Investment Q&A

Q: Hi Peter, Haven't been around for awhile now, hope you can help me ?
I was looking around at some technology stocks and wanted your opinion on this one.

Cal Amp Stock Ticker is CAMP.
Here is an article I found interesting:
http://www.thestreet.com/story/12850613/1/why-calamp-camp-stock-is-increasing-today.html

looks like an interesting technology!

Q: what is your opinion of mcd in light of all the negative publicity of the past year. Is all the bad news behind it and can it grow further from here? thanks

Q: Sentry Infrastructure Series X(NCE1030): I want to sell because of high fees. Are you able to suggest an infrastructure ETF ? Global one would be fine , as would a broad North American infrastructure ETF. Thanks, Adam Okhai

Q: Hi folks,can please ask for update on dryship drys/q,Q2/14 beat on better revenue & EPS vs consensus,and next Q analysts expects eps +.04,+.06 and Q2/15 +.13.BDI has bounced off lows but company has big debt,which I believe is manageable.I have a 1/2 position (lower) and was thinking of taking full position at 3.30sh level.Please get your thoughts going forward on stock,thanks as always jb

Q: Good Evening Peter,

I have been watching GoPro ( GPRO ) recently and as you know this company was an IPO this year.

1) Would you view this company as a trade or as a investment ( And why )

2) What would you consider as an entry point

3) My thoughts are to purchase for a trade in my TFSA

Any additional thoughts would be greatly appreciated.

Regards

Gordon...

Q: re: DDD & DASTY ... and digital printing industry (DPI) in general

Morning 5i Team

I think we can all agree the DPI in general has a bright future in our everyday life. Let's face it. One day instead of plugging in a tape to watch a movie, you will have a box that allows you to record and download movies or shows anytime you want then watch them days later.

Soon, when you need a small tool you can simply go to your digital printer and make it in the kitchen.

But as always with new technology, while in it's infancy no one knows which company will be a player and which company will no longer exist when the technology becomes affordable and really starts to take off.

I read an article yesterday regarding the education system planning on using digital printing in the classroom... an ideal application. Did you see anything on this information and if so, do you feel it may be a catalyst to start us towards DP's becoming become part of our everyday life?

And which of the aforementioned stocks do you think have the best chance too take advantage? Is there another company we should be aware of that could be a serious player?

Plus any other thoughts you may have regarding the future of the DPI. Someone is going to make allot of money. Any chance it could be us?

Thanks for all you do

Gord

Q: Taser international ,your opinion appreciated.ebrahim

Q: I bought SWKS US in mid-February from a search in Vectorvest, and I am up 80%. However, VectorVest's estimate of true value is still far higher than the price it trades at. I would be interested in your comments.

Q: Could you please give me an update on NUS.US. I am now down 50% and have been hoping for things to turn around. What are their financials looking like in your opinion. Could you provide a couple of US names you like. Thank you.

Q: bank of america settles this morning, how do you feel about owning this stock…. and financial's in general, any fav's?thanks,

Q: Your thoughts on Forcefieldenergy inc. FNRG Please

Thank you

Q: I have US$ in my non- RRSP account but would like to buy a US stock in my RRSP account but I have no US$ so I would have to pay the currency exchange difference. Is this a good idea? The US stock I am looking at buying is UTX.
Thanks
Dolores

Q: Hi Peter &Co
I hold KMR in a TFSA. Some of the news on Consolidation of Kinder Morgan express concern the the US IRS may be taxing Capital gains on these shares retroactively.

Do you have any insights into IRS acting to tax Inversions such as this. Perhaps you Bloomberg terminal would have some timely advice on this. I could sell the shares before the inversion closes, but hate to jump at shadows.

I realize you are not US tax experts but you might have run into useful 3rd party advice that would be helpful.

Regards
Ernie

Q: Hi,

What do you think of GWPH as a long tern 3-5 year hold? Is there a medical marijuana ETF or stock you like better?

Q: Hi,

I'm interested in a healthcare stock or etf. What do you think of this sector in the next 3-5 years? I am interested in etfs ZUH, XHC,PJP, and IYH, and Stocks UHS or Davita. Can you recommend one stock and one ETf for a long term hold?

Q: From Cindy
To Peter and 5i Team
could you please comment on siri.us Sirius XM radio and whether it is a buy for trading. Thanks

Q: Hi,

As a longer term play on tv, (several years)would you prefer DTV or Dish? I own lots of Walt Disney and Cgx, but think DTV or the Dish network are quite different. DTV has a much lower PE but Dish's growth over the last five years is phenomenal.

Q: Do yo have opinion on Pfizer (PFE)?

Q: From Cindy,
To Peter and 5i Team,
I would appreciate your comments on the biotech stocks and etf for us as well as Canadian stocks. Thanks

Q: re:CSX

Hopefully you can help with this U$ Equity question.

I purchased 200 shares of CSX a number of months ago and it is doing ok with a good dividend. I purchased CSX because it was considerably cheaper than Can Railroads and I do have a need for U$ currency with a son that attends a US college. I have about 20% of my portfolio in US equities of which 5% is in CSX.

I have just read another article regarding CSX and they painted a picture saying "the present value of the company's discounted earnings, adjusted for dividends, is around $2 less than shares trade for right now."

It gives reasons being CSX' earnings growth estimates are lower than it's competitors. It goes on to say "Curiously, analysts have not been moving earnings estimates up at CSX as they have for Norfolk Southern (NYSE:NSC), where earnings have been furiously upgraded by more than a dozen analysts recently."

Long and short of it... it appears CSX shares' valuation has been up to the same forward earnings multiple (14) as it's competitors but doesn't appear to offer the same earnings growth going forward.

Can you give me your thoughts on CSX moving forward and do you think share value will be negatively effected based on the street consensus.

Thank you for all you do

Gord