Q: I own LSPD and am up 30%+. Would you recommend staying the course with Lightspeed or selling and purchasing KXS? This represents the 2% of my portfolio I allocate to higher risk equities. (In my TFSA so capital gains is not an issue.) Thank you.
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Q: Is Kinaxis still a wise choice? Would CNR or GOOS be more profitable?
Sharon
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Lightspeed POS Inc. Subordinate Voting Shares (LSPD)
Q: Hi, using your analytical tool, it's telling me I'm still somewhat light on my tech sector. I hold a full position in CSU (and have done very well), and have half positions in OTEX and KXS (up reasonably well) and a quarter position in LSPD (flat).
What would you add to to bring my overall sector weighting up? I"m a middle of the road investor.
Thanks,
Robert
