Investment Q&A

Q: Hello 5i Team!

I am looking to buy a consumer staple and I see that although you don't cover it, you seem to have good expectations for PG.

Read a couple articles talking about its recent decline being tied to the emerging markets crisis.. Would you recommend buying it at this level? waiting? or is there a better option?

Thanks in advance!

Q: WAGE (Wage Works) If possible, would you please provide your assessment of the upside potential for this US listed stock. Could this be a viable health care investment, or do you see ATHN having a lot more potential and less risk?

Thank you.

Q: Hello Peter, "esv" Ensco, has steadily dropped in the past month. What is your opinion of esv going forward?
Karl

Q: do you have any opinion on Broadcom , brcm,in the USA? I bought some at $34 last April and it's down over 10%. thanks

Q: AMBA
Do you see AMBA's technology in video imaging similar to AVO, even though they are not in surveillance business but the technology can be employed there. Who are their primary clients?

Q: goodday,please comment on SYMC as a growth stock. have a 2-3 yr.time frame tkx pat

Q: tesla motors

Q: Hi there. I'm a brand new member as of today. I am wondering if you have an opinion on TEVA Pharmaceuticals? I took a small position a few days ago and I am down about 2%. But it seems to have broken out of a long term base. Thanks.

Q: MNW have retraced 20 % in the past 3 weeks, there seem to be some technical support at current levels, would you enter a position here ? When will you write a report/rating on this company ?

Q: Hi 5I,
I own JDS Uniphase (50 shares). I just received notice of the board 'resolved to redeem all of its outstanding Exchangeable Shares on March 31, 2014 (the "Redemption Date")'. It continues to advise of receiving one common share of "JDSU Uniphase" plus declared and unpaid dividends. It asks for a letter of transmittal of such shares to the trust company involved. What are my best options to deal with this request? Thanks a lot. Keith

Q: I read an article this morning about retailers being urged to increase their cyber security. What technology companies would best benefit from this increase in security spending? Thanks.

Q: Good Morning Crew
Interested in analyst expectations with upcoming Q4/Year reporting of Avigilon AVO & Fireeye FEYE. Thanks for you help - as always appreciated.

Q: Hi, Please give me your thoughts on PG:US Proctor @ Gamble. They have come down fairly hard in the last little while, does this look like a support level that might hold to you? thanks

Q: I have come upon an 11% dividend payer, Prospect Capital on Nasdaq, PSEC,It is a US "Business Development Corp" I would appreciate your comments.
Thank you
L

Q: Hi Peter and team, could you recommend a good technology ETF. Thanks in advance
Phil

Q: Hi Peter - any thoughts on Carl Ichan's push to have Apple (AAPL) accelerate the buyback of stock?

Q: Hello 5i

I am planning to switch my RRIFs from Corp Bonds held during contribution yrs to US index ETFs now that I am well into compulsory payout phase. I am looking at VUN or VFV. VUN is only 6mo old with a much smaller subscription and a more diverse index, and better current trading volume despite its smaller size. (you made some comments on why size matters which don’t seem to apply to these 2 funds given that they hold only the US$ equivalent Vanguard funds).

The only reason I am considering the C$ unhedged funds is to avoid the 2-2.5% charges BMO levies for both Buy & Sell transactions. So Vanguard is providing these currency transactions at no cost. Is there some trick of the light here here that I am missing

Your comment appreciated.

Q: Hello 5i,
I’m raising cash by selling US stocks and looking for a few good buys in the US small/mid cap area, sector isn’t a priority with the exception of REITs/oil/gas/pipelines, but I would like a 4% div. minimum. I know you folks like technology and healthcare anything there? Please help with some ideas.

Q: Hi Team:

In my RRSP, I have about 25 to 30% in bonds, mostly in short term
and one of the mutual funds where the bonds are, MD Bond funds is well managed; the bonds have taken a hit due to the impending rise of interest rates, I have some in Mawer Balance fund in the RRSP as well
I have taken a small position in MFC recently. I wonder if moving another 5% of the bonds to US equity like SPY VIG would be appropriate, I have already have 10% of the RRSP portfolio in XTR, a monthly income fund yielding about 5%; thanks team; I hope that I am not confusing you, let me know if you need more information

Q: HAWK, NYSE: FPE=24, ROE=63% -business to do with digital transactions. What are your thoughts on this one for my USD portfolio??
Have a great weekend..JP