Investment Q&A

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.

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.

Q: Any reason for the big decline this morning ( Tuesday ) ? Good time to add ? Thanks a million.

Q: Could you please give me a Canadian ETF for each of the 11 GICS sectors within the TSX? An ETF that best represents the respective sector would be ideal. Thank you very much.

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.

Q: Could you please give some recommendations for a Canadian listed U.S. dividend growers etf and what might be the best for a 2 to 3 year hold. Thank you

Q: 5i opinion on MAW220 please. 8-10yr hold. It is in an employer-sponsored RSP thus not easily exchangeable for an ETF.
Thank you

Q: 5-10yr hold to maximise total return and safety of principal. Best valuation?
Thank you

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.

Q: Good looking Q1 earnings report from Gatekeeper Systems (GSI) this morning, the stock is up 20% today, and has tripled since the bottom in April. Is this becoming a more consistent, investable stock (for high risk portion of a portfolio)? What do you think of this stock as a small long term investment?

Q: What are your thoughts on TEL. Would you consider as buy, SELL OR Hold

Thanks for the great service

Q: Good Morning,
Of the two stocks listed above, which do you see having the best total return in the next 3-5 year, and a brief explanation of your reasoning.
Thank you,

Q: I know, another uranium question. A couple of questions, first is do you have a prediction for the spot price of uranium and a possible timeline (it was was close to 140 back in 2007) are we going to see that again or even higher? Won't uranium producers start producing more uranium as of now a bring on more supply and affect the market(how long does that take?)

I own URC can you please let me know if a swap into another uranium stock would be a better one or is it fine to hold and is NXE or CCO your favourite based on your previous answers?

COSA resources has captured my eye because of insider buying can you please comment on that

and finally could you please rank these uranium stocks in order of favourite to least to do well if spot price continues upward, wouldn't small caps have the biggest upside compared to the likes of NXE and Cameco?

Stocks to rank Stallion Resources(STUD), Strathmore Plus(SUU), Cosa resources(COSA), district metals (DMX), F3 Uranium(FUU), Purepoint (PTU), Baseload Energy (FIND), Standard Uranium (STND) , Uranium Royalty Corp(URC), Cameco (CCO), Denison mines(DML), Energy Fuels (UUUU), NexGen(NXE)

Q: Hello Team,

What is your opinion on Coveo and Tecsys? Do you believe them to be long term great Canadian compounders?

If so, how would the fit your usual tech pecking order of Nuvei, cts, csu, shop, lumine, otex, etc.

Q: Hi

I hold ZSP in my non-registered account and VIG in my RRSP.

My understanding is that it doesn't really make a difference from a withholding tax perspective where I hold ZSP but that the RRSP is where I should hold VIG.

Do you agree?

Q: Hello 5I Team
Please provide me with your top 5 stocks from your portfolios that will benefit from the AI technology in the future.( not 5 stocks from each)
Thanks for your great service.

Q: Portfolio Analytics indicates that across all accounts, we are underweight in the Basic Materials sector. The two stocks and CGL.C listed above are the only holdings in this sector. (CGL.C is a small holding. as it can be traded with zero commission)

Please suggest some additional Canadian and U.S. stocks in this sector to improve diversification, include reasonable entry points, and rank them in order of what to purchase first.

For a Canadian ETF, what is your opinion of XMA?

Please deduct as many credits as necessary.

Thanks

Q: St. Joe apparently has tens of thousands of acres of land free and clear, ready for development in NW Florida that are valued at 20,000 an acre but the market value is more like 2,000,000 an acre. Is the stock trading at current levels hugely undervalued or have I missed something. Thanks for your help

Q: Hi team,

What do you think in general about the oil&gas transportation sector ?

Grateful for your views on the companies above for strong growth ? Would you buy any now ?

Deduct as many credits as you see fit.

Have a good day,

Jacques IDS

Q: It's been a while since we asked about SLP. Share price is largely sideways for the past year. What is your assessment of SLP and are we buyers here? I see a debt free company with next year sales and EPS growth of 12% and 21% and average price target ~40% higher than it is now.

What does the market not like?

I'm looking to add a new industrial and BYD and SLP are being considered. Where does your money go?