Investment Q&A

Q: Hello.
With the big drop in this company and the insider selling would you suggest selling or holding. Your advice will be appreciated

Thank you
Barbara

Q: Hi 5i,
What would you do with First Solar given the factors behind its recent plummeting? Is it an outright sell? I can afford to take a 3-5 year view with it, if it makes sense to do so. I am down substantially on the position but it is in a registered account so there is no tax loss angle to it. Nominally I think of the holding as part of a relatively small speculative pool within my portfolio so there are no real sector balancing consequences one way or another. Grateful for any thoughts. Thanks!

Q: Good morning Team
What do you think of Birkshire Hathaway? It is about $148.97 as of end of day Monday.I do need some Financial and I have some U.S.$ to deploy. I cannot find much on 5i site. Sorry for yet another US question
Thanks for your guidance on this

Q: I have a question about 552
Hi Peter,
Can shareholders of the cheaper B stock attend the annual general meeting and if yes do you need to own a minimum number of shares. Given the pullback today would it makes sense to buy? Thanks as always.
Looking forward to seeing you and the team at the money show this week in Toronto.
Maggie

Q: Please provide your insight on OCLR. Thanks. Rossana. The company is Oclaro Inc. US.

Q: Hello, if you had to choose between these 3 companies for US technology exposure, which one would you select? This is for the long term (>3 years). Thank you, Gervais

Q: On 12.July 2016 I sold from my US margin acc. CBM (US) with $2,190 profit (capital gain).
Later on 5th. of August I bought CBM again an sold it on 22.Aug. with $929 loss.
My question is:can I claim in my 2016 tax return this loss of $929 against profit of $2,190 from previously sold on 12.July CBM.

Thanks Andrew

Q: Your current opinion on these 2 companies in the US for a buy and hold investor? They have a good track record on dividends, the payout ratio's are not out of control and obviously a proven long term track record. On the more aggressive side, what is your opinion of HCP ?

Q: Like most avid investors, I look forward to reading Mr. Buffett's annual shareholder letter he writes as Chairman of Berkshire Hathaway. While I admire the man and his philosophies, I've been pensive about being a shareholder. For someone with a 10+ year timeframe, is Berkshire Hathaway a good investment or is it risky now that Mr. Buffett is likely to be replaced by his successor?

Q: Hi Peter and Team,
I was asked to resubmit due to name of company was dropped off.

My question was about Cambrex Corp in US which you recommended before, do you still like it, share price dropped after qtr earning report, pls give your update, is it buyable?
Thank you as always.

Q: Greetings,

What are your thoughts on TXT:NYSE? I find the diversification of their products interesting.

Cheers!

Q: Good afternoon,
In your opinion is HD too expensive to buy now?
Thank you.

Q: Hi,

If I have a GOOGL position that has grown to 6.25% (which doesn't worry me), is adding 3.5% of FB too much of the same? My broker thinks they're both online ads.

Thanks.

Q: Is this a good entry point in Facebook? Tx

Q: Hello 5i:
(Knowing) US stock are not your forte, can you give me your opinion on MCK? In its space, can you think of a better name - better insofar as valuation, growth and balance sheet are concerned?

Q: Calavo Growers - bit of an obscure name but as a U.S. fresh foods provider (mainly avocados) with a good growth rate for sales, earnings and dividends, a good balance sheet and insiders owning over 10% I was wondering whether you'd have an opinion on this one. Thanks for your help!

Thanks for your service.

Q: Can you tell me the current P/E and the historical sector PE of each one?

DIS
CRM
WBA
GOOG
RTN
KMB
HSY

Thank you, Shane

Q: What are your thoughts on INTC today? Its growth prospects and what you like or don't like about INTC. Also, where would you rank INTC compared with other large tech companies (to form a one of the tech investments in a portfolio diversified across all sectors)? Thanks!

Q: Today Enbridge Inc. (ENB) announced they are purchasing Spectra Energy Corp (SE) in an all stock deal.

I own Enbridge in my non-registered account (in order to take advantage of Canadian Dividend Tax Credit) and I own Spectra in my US $ RRSP (in order to minimize taxes on US dividends which are treated like interest income).

I want to participate in both the Canadian and US energy infrastructure (pipeline, midstream processing) market.

My question is what can I replace Spectra Energy in my RRSP with? I own Kinder Morgan (underwater), Oneok (above water) and recently sold off Williams (too much drama) in the RRSP account.

Am I better off to sell Spectra now or wait for the Enbridge merger and then sell off the Enbridge or even keep Enbridge in my RRSP as a US holding. Or do I increase my holding(s) in Kinder Morgan or Oneok?

Thanks for the excellent service.

Q: Hello,

Could you please comment on the results released yesterday? It seems LULU met most of the expectations but has pulled back a fair bit. Do you consider it a buy at this time?

Thanks for your great work.