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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: CTL.US I have held Century Link mostly for income for some time. I do not see a reason for today's pop. Can you please enlighten me and advise if I should sell into it or hold. Is the reason likely to be a catalyst for more growth? Thank you, Gayle
Read Answer Asked by Gayle on July 29, 2014
Q: I appreciate your opinion on FIG.US(Fortress Investment)and AINV(Apollo Investment Corp)among the two which one would you choose, Thanks
Read Answer Asked by Saad on July 28, 2014
Q: Hello 5i,
I have purchased these companies because of long term charts, size and stability, sector diversification, and the nice dividend. Though I do monitor the companies occasionally, the companies have little information available. Can I relax a little to the factors stated?
ZURICH INSURANCE (ZURVY), SSE PLC (SSEZY), BELGACOM (BGAOY), AUSTL&N ZEALND BK (ANZBY. You folks are the best.
Thanks
Read Answer Asked by Mark on July 28, 2014
Q: Would like to get your opinion on Old Republics International Corp. (ORI-N), is it a solid company for income? Do you have better pick in same sector in North America?

Thanks and appreciate the guidance
Read Answer Asked by Steve on July 28, 2014
Q: Hi Peter and Team,

What are your thoughts on Lam Research, LRCX.US?
Read Answer Asked by Graham on July 28, 2014
Q: Hi 5i: I know it may not be one you follow closely, but can you please give me your take on Swift Transportation (SWFT), its announced results missing estimates, and the market's reaction to that? It is kind of odd considering it in relation to the TransForce/Contrans situation and the expectation that those businesses are on the upswing. Thanks.
Read Answer Asked by Lance on July 28, 2014
Q: I am considering selling GE and buying GBX, Greenbrier. Considering GE has not moved much in the last 6 months and GBX has had good earnings and is into the railcar manufacturing and repair. I give up a little on dividend but hopefully gain on Cap Gains. What are your thoughts on the move and the 2 companies?
Thanks team for your knowledge and the Q and A's have been helpful in assisting me in making many decisions.
Jack
Read Answer Asked by John on July 28, 2014
Q: US Bio Pharma Question: If this is outside of comfort zone, just let me know.
I am looking at REGN (Regeneron), ANIK (Anika Therapeutics) and RGEN (Repligen). Other than JNJ and PFE, I have no exposure in this area. Would you recommend one or more of the above for diversification or just add to the exisitng holdings.

Thanks.
Read Answer Asked by Donald on July 28, 2014
Q: Good morning fine Team. What do think of PNRA today. In May you mentioned to average in slowly and to have patience! thoughts? Thank you yet again
Read Answer Asked by El-ann on July 28, 2014
Q: Intel (INTC) has been performing really well recently, and I'm worried it's reached a high and might be worth selling, despite recent good news. It's about 3% of my overall portfolio, which has an already small amount of technology exposure. Specifically, what sort of upside do you think remains with INTC in the next 12 months?
Read Answer Asked by Cameron on July 26, 2014
Q: re: CBI Chicago Bridge & Iron

Recently started watching CBI looking for value after it was highlighted on Market Call as a Top Pick and the very significant drop back in 2nd week June.

And since the 5i team last took a look on June 13, the price is down a further 15% with a majority of that being attributed to a 9% drop in today's trading alone.

Do you have any explanation for the falling value and, do you see any value in CBI based on it's current metrics?

Thanks for all you do

Gord
Read Answer Asked by Gord on July 25, 2014
Q: Hi,Peter

Could you please comment on NFLX.US and Qcom.us earnings,
Is it a long term hold? Thanks.
Selina
Read Answer Asked by selina on July 25, 2014
Q: Hi Peter and Team,

Please speculate as to why Amazon's stock price is so erratic after hours. I am aware of their negative quarterly results but why the bounce back then???
Read Answer Asked by Peter on July 25, 2014
Q: I believe you offer limited views on US companies - possibly you follow Encore Capital (ECPG) - I have done very well with this stock but, now, it continues to back up even though fundamentals look very solid.
Thanks,
Murray
Read Answer Asked by Murray on July 24, 2014
Q: Hi Peter and the 5i team,

Do you know of any public disaster recovery/restoration companies that are similar in operations to Belfor (http://www.belfor.com/) that would allow one to get exposure to that industry?

The company does not have to be located in Canada.

Thanks,
Arneh
Read Answer Asked by Arneh on July 24, 2014
Q: PANW Palo Alto Networks What do you think of this network security stock. hasn't been trading long but stock performance has been good.

TIA
Read Answer Asked by Gerald on July 24, 2014
Q: Hi folks. Good luck on your bike ride. May I have your thoughts on CGNX=Nas, IDXX-Nas, XEC- NY
Read Answer Asked by Ernest on July 24, 2014
Q: I own DFS(Discover Financial)on the American side.I thought it had great earnings announced and it has dropped.Any thoughts?Thanks Don
Read Answer Asked by Don on July 24, 2014
Q: I am of the belief that interest rates are set to rise in the near term (although I have held this belief for the last Year). To play this thesis, I am looking at PROSHARES SHORT 20+ YEAR TREASURY ETF (TBF;NY). At today's price, this ETF is at a 52-week low so I feel that there will be greater upside potential than downside risk. I am looking at a 5% position as a hedge to my positions in interest rate sensitive stocks in the telecomm and enegy infrastructure space that will decline if interest rates do rise. Does this thesis make sense?

Also, in the event that the 10 Year Yield moves higher (say 3.0%), what impact will there be on Canadian and US Financials?

Thank You.
Read Answer Asked by Luigi on July 24, 2014
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