Investment Q&A

Q: I see a lot of insider buying on this stock. Would you agree that this bodes well for a drug research company. Thanks

Q: Your views on this company, please. Traded in New York. Thanks

Q: Could I have your opinion of Snap-On Tools.
Is the debt level acceptable, and is it a buy.

Q: Your thoughts pls on Aramark

thank you

Q: I would like your opinion on Tesoro specifically, though more generally on the sector. My overall thesis is that these fuel refiners and marketers are being unfairly lumped into the oil sector in general and that overall there is little reason to think that they should suffer from lower oil prices. Do you agree or am I missing something? Thanks very much.

Q: Any views on whether PSX is a good buy at this price, given it seems to be a midstream company and may benefit from lower input costs?

Q: I was reading your answer to Les on June 23, 2014(the only answer I found)the price has moved up some $10/share I wonder if I should hold it or sell? Today the trading volume was high and the price has dropped $1.68, is this an alarm?I have two other US holdings :ABT & CVS. That is all I have in US$ portfolio. Thank you.

Q: My wife is keen on dogs and pets in general. She suggested that a company focused on pet supplies, food, medicines and other pet accoutrements might be a good and robust investment. Any ideas?

Q: Hi Team,
Could you give me your thoughts about buying Apple today prior to earnings which are expected to be a blowout plus their balance sheet will continue to show an enormous cash position. I am looking for a trade opportunity as well as a hold.

Thank you

Q: Is this a good company to invest in?

Q: Hi Peter,
What do think of XMU and XUS for U.S. exposure? THANKS.

Q: This company has shown up on my radar with solid fundamentals; though it has been substantially higher in the past 5 years. Do you have any thoughts on it please? Thanks

Q: Happy New Year Team 5i. I have no Canadian or US healthcare. I am well diversified with both of your PFs. I do not have any US dollars or direct US equities (only those within your PFs which have US exposure) I am interested in XLV but what would be the best way to purchase? Should I open a US account and buy enough US dollars to purchase XLV and hold within that account or should I just purchase within my TFSA (or RRIF) with my Canadian $. I'm quite naïve about US purchases as you can see. Thank you for all you are doing. It gets easier and better because of all of you!

Q: I am looking for a long term US growth company for my 11 year old son's RESP - I completely agree with your recent assessment of Google but it is at a 52 week low - why is it under pressure? Other US names I am considering are Blackstone, KKR and Lazard. Can you rate them regarding safety and dividend potential?
Thanks.

Q: I would appreciate your comments on the stock Manchester United, a US listed stock that is currently around $15.50.This is a very popular Barclay's soccer team & its televised games are some of the most popular in the world. As always thanks for your help & advice

Q: I already own J&J & WAG in my USD portfolio. I was thinking of adding this one because it has been beaten up-however: really high debt.low EPS & CF & pay-out ratio -but has a high ROE of 76%-none of this adds up to me? Comments please on sustainability of dividend. Just did as deal with Novartis.

Q: Hello 5i team

WFC reports later this week. Do you any idea what we can expect and what effect this report may have on share value?

Thanks for all you do

Gord

Q: Hello Peter
Happy New Year .
How would you play this huge drop in oil prices of late .Which stock will benefit from the low oil prices ? Is there a ETF that tracks the air line stocks or what is your recommendation to benefit from these admormal oil prices ? How would you position your self from this oil price drop ?
Kindest Regards
Claudio

Q: Hi to All!! A quick question. What are your thoughts on adding ROC (Rockwood Holdings) to a Growth/Divivdend portfolio. It was mentioned that this is good exposure to Lithium, which inturn, will be used in increasing quantities in the auto industry. Thanks, Tamara

Q: I have held STZ for over a year and the return is good, it has moved appreciably since the latest earnings. The question is, I (and probably many others) do quite well at buying stocks, but often miss the signal of when to sell stocks. I know you believe in holding as long as things are going well, but still I have found in my experience that stocks often fall dramatically and give up much of their gains when things go poorly and often there is no warning. For e.g. I owned SYNA saw it go from $50 up to $90 and then drop back almost to the starting point. I would like to have a better way to judge when to sell a stock, or am I asking the impossible. I do apply technical analysis to my stocks as well, maybe I am expecting too much. So if you owned STZ would you continue to hold for the long term, seems no reason to sell and beer sales are up and with summer coming that should continue to bode well or do I look at it and say I have made 30% sell. What are your thoughts or suggestions. Thanks very much.