Investment Q&A

Q: What do you think of LF? The valuation looks attractive, but the market is saying there is something wrong with this co. What am I missing.

Q: Hi 5i team,
RAD is up significantly over the past years. Still highly leveraged, the interest rate environment plays in their favor. Restructuring charges seem to be in the past. Their strategy: remodeling stores, wellness rewards program, better buying cost management, etc. seem to be driving same store sales and earnings growth despite the generic drug impact. Demographic evolution of the US population should help. I expect RAD to make its entrance in the S&P500 in a not too distant horizon (2 years? which is well inside my investment horizon). It might look a little expensive, and be a little volatile.
I would like to have your thoughts on the company (including on management). Besides reimbursement program, what are the main threats? Is this a good way to get a first direct exposure to the US economy in a portfolio?
Thank you for your help, Eric

Q: Could you give me your opionion on this etf?
I'm looking for disney, netflixs, etc.

Q: Could you please compare these three health care ETFs(FXH, VHT and FXH). Alternatively could you recommend two or three health care low risk stocks in the U.S. market.

Thanks

Q: Can you ballpark the effect of Expressscript's decision not to offer the Hep C drug and whether this would be a good time to buy?

Q: Your insight on this investment please.
Thanks, Jim

Q: I have held SPY in my US$ account for a few years and am thinking of trimming it now and use some capital losses to offset the gains. It is not overweight in my portfolio so I don't really have to do anything. A couple of questions.

First, I would be looking at buying SDY with the proceeds. Does this give me further diversification, SDY a better ETF or is it a sideways move?

Second, I have been reluctant to sell ETF's because I am concerned how to calculate the ACB because of dividends. I am right to be concerned about this?

Thanks and a happy holiday to all at 5i.

regards,

Paul F.

Q: Hello Peter, can you tell me the reason of the drastic drop last Friday, RBF 1030 has performed greatly this year, can you suggest another health care ETF or I-share.
Many thanks, Joe P.

Q: Dear Agent. Is BBEP a stock that you would recommend to an investor to hold on to in Re: Portfolio. Eddie.

Q: Good day. I am feeling confused about what's happening with XPH today and hope you might be able to explain things. This is a low beta ETF which rarely shows spikes. During the past ten days of volatility it's highest spikes were in the 2% range. Yet today, despite the markets being largely unmoved, it is down 4.5%, perhaps it's biggest fall since I've owned it. Or is it. Yahoo Finance shows it up based on yesterday's closing price of $109.31 but others like Bloomberg and the Globe, show it down. The Globe shows yesterday's closing at $109 but still has it down more than 4%. Nasdaq shows yesterday's closing at $114.80. If it is down that much, what might have caused it on a quiet Friday?

Q: Hello,
What are your thoughts on PEJ. I have no consumer cyclical holdings and was thinking of adding this as a 5% weighting. Or would you recommend something else?
Thanks

Q: I noticed high target prices on this pipeline company even though they have a negative tangible book value, huge debt and significant insider selling. Can you give me your opinion of the approximate value of this stock?

Q: Hello team,
Can you please provide me with your overall opinion on this ETF, or do you have an alternate recommendation for this sector?

Thank you,

Q: What do you think of the Management team at Leucadia. I know that lately their Assets haven't been performing well at all. Is this just temporary or was it the result of poor leadership, and last would this be a good entry point for a long term hold.
Thanks Gordon

Q: Please provide your opinion of LMT-N. Do you like the sector it is in? How is the valuation? Best, Don

Q: David Burrows recommended EA on Marktcall today. Gaming is
big with the young generation, and I am thinking of buying.

I'd appreciate your opinion of this company at present.

CV

Q: I'm having difficulty in comprehending how this company is able to payout the dividend it pays ? Could you provide some insights please ? What would their payout ratio be ? I've owned it for several years and have done quite well, but am getting nervous.
Thanks Ed G

Q: Hi,

Are you familiar with the American ETF symbol SDY? It is bench marked against the S&P HighYield Dividend Aristocrats Index. Would you consider it a buy?

Thank you.

Q: Maxim Integrated ( MXIM.us) :
I have a small position in MXIM. Some shares were left over 9 years ago from a sell order that was only filled partially. The holding represents just 0.25% of the portfolio. I suppose I should therefore either sell MXIM , or buy more. I could also leave well enough alone.
I would appreciate your thoughts whenever you have time.
Thank you. Best wishes
Adam

Q: You mentioned in an answer to Barb on Dec 16th that although you like cct, you felt mdt was "much safer" . I own cct and would appreciate it if you would elaborate on why you feel cct is vulnerable ?
Many thanks and best of the season to all at 5i.