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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: Recently, when running stock screens for US companies showing a combination of value/growth characteristics, these two companies (Applied Industrial Technology and Sun Hydraulics)constantly showed up for their strong fundamentals. I do realize that you specialize in Canadian stocks but wondered if you had an opinion on these two companies for a long term investor. Thank-you.
Read Answer Asked by Peter on July 20, 2015
Q: I have been retired for one year. My asset allocation is: 75% equity, 6% cash and 19% fixed income. My broker at FBN says that I need to increase the fixed income part of my portfolio (RSP) and suggests those notes or ETF from BMO to stabilize my portfolio:
ZUH
Bank of Montreal JHN 8901 or Bank of Montreal JHN 8902
JHN 8905
NBC 1780
What do you think of those choices?
Any other suggestions?
Thanks,
Serge
Read Answer Asked by Serge on July 20, 2015
Q: Hi Peter and Team!! Hope you are enjoying the summer. I am looking to invest in a water utility. I don't know of any Canadian ones. Could you suggest a few Canadian (if any) and US ones that may be good buys? Thank you for all you do!!! Cheers, Tamara
Read Answer Asked by Tamara on July 20, 2015
Q: hello 5i:
I'd like to gain some exposure to international equities as per your advice to a writer, recently. Please advise your thoughts on ZDI. Is there another ETF you favour for international exposure?
Read Answer Asked by Paul on July 20, 2015
Q: I'm principally interested in the security of income and capital. Please provide your views on ISV with a view to a long term hold. Is there another provider of similar services
you would recommend. Thanks
Read Answer Asked by Tim on July 20, 2015
Q: I came across this company a while ago while doing a screen for US stocks. I've been following it for a while and would appreciate your comments on this company.
Read Answer Asked by Gordon on July 20, 2015
Q: What do you think of PTS? I purchased it about 8 months ago and it's down 11% since then. It's down by >50% since early 2014. I'm trying to decide whether I should bail or not. It has a decent enough forward PE and seems to be in a good business niche but it continues to disappoint.
Read Answer Asked by DAVE on July 20, 2015
Q: Hello, I am curious what you think the effect of the US raising rates will have on the market in general. I am assuming global money will flow into the US and send it higher. But what effect does it have on emerging markets. Will some of that money be heading to the US as well?
A little birdie has told me that a-lot of emerging market debt is priced in US as well. The above scenario would put a-lot of pressure on these countries. Is it a safer bet to sell my position in XMM and redeploy somewhere else?
Thank-you for the great service.
Read Answer Asked by Eric on July 20, 2015
Q: Dear 5i Team - Please give us your opinion on coal. Has its time come to an end for power generation and will it just be used primarily for the processes of mfg steel?
Thank you!
Read Answer Asked by DOUG on July 20, 2015
Q: Hello Peter, can you provide some information on this company. Is it a good buy going forward? Thank you, Jen
Read Answer Asked by Jen on July 20, 2015
Q: This is a tiny company but appears to be capturing market share in an established business( cash management etc) via new technology 80% of revenue is recurring. As typical of software company large gross margins ( 73%). I think they make as much as 3 cents a share profit this year, no debt and as almost all their business is in the US the appreciating US dollar really helps them. Assuming a 20% growth rate over next few years how does one evaluate this company?

If you feel this question requires too long an answer then you can charge me more credits or not answer.
Read Answer Asked by Murray on July 20, 2015
Q: Hi Peter and Staff
I hold a small position in MIC and have felt stock would go up when rates they charged went up. I have stayed away from fund managers fearing fee disclosure would affect them. Having said all this I assum from comments in the past and today's report on FSZ that you would endorse a switch from MICto FSZ? Am I correct ?
Thanks for all you do
Read Answer Asked by Dennis on July 20, 2015
Q: I have a stock in my RRSP which has risen from $50 to $100. I have been advised to sell this stock ( pay approximately 20% tax), re- buy this same stock ( at the current $100 price) but place it in a TFSA. Does this make financial sense?
Read Answer Asked by Valdis on July 20, 2015
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