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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: Hi Peter and Team,

I know its way too early to discuss Third Point Re, TPRE as a company, however, knowing that the CEO is a veteran and their Chief Investor is Dan Loeb, do you think this could be a long term hold?
Read Answer Asked by Graham on August 15, 2013
Q: Hi Peter, great show yesterday . I would like to invest in more US stocks, but can't decide if the US dollar is going to down or up. It seems quite constant in the 96.5-97.00. Do you have some thoughts on whether this is the best time to convert, or should I just sit on the sidelines for some financial news that would determine this decision? Thanks so much. Ireally depend on your opinion on all financial decisions now.
Read Answer Asked by Phyllis on August 14, 2013
Q: Hi Peter and Team,

What are your thoughts on Ambarella, AMBA? New technology, debt free and hi insider ownership.
Read Answer Asked by Graham on August 08, 2013
Q: Hello 5i Team,
What are your comments on the announcement that the US Government has launched a law suit against BAC. I'm in this one for a long term hold so not too concerned about volatility as I think the price will increase in the future.

Also I should ask if you think BAC is a good long term play in the US financials or o you think others will fair better? Perhaps a US financial ETF with a small grouping?

Thanks again for all your comments, replies and work.
Paul
Read Answer Asked by Paul on August 08, 2013
Q: Dear 5i
What are your thoughts on CSTE ? Is it a solid enough company to invest in .
Looks like HLF had a good 2nd quarter . Is it a good time to buy into this one as well ?
Thanks Bill
Read Answer Asked by Bill on August 07, 2013
Q: iShares ETF CUD-T is comprised of the "highest dividend-yielding securities of the S&P Composite 1500 Index that have increased dividends every year for at least 20 consecutive years". It is CA$ hedged. Is there a US$ ETF covering the same on the NY market?
Thanks
Read Answer Asked by Terrance on August 06, 2013
Q: Hi, I'm looking to consolidate some US holdings. In my RRSP I'm considering selling either Electronics For Imaging (EFII) or Qualcomm (QCOM) and buy more Celgene (CELG). In my LIRA I'm considering taking my losses on Mosaic (MOS) and buy more of either Apple (AAPL) or Cooper (COO). What do you think of these trades? Thanks again!
Read Answer Asked by Ian on August 06, 2013
Q: Hi Peter,

What are your thoughts on the JP Morgan Tarp Warrants, JPM.WS currently at $17.43/share. The exercise price is $42 until October 2018. Currently JPM is at 56.00, say 57, therefore my break even is 17.43+42 = $59.43/share until October 2018. One could with some degree of confidence say that JPM should be higher than 60.00/share by October 2018 even assuming their current 6.00 EPS for the next 5 years.
Read Answer Asked by Graham on August 05, 2013
Q: Hello,

Do you have any thoughts on Clovis Oncology (CLVS)

Thank you
Read Answer Asked by Sunita on August 05, 2013
Q: Hi 5I,

I'd love to get your thoughts on Immersion Corp. (IMMR).

Thanks,
Scott
Read Answer Asked by Scott on August 04, 2013