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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: Hi Peter & Team,

Could I have your opinion on the rails since they have all pulled back ? Particularly looking at NSC with its favorable u.s.dividend.

Thx
Dave
Read Answer Asked by David on June 15, 2015
Q: Hi Peter and team, great job as usual. Are you contemplating a US model portfolio? If not , I have 50K US to invest for a 3-5 year period, obviously I would like to keep it in US$, hence US stocks. Risk tolerance, moderate. Could you recommend a diversified portfolio with a 5% weighting. I have absolutely no knowledge of US Stocks.Thanks for all your great advice. Ivan
Read Answer Asked by Ivan on June 15, 2015
Q: Your thoughts on Freeport Mc...FCX...would this be a good time to get in?
Read Answer Asked by Anne on June 15, 2015
Q: Re: Brian's question today about NXPI...just got this news (seems good news) about NXP:

-Switzerland's Finanz und Wirtschaft has reported local firm AMS (OTC:AUKUF) has lost deals to supply NFC signal-boosting ICs for future iPhone and Apple Watch models. Going forward, Apple will reportedly rely exclusively on NXP (NXPI +2.2%) to supply NFC parts.

-AMS fell 21.1% in Zurich on the news. NXP is joining tech and chip peers in rallying. Various teardowns have uncovered NXP NFC controllers and AMS signal-boosting chips in the iPhone 6 and Apple Watch. NXP also supplies NFC controllers for Chinese Galaxy S6 models; Samsung NFC controllers have been found in international models.
Read Answer Asked by Silvia on June 10, 2015
Q: Guys: do you have an opinion on this company? Thanks Ted
Read Answer Asked by Ted on June 10, 2015
Q: Do you see any obvious reasons that i should avoid buying independence realty trust? I noticed that the debt level is high. The analysts seem to love this stock.
Read Answer Asked by george on June 10, 2015
Q: It's extremely difficult to get candid perspectives on Ultrashort ETFs. Structural issues aside, what is your view on the impact of "Seeking Alpha's" report that 30% of TBT's market cap had left as of June 5? Personally, I can't understand why they'd leave now that rates seem to be finally heading up....
Read Answer Asked by David on June 10, 2015
Q: AMBA stock price has been climbing very rapidly. What do you think of this company for a growth holding? Also see article on www.seekingalpha.com called: Ambarella: The Company Is Wonderful But Do Not Be A Pig. And, can you recommend any other fast growth Can. or US companies for a short term growth holding, obviously to profit from capital appreciation.
Read Answer Asked by Helen on June 10, 2015
Q: There seems to be a consensus that rising interest rates will benefit US banks. Does this favour the big investment banks over other commercial banks? If so, XLF might be the way to go as it is heavily weighted by the big banks. If not, what would be a good alternative US bank ETF?
Read Answer Asked by Ken on June 10, 2015
Q: I know that you dont follow US stocks as diligently as you do Canadian securities. Would you feel comfortable commenting on NXPI? I have held it for some time and have done very well. It has taken quite a hit in the last few weeks. I would appreciate your comments and would you recommend holding it. Thanks
Read Answer Asked by Brian on June 10, 2015
Q: Hello, I know you do not follow US stocks that closely but can you tell me what you think of Mentor Graphics corp? Thank you!
Read Answer Asked by Arthur on June 09, 2015
Q: I recently came across this company and wanted to get your thoughts with regards to buying and holding it for 3 to 5 years. How would they compare to White Wave and Whole Foods Market.
Thanks.
Read Answer Asked by Brian on June 08, 2015
Q: Peter, With all the talk of cyber security, I would like to make an investment in that space. I know of no way to do that on a Canadian market, but maybe you do. Is there an ETF which covers this sector? Between the big players like Fire Eye, Palo Alto, Cisco or others, how would you play it? Or would you avoid this area all together due to valuations?
Read Answer Asked by Barry on June 08, 2015
Q: Peter and His Wonder Team
I am not sure if you can help with this one because I know you do not cover American stocks. It is a small company and suddenly rose 17.4% yesterday. Can you see any news coming through that might explain this.If you cannot help I totally understand! Thanks as always for your great service!
Dr.Ernest Rivait
Read Answer Asked by Ernest on June 08, 2015
Q: Hello Peter and the 5I team
I am curious about NXP, is this a good tech company to own at this time? The semiconductor buisness is extremely cyclical. I was wondering where are we in that cycle? What are some of NXP's flag ship products and who are their main competition? Would you add this company to a well diversified portfolio or is there a better company out there to buy? Should a person be concerned with the currency risk?

Thank you
Read Answer Asked by Darren on June 08, 2015
Q: I presently hold Concordia, PHM, Walgreen and CVS. In an attempt to increase the health care portion of my portfolio to roughly ten percent I am contemplating purchasing UNH ( United Healthcare) Appreciating you don't really cover US Stocks would I be better off simply adding to my CVS. Is there an overlap here between CVS and UNH and possibly WBA?
Thanks

Read Answer Asked by DAVID on June 08, 2015
Q: Hello Peter, My question is about rebalancing for optimizing future growth with possible interest rate hikes. I have listened to an advisor who suggests the U.S. is the place to be for a large portion of my portfolio - consumer discretionary, health care with bio, U.S. financials, and technology. I am considering selling my CAD banks, telecoms, REIT's etc. to go into these sectors. Citigroup, Wells, Starbucks, Disney, NXPI Semi-conductors are what I am looking at. I am already in Abbot Labs and a SPDR Healthcare ETF. Does this sound like a good plan to you? Thanks, I so appreciate your opinion.
Read Answer Asked by Susan on June 08, 2015
Q: Can you comment on AXL's recent earnings, their outlook and if you can see any reason for the recent drop? I am tempted to add to my position but would appreciate your insight before doing so. Thanks again.
Read Answer Asked by Alex on June 08, 2015
Q: I own molson trading in us. On friday after a lighly traded day at approx market close 446000 shares were sold dropping the price dramatically, a slight rebound followed. This follows a decent week for tap. What would cause such a huge drop, far as I know there is no detrimental news . The markets are strange and volatile places these days. I invest for dividends and conservative growth, I have held tap for a few years can be up and down but I have never been caught up in such a situation. Thanks for your insight, should I sell out, it is afair size position 5% and I like the beverage idea but dont like other parties messing with my investment.







Read Answer Asked by Cameron on June 08, 2015
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