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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: LTS.us appears to be defying the mkt, and is steadily moving up. What is your assessment? And should I wait to buy? As a financial service company, though small in size, it may have found a niche that will propel it forward.
Read Answer Asked by Lionel on October 01, 2014
Q: This is a follow up question on Blackstone. Is it true that some private equity clients are trying to do deals themselves, reducing the need for services provided by companies like BX. Thank you.
Read Answer Asked by Francis on October 01, 2014
Q: Can I please have your opinion on Black Stone BX on NYSE. Is it a buy, hold or sell. Thank you.
Read Answer Asked by Francis on October 01, 2014
Q: Och Ziff (OZM.us) has been plunging in recent weeks, and got beaten up a lot more this week. Markets appear to have been priced in the litigation risks OZM faces: class action suits; corruption charges; and misdemeanors in southern Africa). I have checked some financial sites, including key news sources in London and Frankfurt.

I have some OZM in an RSP . It was selected as a 2014 pick in January by Sabrient. Sabrient and its affiliate Gradient Analytics are generally good, notwithstanding they got this one wrong.

With the price drop in OZM , its dividend yield now screens sky high. Industry wags (T-Reuters, Research Team, Value Engine and 2 analyst houses I looked) still rate OZM as a buy.

OZM price and now looks too good to be true. One gets an uneasy feeling about it, but I don’t see any new info that wasn’t already in the public domain a month ago.

If you are able to comment on OZM, I would appreciate it very much.

Dr Adam Okhai
New York

Read Answer Asked by Adam on October 01, 2014
Q: Could you please give me an updated opinion on ESRX? Could you also recommend 2-3 large cap US stocks for long term holding, likely to provide some growth and some dividend payment (my US holdings are ESRX, MMM, HCLP, JNJ, NVS and IWO)? Thank you for your excellent advice and congratulation on your charitable work.
Read Answer Asked by jacques on October 01, 2014
Q: GE seems to be divesting its low margin businesses and becoming more of an industrial company again. I would expect a smaller and more profitable GE going forward. It's PE is below the general market and pays a good dividend. Is this a pound the table buy considering its fundatmentals and growth profile?
Read Answer Asked by Albert on October 01, 2014
Q: Hi Peter, I have some US funds I would like to use in the healthcare sector (no exposure at this time). Could you give me your take on Walgreens WAG, IBB and IYH. Which one would give me the best long term hold?
Thanks
Gary
Read Answer Asked by Gary on September 30, 2014
Q: This fund pays out a dividend of 9.3 cents per month - 9.47% at today's share price. It has what seems to be a low beta of 0.22. ( Is that relevant for this tuype of stock?)
How would you rate this stock as a reliable component of the fixed income portion of my US dollar portfolio?

Thank you.
Read Answer Asked by Donald on September 30, 2014
Q: Can you please provide an update on FNMA.US and FMCC.US Thanx
Read Answer Asked by Robert on September 29, 2014
Q: My US exposure is underweight. I am looking at Barclays (BCS), Lloyds (LYB), National Bank of Greece (NBG) as 3-5 year holds with the wishful thinking that they may return to their previous and glorious highs of 2007. Am I dreaming?
Alternatively, can you suggest any US regional banks for a similar timeframe and which large cap US bank, if any, is your favourite?
Thanks.
Steven
Read Answer Asked by Steven on September 29, 2014
Q: Hello 5i,
My strategy is to buy and hold dividend paying companies for the long term and I’m currently looking to pick up another financial company for my portfolio. I already own 12 companies in this sector, which of the companies listed below would you chose.
Mercury General Corp (MCY), Oritani Financial Corp (ORIT), HSBC Holdings (HSBC), Banco Latinoamericano de Comercio Exterior (BLX).
Thanks,
Read Answer Asked by Mark on September 29, 2014
Q: Hi Peter & Team,
Re: Drone Manufacturers / UAV-UAS

I have found these big manufacturers of UAV-UAS:
1) AeroVironment, USA (“AVAV”- Nasdaq)
2) Aeron Labs, Waterloo, On.
3) Prioria Robotics, Florida
4) Aerosight, Oregon
5) Textron (NYSE - “TXT”)

Questions:
1) Do you see future growth in using drones (not just military use)?
2) Is it too early to get into this area?
3) Which company would you recommend? (I guess my list is partial)
Read Answer Asked by Morris on September 29, 2014
Q: Hey Team

Your comments moving forward please.

Thanks for all you do

Gord
Read Answer Asked by Gord on September 28, 2014
Q: can you suggest a good way to invest in US dollar strength for Canadians as in uup or a convienent alternative.Thank You.
Read Answer Asked by rick on September 28, 2014
Q: Hi Guys
What is your opinion of Loews corporation, and do you feel their subsidiaries ,CNA Financial, Diamond offshore, Boardwalk, Highmount exploration, and their Hotel chain were
good acquisitions and lastly do you find this an attractive entry point for a long term hold.
Read Answer Asked by Gordon on September 28, 2014
Q: Hello,
For the past year I've held a position in KORS which has done well but the last earnings report indicated slowing sales and weaker margins. Also, the technical chart doesn't look very promising and I'm considering selling. Any thoughts on this company?
Thank you
Read Answer Asked by Sunita on September 28, 2014