Investment Q&A

Q: You mentioned this company in a response on April 9. I had a look at it and I am interested. Could you provide a more comprehensive comment on ISDR. Thanks.

Q: Hi Peter and Team,
Understand you do not focus on US stock, but would appreciate your help to give your thought on this US company in terms of further growth. Do you know why the share price keeps falling.
Is it buyable at this level?
Thank you as always. Pui

Q: Hey 5i team,

It seems as though the solar power industry is gaining traction in the global market, and will continue to do so in the coming years.

With the ever-increasing efficiency of emerging storage solutions to help mitigate problems attributed with solar (ie the duck curve), it appears as though more nation's are beggining to view solar as a feasible option... I'm thinking about the South Australian government's plans for battery storage and India's solar boom.

Can you provide any comments on this trend, and are there any ETF's or indiviual stocks you like, that play the solar market on a global scale?

Always appreciate your input!

Q: Hi Peter, would this name be good to own for a short or long term? Is it a fair price to buy (99.00 ). Any thing I need to know about this co. Thanks. Alnoor

Q: These two RV supply companies seem to have strong revenue and earnings growth. They've pulled back quite a bit lately so their P/E ratios look pretty reasonable. What are your thoughts?

Q: Could you provide your views and long term prospects for this company? Does it give any dividends?

Thanks

Q: Blockchain technology appears to be a potential "game changer". In the last week, both RBC and TMX have made a commitment to use it. Could you build a case in your mind to buy BTL or ACN now? ... buy .both? Neither at this stage?

Thanks.

Q: Recently some US shipping companies have made major gains. Rather than chase a high performer such as DSX I am interested in its preferred, DSX.PR.B, which is also moving up but more slowly with less volatility and with a high yield of around ten percent. (Another possibility: SB and SB.PR.C) Your advice, please. Thank you.

Q: I have both WMT and COST. I will cut one to buy AMZN. Which one to cut? Thanks.

Q: With the Tomahawk Missile being deployed yesterday (and possibly in the future), would RTN be a viable option to hold hold over the next 3.5 years of the Trump Presidency?

Q: On the question from Ernest concerning this company as well as all dry bulkers - posible reason that prices are moving - speculation is that rates are improving for dry bulk carriers Ardmore etc. also moved.
Slainte, Chris

Q: Hello, great website by the way.. my question is directed to the US market.. I'm looking for a small/mid-cap company with a clean balance sheet and a decent growth profile.
Any suggestions? Thank you.

Q: Peter and His Wonder Team
I realize you do not cover USA stocks! I do not need any in-depth analysis. The stock spiked up 15.7% today and I do not see any announcements. I am wondering if they got a new contract or just because Europe may have better economic growth. Can you see anything on the "wire"?
Thanks for your help...
Dr.Ernest Rivait

Q: Hi guys,

In response to Sam's question,how would you rank these for a long term investment. Right now I am holding VIG.

Thanks,

Jjm

Q: NVIDIA (nvda) has done very well from November to February but seems to have lost its momentum since. My question is which is the next NVIDIA and in which sector of the semiconductors do uou think it is best to focus ? For instance, any of the followings would you consider most promising or too risky and why ? Applied Material (amat), Broadcom (avgo), KLA-Tencor (klac), Lam Research (lrcx), Microchip Tech (mchp), Micron Tech (mu), OCLARO inc (oclr), ON Semiconductor (on), Skyworks Solutions (swks), Taiwan Semiconductor (tsm), Texas Instrument (txn). Or any other you have in mind outside that list ?

Love the way you work, you are most helpful. Thanks.

Jacques

Q: I had a small number of shares of TSLA..I made over 60% profit and sold it at 293 thinking it is overpriced..now it went up even further..I am feeling stupid and wish I should keep it for growth..What are your thougts is it worth buying back at these levels?

Q: What are your current thoughts on WCN?

Q: I currently have ZQQ at a 5% weighting in most of my portfolios and I am considering replacing it with one or two US tech companies. My tech exposure in each portfolio is approximately 20% and I want to maintain that percentage. I have income tax consequences in most portfolios; taking this is account what stocks would you consider to have higher return potential than ZQQ over 5 to 10 years.

Q: I have not tendered my shares as yet. Currently NXPI is trading within 5% of closing price which I would have to wait to year end to see. Should I quibble about this and tender to collect the 5% or just sell outright for the cash on hand? Waiting to date has certainly paid off if I were to buy QCOM shares today with the proceeds but I don't expect any further widening of that spread.

Thanks for the great service!

Q: I reviewed analyses from investing letters services, including Sabrient, New Constructs and GuruFocus. I also read through materials available from the well known financial sites such as Yahoo Finance and Thompson Reuters. I am used to seeing opinions and projections that cover the spectrum-- from excellent to disaster.

On CBRL.us however it looks like analysts are either at one extreme or the other. CFAs are generally not dumb and the opinions being clustered at the extremes puzzles me. Please give your insight and opinion. Although CBRL would not be a ‘must have’ it was recently added by AAII to its model dividend folio. And, after some back tests I now try to follow its models. AAII also advises members to include all its selections. Notwithstanding that advice , I don’t always add a stock AAII likes if for example I lack confidence in some criteria they used. AAII would not however have been casual about this recent selection

In your response, I am looking more for your insight or substance , with your thoughts and instincts, your opinion or thoughts on the future of the industry, and the prospects for the specific company. Thank you.