Investment Q&A

Q: re:XOM

Hi 5i Team

I'm always a little hesitant to ask about U$ equities as you have stated in the past you're not necessarily following US companies as closely BUT, you were planning on doing more so in the future.

Having said that, if you could please give an opinion the following comment and your thoughts on Exxon in general.

Comment... Oil requirement expectations have been reduced recently and Exxon is down 8% since 3rd week July. At this point I am breaking even not counting a fairly good dividend. And I read a report recently that money would be better spent on Canadian O&G rather than U$.

Do you expect Exxon to improve once we get past Sept & Oct? Would your advice be to sell/hold or buy XOM at this time? And do you think the Canadian O&G is a better place to be for capital growth in comparison to Royal Dutch/CVX/XOM etc...?

Thanks for all you do

Gord

Q: Hi Peter and Team,

quick thoughts on Axis Capital Holdings Ltd., AXS.US

Glad to see the trip across Canada is going well.

Q: hello, just wondering if you could give your opinion on Jive software symbol "JIVE" on nasdaq. i bought it at $10. should i hold on ? thanks, Brian.

Q: your opinion on icb-n ( ICICI bank )

Also AXP -n vs V-n your preferance ?

Q: Is it a good idea to invest in Alibaba?

Q: Hi: Do you have any thoughts on companies that may benefit from Apple's latest news on new products. A list of companies as well as comments would be appreciated. Thank You.

Q: I am looking at the strength in the US dollar and adding a USD ETF such as SDY Dividend ETF - is this a good ETF to play the USD dollar and strength in the US Economy?

Thank you for for help

Q: Peter and Team,

What are your thoughts on new purchases of Apple today following their product presentations. It seems like they are adding a whole new revenue stream to their business with the electronic wallet on the new devices. It makes me wonder if now is a good time to buy for the long term (i.e. 5 years+).

Marc

Q: Hi Peter and 5iResearch Team,
Can you please provide an update on Stryker Corporation, SYK-N. I would like to purchase this stock, but want to buy it at a reasonable value. Can you provide your analysis regarding fair value based on projected earnings. Thank you. Linda

Q: Dear Peter,
I'm glad to see that contributions to your ride are continuing and you are now at 98%. Way to go! My question is about investing in European securities. It was mentioned in a recent answer that 5% of a portfolio be in Europe and 10% in USA. What do you think are the best way(s) to invest in those areas?
Linda

Q: Hi,
Could you confirm if my reasonning is correct? Earlier this week, Mario Draghi introduced a series of measures aimed at boosting the European economy. One of the effects of these measures will be to lower the value of the Euro relative to the US dollar.

I'm contemplating buying shares of Nestle. If I were to wait a few weeks or months for the Euro to effectively fall, would Nestle's share be cheaper if I bought them over the counter (OTC) at that time? Or is the Nestle share price OTC set based on other factors?

Robert

Q: Hello Peter et Al,
What do think of Berkshire Hathaway B US and Netflix US .......common stock in both cases.

Alastair Allan.

Q: Deere (DE). It's a cyclical stock and seems like we are in the down cycle. Any good reason to stay with this one?

Q: i am looking at celg and gild in the US. Which would be a better prospect?Thanks

Q: What are your views on Bank of New York Mellon (BK) in comparison to Canadian Banks?

Q: US company, but can you comment on SFXE.US?

Q: Hi Peter,
Any opinion on WAG as it has dipped as a result of their not going ahead with a tax inversion strategy? Also do you have a preference between WAG and CVS?
Many thanks

Q: Hi.

Though the valuations are reasonable and I'm still invested in many 5i stocks, I foresee a correction coming some time in ~ 2015. To mitigate this, I plan on moving 'a bit' of my equities into Vanguard Total Stock Market (VT) - the ETF of everything I call it ... My thinking is that North America (TSX) will be hit a little harder than the world in general when this occurs. When it does, and it will, I will sell VT and buy 5i stocks back at a discount. I know you can't time the market, and this is a bit crystal ball-ish - but the downside of doing so seems low ... Any advise or comment? Many thanks.

Q: i think Big Data will be an important trend for the future. I am looking for ways to invest in this concept but so far have only found Wanted. Do you know of any other investible companies which are big data or have a significant big data component?
Bryon in Elmira

Q: I saw you commented on VTSMX in an earlier question. VTI is a vanguard fund with the same title "Vanguard Total Stock Market". Is there an advantage of going with one over the other?