Investment Q&A

Q: Hi 5i,

Between SYY and PFGC which is the better buy for a longer term hold?

TIA!

Q: Do you have any information or an opinion on this US company?

Phil

Q: Your thoughts on swapping goog out for msft OR 1/2 a position of goog to msft.

Thanks

Q: What are the tax implications of buying US REITs in a non registered account?

Q: What's your view on Bristol Myers Squibb's potential as a longterm investment?
Thanks.

Q: Which do you think are the best companies in both Canada and the US to invest in for artificial intelligence and robotics.

Q: Hi team !
I have been holding pjp-n for almost 3 years and it just keep going down.
I am about 24% in the red. I hold in my TFSA and it is 14% of that account.
Any hope for this ETF to recover soon ? Or would you advise to take my lost and invest in something else with a good growth potential ? I already hold SIS-T
Thanks for your help
Jacques

Q: Could you please give me you opinion on these 2 US drilling companies. Also do you agree Eric Nuttall that is a good time to invest in US and Canadian drilling companies. Thanks

Q: Greetings
I received shares in PJT Partners as a spin off from Blackstone Group. Unlike everything else I own it's more than doubled since. What's your view of this company and it's prospects going forward?
Many thanks
Tim

Q: I'm looking at two US Energy companies, while 5i is focused on Canadian Securities, may I ask if you'd have a look at these two and give me some thoughts for my consideration.

Thanks in advance

Jeff

Q: I realize 5i refers to this type of stuff as noise but hopefully you can elaborate a bit about these comments made in the media. Seeking Alpha reported that Amazon might be getting their own type of pay system which will affect PayPal and Square and notice these two stocks dropped off more than the norm on Friday.
MU - Micron - I read the same article as another member about Micron was downgraded with a low target price. The following day, Seeking Alpha posted pictures of Micron's headquarters stating that at this price Micron was a definite buy and they had a good article on all of the great things about it and a high target price I believe of $75.00. Who do you believe?
A regular analyst on BNN - David Price was stating how he felt the market would not hold the February lows and was showing some charts and saying when it got down around the old lows the automated trading would kick in and the market is going to go quite a bit lower. He sees it as a rough couple of months and more or less said that it would be 2019 before things come along. David Price back when oil got down to the $40 mark, some time ago he said oil would be going to $20. He was wrong. Let us hope he is wrong again. Your thoughts.

Q: Between American Express AXP and Discover Financial DFS, which one would you buy (IF not both)? I am interested in value with some dividend growth. I have a half position in DFS. Is it worth selling DFS to buy AXP? I look for companies with manageable debt, decent free cash flow, good ROE and reasonable PEG

Q: My average cost 62.50 and I am down quite a bit since the last quarterly report. Reading through your comments on this stock, you feel that the stock has lost its momentum. The company reports next on April 30. Do you see any reversal in the next 6 - 12, should one continue to hold or should one just sell now and replace it with a better choice. Regardless, if I should decide to sell now, could you suggest a couple of US replacements with some growth prospects that have positive momentum. (I was thinking of businesses like Visa or Mcdonalds or something you may consider more appropriate with similar moats). This security is being held in my wife's RRSP and she also holds: AT&T, MSFT, FB, MS, AMTD, JNJ & MO. I am more interested in preservation as my wife will have to begin withdrawing in a couple of years.

Thanks,
Joseph

Q: Good morning; These are two stocks I am considering.. Would you be able to tell me what their earning records are ( beat/miss).... They are both reporting this month. Thank you

Q: Kulicke and Soffa KLIC.us, a provider to the Semiconductor industry, looks interesting. I wonder about its vulnerability to cheaper imports. Does KLIC have a domestic SERVICES business insulated from foreign companies? Does it have good free cash flow and manageable debt? Is KLIC subject to cyclicality as extreme as foundries are? I hold LAM Research LRCX so would I be duplicating with KLIC, do you think?

Q: What companies and/or sectors benefit the most from the tax changes in America? Are there any companies you are aware of that should see substantial earnings boosts due to the changes but haven't seen it reflected in the share price?

Q: What do you make of Citron Research's comments on NVIDIA today?

Q: MU taking a hit today on UBS sell rating and a $35 target price. Could I have your evaluation of this. Should I sell and if so what would you replace it with. Thanks

Q: Hi 5iResearch Team,
I am thinking of taking a position on Nektar Therapeutics (NKTR.O) and would like to get your comments on this company as well as its Q4 earnings released on March 1.
Cheers,

Q: Could I get your take on Calloway Golf Company (ELY), please. I'm looking for US non-tech stocks with solid and reliable performance and growth.