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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: Hello Peter, I have some US cash to invest in an RRSP. Can you please suggest four US 'growthy but somewhat conservative' stocks for a long-term (10+ years) hold. There is no need for current income. Also, I know you've suggested IWO as a US growth ETF. Would you be inclined to favour that for an investment now, or do you think that, with current near-highs and the upcoming election, it makes sense to wait until closer to year-end. Thank you for the terrific service!
Read Answer Asked by James on October 07, 2016
Q: I was recently in NYC and impressed with the Whole Foods Market near where we stayed. Looks like the stock has been a basket case since its high of ~$63 (USD) in late 2013. It is now trading at about $28, a bit below $30 support level where it has languished since the end of 2015. The fundamentals are looking decent and it pays a modest dividend (2.93%), but I wonder whether the space is too competitive to allow for much growth going forward?

I would appreciate your opinion of WFM for a long term value play.
Read Answer Asked by David on October 07, 2016
Q: Good afternoon,
You recently responded to a question concerning put write etfs. My understanding is that such an etf may perform poorly in a bear market. Is there an etf trading in Canada employing an option strategy that would benefit from a bear market, apart from the highly leveraged short term products?
Thank you for your advice.
Read Answer Asked by Peter on October 07, 2016
Q: In a question ask by Victor on Sept 19 you characterized PIH's quarterly results as "mildly disappointing" and that "we did do think earnings were so bad, but it is not a name to own for 3 months". Now in a question asked by Klaus yesterday your response is that PIH "is the only one we would see of any real concern due to very big disappointment in its last quarter". Why has your view changed of their recent results changed?
Thanks.
Read Answer Asked by Brad on October 07, 2016
Q: 5i,

Thanks for getting rid of Home Capital. I can finally take it off my radar. I've bought and sold this stock so many times due to the fact that I thought it was a "blue chip" that was just being unfairly treated in the market.

Hope you consider ECN as a replacement in your portfolio! I can see the stock being at around $6 a year from now and $9 a year after that. But it's probably too soon for a new company like that even if it is being run by Steve Hudson!

Thanks, Shane
Read Answer Asked by SHANE on October 07, 2016
Q: Good day, 5i

I am looking for some strategic advice regarding my position in Twitter. I was up 20% yesterday, and today, on news that a few bidders have shied away (alphabet notably), I am now done 5%. Understanding your are not soothsayers , I'm looking for your experienced opinion on how to handle situation. Cut my losses, or go long on the hopes it is sold in the near future.

Many thanks,

Karim
Read Answer Asked by Karim on October 06, 2016
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