Investment Q&A

Q: Thanks for all the great info on so many companies. Here is a crystal ball question for you.

Below are 2 groups of up and coming growing companies. Group 1 has market caps below 500M whereas Group 2 has higher market caps of roughly 1-5B.

Group 1: SYZ, CRH, ADW-A, SIS, TNC.

Group 2: KXS, SH, PLI, GUD, BYD-UN, PBH, NFI, TOY.

I am trying to get a feel of which companies have the potential to grow significantly over the next 5 years or so because of the quality and increasing demand for their products/services. Based on your knowledge, could you indicate which companies in each of these 2 groups are most likely to double (or more) their market caps in the next 5 plus years. And perhaps indicate the least likely candidates to do so.

Thanks - James.

Q: Hi Peter, Ryan, and 5i Team
Let myself get stuck with some LSI shares.
Would you please share an updated opinion regarding the recent
financial release, and possible future potential.
Thank you

Q: I would like to set up a portfolio using the TD e-series funds. My time horizon is 10 years. I plan to purchase on a monthly basis. Can you recommend a portfolio composition using these funds (including percentages).

Q: What is your current comfort level with DCI? Results seem to keep the stock in its 12-14 dollar range. I use the high dividend to balance out my other income stocks such as Adw.a, Zcl, sis, Syz, etc..... How does the business look to you?

Thanks,

Robert

Q: Any value in holding both SJ and CNR in a 25 stock portfolio or is there too much overlap? I assume SJ is the preferred choice if opting for one only. Thanks.

Q: exe an ok play on aging demographics would svi storage vaults canada be ok also thanks

Q: I would like your thoughts on copper and whether now is a good entry point and any stocks you would recommend, for example NCU, CPER, COPX or other. I have a long term horizon (> 5 years).
Thanks.

Q: Hi folks: I am not a big fan of technicals but I do check a stock's "trend, volumn, and momentum" sometimes.
My question is what is the best time frame to be looking at: ie: one month, 3 months, 6 months, a year ???
Will the time frame differ for different stock sectors?

Q: What are the companies in Canada in this sector. Please rank them and provide a brief analysis of which you prefer and why.

Q: May I have your thoughts on the latest news from Aquila? They appear to have obtained some permits from the authorities and the stock was bid up on Friday. Is bulk sampling on the horizon or are they more likely to diamond drill the ore body to get a better handle on the grades and consistency?. Are the option holders in the money?
Thank you.

Q: I have a 3.5% position in CPG, and I have a 1% position in TOU and a 2.5% position in VET. My overall exposure to energy is around 12%. I am not looking to decrease my energy exposure, but I am considering consolidating my position into fewer names. Would you consider a transition from CPG to either TOU or VET to be a sound move, and if so, which would you choose? VET offers a better dividend, but TOU is better positioned to take advantage of a rise in natural gas, which seems like a real possibility over the next 3-6 months. Thanks so much!

Q: What are the 3 best "value" picks or "cheapest" stocks in the Balanced Equity Portfolio right now?

Thanks, Shane

Q: this seemed to be one of the darlings of the gold investors several years ago but has fallen out of grace!
would appreciate your short and long term outlook for Perseus Mining
ed

Q: What sort of fixed income do you recommend for a portfolio? With so many options, I have no idea which to choose. Where do I begin in making these decisions? Thank you.

Q: According to TD Waterhouse, Dollarama has a book value of $3.82,
P/E of 30.4, Price/sales of 4.2, and P/CF of 25.4X. From a value
perspective this stock seems to be ahead of itself.Your comment are appreciated. Joe

Q: I'm looking for something to offset possible volatility this time of year. I presume VXX-US shouldn't be held for any length of time(I like to know how long you can hold it).
Also, what would you recommend.

Q: Could I have your thoughts on todays press releases on IT. Thanks

Q: X has had a run up recently. Still, I see a forward P/E approx. 13 times. 1.1 price to book and under 12 price to cash.
I do love to compund "toll road" dividends. BUT, is X truly a toll road these days? Some comment about competion in the space, but who exactly are the competitors? I don't want to buy the stock only to see it become "Uberized" by new technology in a short or medium term.
I am looking for a long term hold and hoping dividend increases are on the way. Set it and forget it.
Your thoughts please. Keep up the great work and many thanks.

Cheers
John

Q: I have $300k available to invest in stocks. What companies should I be looking at investing in rising interest rate environment. Preferably 3 to 4 companies not more. I am expecting big growth out of this $300k without a big drawdown. First day on this service. Thx

Q: I was wondering about the coming or on-set of the drive-less buses. Are they going to be producing the drive-less buses? Do they have the knowledge to produce the drive-less buses? And, what about the the present production of buses, and how it would affect the change-over of production?