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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: Would BP.US be a good stock to purchase. Eddie.
Read Answer Asked by Eddie on December 15, 2014
Q: Just a follow-up to my earlier question on a list of reporting dates. I think I understand and appreciate your approach of developing an investment thesis and allowing management time to execute on their plans and grow the business. However are you suggesting that we not look at the quarterly reports, and only do annual reviews .
Thanks
Mike
Read Answer Asked by michael on December 15, 2014
Q: Is it a good idea to buy TLM as a takeover play.
Read Answer Asked by Imtiaz on December 15, 2014
Q: I have been looking for an ETF, on the Canadian stock exchanges, that tracks US banks. Can you recommend any and of course, the best one as you see it. (lol)
Thanks for your help!
Read Answer Asked by Jim on December 15, 2014
Q: Hi 5i team,
In response to my question on replacing BDI (tax selling) you suggested HNL. This was on Dec.10th. Two days later in response to question from Hans you suggested selling HNL due to debt levels and removal from TSX index. I am a bit puzzled there...?
I replaced BDI with HNL last Thu and now down 15% on this stock in just 3 days. Can you please confirm either one or another recommendation? I have 2% of portfolio in HNL (my O&G total 18%) and wondering whether I should keep HNL or sell it and get additional 3K loss?
Read Answer Asked by Michael on December 15, 2014
Q: Hi, I've asked about RFMD before and you liked it. I've noticed that there's been a lot of insider selling. Do you think there's anything to be concerned about? I bot a little at 14.21 w/intention to add and hold for 1-2 yrs. Would you add at this time.....it's down 3.29% as I write.
Thanks a lot!
Read Answer Asked by Silvia on December 15, 2014
Q: In light of Empire's (EMP.A) new numbers, what stock would you select now for long term eps growth and increasing dividends.

Thanks and if I dont comment again till the new year, I hope everyone has a happy and safe Christmas and holiday season.

John
Read Answer Asked by john on December 15, 2014
Q: I am wondering if it would be useful to have a screen showing the release dates for upcoming earnings for the companies in the 5i portfolios. I expect these are dates you follow and I know it would help to simplify my follow-up.
Mike
Read Answer Asked by michael on December 15, 2014
Q: Comment: Current year net capital losses can be applied back 3
years against net capital gains via a adjustment process.
Read Answer Asked by Russ on December 15, 2014
Q: Hi Peter
Merry Christmas. I hold PFE and GID in my US portfolio. Would BAX be a good addition for healthcare income and some growth or would you suggest an alternate.
Thanks
Hamish
Read Answer Asked by Hamish on December 15, 2014
Q: This stock is up a bit lately. Would you suggest getting in now with a small weight or waiting as you previously mentioned it was still speculative.
Read Answer Asked by David on December 15, 2014
Q: I see IT is buying a new co. and I am wondering if & when this purchase will be accretive to their bottomline. Thanks for you help.
Read Answer Asked by Maureen on December 15, 2014
Q: I have accumulated Canadian biotech/pharma companies RX, CPH, CXR, MSL, NRI and NHC with a hope that some of them might be taken over by the others. Do you think there is a possibility of any of these companies buying the other. Who do you think will be the most probable target and who is the most likely acquirer. Thanks
Read Answer Asked by Imtiaz on December 15, 2014
Q: Hi Peter and group. I am increasingly concerned about Canadian Equity Stocks. I would like some more exposure to the US.I am interested in all sectors including a currency ETF. Is it possible for you to recommend US based ETFs. One in each sector would be a big help. I know you do not focus on the US but at times like this it would be as big plus.. Thanks for your service I find it extremely helpful.
Read Answer Asked by Terence on December 15, 2014
Q: What is your opinion of Crew energy.? It has been a big volatile trader this week. It is always on the most active list. Is this one you would foresee popping in price in the new year? How much insider ownership on crew? And are they mostly gas no oil? Thanks for the hand holding.
Read Answer Asked by Helen on December 15, 2014
Q: i know nothing about hedges, debt to cashflow etc. but would like to know if these companies can survive until the next upswing in the oil market. im down 60% in both,but have not bailed ...yet. tkx pat
Read Answer Asked by patrick on December 15, 2014
Q: My understanding is that you view Germany and Japan as the 2 countries to benefit most from low oil prices. This being the case could you recommend etf's that that would give maximum upside preferably in US dollars. Dividends are not important to me for this investment. Thanks for your great service.
Read Answer Asked by Ian on December 15, 2014
Q: Hi Peter and Team,
From what I see in the Q&As today, there is a relative theme of this being one of the worst days, in a month or two of historic volatility. I`m afraid this question will not be any different, and I ask it in a more general context. Notwithstanding today`s 5% drop, on top of a couple months of , in my view, over selling, why does the market treat this stock in the same vain as an energy stock? In effect, you would think that lower priced oil / byproducts should be a stimmulus to LYB`s bottom line. With a very attractive valuation and what seems to be a positive outlook for the company, considering the potential of the US economy in the upcoming near future, can you offer insight as to the recent flogging? I look forward to your response on this one, I`m in the dark here. Thanks as always, Rick.
Read Answer Asked by Rick on December 15, 2014