Investment Q&A

Q: Peter please: I'm looking to add fresh cash to one of three stocks in an investment account, I realize all three are outside your area of coverage but would appreciate your opinion on your preferred among Philip Morris (PM), ICICI bank (IBN), Total S. A. (TOT) or if you would avoid any of the three, such as Total. I would be adding to PM and ICICI, Total would be a new (half) position. I realize Total is an energy supermajor (energy not currently in favour and likely in a secular decline) and there would be a French withholding tax. However Total has interests in renewable energy and the chemical space in addition to oil and gas and that is somewhat appealing to me. The other two securities are appealing as a result of secure dividends (PM) and exposure to India (ICICI). I would consider each to be a very long term hold, your valued opinion please

Q: To get some exposure to Europe, can you recommend 3 or 4 US/S&P 500 companies? Thanks.

Q: Hi 5i,
Can I have your opinion on averaging down on these in the current climate, say in the next few days,. Without regard for weightings,risk profile etc, could you rank them in order that you would chip away at them?
Thanks

Q: The tobacco sector is down again, with these stocks at or near 52-week lows. Could you provide your current views about investing in these stocks today?

Q: Hi
Would like to get your opinion on which of the following blue chips is a good buy at current valuation and financial health/future growth.

KHC, TAP, DEO, CPB, BUD, PM

Thanks
Ninad

Q: Can tou please share your opinion on MO, PM and BTI? Is this a good time to initiate a position? Which one do you prefer and why? What do you expect from thr names going forward, both mid and long term?

Q: PM (New York) Down 17% today. A long term hold for me for a high divvy that grows. Should I add? Thanks Ron

Q: Could you please suggest 2-3 undervalued US stocks with dividend 4% or more.

Thanks,
Milan

Q: Many investors expect big tobacco to get into Marijuana stocks. Perhaps liability issues might deter them, but they will need to make up for lost sales and diversify.

I seek your opinion on whether it is worth buying one of the following :
British American Tobacco , Phillip Morris (PM.us), or Japan Tobacco.
I am looking for a company with minimal exposure to the US market. I wonder if PM now has significant adverse exposure to the domestic US market after its acquisition of Reynolds.
I’d be thankful for your insight on which ( ---IF ANY---) would be a good choice for dividend growth over 3 or more years.
If you believe none are worth it right now, I would appreciate your thumbs down , if applicable.

Q: Hi Peter and Team,

This is a follow up on your answer to Gervais re: PM and MO. I was just wondering if you can comment on the huge difference in P/E between the two companies. PM is trading at 25.7X while MO's ratio is 8X. Wouldn't MO be a better buy at such a low PE ratio even though about a quarter of its business is in the US?
Great work guys, as usual.

Q: Hello, If you had to select one company between MO and PM which one would it be today? This is for long term hold. My focus is growth and income. By the way, why is there so much price difference movement between the two stocks througout the last year? Regards, Gervais

Q: Hello folks:
Do you have an opinion on Phillip Morris (U.PM)?
Thanks so much
brian

Q: Hi. I'm curious about your thoughts on big tobacco becoming big pharma as far as medical cannabis goes. I am surprised that they haven't yet entered this space. Do you think this will eventually happen? With the big drop on tobacco stocks today I'm wondering if I should start a position.

Q: The above group of companies, so called bond proxies medical supply and consumer staples do not seem to be participating in the Trump boost post election. Many have sold off sharply. Do you view this as a buying opportunity?

Q: Which company would be your top pick in the medical devices space in Canada? Prism seems to cover all the bases for seniors wishing to remain in their homes throughout retirement and retrofitting their homes accordingly, but it is small (listed on the Venture Exchange). However, it does pay a nice dividend. Any thoughts?

Q: If you were buying one of these, which would it be and why?
Many Thanks for the great work you do.

Q: I would appreciate your opinion as to the safety of PM's dividend.
Thanks!

Q: Prizm Medical had a nice little pop today. Any reason?

Q: Any thoughts on PM's quarterly numbers? There seems to be an enormous chasm between the expected earnings per share and what Prism actually delivered. Taking into account the one time items, the gap closes a little but still I'd like your expert opinion on the numbers.

Revenues were up nicely but earnings fell significantly. Do you see anything in the numbers that raises a red flag or cause for concern?

2016 earnings per share estimates were 75 cents, prior to today's q3 numbers. Any guesses what the new estimates will be for 2016?

Thanks for your time.

John

Q: I have been eyeing Prism as a healthcare position, mainly for income and hopefully some growth. With today's big drop, is it more attractive or less? What is the payout percentage and how sustainable is the dividend? I was considering about a 1.5% position, as this is not a heavily traded stock.

Thank-you