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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 and Gang:
I bought AVID a few months ago after reading about insider buys, and it is already up 18%. I am thinking of buying more, but would like your opinion first. My knowledge of tech is zero. Thank you for your amazing service. I was up 26% in 2014 with your enormous help . I owe you.
Read Answer Asked by Elaine or Gerry on May 15, 2015
Q: Wondering if you could give me an opinion on this stock after its recent quarterly report...i am looking for an alternative energy stock to compliment my fossil fuels holdings...love your service...cheers
Read Answer Asked by Cam on May 14, 2015
Q: Hi Peter and co.
I recently scaled back on my US holdings in my RRSP in order to lock in my gains from capital and currency appreciation. I was lucky enough to buy the majority of my US holdings when the Canadian dollar was close to par with the US. My next step is to invest these proceeds into Canadian companies. When the Canadian dollar gets back on to an even playing field with the US, I may again look to increase my exposure in the US.
Considering this is my RRSP and I am 36 years old, what percentage of my holdings, in your opinion should I keep in US companies? My goal is to continue to see growth from my US holdings while minimizing currency risk.

Thanks!
Read Answer Asked by Chad on May 14, 2015
Q: You mentioned this before that you were investors in Ebix Inc. and have met management (and liked them) in the past.

There has been some recent positive news in the company on the verge of some major ventures/partnerships/contracts. On the latest quarterly meeting call, the CEO Robin Raina was very optimistic that significant and material wins are in the pipeline. With your experience with management in the past, can you speak about what was it about the CEO or Executive team that made you confident in their abilities (at that time)? And in general, what type of qualities do you look for management for you to feel good about investing in a company?
Read Answer Asked by Eugene on May 13, 2015
Q: I am looking for an addition to my US portfolio in the financial sector. I am inclined to add AIG for its valuation and positive outlook if and when interest rates come down. But also KKR looks interesting and got a rich dividend. I will appreciate your expert advise as to the best choice.
Thank you as usual for your excellent service.
Raouf
Read Answer Asked by Raoul on May 13, 2015
Q: Would you please give me your thoughts about this US ETF. (It makes up about 3% of my portfolio, and about 20% of my financial services sector.)
Thanks for your great service!!
Read Answer Asked by Jim on May 13, 2015
Q: Hi Peter & Staff: This company has had a good run over the past few months. Would you consider it a hold or a sell at this point? Thank you.
Ron Noble
Read Answer Asked by ron on May 12, 2015
Q: Please give me your opinion on this company.

Thanks
Read Answer Asked by Arnella on May 12, 2015
Q: could you please comment on the report released last week? It appears OK to me but the stock is down.
Read Answer Asked by jacques on May 12, 2015
Q: Peter& Co. Would appreciate your outlook and comparison for Intel (intc)vs Texas Instruments TXN. Seems to me they are similar type businesses and the yield is about the same on both. Thanks Art
Read Answer Asked by Arthur on May 12, 2015
Q: Hi 5i Team,

Recently you recommended VGG ETF for US exposure as a portion of an RESP portfolio. I see Vanguard also has VIG. Both ETFs have the exact same top 10 holdings. Vanguard has a third ETF in VGH which is the hedged version of VGG. All three ETFs are called US Dividend Appreciation. My question is should I be purchasing VGG (sold in Canadian dollars -but not hedged (?))or VIG (sold in US dollars). It seems that VIG has a MER of 0.10% while VGG has an MER of 0.29%.
Thanks,
Richard
Read Answer Asked by Richard on May 12, 2015
Q: If you were me and owned a small position (0.5% of my portfolio) in Penny Mac would you sell? The recent earnings and stock performance has been awful.
Read Answer Asked by Andrew on May 11, 2015
Q: Hi Team,

I understand that this is a little bit outside the focus of 5i, but I was wondering if you guys had any thoughts on TOUR after the investments made on Friday by large firms like Sequoia and Temasek. Could this be China's version of PCLN?

Thanks,
Read Answer Asked by dan on May 11, 2015
Q: Do you think the PayPal spin-off is already reflected in the EBAY valuation? Also, which do you prefer: POW or PWF?

Thanks Kindly! Austin
Read Answer Asked by Austin on May 11, 2015
Q: Hi 5i,

Just following up on my question about hedge funds and hedge fund ETFs.

I have found a list of some hedge fund ETFs that have over $100M US in assets and >25K average daily trading volume (for liquidity reasons) and was wondering if any of them would be an acceptable alternative to directly investing in an actual hedge fund. Any thoughts you have would be appreciated, recognizing this is a bit off the main track of your advice.

Here they are:

QAI - IQ Hedge Multi-Strategy Tracker ETF
WDTI - Managed Futures Strategy Fund
RLY - SPDR Multi-Asset Real Return ETF
ALFA - AlphaClone Alternative Alpha ETF
MNA - IQ Merger Arbitrage ETF

Thank you very much.

Michael
Read Answer Asked by Michael on May 11, 2015
Q: Hi Guys
When you look at the sheer number of people within a 5 hour flight from Macau compared to Vegas you would think this gambling stock Las Vegas Sands with a nice dividend has a bright future.
What concerns me is the low book value,compared to the price of the stock.Do they not have valuable real estate holdings.
Finally how would you explain a sell off like 2008, I believe it went from around $100 down to $3.00. Lastly would you buy this stock around this price.
Thanks!
Read Answer Asked by Gordon on May 10, 2015
Q: Dear Agent. Is it worthwhile for me to keep holding GE in my portfolio. Eddie.
Read Answer Asked by Eddie on May 10, 2015
Q: Peter, what your thoughts are on DexCom - DXCM-US -, more than double in a year and 6 times in 5? Thanks
Read Answer Asked by Ray on May 10, 2015
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