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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: Hello, what are you thoughts on xerox as long term hold? It has recently lowered its earning forecats and revenue has declined past few years. What similar company in us would you recommend replacing with if you considder it a sell?
Read Answer Asked by Sheldon on April 28, 2015
Q: Do you still expect modest growth from PFE into 2016? What might the impact of the strong US$ be on earnings and results? I have held it for several years for the dividend mainly. I would like to buy WSP instead and know this is apples to almonds, still....your opinion please and thank you.
Read Answer Asked by Gayle on April 28, 2015
Q: Can you please give me advice on how to purchase us stocks in the most cost efficient manner.

I do not have very much in consumer staples and would look toward the US side to diversify.

I would consider purchasing proctor and gamble for example and 1000 shares would be > 80 000 $ US.

I have the funds in canadian dollars. I presently self manage my portfolio through BMO investor line.

how would you recommend proceeding with such a purchase in the most cost / fee efficient manner.

would you recommend an ETF in the consumer staples sector instead ?

thank you

Ernie
Read Answer Asked by Ernest on April 28, 2015
Q: I bought this etf a year ago. It is in my RRSP US account. The etf is up 7%. Should i sell and buy it back when it dips. It has 0.15% expense ratio. Can you treat these etf's like stocks, or should it be held long term. It keeps fluctuating, so I thought of cashing in. Is it a good strategy. Thank you
Read Answer Asked by Vinod on April 28, 2015
Q: Hi Peter and 5iResearch Team,
Can you please advise on the outlook for Apple. I am up 25%, with Apple comprising 4% of my portfolio. Can you comment on the valuations for technology and the Nasdaq? With valuations at record levels, are these reasonable given profits, economic outlook. Thank you. Linda
Read Answer Asked by Linda on April 28, 2015
Q: This stock has gone up

$14 in last 2 months

ANY THOUGHTS PLEASE
Read Answer Asked by Suresh on April 27, 2015
Q: Bonjour, I would like your comments on these two American companies: FBHS and Fluor Corp. (FLR).What is the expected growth and share appreciation?
Merci
Ronald
Read Answer Asked by Ronald on April 27, 2015
Q: What do you think of this company? Present value and future prospects?

Thank you!
Read Answer Asked by Gerald on April 27, 2015
Q: Hi Peter and team. For the most part, I am a buy and hold investor with a very long time horizon especially for dividend-paying stocks. However, I also use a buy-write strategy where I write covered calls on stocks. For example, I am considering doing this with AAPL $135 calls expiring in July (07/17/15) that last traded at $4.46. So, if buy 100 shares stock and write 1 call, three month upside (after transaction fees) about $900 for a $13000 investment (7%) Any thoughts or advice on this? (E.g. what time frame for calls would you suggest? Any "art" of selecting the best delta?) Thanks for great service!
Read Answer Asked by Steven on April 27, 2015
Q: Hi Peter,

When I first started to subscribe I decided to take not of some of the US stocks you mentioned and thought highly of, as I was in need of some US ideas for that side of my port.

The ideas I recorded that you suggested to certain subscribers were MTSN/PSEM/OREX.

Since March 1 MTSN is down 30%, PSEM is down 20% and OREX is down 13%.

What is your thoughts on these 3 stocks after these tumbles. What happened to them and why? Would you still buy them, hold them if you own them, or sell if you own them?

I know you don't offer detailed coverage on these three but I would appreciate your answers as you seem to be familiar with them.

Thanks in advance.
Read Answer Asked by Sheldon on April 27, 2015
Q: Brookfield's U.S.-traded income funds (Infrastructure INF, Total Return HTR and High Income HHY are all trading much closer to their 52-week lows than their highs. Can you explain why? Do you consider them good investments for income and growth?
Read Answer Asked by chris on April 27, 2015
Q: TRN management has been accused of bribery. I have a small position but its down 13% in two days. Should I hold on and what do you thinK?

G
Read Answer Asked by Graeme on April 27, 2015
Q: THIS STOCK HAS DROPPED ALMOST 20 PERCENT ON NO NEWS OTHER THAN EARNINGS WHICH STILL LOOK PRETTY GOOD. EARNINGS PROJECTED AT 4 TO 4.40 SO THIS IS ABOUT 7 TIMES EARNINGS. IS THE LAWSUIT THAT MATERIAL TO THIS COMPANY? YOUR THOUGHTS AND THANKYOU.
Read Answer Asked by John on April 24, 2015
Q: What do you think of Cheescake Factory for US casual dining exposure? What would be your pick in the space?
Read Answer Asked by Andrew on April 24, 2015
Q: Hi guys,

What are your thoughts on WMT? Seems to have pulled back a bit, nice dividend and cheaper than Loblaws and Metro in Canada.

Thanks,
Jason
Read Answer Asked by Jason on April 24, 2015
Q: I see an article expounding the tremendous opportunity of Sling tv and others like it from "how the market works". What's the intelligent perspective here? If it is a good opportunity - how does an average joe like myself gain understanding of this?

Dave
Read Answer Asked by David on April 24, 2015
Q: hi
i own a little trinity and
with the recent developments would you sell
tks for the help
Read Answer Asked by Sam on April 23, 2015
Q: Hi 5i team

I own some Perrigo and Mylan is trying to take over the company sending the share up.

Now we have Teva trying to take over Mylan...and Perrigo rejecting Mylan's bid.

In your view, what are the chances of Mylan increasing its offer as a strategy to escape from Teva and what would you do with shares of PRGO?

Thx
Read Answer Asked by Dominic on April 23, 2015
Q: Is the U.S. Company Almost Family Inc.(afam) similar to phm and do you folks think it could have a similar growth profile?Thanks for your insight.
Read Answer Asked by Maurice on April 23, 2015