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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: PRL and LMN are examples of small cap stocks that have recently moved in price to reflect their earnings and future potential. However, only after a period where their performance and promise were not yet recognized, and investment was stagnant. Do you have stock suggestions on the US and/or Canadian markets that might be on the verge of similar recognition and subsequent transition to prolonged growth?
Read Answer Asked by John on January 31, 2024
Q: Peter; On Kris’s question on small caps one was TYK- did you mean TVK?Thanks,
Rod
Read Answer Asked by Rodney on January 31, 2024
Q: This is just a curiosity, and please don't feel obliged to answer if this isn't public information or you'd rather not divulge. But I'm curious what is the current size of the 5i subscriber base - I often wonder how many in the 5i community are reading the same Q&A as me? It's a lot of effort on your part!
Read Answer Asked by Kel on January 30, 2024
Q: Equal weight with the noted companies. Would like to add a 6th with equal weight as well. Will set and forget for 10+ years. Can you please provide 3-4 possible compelling options. Ty.
Read Answer Asked by Chris on January 30, 2024
Q: I own these energy stocks and some are on the plus side and others are on the losing side. I've been waiting for quite some time for the Chinese economy to take off, but it seems to go nowhere ? I would like to trim some of my holdings. Please place them in order of what you would keep down to some you would let go. Maybe you could code them as 10 being the best and 1 as being the worst. Thanks.
Read Answer Asked by Frank on January 30, 2024
Q: I have to raise some cash, and have to sell the equivalent of one of the above positions, all up various amounts from 10% to 60%, but all have about the same market value. All healed in TFSA. Considering growth only with a multi-year hold, what do you suggest - trim all three, trim two, or sell one full position, and if so which do you suggest. Thanks!
Read Answer Asked by Kim on January 30, 2024
Q: Could you please give me the top 10 stocks with the highest ROCE 5 year average (Return on Capital Employed) on the TSX and the S&P? So, that would be 20 stocks in total. Thank you very much.
Read Answer Asked by Toge on January 30, 2024
Q: I have a very decent return on my VNP shares thanks to a fortunate entry. It has become a too significant part of my portfolio considering the size of the company. I am thinking of selling some of it and rotating the sale proceeds into NEO. Could I have your thoughts on both and the sale idea? Thanks.

Also, with respect to the commentary on long posts, I am certain there will always be differing thoughts but it might perhaps provide a compromise if subscribers could do a small post in the regular section of Q/A that links to a separate space in the blog area to access the full post? Just a thought.
Read Answer Asked by Robert on January 30, 2024
Q: Thank you for the quick response to my earlier question today about sector outperformance. I had asked for three sectors EXCLUDING Technology, so could you please give me one more sector, it's rationale for outperformance, and two dividend paying stocks (US or CAN) within that sector? Thank you very much, again.
Read Answer Asked by Toge on January 30, 2024
Q: Good day, I read Peter's recent article in the National Post regarding Small Cap stocks and would agree with his prognosis. That said which Small Cap stocks are on his radar.
Read Answer Asked by Kris on January 30, 2024
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