Investment Q&A

Q: Pater, What about Athersys symbol ATHX in the US. Looks like they have some special patent in the stem cell field and maybe acquired by Pziefer. Do you think this has substance as the price is rising? Thanks

Q: Thanks a lot to all of you at 5iResearch. I have been a member for the last 9 months, which have probably been the most profitable investing period I have ever known, in great part due to your advice and information form the Question section. Express Script (ESRX) is one of the few US stocks I own directly. Although this is not your area of expertise, I would like to know if selling ESRX and reinvesting in IWO might be a good move (I have primarily a well diversified Canadian equity portfolio), without consideration to risk or balancing and with a long time line?

Q: Hi Peter, what can you tell me about EA (Electronic Arts)? How have they performed lately, and what are their plans from a strategic perspective?

Q: Happy New Year to everyone at 5i.
What do you think of the prospects for LULU in 2014?
Thanks
Heather

Q: I can't decide what to do with Paladin (PLB): every time I go to sell it, the stock moves up sharply. Furthermore, I get confusing news and analyst downgrades on Endo (ENDP). The long quote below (sorry) is a sample of what confuses me. Does the market think that Endo would be better off without NuPathe? Any clarification you can provide would be greatly appreciated. Thanks

"NuPathe (PATH) looked to start a bidding war between Endo Health Solutions (ENDP) and Teva Pharmaceutical Industries (TEVA). .... NuPathe, meanwhile, said that it's reviewing a $114 million buyout offer from Teva, topping Endo's $105 million bid, which NuPathe accepted last month. .... Last week, Cantor Fitzgerald downgraded Endo based largely on the NuPathe acquisition, saying that the upcoming launch of its migraine treatment Zecuity would likely face stiff competition."

Q: Hi Peter and Team,

What are your thoughts on Starz, STRZA?

Q: Hi Peter and Team: Over time I've been trying to make my portfolio as similar as possible to your model. Since I own two of the big Canadian telcos in a separate portfiolio, I've been looking for something else to fill the missing 5%. I recently looked at tower companies. These are interesting, in particular because the three biggest US tower companies are rated "buys" by Morningstar, with fair values larger that their market value. However, based on their fundamentals (via Morningstar) I'm not sure what their growth prospects are (dividents are small to zero). I've heard some hype to the effect that 4G network proliferation will push their prices up. Can you shed any light on this family of stocks, in particular, American Tower (AMT, US)? Also, it and some others are now REITs. Does this cause any complications for a Canadian resident?

Q: Zix Corp ZIXI I noticed some Q's on internet security stocks. I own a bit of ZIXI. I thought it might be unfamiliar to your members. What do you think of it?

Q: Could I please have your opinion on two companies I am currently looking at: IEV and O. Thank you.

Q: Hi Peter & Team,

Happy New Year. What are your thoughts on FitLife Brands, FTLF. Know its high risk due to size, but thoughts on value and growth potential.

Q: RMCF: Rocky Mountain Chocolate Factory looks interesting. Any comments please?

Q: Happy New Year
I was thinking of diversifying into the US and was thinking about using etf's. Can you give me your thoughts on this and which ETF's I should consider at this time?
Thank you

Q: What is your opinion of solarcity symbol scty and sunpower symbol spwr. Is there something else you would like in the solar space besides these two.dave

Q: Happy New Year 5I team. Dec 20 you answered a question indicating that TRN was your preferred stock in the sector. About 5% of my portfolio is in CSX as part of a 25% diversified US investment. NSC, a more recent purchase, makes up 3%. Would it make sense at this time to take my profit(about 25%)on CSX and reinvest the funds in TRN?

Q: Feye
Hi Peter
Fire eye had an ipo recently . It has skyrocketed .. I know you are not that well versed in the us stocks. But I value your opinion on this company and their tecknology .should I continue to hold or is it too speculative. .secuiity seems to be so important today .
Candi

Q: PLUG has met their 4th quarer targets and the stock is spiking in early hours.
According to the CEO the first quarter 2014 should also be a good one. Once again they seem to be on a good growth curve with top notch customers. BLD is one of their suppliers.
Could be a very good year for both companies.
Do you agree.
Good Luck for The New Year
Hersh

Q: i would like your opinion of LAS VEGAS SANDS(LVS)

which appeals to me as it operates in south east asia

and the asians are BIG GAMBLERS

Q: Given the fact that all Americans will be required to have health insurance coverage in 2014 are there particular Insurance companies that would benefit more than others and could prove to be very good investments?
Happy New Year and thank you so much for all your advice.

Q: Thank you for this opportunity to ask a question. I have held 3M (MMM) for over a year with good results. I sold it a month ago to lock in my gain. Is this it overvalued now and is it opportune to reinvest.

Q: Hi Peter,
Ishares has 3 Russell 2000 ETF's, growth, value, and not focused. Is there growth and value in small cap? What are they doing here?
Thanks, Mark