Investment Q&A

Q: Hello Peter and Ryan,

Happy New Year and thanks again for the great service. I own SPE and my average price was around current price, Spe doesn’t seem to go above $7.50, is it fully valued at $7.50, I am thinking to switch out to GUD and LUN , could I have your opinion please, thanks.

Q: Hi

Thanks for the great service you provide!
Could you give me your thoughts on purchasing Cameco at this time?
Thanks

Q: What do you think of this stock moving forward? They seem to be gaining a bit of traction lately with their SAAS Elevate platform - Announcing a few contracts recently.
What portion of their share price is supported by cash? I'm thinking about putting some speculative money into it. Thanks.

Q: Hi 5i team,
I would like to purchase two ETFs. One for developed Europe and the other for Emerging Markets. I would use US$ for these purchases. Please advise your top pick for each category. And what is the minimum portfolio percentage to make these purchases meaningful? Thanks.

Q: A very hearty thanks to 5i. I am up a total of 16.3% in 2017, well above the TSX.
I hold all the equities in your model Balanced Equity portfolio (although not in the same weightings). I also have a 5% holding in ZLB which has done reasonably well for me (up 72% since Sept. 20, 2013) but since I already have most of my portfolio in Canada, I was thinking I should switch it to a foreign ETF. I am currently have small holding of ZUE at 3.5% of total, ZDM at3.2% and VEE at 2.9%, all three totaling just under 10%.
Would you agree with switching ZLB and into which ETF if so. Or would you have other suggestions. I am not particularly afraid of volatility as long as the investments are solid.

Q: Hey I am considering adding ZUQ to my TFSA for growth to compliment some US dividend ETF's that I hold and ZIN to a non registered account for capital appreciation. Any concerns with either of these ETF's and this strategy for future growth?

Q: Re; electric vehicle batteries and investing in related companies, along with lithium and cobalt -- looking for a way to make money in this space and not doing well with my own research efforts. Any thoughts/advise.......... "Thanks"!

Q: I am looking for a good EFF that will cover off the growth in Electric Vehicles - Long term hold - What is your recommendation

Q: I am looking for income and was wondering what the risks are in covered call ETFs. I am looking at ZWB and ZWU. Would they fare better in a market correction than pure ultility or bank stock ETFs?

Q: Happy New Year and again thanks for everything in 2017.
I was wondering if you could give me your analysis of BYL. It has been moving steadily upwards over the past couple of months. Does it still have room to move up. 7 % drop today?

Thanks
Dave.

Q: Looking at purchasing either Northland Power or Alta Gas. Thoughts on both please in regards to total longer term return over next 3 years. Like both? Neither? One of them?

Q: A question about analysts who work for the banks and cover commodity stocks:

With wti and brent prices moving higher in recent weeks, when will energy stock analysts update their valuation models with a new price deck? Will the repricing trigger more buying of energy names?

Thank you

Q: What would your two favorite restaurant companies be and why. Pizza pizza , Boston pizza etc
Thanks

Q: Hello 5i
Happy New Year!

I am looking to move cash from savings into a higher ROI investment yet not add very much market risk. With Savings offering 1.5%, I feel with a small amount of risk uptick an investor should be able to increase return.
An example of one selection as likely candidate, I have been looking at PPL.PR.K - rate reset 2021, minimum 5.75%. current yield @ 5.47%
Would you think BCE, EMA, KBL and/or ALA.R suit this consideration.

Would you please offer a few ideas for this ROI Upgrade that may be suitable for this effort?
While I am aware any desire to increase in return will drive an increase in risk and one needs to be careful to not reach too far for yield, what additional comments or thoughts would you have for this type of investment move?

Thanks for your excellent service.
Dave

Q: Can I please get your opinion on Tucows after the recent pullback. Thanks !

Dave

Q: Happy New Year to the 5i team! Which one between DOL and ATD.B has more growth potential according to you based on a 5 yrs time frame?
Thanks!

Q: Greetings 5i team:
I own CGI Group in a non-registered account. Without regard to tax implications or trading costs, just looking at the fundamentals and expectations for each company, would you make a switch to either Open Text or Descartes assuming a 3 year or greater time frame?

Thanks as always for your analysis.

Q: My shares in this company were a stump of another company & I know very little about it except it has gone from2 cents to 35.5 cents as of today. Needless to say I should have bought a few more shares;however, I don't think it is very big & pretty much a spec. It has silver & cobalt . I would appreciate knowing how many shares are out , what you think of this company, its prospects, debt & the %age of shares owned by the management. Your sage advice is always appreciated.
Dave

Q: HI team,

Could you tell me your opinion about NVTA.

Thanks

Q: What do you think about LND, will this company survive turn around. thank you