Q: 5i
Appreciate your comments on this company. It has increased its dividends 19 times, revenues have improved for the past 2 years as has profits. It pays a 7.3% dividend.
Q: Peter and His Wonder Team
Recently you gave good analysis as to why FLEX retreated despite a strong QR. You stated it was because they lowered future earning from $0.30 to $0.28-$0.24 for the next quarter. You also stated that you preferred CLS over FLEX. If FLEX is forecasting continued growth for the next 2 years and CLS appears more stagnant...I am wondering why you think CLS has more potential going forward. Or do you just think FLEX will have a misstep. Please clarify. Your analysis is invaluable to us retail investors as we search for facts before we make decisions!
As always...thanks!
Dr.Ernest Rivait
Q: Hi Peter
May I have your opinion on this company . As I wonder through the malls around Montreal I see empty retail space . I also see more Winners, Marshalls, Homesenses. Is this a good time to invest in this retailer ?
Do you think these companies are good for growth? If so, would you buy before or after the merger? Do you have the details on the new shares for holders after the merger? I am looking specifically at them for their ag businesses.
Q: What is your assesment on this company for a staple growth company? Any specific problem you would see?Is it to expensive? They will be using coca cola's network for expansion.Not very good at beating estimates.Or would an industrial company you could suggest at this time be better ?
Thank you much portfolio on track for very good gains so far.
Q: Is it a good idea to have us bond etf in a portfolio. It would allow me to rebalance to us equities in declines etc in the us portion of my portfolio.
i currently have 20% in cbo. i could cut this to 15% and put 5% in a us bond etf. I have 20% US equities in my portfolio.
if you like this idea what do you suggest for etfs?
Q: Currently I have around 20 percent of my portfolio in US holdings. Given the nervousness of the Canadian markets re NAFTA etc., and the narrow range of Canadian sectors, would it be wise to increase the percentage of my US holdings? Secondly, should I keep the US shares in a sheltered or non-sheltered investment account? Thank you!
Q: Peter and His Wonder Team
I thought there Quarterly Report was strong however I see they are 4.5% down in after hours trading. Please give me your opinion about the report in relation to there future. Was the market expecting more, profit taking or is the stock over valued...your thoughts please!
Always great to know that the 5i Team is there when you need them!
Respectfully...
Dr. ErnestRivait
Q: Please give your updated (and substantive) opinion on Seagate. Your previous commentaries, although recent, were written before the gap down in STX price today. What are the company’s prospects? Is it strong enough to compete against Western Digital and others? Is STX at today’s lower price a good buy? Is dividend safe? Does STX have the wherewithal to make acquisitionists in a flash memory maker. I am looking more for your insight—your instincts based on facts. Thanks
Q: Can you confirm that ZUB is the better from a performance analysis standpoint. My take is that as both are priced (?) in CAN $, ZBK will reflect changes in the US/CAN $ relationship which are separate from the underlying bank performances while ZUB because it is hedged will be a more accurate measure of the underlying assets behaviour. Is this correct?
Q: Dear 5i
My son is just getting into investing via Questrade (he`s 34) . I`ve given him some ideas that i thought you would have given him particularly pertaining to company`s with solid forecasted earnings growth over the next 1-2 years .
I suggested KXS , SIS , SHOP , PBH , PHO and GSY .
He is interested in EA and MAL. He has $8000 to work with with time .
What would you recommend ?
Thanks
Bill C.
I`m hoping in time he to will be a 5i member as well .
Q: Peter, can I please get your thoughts on American Tower for a long-term hold. It seems to have a bit of a 'moat', or at least a great advantage, with all of its communication tower sites. Do you like the concept and the company going forward, acknowledging that it's a US stock and you don't cover it. Thx!