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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: How does this look to you at this time? I will have some money to invest about mid-November and have presently very little US exposure.
Read Answer Asked by Blanche on October 17, 2014
Q: Hi Team,

I have held off buying Apple, Blackrock and Google for the past month or so...a good decision in light of the recent sell-off. Do you think it would be a decent time now to lag into positions of all 3? Or if you had to pick just 2 or 1 which one would you choose.

Thanks
Read Answer Asked by Douglas on October 16, 2014
Q: With the entry of HBO and less subscribers do you think that NFLX would now be a sell

Thanks
Dolores
Read Answer Asked on October 16, 2014
Q: Hello Peter,
What is your opinion today about the strength of the US economy? Do you still think the downturn will be over in a few weeks?
Thank you for your honesty, your integrity and your support.
Read Answer Asked by Gail on October 16, 2014
Q: Hi Peter and team,

Are Abbott Laboratories (ABT) and Abbvie (ABBV) attractive companies at their current stock price? Which one would you prefer for growth?

Many thanks for your answer!
!

Michel

Read Answer Asked by Michel L on October 15, 2014
Q: Is there a point at which you advise against putting new Cdn money into a US$ investment? Given the strength of the greenback, a US investment would have to earn 12% or more just to break even with a comparable Canadian investment. I remember one advisor suggesting that they stop putting new money into the US when the Cdn $ drops below 85 cents so we are long past that point. I do have about 15 - 20% of my portfolio in US$ already, if that matters.

Thanks for the sage advice.

Paul F.
Read Answer Asked by Paul on October 15, 2014
Q: Hello- Lyondell has been really hammered in the last day or two-
apparently their margins may be compressed and their CEO is leaving- is the stock reaction overdone? Would you buy here?
Thanks
Read Answer Asked by Pat on October 15, 2014
Q: With the current slide in the Cdn Oil Sector, and with the likelihood of the US economy to continue to strenghten, US equities are looking more and more interesting to add to my portfolios. My question is in regards to US stocks that pay Divs in US dollars. What is the industry practice in terms of dividend distribution? Would the dividend payout be at the exchange rate of the date of distribution, or is it fixed to the rate set at the date of purchase. If the latter is the case, who absorbs the differential? Lastly, can you offer input as to the merits and / or pitfalls of Canuck retailers ( such as myself) buying US stocks? Thank you, as always, for a terrific service ... particularly in volatile times as these.
Rick
Read Answer Asked by Rick on October 15, 2014
Q: Peter the reason trinity has declined so much is because, the thinking is that oil below 85 dollars will cause fracking to slow down because it is not economical and then railcars will not be needed to ship oil, therefore trinitys business of making railcars will not be so good. Publish if you wish. Dave
Read Answer Asked by david on October 14, 2014
Q: Hi Peter and team,

What is your opinion on Trinity Industries(TRN-N)? Is this a good stock for growth in the next 12 to 24 months?

Thanks in advance!

Michel
Read Answer Asked by Michel L on October 14, 2014
Q: Peter and team,

I have been looking for a good water idea for a long time and came across American Water Works on the US exchange recently. The 5 year chart looks good and the dividend has been increased steadily.

What are your thoughts on this company and investing in this stock?
Read Answer Asked by Marc on October 14, 2014
Q: This engineerinf firm in the states has low debt and a reasonable dividend.What do you think?Thanks Don
Read Answer Asked by Don on October 14, 2014
Q: Hi Peter and Team: Can you provide me with an opinion on this stock? A good entry point?
Read Answer Asked by Ford on October 14, 2014
Q: Hey Team,

CSX will be reporting this coming Tuesday. On doing some research this is what is expected...

4% increase in sales to $3.13B

$0.47 earnings per share which is a minimal 2% gain reported same 1/4 last yr

questions...

is this what you have found?

if this is accurate, what would you expect share price to do after the reporting?

and finally, would you consider CSX a sell, hold or buy at this time?

Thanks for all you do

Gord
Read Answer Asked by Gord on October 13, 2014
Q: This security is down about 12% today. I am unable to find any news on the stock. Do you know the reason for the drop? Thank You.
Read Answer Asked by Brian on October 10, 2014
Q: Hi, I have 75% of the holdings in your Canadian portfolio with a few extra stocks (DHX, ACQ, AVO). This represents 45% of my portfolio. My US side is 20% mostly indexes but I'd like to switch that into ten stocks. I already own WFC, AT&T and Gilead and would like to add Met Life, GE, MacDonalds, JNJ, Coca Cola, Apple and P&G.The idea would be to just hold these for years and add to the positions as I get extra US cash. Does this line up look good or would you suggest amy alternates? I could choose one of Coca Cola and McDonalds and one of JNJ and P&G and then that would free me up with two others in other sectors that are maybe a little higher risk? What would you suggest? Thanks so much! carla
Read Answer Asked by Carla on October 10, 2014
Q: What is the Short Term outlook for AOL.
Have you or anyone else ever considered
making ETFs patterned after your two model portfolio
Read Answer Asked by Eric on October 09, 2014
Q: I have primarily a Canadian investment portfolio (with large caps and many of the 5i stocks) but have some money in a US dollar account that needs to be invested. Is there a US sector or stock(s) that you would suggest for investment? Thanks!
Read Answer Asked by Linda on October 09, 2014
Q: You recently touted United Technologies (UTX) as having good growth potential. I currently own General Electric (GE) and have long wondered which of the two has the best long term growth potential. UTX has come down a lot more than GE in the past few months. Is this a time to swap companies? I don't require either stock for income.

Thanks for the insight.

Paul F.
Read Answer Asked by Paul on October 09, 2014
Q: I am considering a switch from Corby Spirit & Wine to Diageo. I realize I am losing the dividend tax credit, a bit of yield, and taking on some currency risk, but gaining international exposure, size, and presumably growth potential. One concern is Diageo's volatility as compared to Corby. Any comments on this idea would be appreciated.
Read Answer Asked by Stephen on October 09, 2014
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