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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: Kroger in the US is estimating earnings of $3.8-3.9/shr for fiscal 2015. It has grown its earnings at an annual rate of 15-16% over the last 5 yrs. Today it is trading at around $38 giving it a P/E of 10 or less and a PEG of .67. That seems like a bargain to me assuming I did the calcs right. What do you think of KR and would you buy it here? Thanks as always ; great service.
Read Answer Asked by John on August 14, 2015
Q: Hi Peter
Can you comment on this stock please, I know Ian Ainsworth purchased it for his U.S. Growth fund.
It's been a great free cash flow generator, However it has no Retained earnings and debt continues to grow, what are they doing with all the free cash.
Also would you consider the 650 million of goodwill to be a Red Flag, and finally what do you think compelled Mr Ainsworth to take a position in this stock recently.
Thanks Gord
Read Answer Asked by Gordon on August 13, 2015
Q: I'm wondering what your thoughts are on the new direction Google is taking with Alphabet? Do you think that it is positive for the stock in the long run? Would you consider it a buy here? Thanks so much.
Read Answer Asked by Ann on August 13, 2015
Q: Hi,
I currently own V, but I am considering a switch to AXP.
The primary motivation is valuation. The larger yield is also attractive.
Do you have an opinion on Visa vs American Express?
Thank you.
Read Answer Asked by Mike on August 13, 2015
Q: Any thoughts on this - in particular, am I mainly getting ROC?
Thanks.
Read Answer Asked by David on August 12, 2015
Q: Any opinions on this security as a proxy for US variable rate prefs.
Thanks
Read Answer Asked by David on August 12, 2015
Q: I'm not familiar with ETNs or potential risks associated with them, but would appreciate your thoughts on a fund such as Barclays CAPE that seeks to invest in the undervalued sectors of the S&P 500.

Are the potential risks justified versus a low cost ETF that just tracks the S&P500?
Read Answer Asked by Jeffrey on August 12, 2015
Q: Do you have an opinion on the outlook for Regeneron?

Thanks
Read Answer Asked by Richard on August 12, 2015
Q: It appears that WIN is following QCOM down. Since they have the same customer base, What is your opinion of Qualcomm? Thanks
Read Answer Asked by Richard on August 11, 2015
Q: Hi guys,

How do you guys view Cinemark Holdings compared to Cineplex. Is Cinemark a better value? Does it have better growth potential and is it a better bet with the US recovery?

Thanks again
Read Answer Asked by Paul on August 11, 2015
Q: Hi peter I am lite on health care what stock with a decent div. would you reccomend.
Kind regards
Stan
Read Answer Asked by Stan on August 11, 2015
Q: Hi Peter & Team:

I heard that ETFs & Mutual funds that hold foreign companies are not required to report on T1135. If this is true, would it be good to invest in foreign companies but avoid reporting the T1135? Thank you.
Read Answer Asked by LOUISA on August 11, 2015
Q: Sorry, a US question, Mattson has dropped off almost 50% over the last while, should one cut it loose or is there hope for a rebound on this one.
Read Answer Asked by Peter on August 11, 2015
Q: My husband and I are 65 and 60. We have never had any US or global investments in the past. We've now sold part of our RRSP portfolio (~20% of the total investment) and are ready to step into the US market with ETFs. My question is 1) The timing – the Feds will increase the interest rate very soon. Should I wait until the Fed announcement?, and 2) What US and/or Global ETFs should I buy? Thanks.
Read Answer Asked by Esther on August 10, 2015
Q: Hi 5i Team,

I was ready to buy Cinemark, waited for their report, thought at first glance it looked reasonable - and am surprised at how the stock price has reacted. Can you please comment?

Thank you very much.
Read Answer Asked by Molly on August 07, 2015
Q: I've held this stock for a few months and I'm above water on this stock. If you held it would you continue to hold it or sell it and move on to something else. Thanks for taking the time to read my question.
Read Answer Asked by Michel on August 06, 2015
Q: Hi Team, I'd appreciate your thoughts about CVS Health Corp. Thanks.
Read Answer Asked by Norman on August 06, 2015
Q: I've been waiting for a pullback to buy MIC-N and now it's happened, but it's been prompted by its latest earnings release. Could I please get you to look over the earnings and tell me what you think. Is it a good time to buy or not, and what the heck is "underlying proportionately combined free cash flow" that they focus on in their headline number? They must use the same "simple" accounting system as Brookfield Group.
Read Answer Asked by Noel on August 06, 2015
Q: I currently have too much US cash (315) in my portfolio. Pls recommend a few US stocks - moderate risk - growth is a higher target than yield for me. Thanks
Read Answer Asked by gary on August 06, 2015
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