I have both Vodafone VOD.us and AT&T (T.us) in a registered account. VOD gives me Europe and India exposure. VOD has also been strong past couple of days, but I am not clear why.
Given my comments above , which one (IF ANY) would you sell and PLEASE your reasoning would be greatly appreciated. Thanks


PS: Previously on your site there was a link to questions one has asked oneself. Is that feature still available? Not critical for me, but was handy when I didn’t get émail that my question had been answered.

Q: Hi 5i Team.
Please recommend your best non-tech US growth stocks.
Thanks for your time.

Q: Hi, I am coming to you after reading Market Masters. Thank you for your trustworthy work and this wonderful website. I have some US funds, and am looking at two stocks: Sociedad Quimica Y Minera De Chile SA ADR  (SQM) and Aerojet Rocketdyne Holdings Inc  (AJRD). Specifically, I am looking for something that has a lot of room to grow, but as always, want to consider safety first! Thank you for any input!

Q: What is the payout ratio for this company? Sustainable? Thanks.

Q: Hi team,

Just wanted to ask what you think about the earning release yesterday. Do you think ESLT still has the torque for a similar growth in the future as it has been enjoyed in the past or would it go sideways for while. The stock is down about 8% from its high of 153$. Would you suggest something better?
Have a wonderful day while trying to help us all out!

Q: Peter and His Wonder Team
In terms of valuation, fundamentals and major corporate surgery at GE I am trying to measure risk vs reward. As a contrarian play what do you think would be a reasonable entry point... $17...$16...$15? Thanks!
Dr.Ernest Rivait

Q: Can you provide your insite into this deal? Should I sell my shares OR are there more possibilities in your opinion. I realize that it is US but your opinion is appreciated! Thanks, James

Q: My allocation to US financials is higher than I had planned at approximately 26 to 28%. I do not HAVE to sell, not having strong ideas where to redeploy. However, subject to your input, I thought it might be prudent to sell or trim. (Selling or trimming would also provide cash reserve in case markets faint-- although 'gathering' dry powder is often counter productive). I ask your input, with reasons, on which of the following financials you would trim or let go entirely:
- WFC ; KIE (US insurance ETF) ; Lloyds Bank London (the ADR listed as LYG)
- KKR; BX (Blackstone)

I read various reports and did research. I didn’t find THAT much that I didn't like in the above. I am hoping you can tell me which ones are likely to show least total return, and why. I’d be grateful for your suggestions supported by your reasoning and any other thoughts you have. Many thanks

Q: I hold several oil and gas exploration & production (E&P) companies. On every one of them I have significant losses, as many people do. I also have two oil refiners: VLO and MPC. I am shocked to see capital gains on both. Do oil refiners not move down when oil prices go down? I didn't see CONSISTENT correlation so I suspect I may be doing something wrong. Thus I seek your insight and deep, deep thoughts. Are both these companies just refineries? Or do they have some exploration and production in their operations ?
Would you continue to hold MPC and VLO ? If you wanted to realize cash for deployment elsewhere, which one (IF ANY) would you sell-- and WHY please.
Thank you

Q: Hi 5i,
re: Autoliv (ALV)

Can you give me your thoughts on this company and valuation? As a play in the autonomous driving cars?

Thanks!

Q: Hi: Kroger was a top pick on BNN recently. It seems to have taken a few knocks over the last year that have lowered the P/E. Do you have an opinion as to its prospects over the next year or so? I know you don't focus on US stocks, but I'd value any insights you may have.

Q: I recently asked a question regarding VIG. 5I approved but pointed out that SPY had returned 2% better over the last five years. With VIG yielding 2% and SPY yielding 1.85% what is the case for buying VIG over SPY ?

Q: Hi Team,
Would you consider either one of these company overvalued or investable?
Thank you!

Q: GWRE and Box are 2 tech stocks that I have been watching closely as potential adds to my portfolio for growth and was hoping for your input on both names please. Thanks

Q: Hi 5i,
My NVDA has doubled since buying ealier this year (thanks!). Do you think I should sell half to buy some INTC now that they are getting into the GPU market as well? (I also hold TXN, PHO in the chip space and many other tech names so am quite diversified). I am just wondering if INTC might have better growth rates than NVDA or if NVDA is a bit priced to perfection right now.

Thanks!

Q: WHY DO THESE HIGH PRICED STOCKS NOT SPLIT --WOULD IT NOT ALLOW THE SMALL RETAIL INVESTOR TO PARTICIPATE ?
THANKS
DON

Q: A while ago you had an article on various pair trades. One of them was short MAT and go long TOY. I was already long TOY so added MAT as a short as I wanted to add a little downside protection to an otherwise balanced portfolio. It was working for a while until the merger/takeover talk. Should I cover my short on MAT, or wait to see if the deal goes through? Do you see MAT raising further in price if the deal goes through?

Q: Would you consider this to be a potential momentum stock?

Q: Hello Gents, is GE worth a look at these levels? And what are your thoughts on the new Stelco? thank you, cp.