Investment Q&A

Q: Hi Peter
I have 24% US in RRSP and looking to rebalance for income with some growth. Currently hold AAPL 5.8%, Gild 5.1% PG 7.3%, C 1.2%, CX 2.8% and US money market. Thanks Hamish

Q: wondering about kmi kinder morgan
why is this one lagging so much with the energy boom and prices right now.
you think its a buy?
Thanks

Q: Can you tell me anything about a us company Invensense INVN. A technology company for wearable applications. Would this be a company google would want to buy? Or does it have merit on its own? Comparing JDSU-- JDS Uniphase to INVN, which would you buy or would not buy at all. Thanks.

Q: I am thinking of opening a small (speculative) position in American Apparel (APP) now that they've relieved Dov Charney as CEO and Chairman of the Board. I can't help but think that this company can't get any worse than it already is. Exclusive of the fact that the company could cease to be a going concern, do you see any other near-term risk? I don't want to engage in speculation if there are other factors (i.e. a delisting) that could vaporize my investment.
Thanks!

Q: Hi Peter and team
Recently Michael asked about Chicago Bridge and Iron. I saw this on RBC morning notes and it may be of help.

"Chicago Bridge & Iron Company N.V. - $68.26 – Debate Over Purchase Accounting Adjustments
Guided Portfolio: Midcap 111, S&P – Hold (PT $87)
Chicago Bridge & Iron is the subject of a 38 page strong sell (recommendation) report titled “Acquisition Accounting
Gone Nuclear”. The report questions purchase price adjustments made in the last year (post the Shaw acquisition)
by CB&I, considering them “shenanigans”. The report suggests that several nuclear construction projects are having
cost over-runs and reserve accounts are being used to mask the issues. This is a nuanced issue as reserve accounts
are appropriately used to address cost over-run potential in accounting convention. Apart from the negative report,
we have a current information vacuum from sources and management. We would hope this is addressed before the
week ends"

Ross

Q: What are you thoughts on AIG? Is it a good investment for the long-term?

Q: I read with interest your US stock recommendations and Ship Finance (SFL.US) caught my eye with a current 9% dividend. What are your thoughts on the company and is the dividend safe or is it a telltale sign that all is not well with the company?

Q: I have been watching Chicago Bridge and Iron (CBI:US) and Fluor Corporation (FLR:US) for awhile.They seem like interesting plays in the engineering/construction/LNG/energy areas.CBI seems somewhat volatile.I realize they are US stocks but if you have any thoughts on them it would be great.Thanks. Joe

Q: Hi,

Any idea why Hain Celestial is down recently and what do you think of it as a two year hold?

BTW, re your note that when searching for for a US stock to add .US, when I do it, I get no response at all. When I search without that suffix, I get results?

Q: Hi Peter,
Would you give an updated view on Hi-Crush Partner HCLP-US which has been on a roll since you last commented on the Co in March? I greatly appreciate the information you provide. Thank you so much

Q: Hi Peter and Team,

Any further thoughts on MFC Industries, MIL since i asked back in February 2013?

Q: Your insights on latest deal between Medtronics and Covidien please. I'm own shares of Cov.us; sell or take Mdt.us offer? Thanks.

Q: Good Morning,
I recently came into $23k US which is pure investment money. I do not need it for anything else. I would like to keep it in US funds. Are there any screaming buys out there for growth and/or income that I could park the money and watch it grow?
Thanks,
Rick

Q: I've been looking at a few boutique banks, specifically Greenhill & Company (GHL) and Lazard (LAZ). They both pay nice dividends and seem to be gaining steam from all the M&A activity lately. What is your opinion on these two and boutique banks in general. Thanks

Q: I'm looking to buy some US Stocks. I'm relatively young and also being risk tolerant, I'm looking for medium-to-high growth stocks for the long term.

I know you mentioned many US stocks on this service, but of the ones on your purview, can you give me a few names that are good and high growth on the US exchanges?

Q: Would you invest in GNC now with the departure of the CFO? Is it a positive that OTPP is one of the largest shareholders?

Q: What do you think of British Petroleum as a buy. We heard this morning that it is undervalued and hasn't come back from the gulf spills. Supposedly it is about to rise significantly. Thks

Q: Hi Peter and Team,
What are your thoughts on Cimatron, CIMT?

Q: Hello 5i,

Do you folks have an opinion on Lexington Realty (LXP) for a long term hold.

Thanks

Q: Hi Peter

What is your take on Lithium Batteries lit @ roc

Thanks Mike B