Investment Q&A

Q: Hi Guys. With all the hype of 5 Star Wars releases in the next 5 years plus the merchandising to go with it. Is Disney priced to perfection at this point or does it have room to move to the upside if it starts smashing worldwide box office records? This is of course in addition to all its other upcoming high profile film releases. Not to mention media properties, parks, cruise ships etc.

Q: Team,

*Please count this as 4 questions*

Can I get your updated opinion on the following 4 US companies, all of which has had recent dips / corrections.

I own an avg. position in each as part of a balanced portfolio, thinking of adding more to each name, do you have a higher degree of confidence in any of these names more than the other? Thanks.

1. UTX
2. CSX
3. MRK
4. PG

Q: May I have your opinion on these two stocks, please. Qualcom was battered today, but has been declining for a while. At&T seems to be solid and competitively priced?
Thanks!

Q: Can you provide an opinion on this stock please and thank you...i understand you don't follow it closely but an independent opinion would be appreciated...cheers

Q: Hi Peter
Have done very well by your CDN stock picks. I know US stocks are not something you specialize in but a question. If I wanted to buy one US conglomerate (not in health care) for long term low risk growth and income what would be your top choices? Much thanks

Q: Given the recent patent infringement issues on top of difficulty in China, what is your take on QCOM? It has a very dominant position in mobile chips, but this seems to be the source of many of its problems. I remember when this happened to Microsoft in the late 1990's. The stock lanuished for years before recovering. MSFT was at a much higher P/E then compared with QCOM today, however. What are the chances of recovery? Would you recommend holding QCOM or taking the hit and selling to look for better opportunities? Any suggestions in the technology space?
Thanks,

Q: Hi guys, I have done very well with the consumer discretionary sector both in Canada & the U.S.A. My problem is that it has grown to 25% of my portfolio (each name is between 3 to 4%). What is your forcast for the sector in 2016 and should I trim now or wait until they reach 6 to 7%. Should you recommend trimming, what sector looks interesting to you to this time.

Thanks,

Jim

Q: Hi Peter and Team? I was thinking of buying some PPG industries which trades on the NYSE. I would value your thoughts on this company. Thank you for your help, Tamara

Q: With the ISIS news stories, I would think that aerospace and defence stocks would be an area to look at. Do you have a suggestions of stocks in this sector ? Are there canadian dollar stocks that you could recommend?

Thanks

PS- Love the site

Q: In your recent article on covered call writing for income you used CALM as an example. The stock is apparently heavily shorted and I am wondering was this a consideration when you chose the stock. It seems to have excellent fundamentals. Could you explain the short thesis?
Many thanks
Mike

Q: Pfizer is planning to merge with Allergen & move head office to Dublin ---Inversion Tax laws in US --come into play . Question ---How likely this will occur & do you think it will affect the deal & stk $
Thanks ---don

Q: After the spin off from ebay and the acquisition of zoom what do you think of PayPal as an investment specifically is it reasonably priced as a growth company?

Q: Good morning,
I read your response to the recent GE Election offer to exchange $100USD GE shares for $107.53USD Synchrony Financial shares and given your comment, I will likely retain my GE shares.
This being said and prior to reading your response on the GE Election Offer. I was considering the tendering of my GE shares to benefit from the 7% immediate premium, sell the Synchrony shares at the earliest opportunity to lock in as much of the 7% as possible and then buy back the GE shares at a later date, hopefully at a lower price than I tendered them for. I'm sure that if it was that simple, everyone would be doing this, but I am curious to understand and hear from you why this would not work. Thank you.

Q: Hi 5i Team!

What are your thoughts on Walmart (WMT) and American Express (AXP) current valuations? Are they cheap, fair value now or value traps to advoid?

Thanks, Shane

Q: Could you update your thoughts on Encore Capital - once again, a very solid quarterly result and yet the stock is dropping quite substantially (last update July/14).
Thanks,
Murray

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