Investment Q&A

Q: Hi guys, I have done very well with the consumer discretionary sector both in Canada & the U.S.A. My problem is that it has grown to 25% of my portfolio (each name is between 3 to 4%). What is your forcast for the sector in 2016 and should I trim now or wait until they reach 6 to 7%. Should you recommend trimming, what sector looks interesting to you to this time.

Thanks,

Jim

Q: Hi Peter and Team? I was thinking of buying some PPG industries which trades on the NYSE. I would value your thoughts on this company. Thank you for your help, Tamara

Q: With the ISIS news stories, I would think that aerospace and defence stocks would be an area to look at. Do you have a suggestions of stocks in this sector ? Are there canadian dollar stocks that you could recommend?

Thanks

PS- Love the site

Q: In your recent article on covered call writing for income you used CALM as an example. The stock is apparently heavily shorted and I am wondering was this a consideration when you chose the stock. It seems to have excellent fundamentals. Could you explain the short thesis?
Many thanks
Mike

Q: Pfizer is planning to merge with Allergen & move head office to Dublin ---Inversion Tax laws in US --come into play . Question ---How likely this will occur & do you think it will affect the deal & stk $
Thanks ---don

Q: After the spin off from ebay and the acquisition of zoom what do you think of PayPal as an investment specifically is it reasonably priced as a growth company?

Q: Good morning,
I read your response to the recent GE Election offer to exchange $100USD GE shares for $107.53USD Synchrony Financial shares and given your comment, I will likely retain my GE shares.
This being said and prior to reading your response on the GE Election Offer. I was considering the tendering of my GE shares to benefit from the 7% immediate premium, sell the Synchrony shares at the earliest opportunity to lock in as much of the 7% as possible and then buy back the GE shares at a later date, hopefully at a lower price than I tendered them for. I'm sure that if it was that simple, everyone would be doing this, but I am curious to understand and hear from you why this would not work. Thank you.

Q: Hi 5i Team!

What are your thoughts on Walmart (WMT) and American Express (AXP) current valuations? Are they cheap, fair value now or value traps to advoid?

Thanks, Shane

Q: Could you update your thoughts on Encore Capital - once again, a very solid quarterly result and yet the stock is dropping quite substantially (last update July/14).
Thanks,
Murray

Q: If it is important to look for well run companies, especially when the management has a lot of skin in the game then perhaps you could give a best guess opinion on this play. Although not on the I5research radar as this is on the NYSE I have a full weighting of Nordic American Tankers using this approach. They have a subsidiary listed company called Nordic American Offshore which has fleet of oil rig supply and service vessels. The owner and son recently bought a very large stake in the company they already held a large control over. Now they have used the parent funds to add another big chunk from 19.8 to 26.25 %. The price was $6.25. The last today was $5.55. I have an underweight position in Nordic American Offshore. Both are huge dividend payers. NAT is very liquid and NAO is small to ok on liquidity. NAT is extremely profitable and NAO is just below break even.
The question is, which would be the more growth play based on your past experiences. The parent or the child? Thanks for the great service.

Q: Would you consider Tupperware a candidate for a dividend portfolio? Is there a high probability of future dividend growth?

Q: Any new thoughts on Under Armour? Is it still the new Nike?

Q: Any thoughts on this fixed income fund? There is also a US version and an Investment Version.
Thanks!

Q: Do you have an opinion on Vtr?
How does it look on metrics?and what is the market telling us as the stock is on a downward spiral.
It seems to have great diversification in the right space

Q: Hello,
I am building US market ETF portfolio and currently hold XLP, XLY, XLI, IGM, and XLV. With performance & MER combo in mind, which US-traded ETFs can you suggest for the remaining 5 sectors: Financials, Energy, Materials, Telecom, and Utilities?
Thanks.

Q: could you advise me on this co,i have a big loss should i sell
Thanks

Q: Hello Peter, Your opinion on this stock. It is one that is continuously dropping. Do you see any future for this (worth holding). Or is it dead money and better taking loss and moving elsewhere.
Thanks as always for your help.

Q: Last night I asked a question as per bellow. I am re-sending it as it may not have reached you. Thanks. Joseph


I have some US$ to invest and am looking at the technology/internet sector in the US: PNQI (Powershares NASDAQ internet), FDN (First Trust Dow Jones Internet Index), IGM (iShares North American Tech ETF). (All of these have a heavy weighting in Amazon, Google and Facebook). I am also considering to invest in the US financials sector through an etf such as XLF or through a few individual bank stocks such as WFC, BAC & JPM. My goal is to invest in the US sectors that are best positioned to grow in the next 12 - 18 mos. First, do you see these 2 sectors of technology/internet and financials as the best sectors to invest for the next 12 - 18 months and if so, please suggest your best choice for each sector and explain why. Second, is there another sector other than tech/internet and financials worth considering at this time and if so can you suggest what I should invest in for a hold of 12 -18 months?

Q: Hello Peter & Team,

I apologize for asking all the US equity questions as I appreciate you have said many times it is a challenge to cover both north and south of the border BUT... the US appears to be the place to be right now if we are going to enjoy some success.

I bought TWX @ $64 and have held it for almost 2 years. There has recently been some "not so great" news coming out of this company and this sector in general as the landscape in US Media appears to be going through some changes.

I did sell 50% of my position @ $88.61 in July and now feel very happy I did so.

It is always wise to buy & sell on news and my question now is should I consider getting out completely all things considered and look elsewhere or, hang tough? And have you noticed any further rumors about a take over as this has been an item for some time?

And if I do sell, where would you suggest I look to reinvest the capital? I have approx 40% of my portfolio is U$ and presently own WFC, APPL, DIS, MCK & CBI which I am patiently treading water with.

As always thanks for all you do

Gord

Q: any thoughts on cvd equipment? i see it mentioned from time to time in reference to graphene plays, it seems like the company has a good balance sheet and decent earning and tight share structure, any thoughts? thanks