Investment Q&A

Q: If it is important to look for well run companies, especially when the management has a lot of skin in the game then perhaps you could give a best guess opinion on this play. Although not on the I5research radar as this is on the NYSE I have a full weighting of Nordic American Tankers using this approach. They have a subsidiary listed company called Nordic American Offshore which has fleet of oil rig supply and service vessels. The owner and son recently bought a very large stake in the company they already held a large control over. Now they have used the parent funds to add another big chunk from 19.8 to 26.25 %. The price was $6.25. The last today was $5.55. I have an underweight position in Nordic American Offshore. Both are huge dividend payers. NAT is very liquid and NAO is small to ok on liquidity. NAT is extremely profitable and NAO is just below break even.
The question is, which would be the more growth play based on your past experiences. The parent or the child? Thanks for the great service.

Q: Would you consider Tupperware a candidate for a dividend portfolio? Is there a high probability of future dividend growth?

Q: Any new thoughts on Under Armour? Is it still the new Nike?

Q: Any thoughts on this fixed income fund? There is also a US version and an Investment Version.
Thanks!

Q: Do you have an opinion on Vtr?
How does it look on metrics?and what is the market telling us as the stock is on a downward spiral.
It seems to have great diversification in the right space

Q: Hello,
I am building US market ETF portfolio and currently hold XLP, XLY, XLI, IGM, and XLV. With performance & MER combo in mind, which US-traded ETFs can you suggest for the remaining 5 sectors: Financials, Energy, Materials, Telecom, and Utilities?
Thanks.

Q: could you advise me on this co,i have a big loss should i sell
Thanks

Q: Hello Peter, Your opinion on this stock. It is one that is continuously dropping. Do you see any future for this (worth holding). Or is it dead money and better taking loss and moving elsewhere.
Thanks as always for your help.

Q: Last night I asked a question as per bellow. I am re-sending it as it may not have reached you. Thanks. Joseph


I have some US$ to invest and am looking at the technology/internet sector in the US: PNQI (Powershares NASDAQ internet), FDN (First Trust Dow Jones Internet Index), IGM (iShares North American Tech ETF). (All of these have a heavy weighting in Amazon, Google and Facebook). I am also considering to invest in the US financials sector through an etf such as XLF or through a few individual bank stocks such as WFC, BAC & JPM. My goal is to invest in the US sectors that are best positioned to grow in the next 12 - 18 mos. First, do you see these 2 sectors of technology/internet and financials as the best sectors to invest for the next 12 - 18 months and if so, please suggest your best choice for each sector and explain why. Second, is there another sector other than tech/internet and financials worth considering at this time and if so can you suggest what I should invest in for a hold of 12 -18 months?

Q: Hello Peter & Team,

I apologize for asking all the US equity questions as I appreciate you have said many times it is a challenge to cover both north and south of the border BUT... the US appears to be the place to be right now if we are going to enjoy some success.

I bought TWX @ $64 and have held it for almost 2 years. There has recently been some "not so great" news coming out of this company and this sector in general as the landscape in US Media appears to be going through some changes.

I did sell 50% of my position @ $88.61 in July and now feel very happy I did so.

It is always wise to buy & sell on news and my question now is should I consider getting out completely all things considered and look elsewhere or, hang tough? And have you noticed any further rumors about a take over as this has been an item for some time?

And if I do sell, where would you suggest I look to reinvest the capital? I have approx 40% of my portfolio is U$ and presently own WFC, APPL, DIS, MCK & CBI which I am patiently treading water with.

As always thanks for all you do

Gord

Q: any thoughts on cvd equipment? i see it mentioned from time to time in reference to graphene plays, it seems like the company has a good balance sheet and decent earning and tight share structure, any thoughts? thanks

Q: Could you tell me what you think of this co,glop"us"

Q: A year ago Barret took a reserve charge of $80 million against unsettled claims going back a number of years. The stock took a tremendous hit. Almost a year later to the day their independent auditors have issued a letter saying that they will not be able to submit their reports by the Sept deadline because information that has come to light suggests that Barret may have created too large a reserve and that some actions may have been illegal. The stock has subsequently taken another huge hit before the market opened this morning. How can a company issue that kind of a letter without issuing a cease trade order until every one has access to the same information at the same time? Thank you for your help

Q: Hey Peter & Team,

Caveat... It's a US company so I appreciate if you are not prepared to answer but considering the Canadian market right now, the US is where we need to be until O&G starts to return to it's old self.

In Feb 2014 I inquired about MCK and you replied with;

"solid blue chip company in the health care space. At 20 times' earnings it is not cheap (after a 70% one year gain) but we note a strong balance sheet, good revenue growth and solid earnings growth."

At the time it was at $176.50. May of this year it peaked at $240.61. As of today with the healthcare sector getting hit in the last 6 months it's around $182.00 which is the lowest it has been since May 2014.

It has a reasonable and very sustainable dividend. Guidance continues to be excellent on both the top and bottom, and they just announced a $2BB share buy-back program.

It appears to me this equity is considerably cheaper than it was back in Feb 2014 when it was $170/sh, and I am having a tough time finding reasons why we shouldn't expect this stock to bounce back over the $200 mark in the very near future.

Am I missing anything? Not aware of something? What is your opinion of its recent report and do you still consider it as expensive as it was in Feb 2014? Finally, do you think I should buy or hold?

Yours Truly

Gun Shy Gord

ps... thanks for all you do

Q: Could I get your opinion on Alcoa? Thanks

Q: I've held this now for close to two years...my cost is about $ 77 per share... I should have sold it in 2014 when it was approaching $ 120.00 ...such is life. Should I stick with it or just walk away and put my money to use elsewhere ? If so, a couple of US stocks you'd recommend (besides JPM which I own)?

Q: I have made a double on this ETF which follows the S&P 500. It is a full position in my portfolio.

Would now be a good time to sell and switch into the Russell 2000?

If so would XSU be better than IWO due to the CAD being lower than average for the last few years.

Or would it be good to a half position into XSU, and buy Alphabet?

Cheers.

Q: I own shares of GE which has an Election to exchange $100USD GE
shares for $107.53USD Synchrony Financial shares. In your view is it advisable for me to elect to accept this exchange?

Q: Can you comment on Priceline Group's earnings? They seemed alright to me, but looks like the stock is still down quite a bit today.

Thanks,

Jordan

Q: Air Lease had reported excellent Third Quarter results. There sales and earnings were up twenty percentage. Are there other problems and factors holding this stock's price from going up?