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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: re: the Canadian Dollar & Gap Inc

another US equity... I am beginning to focus more on US Markets with signs the US economy is starting to move which should lower the Canadian dollar. Am I right or wrong in this assessment?

Also, GAP (what is 5i symbol plz) which has a good Div, not great, is not far off it's a 52 week low. Do you have any comments on this equity in the coming 6 months - yr.

Thanks for all you do, appreciate your time

Gord

Read Answer Asked by Gord on May 05, 2014
Q: (FRAN) Can you please tell me what the 5i symbol for Francesca' Holdings Corp is please? And if we haven't covered it because of it's US placement, do you have any comments?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 05, 2014
Q: COH - Coach

Read your Jan 20 comment ($52.56) "At 15 times' earnings we would view Coach as just 'ok' right now."

Market Call recently had a guest place COH as a Top Pick. In the past week it has seen a 14% drop.

Can you please comment on any speculation as to the reason for this big fall and what you see moving forward in the next 6 months - a yr?

Thanks for all you do

Gord
Read Answer Asked by Gord on May 05, 2014
Q: Hi 5i,

I understand you don't really follow many US stocks, but I do value your opinions.

I currently hold the following US traded stocks in my RRSP: DD, GE, INTC, JNJ, PG, TWX. Would you consider these long term (5+ years) holds? Would you trim any of these?

I am considering adding 2-3 new US positions. Do you have any recommendations considering my current mix? (I've been considering DEO, UL, WAG, WFC. Not sure if these are good or not or others would be better).

Thanks in advance!
Read Answer Asked by Wayne on May 05, 2014
Q: I was hoping to get your opinion on Oaktree Capital (OAK). Do current fundamentals look attractive? I was looking at this for its dividend (is it safe) and for its potential to outperform and act as a hedge if/when the market takes a downturn. Thanks
Read Answer Asked by Clinton on May 05, 2014
Q: Tetratech(TTEK) dropped quite a bit Friday after announcing what I thought was better earnings and starting up a quarterly dividend.Your thoughts please on the future?Thanks
Read Answer Asked by Don on May 05, 2014
Q: re: NOC - Northrop Grumman

I know we aren't necessarily covering US equities at length quite yet. "Greenblats Magic Formula" (John Greenblatt) which according to "Seeking Alpha" has had very good success in finding equities with a high ratio of profits to value has consistently identified names which have vastly outperformed the broad market.

NOC which pays an excellent dividend is one of their top names.

Do you have an opinion on NOC?

Thanks for all you do

gm


Read Answer Asked by Gord on May 05, 2014
Q: Hi Peter and team,
Please advise your thoughts on Canadian Solar Inc (CSIQ) there was positive talk about this when I bought in and it is presently
down 23%. Its a very small part of the portfolio but should one hold out or just sell and move on? Any suggestion as a replacement.
Read Answer Asked by Peter on May 05, 2014
Q: Any comments on these puppies?

LeapFrog Enterprises Inc. (LF) -NYSE
Gilead Sciences Inc. (GILD) -NasdaqGS
iShares MSCI Italy Capped (EWI) -NYSEArca
iShares MSCI Frontier 100 (FM) -NYSEArca
iShares MSCI Singapore (EWS) -NYSEArca
iShares Oil Sands Sector Common (CLO.TO) -Toronto
Vanguard Energy ETF (VDE) -NYSEArca
Central Fund of Canada Limited (CEF-A.TO) -Toronto

By no means a full portfolio - the ones I'm looking for input on
Read Answer Asked by Jeremy on May 02, 2014
Q: re: CSX

Have a 4% weighting in portfolio.

Accident yesterday comes at a poor time as Virginia was in the process of reviewing "oil by Rail" with an attitude towards preferring pipeline over rail. This is only going to further the pipeline argument.

Can you provide any insight into how this might effect CSX moving forward?

Thanks for all you do

Gord

Read Answer Asked by Gord on May 02, 2014
Q: Hi 5I Team,
Panera Bread is a very popular restaurant chain in the US. My wife and I have enjoyed the food there and noticed how busy it is. It recently had quite a drop in share price. What are your thoughts on taking a small position in this Company. Thanks as always.
Read Answer Asked by gord on May 01, 2014
Q: Hi 5i Team,

I plan to establish a long term holding position for NYSE:SCI for the uniqueness of its business, its leading market position as well as relative high barrier. But, I have a little concern about its high P/E and debt ratio.

Looking for your valuable comments.

Thanks a lot.
Read Answer Asked by Eric on April 30, 2014
Q: Hi there
With the recent pullback in BX (Blackstone Group) do you think this is a good entry point for a long term hold. I am looking at getting some dividend yield (I realize this could be cut at anytime) and some growth. Also as a US holding would the dividends/capital gains etc. escape the typical withholding amounts, or does the structure of BX differ from a typical US company.

Much thanks
Stuart
Read Answer Asked by Stuart on April 30, 2014
Q: Would you sell Silver Wheaton (SLW) to buy BHP Billiton PLC (BBl) at this time? I am trying to generate more dividends.
Thanks Wayne.
Read Answer Asked by Wayne on April 30, 2014
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