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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: Hi Peter
Why when running stock screens under criteria in which you know certain stocks should pass,they don't come up,I notice this happens quite often.
The free screen I have been using is at Zacks, I find the large selection of criteria to be better than most.
I subscribe to both Morningstar & The Globe & Mail and find their stock screens lousy.The Globe Investor Gold advanced filter screen was the best, but they closed it down because it was to costly to Maintain.
Gord
Read Answer Asked by Gordon on January 06, 2016
Q: Hello Team! I purchased this insurance company in anticipation of rising rates in the US. It was doing very nicely until it fell prey to a short seller attack. It is now down 10% from my original purchase price. Do you have any insights into this company. Thank you, Jen
Read Answer Asked by Jen on January 06, 2016
Q: Hello I am interested in how I could get some exposure to Samsung; perhaps through an ETF here or one in the US. A top ten holding would be preferred, but not necessary. Is the Mawer 102 or 150 likely places to start? Thanks in advance.
Read Answer Asked by Michael on January 06, 2016
Q: In your post about sustainable dividends please explain what is meant by CAGR, CFO, PCT and LFY. Thanks.
Read Answer Asked by Astrid on January 06, 2016
Q: Hi Peter/Team Happy New Year. What is your opinion about FTN. Thanks, Jim!
Read Answer Asked by Dimitrios on January 06, 2016
Q: Hi Guys, I'm a little nervous to start the New Year. What are your favorite defensive stocks right now in the healthcare, staples, utilities, telecom space etc..maybe get cautious and collect some dividends for a period of time until the global economy markets settle in a bit.
Thank-you.
Read Answer Asked by Chris on January 06, 2016
Q: Hello Peter & Co,
In my previous question, I was enquiring about exposure to the US Housing sector to add to a position I already hold with TCN; in your response you mentioned a few REITs but I was surprised that you did not mention any of the Canadian lumber companies such as Interfor or Western Forest.
Needless to say that I greatly value your opinion
Antoine
Read Answer Asked by Antoine on January 06, 2016
Q: Would it make sense to construct my portfolio buying all the A rating for companies under 5iResearch coverage and to diversify I would pick some of the B rated companies, replace them as you eliminate or down grade them?

Thanks
Read Answer Asked by Saad on January 06, 2016
Q: Do you think Riocan has bottomed yet? With a 6% yield it looks very attractive.
Read Answer Asked by Patrick on January 06, 2016
Q: Happy New Year! Thank You for the great service. I hold HCG, BAD and ACQ in my TFSA. All 3 have losses ranging 40% to 47%. I'm a buy and hold type of investor and not looking at selling my positions. What is your long term outlook for these stocks (greater than 5 years).
Thanks
Kevin
Read Answer Asked by Kevin on January 06, 2016
Q: Disney appears to be trending down. May I please have your longer term (2 - 5 year) opinion of Disney.
With appreciation!!
Ed
Read Answer Asked by Ed on January 06, 2016
Q: SIRI,the US co of XSR reported that in 2015,its subscribers of 2.3m exceeds 2m guidance.It expects to meet or exceed its 2015 guidance for revenue,adjusted Ebitda & free cash flow.Will announce results in 1st week of Feb.It was up .03 to $3.93 after hours. XSR is slated to report results after close of market on 1/13.Its last q shows eps of .02 vs .04 expected resulting in a big drop in its price.Please provide your view on up coming results Always appreciate your great services & opinions
Read Answer Asked by Peter on January 06, 2016
Q: Hello Peter and the 5I team
I am wondering about HLF as a good value pick at the moment. But I notice that the low canadian currency seems to effect them negatively, since I believe that the canadian currency will continue to be weak should I stay away from this stock? What is your general feel for this stock ? Is the div safe? Another stock I am considering is AD. Is the div safe with this stock? I realize that these 2 stocks are very different but if you had to pick one which would you pick and why.

Thank you
Read Answer Asked by Darren on January 06, 2016
Q: Peter, can you provide the name of some US securities which can be used to set up a US income portfolio with call options (as per your article in the Canadian money saver)
Read Answer Asked by Vineet on January 06, 2016
Q: Good Morning Your opinion plse on what to do
A. Sell before it gets worse
B. Wait for a pick up then sell
C. Be patient wait for interest rates to rise over the next 4 yrs and maybe break even
I own 600 shares of each purchased at issue at 25$
Read Answer Asked by Marcel on January 06, 2016
Q: WSP dropped fr $49.18 high in 8/15 to current $40.65.MG fr $74 high in 6/15 to $54.35,Are this good entry points in this voliate,neverous & poor market.Appreciate your normal great services & views
Read Answer Asked by Peter on January 06, 2016
Q: My timing with this one seems pretty bad. What are your thoughts on the company? I would prefer to hold this through a couple of earnings at minimum. Any red flags in particular that you see? Thank-you as always.
Read Answer Asked by Alex on January 06, 2016
Q: How do you feel about adding priceline as a long term hold today in a diverse US portfolio?

Thank you
Read Answer Asked by jessie on January 06, 2016