Investment Q&A

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: Hello Team, I realize these three are very different companies. But could you please rank these in order for a conservative investor with at least a 5-year time frame to hold the chosen stock? No need to hit homers. A longer-term 5-7% annual return would be just fine! Thank you.

Q: Hello 5i,
I try to heed the advice to diversify into U.S. stocks because they have stocks which we just don't have here in Canada. I have been wondering what some of these stocks might be for a fairly conservative, retired investor?

Right now I have the following companies:
3M
Apple
Calmaine foods
Goodyear Tire and Rubber
Conagra Foods
IBM
Pepsico
Proctor and Gamble
Bank of America

I have Calmaine for selling options on and it may go some day. I know that no one likes IBM but i believe it will turn around and pays a good dividend in the mean time.

But, I was wondering what to add or subtract from this list in order to have a well balanced, U.S. portfolio?

I have thought of adding Disney and Johnson and Johnson. I have looked at your suggestions, such as EBIX, NOC, LLL, JPM, GILD and ITRI and they look very interesting but maybe not for a person in my position.

I would certainly appreciate your thoughts on this process.
thanks

Q: Good morning everyone,

Something is not making sense in the market here. Disney buys 33% of Neulions competitor BAMtech for $1 billion.

$1 Billion / .33 = assumed market cap by Disney (liquidity discount most likely applies, but lets negate it) of $6 billion.

Neulion has a market cap of $220 million.

Neulion has, NBA, NFL, global soccer, UFC, tennis locked in, BAMtech has NHL, MLB, PGA. Therefore Neulion > BAMtech in my mind.

$3 billion > 220 million by 13.6x. Is there something I am missing in regards to this massive valuation difference? Technology? Does Disney see some second level of montetization that the market can't comprehend? A special deal perhaps? I picked up more to make a medium sized holding, but will sell if you guys could potential shave off the valuation gap.

Q: Could you please update your list of US Stocks suitable for a covered call option writing strategy. The list I have from January is:
GOOG, AAPL, GRMN, FB, CALM, WETF, DIS, UTX, SBUX, WWAV, CSCO
Are these still the best choices at this time? Any changes or additions?
Thx, John

Q: Would you please update your position on Disney as a long term hold, as I understand almost 50% of income was attributed to lost cable business. This was meant to be used as our grandkid's education fund. Thank you.

Q: Hi gang, I have had a decent run with Disney but with the recent drop, AND the move of Dreamworks out of Disney Studios, I wonder if I should take my precious USD somewhere more lucrative? Would love your thoughts - thanks!

Q: I just renew for 2 more years - thanks for all your advise.

What are you thoughts on DIS earrings - It is good time to buy or sell

I have total 400K portfolio in TFSA, RESP, RRSP and regular investment.

How do I calculate 5% investment in any given sector as whole portfolio or per account

Q: opinion and also mcd, mcdonalds for some us exposure?

thanks

Q: I've been considering Disney (DIS) for US exposure for a while, but it never pulls back, just keeps going up. Do you think it's a good idea to start nibbling at it here?

Q: Hello Peter and co,

I am considering adding either TWX or DIS to my portfolio. I am looking for growth and income with an emphasis on more stability. Which would you prefer (and why)?

Thanks for your great service!

Wayne

Q: Hi Peter and team,

Understand you don't follow the US Equities that closely but I have owned Disney for some time but its valuation seems a little overdone here and I was considering the switch to TWX since it is trading at a much cheaper multiple. My question is will the sell off of the cable division impact TWX overall and do you think this is worth the switch?

Q: Is Disney expensive at current price. Looks like a new high today. Please suggest your top pick (USA if possible) for the media content sector? Best, Don

Q: Hi Peter,

My kids have saved up some cash from Birthday gifts and holiday gifts over the years. They are 12 and 10. I have convinced them to put some into their RESP A/C and they would get 20% from the gov.
On an earlier question you had suggested picking up DIS for long term stability.
At a PE of 20.9 would it be ok to do that as the kids can relate to DIS.
If ok would you hold it in US$ for diversity?

Always appreciate your input.

Thanks Irshad.