Investment Q&A

Q: Good Morning
With a dividend north of 10% is the dividend of KKR about to be cut? At this level is it a hold or sell?What is your opinion of this company going forward?
Thanks

Q: What are your thought on this ETF? Is there a similar ETF but not hedge?
Dolores

Q: Good day, may I have your opinion on paragon offshore please?
Thanks
Seamus

Q: Can I have your opinion on this Chinese online retailer.Also do you think there is much downside risk at this price.
Would you purchase this stock at this price?
Thanks Gord

Q: Hi 5i,
Subject to the usual reservations about it not being a stock that you cover and being a US stock as well, what do you think of Western Digital’s situation at present? I’ve held it for a long time because I like data storage as a longer term theme but, if you look at a multi-year chart on it, it seems to have run all the way to the top of the mountain and nearly half-way back down. The result appears to be an increasingly significant dividend yield (2.8%) and an increasingly attractive P/E (11.6x according to my online broker). But are they likely to run into shrinking earnings that would call both of those measures into question? Are there other measures that may indicate I should be re-examining the investment thesis at this point? Thanks!

Q: Hi Peter,

Could I please have your opinion on Seaspan ?

Thx
Dave

Q: What is your current opinion on DexCom? Growth continues to be compelling. Do you still consider it high risk? Thank you.

Q: Hi guys, Any opinion on this name ? Also, if you could please recommend a U.S. consumer etf. Thanks

Q: What do you think about this company in the US as a long term investment? Is it priced high relatively? I noticed it in the fintech rankings. Thanks. Regards, Shyam

Q: Good Evening
Emerson Electric has dropped almost 30% this year. Much more than the US indexes. Is there a company specific reason for the drop?
Is it a good strategy to average down at the current price?
I will appreciate your comments with respect to holding, selling or averaging down?

Q: Looks like a solid long term company. Any comments would be greatly appreciated.

Thx

Q: Mr. Buffett has said that he will buy back stock when the share price falls below 1.2x book value. Is the stock nearing those valuations and what do you think of the stock overall?

Q: Grateful for your views on these stocks and could you recommend an ETF that would include them ?

Q: I have about a 4.25% weighting in ORC. I have done fairly well on it. I understand that it comes with some risk. Just curious do you know much about this company? I was thinking of selling soon but the monthly dividend is hard to give up in US funds. If I did sell I would have over 10K to start a position on the NYSE. I was thinking MSFT, INTC or CSCO I already own DIS, SBUX, JNJ, SBR just to name a few in US Also I was thinking ABBV or Abbott. Just wondering about ORC and its risks Thanks

Jimmy

Q: I would like to invest in a restaurant stock in my balanced portfolio. I was thinking of SHAK, HABT, CMG in the US or MTY, QSR in Canada. Could you give a break down of each, which is the best investment for a greater than 5 yr hold. I'm looking for GARP.

Q: Is it a good time to buy Cognizant Technology in the current markets?
Thank you

Q: Hello Peter and Team,
Would you consider Home Depot a better and safer way to play US housing than lumber stocks such as West Fraser or Interfor? Also, would you have a preferred idea for US housing to either?
Thank You,
Barry

Q: Peter and His Wonder Team
I was following the tap on HMY right until the close...in fact several minutes after the close to make sure I got the final and accurate numbers. Then later in the day I noticed that over 65 million shares were sold several minutes at or after the close...I am puzzled.Please explain how this happened! Also with such a tremendous sell order would you consider a 10% drop in price respectable?
Thanks...always great to know that clarification is only a click away!
Dr.Ernest Rivait

Q: Hello Peter and Team,
Given the weakness in lumber prices, would you recommend Home Depot as a better way to play U.S. housing than lumber stocks such as West Fraser Timber? Do you have any companies you would prefer to either?
Thank You,
Barry

Q: For the "balanced" portfolio, the target % for transportation is 5% and the current actual is at 2.6%. The existing equal weight % positions are CNR and TFI. I would like to add to this sector in CDN and/or US dollars, say at least 2 more positions What are a few names you suggest would be a good mix with the existing ones, for me to consider within a portfolio managed 5iR approach?.....Thanks....Tom