Investment Q&A

Q: I am interested in your views on CALM. I see the last question came in 2012 and the stock has tripled since.
Seems to be a very stable business (with a bit of a volatile stock)
Thanks!

Q: I hold some XHY in my margin and TFSA. The Canadian dollar has come down since I purchased about 2 months ago. The prediction is for a lower dollar. How risky is this downward slide , should I sell now? I just bought for the increased yield.Thank you,Phyl

Q: Could you please provide your comments and future prospects of this company.
Thanks

Q: Hi 5i,

I have held ZWA in our RRIF,s for income for a couple of years. Recently added some ZWH which has a higher yield. Both are doing fine. What would you think of using just ZWH for the higher yield? These ETF,s do not represent total US exposure. Most US is held in other accounts.
Best regards, and thanks for your service.
Ted

Q: I am sitting on some US Dollars in a cash account and am putting together a small portfolio of USD dividend paying stocks that are also quite stable i.e lower downside risk, not likely to go out of business. So, essentially long term holds.

This portfolio already includes US listings like Apple and RAI. Most of the other stocks that I am considering, know best and am comfortable with are Canadian companies that also have US listings. Examples would be BCE,Telus,TRP, BNS,TD, ENB etc

My question is: does this make sense? Are there any guidelines to follow when making this kind of a decision?

Most of the stocks under consideration are already in my CAD portfolio. This would be a matter of increasing my weightings which would still be at acceptable levels.

I also see this as a relatively "safe" way to build up a cash reserve of US dollars via the dividends.

Any help you can provide to help me work through this process will be greatly appreciated.

Thank you.

Q: i have been contemplating buying some shares on its recent sell off...can you comment on its investment merits at this time , please and thank you ...i can appreciate your limited coverage of US stocks

Q: Seems to me with the downward spiral of big box stores and the rise of internet shopping at places like Amazon, doesn't it seem logical that UPS should benefit long term from this trend? How do you feel about this particular stock and do you have any other favourites in the sector?

Thanks,
Charlie

Q: Can I get your opinion on SMCI.US, is it buy at this level?
Thank you.

Milan

Q: Would you please review the key metrics for VGR and let me know what you think of this company as a reliable source of income and some growth. Would VGR be impacted significantly by interest rate increases?

Thanks.

Q: I am thinking of averaging down on this U.S. company. Should I wait until tax loss season is over and is this a good safe stock for a long term hold?
thanks

Q: I am looking at losers in my US portfolio for tax loss selling. Considering building cash to buy Cal-Maine Foods, Visa and Pepsico. Which of the following stocks would you consider candidates, out of Polaris, Sodastream and Bed Bath & Beyond? The stocks all seem to have good fundamentals especially BBBY (as you remarked in an earlier question from January 2014). Would you endorse the switch?

Q: Hello Peter & Team, in your response to a recent question about Merck versus BMY, you refer to the Valuation of Merck. What does Valuation mean? How do you define Valuation? You say that MRK valuation is about half the valuation of BMY, and has much more debt than BMY. Still, you prefer Merck. Thanks, Gervais

Q: Hi
Do you have any idea why Face book is coming down. And even VISA seems to have that tendency?
Margita

Q: What do you think of this company ? Would it be an A,B,C on your scale?
Thank you, Nancy

Q: SunEdison has a strong move today... What is opinion on SUNE?
Thanks

Q: All the technical analysis I have seen lately on NXPI has been bearish yet it is suddenly up 7% today. Any idea why that is?

Q: I have been following WP Glimcher since it got a positive mention in Barron's. My main concern is their high level of debt. Your thoughts would be welcomed.

Q: Hello team, Just to clarify....Kerri asked today (24 Nov) about your 5 picks in US market and you mentioned OSIS. You have, in the past, mentioned ISIS and was wondering if you meant ISIS instead of OSIS.
Thank you,
Silvia

Q: Hello 5i Team,

I hold BMY with a very nice dividend/gain, but notice that you seem to favour MRK. May I have your comparison of the two companies? I'm thinking of switching some money from BMY to MRK..... or maybe putting it all on NVO?

Thank you again for all your advice.

Thank you again for the advice.

Q: nothwithstanding the valuation difficulties ....given the dominance of amazon ...marketplace,prime,AWS ......CAN YOU COMMENT HOW ANYONE ELSE CAN REASONABLY COMPETE??