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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: In the context of Return on Equity (ROE), what is the ideal ROE? I am asking because, when we examine company profiles, we can see significant differences in companies’ ROE. For example, here are the figures for: RY-CA 14%, DOL-CA 104%, and HD-US 405%. Why is there such a disparity? Thank you
Read Answer Asked by Gervais on March 19, 2025
Q: Im looking for stocks that will benefit from a increase in trade and shipping to Europe..
Any ideas would be appreciated.

Thanks
Read Answer Asked by Stephen on March 19, 2025
Q: In what order would you purchase these stocks. What is a good entry price. In this volatile time would you purchase now or hold off
Thank you again for your good service and await your answer.

Earl
Read Answer Asked by Earl on March 19, 2025
Q: Good day, 5i Team,

Do we have any Canadian stocks that might benefit from increased military spending?

Do we have any publicly traded military-oriented start-ups?

Thank you as always!

Nickolai
Read Answer Asked by Nick on March 18, 2025
Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).

If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?

If you were to sell please rank from high to low which of the current securities in the account you would recommend.

Read Answer Asked by Simon on March 17, 2025
Q: Hi Peter,

I would like to get your thoughts on CNR and ENGH. I am long CNR and would like to reduce it and add to my position in ENGH. My views are that I get more growth from ENGH and 4.5% dividend vs. CNR call it a 2.5% dividend. I know they are different businesses but comparing the two companies what provides more growth and income opportunity.

Thanks
Read Answer Asked by Frank on March 17, 2025
Q: I have small positions in both TFII and AND (about 2% each) and looking to add to them (long-term positions so not worried about near-term uncertainty, I'm sure they'll both be fine over the long-term).

I'm thinking TFII is the safer bet (cheaper, larger, much longer-term track record) but AND's smaller size and less-levered balance sheet might allow it to make more meaningful acquisitions for higher growth.

What are your thoughts, which would you favour more for a young long-term investor?
Read Answer Asked by Patrick on March 17, 2025
Q: I sold half my holdings in BDT and ARE in December, in a TFSA, with a nice profit. Both are down quite a lot since then. I was planning to buy back to average down. Or take position in more stable stocks like STN or ATRL. How would you rank these 4 for new purchase? in a registered or regular account? Would any of these be more at risk with US politics ? I already own WSP and NOA. Thanks a lot.
Read Answer Asked by Denise on March 17, 2025
Q: I am an 80 year old income investor with some growth. I have $20,000 to employ. The above is a list of my losers out of 50 winners in a portfolio of mostly the Income Portfolio plus 15 yield maximizer ETF's like UMAX. Should I:
1. wait for your monthly advice before acting
2. distribute evenly accross the losers
3. add to the winners
Any other suggestions would be appreciated.
Please take as many credits as needed.
Thank you
Read Answer Asked by STANLEY on March 17, 2025
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX
Read Answer Asked by Andrew on March 17, 2025