Investment Q&A

Q: Hi Peter and Team,

Would like an update on your thoughts towards the progress OPRX has made and also the recent minority stake WPP has taken in OPRX.

Q: Hello,
Can I get your opinion on Tesla? Does the release of the model x present a good buy in opportunity?
Thanks!
Dave

Q: What are your thoughts on this stock? It seems to be oversold?

Q: I go into detail because this Question concerns a larger issue related to cash levels investors should allocate to Reserves. Reserve to take advantage of opportunities in volatile times. I will normally be brief when my words need no explanation , background or context.

National Oilwell Varco (NOV.us), ONE company is 8% of my portfolio. The sector represented 20% before I reduced it to 11%. NOV has lost more than half its value (and 70% of my cost). The over-allocation to NOV was the idea of a former broker . I too am at fault: I compounded the error by not rebalancing sooner. I reduced sector allocation but failed to reduce NOV. And now I try to avert my eyes when I see the loss. Problems get worse when ignored.

I arrive now at the 5i doorstep, to obtain objective comment:
In your opinion , since NOV has fallen off a cliff , does it now represent value such that one should just hold? The dividend is decent (if it is safe ; and I can't use the tax loss)

Context: Many financial commentators advise that investors keep high cash reserves during current volatility so that you’d then be in position to pick up great values when markets over-react on the downside. The advice assumes stocks will continue the recent (and rapid) descent . I had thought major markets in the US, Europe, UK and Canada had now dropped enough such that a high cash reserve was now not crucial. Several experts think otherwise: I am referring here to the opinions of successful , real-world investors. I disregard those drama queens who scream dire warnings, no matter the facts, prospects and real business conditions. I also disregard the idiocy of conmen and bullies ---the O’Leary’s of the world--- and others like the affable but hyper Jim Cramers of the Americas. I disregard the opinions of Dr Marc Faber and others whose purpose seems to be to sell expensive letters that predict the end of the world. Their performance is not unlike results you'd get from a random coin toss [CXO Advisory and other sources have documented the poor track records of many gurus..

My question about freeing up cash (by selling NOV in my case) thus arose after I thought through the concerns well reasoned and articulated by thoughtful , successful advisors.

Notwithstanding recent market corrections, the wiser commentators continue to emphasize the importance of maintaining large cash reserves to take advantage of opportunities in these volatile times if markets descend even further. Unlike the sensationalists, the thoughtful advisors make sense . I have therefore taken seriously their views on ensuring one should today keep cash reserves higher than usual

Do you think I should sell/reduce NOV to add to cash reserves ? Or do you think NOV is now excellent value and is not now the best candidate to jettison if the purpose is just to add to cash reserve?

AO:ls
Champlain NY cc Greensboro NC

Q: could you please comment on your outlook for AIG in the 55$ range here currently -

Q: Why is the stock so weak? Is the dividend safe and is it ok to hold for the long term? Thank you.

Q: Hi Team, I know you don't follow US stocks but can you provide your thoughts on this company and their future prospects?

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 ?