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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: the last question on this company was in 2014 what do you think of it now
Read Answer Asked by Pierre on April 05, 2016
Q: Hi team, I wondered if you had any opinion on this US stock, by chance? I'm looking at its recent downturn and hoping this is an entry point... Thanks!
Kate
Read Answer Asked by Kate on April 04, 2016
Q: May I have your assessment of ITG? Have you used their services?Do you see this stock as a buy?
Thanks, Tim.
Read Answer Asked by tim on April 04, 2016
Q: Hi 5i:
Your last comment on Endo (ENL, ENDP.US) was Feb 29th and at that point you thought that it was unduly beaten down by the market given the company’s recent performance and outlook. That was when it was over $40 US. Now that it is under $30 US, what do you make of it? Is it worth continuing to hold or have fundamentals deteriorated to the point where alternative holdings in the same space look much better? How does it stack up on a comparison with CXR? Thanks!
Read Answer Asked by Lance on April 04, 2016
Q: Hi Team
I am well diversified and have about 17% in US Stocks. I have a bit of US cash and would like to purchase a non US unhedged (if you think best) ETF with a lowish MER. I will hold in my RRIF. Of course I would like growth and am not chasing dividends on this. I would hold for 2 to 5 years. VXUS or ????. Thanks guys for all you do.
Read Answer Asked by El-ann on April 01, 2016
Q: We are Seniors who do not need current income from investments. Have various accts. at TD Waterhouse - considering using their new ETF's to increase international exposure: TPU vs. THU; TPE vs. THE. What is your current thinking re hedged versus unhedged?
Any thoughts re investing in TD's new ETF's versus using TD-efunds?
Read Answer Asked by Aileen on April 01, 2016
Q: Would you give me your assessment of this company please, and what other company would you favor over this one. Thank you.
Read Answer Asked by Maureen on April 01, 2016
Q: I last wrote to you about OZM.us on October 1 2014. After reviewing your input, I held on to my shares. Unfortunately, OZM is down another 60% since that date. I would be thankful for your comment on OZM’s prospects. I cannot use the tax loss. Nevertheless is it better to sell and move on? OZM.us looks like great value. But then many companies do, just before heading into bankruptcy.
Read Answer Asked by Adam on April 01, 2016
Q: Hey folks. I'm looking to buy AFAM, but the 1 year chart looks lousy and the stock peaked about a year ago. Can you tell me the reason for the steady fall? Any insider trading going on? What is the short interest? Finally, what do you think of the company's financials and prospects? Thanks for all your help.
Read Answer Asked by Noel on March 31, 2016
Q: Hi Peter and 5iResearch team,
I bought this company a year ago, as I believe the need for hip and knee replacements will continue to rise. I was also in an Alberta hospital recently and realized that the beds in the recovery room were also Stryker. Has had a good run, do you still like it for long-term hold or is valuation to high and ready for pullback. Thank you. Linda
Read Answer Asked by Linda on March 31, 2016
Q: Hi Peter and 5iResearch Team,

Can I invest in US treasuries and TIPs in an ETF? Investing in both traditional bonds and inflation-protected TIPs?
Thank you. Linda
Read Answer Asked by Linda on March 31, 2016
Q: Hi Peter and 5iReseach team,

Can you recommend the best US Dollar S&P 500 ETF?
Thank you, Linda
Read Answer Asked by Linda on March 31, 2016
Q: I know that you generally do not cover US stocks but I would appreciate any thoughts you might have on Fly. It is down approximately 12% over the past year. The yield is 7.72% and I wonder how safe you felt was and is it sustainable. I also see that there is a class action on going with this stock. Any other info would be greatly appreciated.
Read Answer Asked by Ian on March 31, 2016
Q: Hello 5i, last fall you were not "overly worried" about the dividend but on February 8 you said cash flow is not covering the dividend. When I look at ratios on GlobeInvestor-Gold the cash flow has not covered the dividend since 2011. How have they been paying all this time and has anything really changed? Thank you
Read Answer Asked by Alayne on March 30, 2016
Q: RDCM put out a shelf-filing for $50MM last night, which is almost half their equity market cap. Why would they do this/what is a shelf filing?
Thanks
Read Answer Asked by CAMERON on March 30, 2016
Q: Peter and Team,

As someone with a portfolio largely in line with the Balanced Equity Portfolio, I am starting to work on building some US positions.

I have initiated what I would call a half-position in SBUX and am looking for the best names to start a US portfolio with. I still want the style of investment to match the style of the Balanced Equity portfolio. What are the top, say, 5 names in the US to move forward with? My first thoughts were AAPL, JNJ, and VISA but I don't know if I am out to lunch here. I always prefer names that pay a yield.

Thanks,
Marc
Read Answer Asked by Marc on March 30, 2016
Q: I have held Novartis for a few years but it has dropped significantly over the last 6 months. I still have a 35% profit. I wonder if I should sell and invest in a more profitable company in the US or keep it. I have well balanced portfolio and Novartis represent <0.5% of its value. Could you suggest a few US names to consider?
Read Answer Asked by jacques on March 30, 2016
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