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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: Greetings,

i am looking for your views on unilever versus Bristol-meyers. both of these have corrected significantly and am looking to add to my US holdings. I need a steady stream of US income in the future so trying to build a nice, steady group of dividend payers that i can hold for a long period of time.

Cheers and thanks for all your great advice.
Read Answer Asked by kelly on October 02, 2014
Q: Everything is getting hammered this week, but i do not understand the complete devastation in surge, if as you say the payout ratio is 65 per cent with oil at 90. Dollars, then at what point will surge have to cut there payout, now yielding over 9 per cent at a price of 6.60. It seems to me like this selling in surge is way over done, it is down at least 25 percent in less than a month. And why are insiders buying, they are getting killed. Dave
Read Answer Asked by david on October 02, 2014
Q: Hi: Thank you for your Sept.28th. article "Signs to Watch for When the Market Declines." Perhaps you could follow up by suggesting where I can find the data to implement the criteria in that article, data I find hard to find. Thank you for your excellent service.
Read Answer Asked by David on October 02, 2014
Q: Can you please explain what's going on with BXE hitting a new annual low?
Read Answer Asked by Brenda on October 02, 2014
Q: The U.S. gov't is being lobbied by the rail and oil companies to delay the railcar upgrade deadline and the TRN price has dived. TRN is said to have a huge order backlog. Do you think the co. is oversold here?
Read Answer Asked by Ken on October 02, 2014
Q: Please provide your comments on this stock. Yield of 11.% seems high. Is it worth taking a small position ?? Thanks
Read Answer Asked by David on October 02, 2014
Q: I would appreciate your opinion of this publicly-traded private-equity small cap. Would this be suitable for a medium-to long-term investment? Thanks!
Read Answer Asked by Gregory on October 02, 2014
Q: Hi Peter and Team, regarding Automodular, AM, can you help me understand what this stock is worth if/when this company is shut down? I need help in figuring out the value of the stock when the company is folded with no business to continue on with. What does the current value of the stock indicate to you? Any help would be greatly appreciated. Many Thanks!
Read Answer Asked by Hussein on October 02, 2014
Q: a bit more about WEQ please.
The bought deal at $8 by brokers means that the brokers got a discount on this.Is there a way to know what the discount was?
Does this also means that WEQ got this discounted price in extra capital per share,so the $8 means nothing?
Also how long will this share dumping last by the brokers in this deal?it might take a long time for this huge amount.
All sounds the small investor is getting stung again.
Read Answer Asked by Josh on October 02, 2014
Q: Hi Peter and team,

Any comments on the performance of NSTG (Nanostring). Smallish biotech company. Downturn in the sector has hurt the stock. I see you are recommending ISIS, is it reasonable to expect an increase in NSTG's stock price this year or would you expect the biotech sector (and NSTG) to see a recovery in early 2015?
Read Answer Asked by Peter on October 02, 2014
Q: Best wishes to all, your family and friends. What does goodwill really mean on a balance sheet? Can any value be ascribed to it, and if so, how is it calculated?
Thank you,
Bill
Read Answer Asked by william on October 02, 2014
Q: Could you disclose what 5iresearch staff allowed to invest in, or typically invested in if not in companies rated by 5iresearch?

Could you disclose in responses to company questions, whether the respondent holds any position long or short in the security being commented on? A number of the companies recommended, viewed negatively and discussed in general are not covered by 5iresearch, and not subject to your 'no conflict' policy.
Read Answer Asked by John on October 02, 2014
Q: Hi folks: Would buying HIX (TSX 60 inverse ETF) be a good hedge against a market sell off at this time?
Read Answer Asked by Charles on October 02, 2014
Q: Could you share your thoughts on the recent 8% drop suffered by Exco? I don't see anything news related, can this simply be attributed to the tough market on Oct. 1st? Thanks.
Read Answer Asked by Paul on October 02, 2014
Q: There has been a pretty good sell off already in growth stocks like BYD, BAD, and ACQ along with oil/gas names. Can you recommend 3-5 companies that look like the best value bet for a bounce back and recovery? Thanks!
Read Answer Asked by Dathan on October 02, 2014