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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: Star Gas SGU. It has been a couple of years since someone queried this one. Has this worked its way into your good books? It has a nice 5.7% yield. I am looking for a SGY type of stock on the US market. If you can't recommend this one, is there another that you could suggest.

Thanks again.
Read Answer Asked by Donald on March 21, 2014
Q: My question is on Directv (DTV). I noticed you commented on this about a year ago. It went to 80 but has been under pressure lately. Do you still like this holding?
Read Answer Asked by michael on March 19, 2014
Q: I know you do not cover us stocks , however your opinion is valued.
I own GNW 5% of my portfolio, which has done fairly well over the last couple years. Where do you see GNW in the next 4 years. Is it worth holding or take profits and move on .

Thanks for your exceptional service.
Read Answer Asked by Raveendra on March 18, 2014
Q: With the new medical marijuana rules coming out April 1st what is the best way to play this market?
Read Answer Asked by Joe on March 17, 2014
Q: Good Morning: I would appreciate your thoughts on VOD now the dust has settled after the VOD/VZ deal. Buy, Sell or Hold. Thank you.
Read Answer Asked by Barbara on March 17, 2014
Q: Any thoughts on Old Republic International (ORI-N)? Looks cheap, apparently CEO is buying stock. Thanks, Brad
Read Answer Asked by Brad on March 17, 2014
Q: Do you follow any company that is in the 3D printing space, hardware and software. Are any Canadian companies involved in this very interesting process.
Thank you.
Terry
Read Answer Asked by TERRY on March 16, 2014
Q: hello Peter & 5i team. I read today CSX after the harsh winter will reduce earnings by $0.10/share in Q1 and that execs are cautious on full-year profit and on if the company can reach its goal to achieve a two-year CAGR of 10% to 15%. I very recently bought shares at $27.69 and price as of today is $28.56. My feeling is to sell right now. Your thoughts please and as always, thank you for your time.
Read Answer Asked by Gord on March 14, 2014
Q: Hi Peter
I have a gain on NE. Is it worth keeping for recovery in offshore drilling or should I switch to GILD as I am underweight pharma/biotech. Thanks Hamish
Read Answer Asked by Hamish on March 13, 2014
Q: I would like to diversify into the US pharmaceuticals. Which would be reasonably good value for a 5% position in my portfolio and reasonably safe as in low volatility: VRX, GILD, ACT or IBB or would you suggest something else? Thankyou.
Read Answer Asked by John on March 13, 2014
Q: I am considering buying Kinder Morgan KMI-N. Seeking Alpha has some interesting & controversial information about the Barron's article & insider buying following the publication. In doing some stock chart overlays KMI-N against WMB-N,SE-N,PAA-N,ENB-N,TRP-N,I find the yield & price discrepancy rather compelling. Your comments greatly appreciated. Ken
Read Answer Asked by Ken on March 12, 2014
Q: Hi - my university attending son has been telling me about the legalization of marijuana, particularly in the US, and asks me how to invest in it. I read in the G&M today that even the Tories are softening on the issue. Any thoughts on how to invest in this sector?
Read Answer Asked by Kirk on March 11, 2014
Q: Thank you very much for recommending Athenahealth ATHN; sold half position. I want to buy Workday WDAY with the gains, would greatly appreciate your insights.
Read Answer Asked by Charles on March 10, 2014
Q: Could you please provide a brief analysis from your Bloomberg sources on a NYSE-listed stock titled Cabelas Inc [ticker CAB].

Thanks
Read Answer Asked by Michael on March 10, 2014
Q: I have a well balanced 5I style portfolio, Thanks. Regarding my US holdings I have SPY, EFA, IBB, IWO, VIG, TAL, YUM, XLY, AAPL and a little US cash. Apple is flat, the rest have been fantastic. What do you think about selling Apple and buying something tech like such as QQQ with about 4% of my US portfolio? If you think this is a good idea is QQQ the choice or something else in any sector?
Read Answer Asked by William on March 10, 2014
Q: HCLP
Note that HiCrush is a US LP so it's payout is not an actual dividend and one has to review the many tax treatments - google it. Gayle
Read Answer Asked by Gayle on March 10, 2014