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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I would appreciate your opinion on PID versus PFM. 3 & 5 years performance as well as sharp ratio is much better for PFM than PID while standard deviation for PFM is lower. So don't understand why morning star is giving PID 5* rating while PFM has only 3* rating. Am I missing something? would you have a better alternative to these two?

Thanks
Read Answer Asked by Saad on June 16, 2014
Q: Hi 5i: Could you please comment on NXP Semi-Conductor (NXPI) on NASDAQ. It was a top pick recently on BNN.
Read Answer Asked by Roland on June 15, 2014
Q: Hi, Peter
I have owed SWC.US, it come down quite a bit Today,I do not
know why, is it a sell, or hold, Please give your comment, thanks a lot.
Read Answer Asked by selina on June 13, 2014
Q: I am wondering what your thoughts are on Chicago Bridge and Iron.CBI.The stock has been under pressure from a poor quarter awhile back but really took a beating today down by more than $4.Is there something going on I should be concerned about?

Thank you.
Read Answer Asked by michael on June 13, 2014
Q: Hi Peter,
I have been a member for about a month, and must admit, your advice is very good. I have two questions: i like the aapl stock, but i cannot see it going very high. If it doubles, it would get to a 1000 billion market cap, is this possible? I do not recall seeing a stock hitting those highs. Second, i have been looking at a company called the Buckle, BKE in the US market; it is a high end retailer competing with the gap with high insider ownership. It has done very well and the ROE is high followed by lower PE under 15. The stock has not moved much in about two years. Any comments please? Thanks very much.
Read Answer Asked by umedali on June 11, 2014
Q: Hi 5i,

I have another question regarding buying companies with options. I would love to buy calls (8 months-1.5 years) for ESL or CSU, but unfortunately none are available.

Upon trying to find comparables to CSU or ESL I've come across Tyler Technologies (TYL). TYL has shown great growth, has no debt and maintains a nice ROE. My only concern is it appears to trade at over 60x earnings. Is this accurate? Are there other solid and growing tech companies that you think might be appropriate here? (I already have some Jan 2015 OCT Calls that have done very well).

Thanks!!
Read Answer Asked by Michael on June 11, 2014
Q: I have noticed alcoa (aa) and a french company has been testing and promoting an electric car battery that extends a vehicle range up to 1800 kms. There has been some talk of creating a plant in Quebec. I have looked into the technology and it seems they do have something that has the potential to be enormous and could propel electric vehicles into main stream. I understand Ford is involved also. Do you have any opinion on this new battery and alcoa and if this is a good entry point? Thank you Dave T.
Read Answer Asked by David on June 11, 2014
Q: Trinity industries. Symbol TRN-N. They build and refit double sided rail cars to transport oil. With the pipelines in question, is it a good buy??? CHEERS Claude
Read Answer Asked by Claude on June 11, 2014
Q: You recommended some folks Collector's Universe (CLCT). Can you elaborate on what you think is interesting and do you think it's worth investing after the current run-up?
Read Answer Asked by Eugene on June 10, 2014
Q: Hi,

Can you please offer your views on US ETF DTH. It is an international ETF with a good mix. Also in this market full of uncertainty is it good to invest in ETF's like FSD (US), PHE (CAD) and RCS (USD). Thanks
Read Answer Asked by Imtiaz on June 07, 2014
Q: Peter and staff
could I please have your comments on Air Lease Corp(AL) on the ny.
Thanks Cal
Read Answer Asked by cal on June 06, 2014
Q: Hi Peter and Team,

Quick thoughts on First Citizen Banc Corp, FCZA.
Read Answer Asked by Graham on June 06, 2014
Q: Hi Peter and Team,

Quick thoughts on Assured Guaranty, AGO
Read Answer Asked by Graham on June 06, 2014
Q: Hi Peter and team,

I know you are generally adverse to options but they have been a hugely useful tool in getting incremental leverage in my TFSA, which is otherwise constrained by the contribution limit.

I keep my options exposure relatively small, typically <20%. I currently hold OTC and CWB, but am looking to add a US bank and maybe a second US position that is rock solid and could give a small call option some torque.

Which bank would you recommend? Does anything juicy come to mind for the second position?

I am educated on these tools and am comfortable using them, so please don't answer the question with an overly apprehensive stance :)

Mike
Read Answer Asked by Michael on June 05, 2014
Q: Hello 5i!

I have a relatively balanced portfolio mostly of Cdn stocks recommended by 5i. I would like to have a little more US exposure and I know its not the focus of your research but looking for a couple names that you would recommend for me. 2-3 year horizon or more. As always, thanks for the great service.
Read Answer Asked by Fay on June 05, 2014
Q: Hi Peter, My wife has within her TFSA 3 U.S. stocks, CVX, MET and MSFT, all equal weighting. How do these rate with you, do you have any better ideas. This is for a long term hold.
thanks

Jim
Read Answer Asked by jim on June 05, 2014
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