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Investment Q&A

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

Q: Please help me to decide which stock 0r stocks should I buy now or later at the right price. The 3 stocks are listed on US market and they are: MA.us, V,us, AXP,us. Your advice will be greatly appreciated. Thank you
Read Answer Asked by Ben (Balbir) on July 02, 2014
Q: Hi Peter and Team,

Quick thoughts on Farmland Partners, FPI
Read Answer Asked by Graham on July 01, 2014
Q: Peter, with the improved Cdn $ here, would it be a good time to pick up some additional US positions ? In particular could you give an opinion on Berkshire. Thank you for this and all the great guidance you have provided. I look at the value here and my returns with you, and I cringe at the years I spent with the full service investment outfit I was with. Thank you !!
Read Answer Asked by Paul on June 30, 2014
Q: Hi,
I am trying to find a way to capitalize on the mobile space as there is a lot of research out there this is a growing area as people start to use more smartphones. I have come across a London based company call Monitise (MONIF on the OTC). Although its on the pink sheets it’s a 1.8 Billion market cap company. Both Visa and Mastercard hold a chunk of shares. I am looking to get your thoughts on this company, or preferably one that is listed in Canada that I might have overlooked?
Thanks!
Read Answer Asked by David on June 30, 2014
Q: Good morning 5i team,
I know that your main focus is on canadian stocks, but i see that you have graciously responded to questions on american socks as well, which encourages me to ask the following question:
We read that it is often good to add american stocks to a canadian portfolio because of the concentration of the tsx in certain sectors. If you were to balance out your income port along these lines, what american sectors would you choose, and if it is not asking too much, what companies would you choose in these sectors?
Thanks
Read Answer Asked by joseph on June 30, 2014
Q: Hi 5i: I'd like to invest in one or more companies that focus on cloud computing. Could you suggest some possibilities, either Canadian or US?
Read Answer Asked by Roland on June 27, 2014
Q: What is your opinion on LULU (Lululemon) at this time?
Read Answer Asked by cathy on June 27, 2014
Q: What are your thoughts on rden (Elizabeth Arden), almost 20% drop today! a good time to buy?
Read Answer Asked by Sheldon on June 27, 2014
Q: I own VOD.us for some time . From the past few months stock has dropped a great deal. Should I hold on to it or sell it. What are the future prospects. It pays over 5% dividend
Thank you
Read Answer Asked by Ben (Balbir) on June 26, 2014
Q: Hello 5i,
First of all,peter, sorry to hear about your biking accident. Hope you are doing ok. My major holding in the hralth care sector isPfizer, on which i have a good profit, and in an rrsp, so no worries about capital gains tax. I have noticed that you like jnj a lot. I have been thinkig of switching from pfizer into jnj, mainly because jnj seems like a safer bet, since it is almost, you might say, a conglomerate. The rest of my portfolio is fairly balanced, so this decision only affects these stocks and this sector. I was wondering what your thoughts are on this idea?
Thanks
Read Answer Asked by joseph on June 26, 2014
Q: Your opinion on GSBC, Great Southern Bancorp please. Buy, sell or hold? Thanks.
Read Answer Asked by Max on June 26, 2014
Q: Your thoughts on Pioneer Natural Resources PXD
Read Answer Asked by George on June 25, 2014
Q: I recently took over non-registered accounts from financial planner. One account is US Margin Account. This holds a few US$ denominated mutual funds. What is the rationale for having such an account? Do you recommend holding US stocks in US$ account, and if yes, what top 3 holdings do you suggest for dividend and a bit of growth?

Thanks and speedy recovery.
Read Answer Asked by Kirk on June 25, 2014
Q: Morning 5i team. Could I please have your opinion about Medtronic. (MDT)
What do you think of the Covidien deal?
Is the company a good long term hold? Do you think the current price is a decent entry point?
Read Answer Asked by Les on June 23, 2014
Q: I have owned SYNA synaptics for a 120% run up. Happy of course. As long as it keeps performing, is this a hold or is there anything to be concerned about the B/S, and perhaps time to look at something else. Any recommendations. Thanks.
Read Answer Asked by Maureen on June 23, 2014
Q: US Question: Bladex BLX. I am building a basket of US / World Banks - after getting bombed out back in 07/08. What do you think of BLX as part of a basket of banks, one that provides a bit of diversification? I am also looking at SBNY and BOFI.

Thank you.
Read Answer Asked by Donald on June 23, 2014
Q: Hi Peter and team, What impact do you think the General Electric deal for Alstom electricity business in France will have on the GE stock price? Thanks, Gervais
Read Answer Asked by Gervais on June 23, 2014
Q: With this week's COH update on same-store-sales and plunge in prices, is it a buy?
Read Answer Asked by S on June 23, 2014
Q: Dear Peter and team,
I am considering selling my shares in Covidien (cov) (1% of portfolio) because of the recent jump due to the Medtronic takeover. I don't think Medtronic has as good of a track record or management as Covidien. Would you recommend holding onto Covidien at this time or selling?

Other healthcare stocks in my portfolio are Gilead (gild) (2.5%), Baxter (bax) (1.25%), JNJ (1.5%) and Novartis (nvn) (1.5%).

If I sell Covidien and stay in the healthcare sector, I am considering McKesson (mck), WellPoint (wlp), CVS Caremark (cvs), Amgen (amgn), Cerner (cern), Catamaran (cct) or Concordia (cxr). And possibly 2 others that I don't know much about Cipher Pharma (?) and Biosyent (rx). Would you mind giving me your opinion on the above stocks or at least indicate which you feel would be the top 3.

If you think that there is a better healthcare stock than those listed above I would love to hear about it.

Thank you very much.

Brian
Read Answer Asked by Brian on June 20, 2014