Investment Q&A

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.

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?

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

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

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

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.

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.

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.

Q: Do you have any opinions on Cyber Security stocks and this ETF in particular.Thank you.

Q: From my understanding with Dupont it is going to split or break up into two companies. I think it takes place on July 1st 2015. Can you please confirm? Also my research does not extend much past that. Should I hold or sell before this split? I am leaning towards holding but after that I am not sure if I should keep DD or both? Will Dupont be worth holding after the breakup and what about that second company. When Abbot Labs split I knew more and I wanted to keep both Abbvie and Abbot which I did. But Dupont I know nothing about. Please advise on any information you may have.

Thanks Jimmy

Q: 5i team,

My portfolio has done really well since I became a member a couple of years ago thanks to your guidance, thank you!

One of my worst performers in the portfolio is DDD. I started with a smaller half position about 1.5 years ago, and have averaged down in small chunks over that time frame. Based on my avg acquisition cost, I am under water 31%. I still believe in the 3D Space, and I believe this remains 5i's go to name for exposure in said space, but DDD's chart looks horrendous.

Can I get an updated opinion on the company? I like to keep my small positions at no less than 1.5% of the portfolio, it has now dropped to 1.3%. I am a patient investor not afraid of some risk with a long time frame BUT I get this feeling like I can be getting a better return with other 5i growth names... Would you suggest I sell DDD to lock in my capital loss for the year and rotate the money elsewhere? Hold tight? Or perhaps add a little more to get back to my 1.5% portfolio weight?

Thank You.

Q: Could I have your opinion on Plug Power. It recently picked up a couple of small contracts. Does it have much debt? Thanks

Q: Please give me your opinion about this company and buying this stock

Q: Would you please comment on this company.

Q: I own Apple, Google, Constellation, and Enghouse but need another IT stock to replace OTC which I recently sold. Could you provide a list of 3 or 4 IT stocks, US and Canadian, with good growth potential for a 3-4 year hold.

Thanks!

Q: I have 14k in US$ and looking for a recommendation of 3 or 4 stocks that :
1. be repetitively safe
2. have some growth
3. be in 4 sectors (I have banks)
4. some recession proof.
5. could also be an Etf
thanks
Yossi

Q: Should I sell this company now or wait to see if another bid will come in

Thanks for your advice

Q: Intel has offered $54 per share ,yet the stock is only trading at $51.65 which would lead me to believe that the deal may not go through. If that's the case what do you think could derail it and what is the percentage chance of that occurring?
Thanks

Q: I own the above but am not impressed with the drop in the stock. I also own csu, with what I consider a full positon, otherwise I would buy more.
I am thinking of moving out of otc and replacing it, would you recommend a u.s. stock to fill the void.
Thanks so much.

Q: Can you give me your opinion on fastenal for the long term. Can it benefit from a US housing recovery. I think its a Warren Buffet stock.