Investment Q&A

Q: I'd like to have part of my portfolio in US$ (say 20-30%). What would your top 5 US stocks be for growth plus dividends ? What do you think of the strategy and is it better to hold them in a RRSP so i don't have to deal with tax issues? Thank you. Jack

Q: Hi Guys
Can i have your opinion on Goldman Sachs, and do you see it eventually getting back to its old highs.

Thanks Gord

Q: What are your thoughts on IEP (Icahn). I'm in at around $ 100.00 US and it's done nothing this year. Time to move on ?

Q: Priceline PCLN. I know you guys were fairly early on the purchase of this stock and has grow exponentially since then. Is it cheap now, should I hold or purchase more?

Q: Please tell me what you think of OZM.US (Och-Ziff Capital). Thanks! Mike

Q: Your opinion on FSC, Fifth Street Finance Corp. Is it a buy at today's prices? It just raised it's dividend. How does it look as to valuations? Is this new dividend sustainable? Thanks.

Q: I have recently taken a small position in HHC (howard hughes company), as well as selling some out of the money puts (Oct140s, jan 130s). The more I read about this one, the more I like it. No dividend, but bought 6 prime properties around US, some at very distressed prices during the 2008/9 real estate crash. Debt ratio seems excellent as well as development opportunities on their properties. I would appreciate your view on this one, both pros and cons.

Q: May I please have your views on MHG.US? It seems to have a remarkably high dividend! Looks like It may be a good investment for growth and dividend? Super service!

Q: Hello team, my question is about Mastercard. Last year after reading in the Toronto newspaper how dominant MA is and is going to be - with the world carrying less cash for small purchase needs - and seeing the stock ramping up consistently, I purchased a significant amount of the stock. In very short order the stock had a 10-1 stock split and i was hopeful that it would continue to increase. From over $800 (split to over $80) per share its dropped and floundered in the mid $70.00's. I compare the MA results to my Canadian funds and realize I would have been much better off keeping with my home grown stocks. For added perspective, I'm 55, doing well financially, I own my property, have a very small debt. I hope to retire comfortably within a year. My goal is to achieve 10% annual earnings on my portfolio once I retire. At this time, between my business and my stocks i am heading towards the $2.5 and $3 million dollar mark in my investments. Currently MA is 6.6% of my portfolio. My stock portfolio and rrsp's is my future, I have no pension. I live alone and have no other secondary source of funding or financial responsibility.
What are your thoughts on MA as part of my portfolio overall and with your learned crystal ball - what is your opinion of the stock - say over the next year.
Many thanks, Dave

Q: Hello Peter,
Could you comment on NXPI.US. Would you consider it a growth stock from here?
Thank You,
Barry

Q: Thank you for such a great service...I have a u.s. portfolio and it contains FANG,GMCR,ARII,INTC,CLCT,SFL,CSCO,EAT,UTX,EPB,PFE,ATHN,GE,CSGP for one half of the portfolio and RBF1025 for the other half...some of these I have gotten from the questions and answers and some I have owned for a while...could you please look at these and give me your thoughts...this portfolio represents about one third of my total portfolio the rest divided up with your portfolio and the rest in Canadian dividend companies that I have held for quite a while...I am a buy and hold investor with stops in place...thank you

Q: Hi I would like to know your opinion on Prudential Financial (PRU-US)? Thank you. Jean

Q: I'm looking to add some US exposure into my portfolio. What is your opinion of Boeing (BA.US) over the next 12 months?

Q: Are you able to comment on TRW.US?

Q: Please help me to decide which stock 0r stocks should I buy now or later at the right price. The 3 stocks are listed on US market and they are: MA.us, V,us, AXP,us. Your advice will be greatly appreciated. Thank you

Q: Hi Peter and Team,

Quick thoughts on Farmland Partners, FPI

Q: Peter, with the improved Cdn $ here, would it be a good time to pick up some additional US positions ? In particular could you give an opinion on Berkshire. Thank you for this and all the great guidance you have provided. I look at the value here and my returns with you, and I cringe at the years I spent with the full service investment outfit I was with. Thank you !!

Q: Could you recommend a couple of high quality Canadian companies with US exposure that might substitute for holding US companies? I own Stantec, TD, and CN, all of which I think quality as having at least some exposure. Thank you.

Q: Hi,
I am trying to find a way to capitalize on the mobile space as there is a lot of research out there this is a growing area as people start to use more smartphones. I have come across a London based company call Monitise (MONIF on the OTC). Although its on the pink sheets it’s a 1.8 Billion market cap company. Both Visa and Mastercard hold a chunk of shares. I am looking to get your thoughts on this company, or preferably one that is listed in Canada that I might have overlooked?
Thanks!

Q: Good morning 5i team,
I know that your main focus is on canadian stocks, but i see that you have graciously responded to questions on american socks as well, which encourages me to ask the following question:
We read that it is often good to add american stocks to a canadian portfolio because of the concentration of the tsx in certain sectors. If you were to balance out your income port along these lines, what american sectors would you choose, and if it is not asking too much, what companies would you choose in these sectors?
Thanks