Q: Could I have your view on there 3rd quarter report. Would you say this stock is a strong buy?
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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: Peter,
I would be interest to know what you think of Fortune Brands Home and Security (FBHS-N) for the long term. Giverny Capital has established a large position in this one this year.
Much appreciate the service you offer.
I would be interest to know what you think of Fortune Brands Home and Security (FBHS-N) for the long term. Giverny Capital has established a large position in this one this year.
Much appreciate the service you offer.
Q: Hi Peter & team,
Now that QCOM is acquiring NXP,if I have to choose just
one, between QCOM and NVDA, what is your recommendation?
HG
Now that QCOM is acquiring NXP,if I have to choose just
one, between QCOM and NVDA, what is your recommendation?
HG
Q: Hi Peter & 5i staff.
With the US election looming, do you see a need to sell US health care related stocks, (drug companies, biotech, etc.)
Thanks,
Ken
With the US election looming, do you see a need to sell US health care related stocks, (drug companies, biotech, etc.)
Thanks,
Ken
Q: Hello 5i,
Your service last addressed AKAM in 2014. Although positive in 2014, the stock really got hit at the beginning of the year 2016 and I was not sure if that was company or market related. Is AKAM considered a market leader? Would a bigger company like MSFT, or GOOGL be interested in taking it out? Does AKAM have a moat in this space?
What is the growth expected going forward (2017)? Would you add to a position (currently 2%) at today's price ($67 range).
Thanks for all your hard work. kathleen
Your service last addressed AKAM in 2014. Although positive in 2014, the stock really got hit at the beginning of the year 2016 and I was not sure if that was company or market related. Is AKAM considered a market leader? Would a bigger company like MSFT, or GOOGL be interested in taking it out? Does AKAM have a moat in this space?
What is the growth expected going forward (2017)? Would you add to a position (currently 2%) at today's price ($67 range).
Thanks for all your hard work. kathleen
Q: Hi 5i team:
I know that your mandate does not include US stocks, but I need to buy a large US cap, that is safe and pays a good dividend. what would you recommend ?, and if you can't recommend one, what will be the best source(s) with info to select one ?. Thanks !!!
I know that your mandate does not include US stocks, but I need to buy a large US cap, that is safe and pays a good dividend. what would you recommend ?, and if you can't recommend one, what will be the best source(s) with info to select one ?. Thanks !!!
Q: would greatly appreciate your expert opinion on this Company
I know the US is not your top expertise but I trust your opinion very much
thanks in advance
I know the US is not your top expertise but I trust your opinion very much
thanks in advance
Q: Your outlook for IR for the med-longterm. Is it a buy here or wait for better entry?
Q: Is NVDA still one of your favourites and could you please tell me when it will report quarterly results? I have a small position and am thinking of adding to it. Many thanks, Peter
Q: Hi, BGC Partners is traded in the US and I've held it for a many years and have been happy with its progress (both stock appreciation and business performance in general). However, lately it has been trading sideways and I'm unsure why this is? Do you see this as a further buying opportunity, or are there warning flags?
On a scale of 1 - 10, 10 being the highest, where would you place BGCP in terms of risk?
Thanks,
Cam
On a scale of 1 - 10, 10 being the highest, where would you place BGCP in terms of risk?
Thanks,
Cam
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Microsoft Corporation (MSFT $401.14)
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GE Aerospace (GE $321.00)
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Coca-Cola Company (The) (KO $79.03)
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Sysco Corporation (SYY $86.53)
Q: I need about $15,000 in cash. I hold larger amounts about equal in Coca Cola, General Electric, Microsoft and Sysco (which has dropped significantly in the last week) Which would you suggest I should cash in?
Thanks Jd
Thanks Jd
Q: Q: I plan to have a portfolio which is good for one year, five year and ten or more years. My objective is to have good growth, capital appreciation with moderate risk. Capital preservation over three years in spite of high short-term volatility will be fine. Please tell me what you think of a portfolio I am considering putting together consisting of V-N, UNH-N, WFC-N, NFI-T, FB-O, AMZN-O, GOOGL-O, KXS-T, ENB-T, CN-T, CJT-T, BYD.UN-T. Your thoughts on how this may compare to the BE portfolio performance, volatility, Saftey. Equal weights would be purchased. I invite you to make any changes, additions, deletions? I will appreciate if you place these stocks from high to low priority.
I apologize if I am asking too much. Thank you.
I apologize if I am asking too much. Thank you.
Q: Hello Peter & team,
Would you pls. comment on their quarterly release. Worth holding?
Thank you!
Would you pls. comment on their quarterly release. Worth holding?
Thank you!
Q: Good morning
I have cash in my RSP that I need to set to work. What is your comments on the above for 1-3 years?
Thanks
Margita
I have cash in my RSP that I need to set to work. What is your comments on the above for 1-3 years?
Thanks
Margita
Q: Hi Peter
What do you think about buying back GILD now, or waiting until after the election in USA?
Margita
What do you think about buying back GILD now, or waiting until after the election in USA?
Margita
Q: HI
Is it a good time to buy more DIS as they are down.
DOl is expensive but seems to have still room to grow.
Regards
Margita
Is it a good time to buy more DIS as they are down.
DOl is expensive but seems to have still room to grow.
Regards
Margita
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Restaurant Brands International Inc. (QSR $96.84)
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Peyto Exploration & Development Corp. (PEY $25.64)
Q: Hi,
What are your thoughts on today's hit to QSR & the results? Is this a buying opportunity or a warning? My portfolio distribution lies somewhere between your balanced & income portfolios.
Thx, Gord.
What are your thoughts on today's hit to QSR & the results? Is this a buying opportunity or a warning? My portfolio distribution lies somewhere between your balanced & income portfolios.
Thx, Gord.
Q: I know you specialize in Canadian companies, but do you like Twitter TWTR or MDTmedtronic ? growth and a year timeline. Please suggest another choice if better as I have some US money I want to invest. Helen
Q: This is a comment on your answer to Harold question. I am going to hold on my TWX shares. The stock rose less than 9% on the news. Based on today's prices, if the deal goes thru, it values AT&T at about $ 26. It seems to me that the market is not expecting this deal to materialize. I know two years ago a take over proposal of much less value didn't materialize and since I am not a trader I see the risk reward scenario favors holding on my shares. It looks to me that TWX is in play if not with AT&T it would be with somebody else. I as the other members value your opinion on this.
Q: The AT&T purchase of Time Warner is valued at US $107.50 and is subject to a review by the U.S. Justice Department. In your opinion, would it be wise to sell my TWX shares into the market now, or to wait until the (hopeful) approval and closing?