Investment Q&A

Q: May I have your assessment on these two stocks please.

Q: Hi Peter and team, what do you think of UNH as an exposure to the US Health Care sector? Will the ETF VHT be a better way to invest new cash in the sector? Thanks, Gervais

Q: hi and thanks
Is there an economic trigger or situation that causes health care to fall?
Looking to invest on my US side - I know you like JNJ but was wondering how you would rate it against Aetna AET or Lily LLY?

Q: You suggested this stock some months back and it has performed very well. It has been on a pretty good run for a the past month. Still a good stock or is it reaching its peak?

Paul F.

Q: hi
i would like to balance a little into transportation and industrial
do you have some u.s. name you like
tks

Q: Could you give your current opinion on Gilead.
Are there other similar sector names you would prefer?
Steve

Q: hi guys
im looking at this company but im a little concerned at with next year\
so much production is coming on line with shale gas . will this push this stock down?
tks

Q: Is it possible to get an update on Invensense (INVN) ? Please and thank !!

Dave

Q: ABM Industries (ABM.us)is in the business services sector.
Would you care to comment please?
The following is for your general interest only: ABM was in the dividend portfolio of the American Association of Individual Investors. AAII dropped ABM from its dividend portfolio almost a year ago. I hung on to it. Good as it is, AAII doesn’t get everything right (no one can).

I am wondering whether ABM still has reasonable potential for share-price appreciation. If you are not keen on this name, would you care to suggest another?
Thank you.
(signed) Adam
P.S Impressive how you all manage to respond so promptly and succintly. I ask you please to consider a coup d'etat of the US Gov. (Whoa...I did NOT say what I just said)
(not signed) not Adam

Q: ONCE YO THOUGHT IT IS IS A GOOD STOCK AND HAD LOWE P/E AND NOW P/E IS 25.WHAT IS YOUR OPINION ABOUT THIS STOCK OR OTHERS LIKE ZMH(ZIMMER ) ?.THANK YOU.EBRAHIM

Q: Hi Peter and Team, I have no exposure to the Health Care sector. Could you please suggest 3 or 4 names among the big caps US Health Care companies? I am looking for companies that are strong and offer a dividend. I understand that your focus is not on US companies. Thanks, Gervais

Q: This stock is beaten down quite a bit. I don't own it but would like your opinion before taking any position . Thanks

Q: What are our thoughts on Trinity's latest earnings? Your thoughts also regarding their recent trial loss and the fact that they have been ordered to mediation. Should I sell here and take my 25% loss? Thanks for the great service.

Q: As part of my US portfolio I hold Peritus HYLD. Over the past month or so this high yield bond fund has dropped about 6 percent. Is it time to get out of high yield bond funds. Thanks.

Q: Hello 5i,
Do you know anything about this company and, if so, what are your thoughts. Understand that this is a US company and you may not. Thanks so much.

Q: Hi, Sanofi is down 10% today. Is there bad news or is this a buying opportunity?
Jeff

Q: hey peter,

can you give an update on FEYE. It seems to have found some footing over the past 6 months. Is it worth a look again?

Q: I have Canadian oil and gas stock, pipeline, and power company representation. But I can't help thinking solar is an increasing part of the future, and fear I may be holding too much "old technology" investments, even given some of them have a small part of their income in windpower.

What do you think of Solarcity as a way of rounding out my power investments? Would there be an ETF that would capture solar that would be more appropriate?
John

Q: Hi Peter & team,
What is your opinion on UFS - it's down for a long time now.
What is it prospect of recovery?
Thanks,
Morris

Q: Could I have your opinion on this US mobile payments company.