Investment Q&A

Q: Hi Peter and Team,
From what I see in the Q&As today, there is a relative theme of this being one of the worst days, in a month or two of historic volatility. I`m afraid this question will not be any different, and I ask it in a more general context. Notwithstanding today`s 5% drop, on top of a couple months of , in my view, over selling, why does the market treat this stock in the same vain as an energy stock? In effect, you would think that lower priced oil / byproducts should be a stimmulus to LYB`s bottom line. With a very attractive valuation and what seems to be a positive outlook for the company, considering the potential of the US economy in the upcoming near future, can you offer insight as to the recent flogging? I look forward to your response on this one, I`m in the dark here. Thanks as always, Rick.

Q: There must have been a miscommunication, I was referring to "WORLD POINT TERMINALS" WPT : NYSE
NOT Westport Innovations.
Thank-you for taking the time to answer my question.

Q: I am thinking of moving my 128 shares of aapl into my TFSA. I have a profit of 58% which I would have to claim if I do this. Do you recommend placing US stocks into the TFSA or is it better to stay with Canadian companies? I am expecting Apple to continue to do well in the new year and would like to make the most of the profits with it being in the TFSA!

Q: Good Morning 5i team,

Being an inexperienced (aren't we all) investor, one of the hard lessons I have had to learn (and am still learning especially on BNN) is not to believe everything you hear and/or read. Apparently, it is my own human nature that lends me towards wanting to believe a pundits excitement regarding the future of a company and the story he or she tells about a bright future and why a stock will go up 30% in 6 months. No question it is this behavior that is what truly makes 5i so invaluable to me... a sound and unencumbered opinion absent of ulterior motives purely for the purpose of keeping my eyes open and my gullible side in check.

As an example, I have just read an article about MDR. And from what I read, this company'is incredibly undervalued and should triple an investment within 6 months if not sooner. According to the article, they have tremendous backlog, ($4BB) tons of cash on hand, price to earnings ratio of about 5X, and it is at a tremendous discount being down over 70% since mid June. Further, it looks like an excellent take over candidate.

I was lucky enough to sell about 70% of my energy sector holdings (did especially well on Rock) back in Sept and am sitting on a bunch of cash.

Can you please tell me - especially considering your last opinion of MDR Aug 2013 - why I shouldn't put 5% of my portfolio into this company then sit back and watch my money triple in 3 - 6 months?

Thanks for all you do

Yours Truly, Gullible Gord

Q: I am interested in changing a portion of my wife’s RRSP holdings to US Oil Producers. I am looking at Chevron CVX, Kinder Morgan KMI, Devon DVN as candidates due to the recent oil price meltdown. Would you recommend any of these or do you have a favorite US Oil Producer. With the weaker Canadian peso we would have been better to do this when the dollar was at par, ah hindsight!
She is 62 and plans to roll the RRSP into a RIF when required, say 10 years. The portfolio currently has 40% fixed income and 60% Canadian equities. What level of US equities would you recommend? We are comfortable with medium risk exposure.
Many thanks for your service!
John

Q: The market seem very volatile at the moment. Is this a good time to buy Google? Thank you.

Q: In the past you have liked this company. Do you think it is a good medium to long term hold. It touched $25 and now sliding back to under $20.

Q: Hi Peter & Team,
Please advise on SDIV (Global X Super Dividend)in RRIF for global diversification
32% US, 65% non-US, 5.2% yield (is this true?), close to its 52 weeks low, 0.58% MER,114 stocks, mostly real estate, REIT and financials. This will replace the money intended for ENB. Thanks

Q: Hi Peter and 5i Research Team, Can you please advise on the outlook for US retail and specifically for Kroger. Would you consider it a buy here?
Thank you. Linda

Q: I own a few us stocks ie apple, Facebook, whole foods. Am considering buying google, is this a good idea? Thank you so much.
Stewart

Q: Hello 5i,

Do you have a few biometric companies you like for growth in the sector? After reading this article, I would like to keep my eye on a few with some good potential. Cdn or US stock, either will do. Thanks for the excellent service. Gerald

http://business.financialpost.com/2014/12/06/banking-on-biometrics-how-youll-soon-be-able-to-pay-with-your-finger-access-an-atm-with-your-eyes/

Q: I am thinking that the best way to play the american turn around is through american banks and credit card companies. What's your thought on that and is American Express the best way to go

Q: I recently heard that this coy was a good long term hold,with good immiediate prospects Please

Q: Hi 5i: I hold Citigroup and am considering adding another big US bank. Do you have a recommendation? I realize you don't specifically follow US stocks, but your knowledge will surely exceed mine. Thanks.

Q: Hi guys,

I don't that your service doesn't focus on U.S. stocks, but my question is more of a conceptual one. I own J&J and Abbott Labs in the Healthcare space in the U.S. They both have over 50% of their sales outside of the U.S. With the rising U.S. dollar, would it be prudent to switch the more domestically focus healthcare companies, such as CVS since I want to maintain my exposure to the Healthcare sector.

Thanks,
Jason

Q: I own MA and have done well with it. Can you please give me your opinion on the company?

Thanks,
Wayne

Q: Hi 5i, Could I get your comments on the U.S. defense sector in general as well as a couple of suggestions for growth in the area. I've looked at TDG, but I know there are lots of other possibles (NOC, LMT, COL). Thanks for your help.

Q: opinion and also mcd, mcdonalds for some us exposure?

thanks

Q: What is your opinion about this stock?thank you.ebrahim

Q: hello 5i team

GILD is down 10% for the month. it appears reasons given as per the info i can find are;

slowing prescription sales on the hep C drugs
a 4 BB debt offering in Nov which investors didnèt like even though it appears to be money raised to repay existing debt
and there has been some modest insider selling

I am keenly interested in this company as it appears according to reports, Gilead - which has from what I can see the only effective Hep C drug on the market at this time - has treated a mere 3% of the US's total pool of HCV patients. Plus, am I wrong in thinking that insurers will have to include the GILD Hep C treatment drugs on their approved list sooner rather than later

With this info and any other you may have at your disposal, what would you recommend... buy, hold or sell.

Thanks for all you do

Gord