Investment Q&A

Q: Hello,

I was wondering for a TFSA (40K) for maximum growth what stocks would you propose. I don't envision needing the funds in the next few years (I have the model portfolio in a non taxable account).

I know that you specialize in Canadian equities, but if you would have to select a few US growth stocks (30k taxable account) what would you select.

Thank you so much.

Q: Thanks to your recommendation some time ago I have made over 700% profit on Autocanada and am considering selling the shares I have left to buy either KKR-N or BX-N. What can you tell me about these 2 stocks. Am considering this trade for better income and some capital gains.

Many thanks for all the great information you provide. Helen

Q: Could you please comment on Apollo Global Management (APO) and their second quarter earnings. Should I sell it?

Thanks,
Milan

Q: Do you think TRW.US is worth holding weather the takeover goes through or not. I'm looking for more growth in my RRSP. My thoughts are to sell and buy DIS or UA as these stocks seem to be growing well. Or just hold my position. Your thoughts. Thank you for the great service.

Q: Could I have your opinion on Tesla please.
Thank you for your hard work!!!

Q: Hi Peter,
Could you give me your analysis on Diamondback Energy, fang.us.
and would you rate it a buy at these levels.
Thank You,
Barry

Q: I have owned JAZZ off and on for a year+ but it seems quite volatile. Should I keep holding or would you suggest something else more to your liking. Canadian or U.S Thanks much.

Q: Do you have any thoughts on Mobileye (MBLY)which did an IPO earlier this week with shares jumping from $23 to $34.50 yesterday (Thursday)? The company seems to have developed the ideal product for Advanced Driver Assistance Systems (ADAS), i.e. the technology currently being adopted by many car manufacturers to help drivers avoid accidents (lane departure warnings, automatic braking systems to avoid imminent collisions, alerts of pedestrians, etc.). You may have access to information that I cannot find via a Google search on the Internet namely, is the company really the leader in this field? Are there competitors that are well positioned to overtake it? Feel free to provide any other comments about the company that would help me decide whether or not to buy, or perhaps to wait for a pullback.
Thanks,
Robert

Q: Hi Peter and team,

Could I get your opinion on two U.S. stocks: EnerSys (ENS) and Comcast Corp. (CMCSA)?

Many thanks!

Michel

Q: I'm holding PHK (US) in my TFSA to get US dollars for travelling. Given interest rates will probably rise am I wise to hold or look at another high yielding US stock. If so what would you suggest? I'm not necessarily looking for growth. Also if I hang on to PHK how do you think it will react over a time period if rates only rise fractionally? As always, great answers to (my dumb) questions. Bob

Q: Hi Peter and Team,
Quick thoughts on Encore Capital Group, ECPG.US

Q: I own shares in Cognizant Technology Solutions Corporation (CTSH) and quite like the Company. Today they reported the results for their last quarter. Earnings exceeded expectations and they showed nice revenue growth. Forward guidance was not, however, well received and the stock dropped over 12% today. This seems to be an overreaction. What are your thoughts on the Company's future relative to today's stock price?

Thank you.

Don

Q: BIOA.us, opinion please on this one. i looked at the fundamentals and they looked not so good but then again im not the sharpest tool in the shed tkx pat

Q: re: TWX Time Warner

as per your advice I sold 50% (% was my decision) of my position @$84 as we all know the takeover game has it challenges. Today the price is down 12.5% to $74.52.

In reading a number of reports some are saying TWX isn't open to any further discussions at this time. Others are saying TWX isn't doing it's shareholders any favors but not having any talks with Fox. And then I find two other articles saying the deal isn't dead and that $93 is where they are looking.

What have you heard and what do you feel is the likelihood of the Fox takeover happening based on recent news? And what would be your advice re TWX moving forward?

Thanks for all you do

Gord

Q: re: BA.US Boeing

I am still looking at taking a position. Price continues to fall down another 2% today on extremely high volume. Your last comment mentioned falling price makes valuation that much more attractive.

Would you recommend a "wait and see" attitude or buy at this time?

Thanks for all you do

Gord

Q: Good Morning
What is your view with regards to holding General Mills GIS.US and PowerShare Preferred Portfolio E.T.F PGX.US as long term holds in a RRSP.

Q: What is the better buy - Visa V @$211.or MasterCard MA @$75. BNN guests were about equal in their preference.
Perhaps there are other prospects that are better than either. Thank you AWS

Q: CYNO (NASDQ): sells very high P.E., low ROE-however PEG ratio is compelling-recent Q2 results very good, bought company recently to improve prod. offering and gain good technology. TR has a "strong buy" on this stock. What do you think?

Q: Many of the large US banks are trading substantially below NAV. What do you think of their prospects for significant capital appreciation? Would ZBK be a good way play this prospect, or are there other ways you would prefer?

Thanks,

Glen

Q: Hello 5i Research team !
I have Chevron (CVX.US), 30% up so far, and been collecting dividends. Looking at last question on October 2013 "CVX is a good, cheap growing company with a nice (and growing)dividend". What is your opinion today ?
Thank you !