skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: KMB’s shares keep declining. It just raised its dividend by 3.1%. On financial websites financial ratios differ significantly-- ODD. One premium site depicts ROE at over a thousand % ! Yahoo shows ROE at > 400% . Could be function of ROBO-Analysis (?). So, what do you see for PEG, ROE, div payout , FCF and debt?

KMB’s sales are down and yes it says it faces higher input costs. But are there OTHER contributing factors to the continuing decline in share price?
I do not want to fall into errors like the one I made on another long-distance P&G where I am down 30%.
Is KMB worth buying now at these better prices? Does risk-reward make sense here? What do you think of KMB’s prospects? Would you buy , if only as a bond proxy? If you have suggestions for some other reliable dividend growers , I would appreciate names.

Read Answer Asked by Adam on March 16, 2018
Q: Is THOR suitable for a conservative VALUE investor interested in SOME sales and dividend growth? Is debt manageable and is cash flow good? Financial data and ratios point to good value? I was puzzled to see share price down 2.5% today on no news--- one possible reason is aluminum tariffs (?). Tariffs I thought were on hold for now, except for China imports. But Thor would not have to rely on China for aluminum? Do you see the economy reasonably strong for non-essential products like those of Thor?
Read Answer Asked by Adam on March 16, 2018
Q: Hi 5i thanks for the great service. I am thinking about a long term play on water and would like you opinion on some ways to play it? Some company suggestions would be nice and what do you think of this iShares etf?

Thanks for the great service
Read Answer Asked by Kolbi on March 16, 2018
Q: Can you suggest some undervalued USA stocks one might want to look at picking up this week for short term profits?
Thanks!
Read Answer Asked by Kimbeley on March 15, 2018
Q: UNH.us has been doing well. I am reluctant to trim but to avoid personal bias I ask:
Is valuation now too high? On price to Free cash flow, it looks expensive vs. history. s PEG is ~2 but ROE looks attractive at ~24%. Is such ROE sustainable given competitive forces at play ... I worry its moat is now not good as it was in the recent --- am I wrong?
Do you think UNH will GROW its dividend?
Is debt manageable?
Read Answer Asked by Adam on March 15, 2018
Q: Hello Peter,
1. Your reply to a previous question on Stars Group was not very positive yet you indicated it was okay to step in. Please elaborate as the Russian market is a top market, "On the conf. call, TSGI indicated that new Russian banking rules may hinder growth there, one of its top markets. We would be OK stepping in with the decline.
2. Is it better to wait before adding to Shopify? I have about 4 percent position
3. Why is Square surging everyday?
Thank you
Read Answer Asked by umedali on March 14, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!