Investment Q&A

Q: KNT is all time high, is it expensive or still a buy at this level? what do you think of gold price going forward? Thanks

Q: I've happily held CJT for years and trimmed when it gets close to 5% which it is now nearing again. The chart is looking a bit scary, but with the Amazon deal , would you let it ride higher than 5% as part of the 'growth' portion of a balanced portfolio ?
Thanks, as always, for your opinon.

Q: Hi 5i team,

There hasn’t been a question on DOCU in many months. I know it is expensive on many metrics but that is the same with many tech stocks. Even in the past two weeks, with the market turmoil over the coronavirus, I have noticed that DOCU keeps making new highs. As you know, DOCU’s core product is the ability to sign all business, legal and real estate documents electronically. There is no need to meet with another human being, be in the same room with them and breathe their air. We can all just live in a bubble. I know I am going over the top here, but what are your current thoughts on DOCU? I have not seen any recent news. It is also one I follow for its takeover prospects by a big tech company.

Thanks again.
Dave

Q: Hello 5i, notwithstanding the tragedy of the coronavirus, I would like to start taking full positions in 2-3 stocks that could benefit from a recovery. What are your thoughts on the DSG, OTEX, MSFT, KL? any other suggestions? Also, when is it a good time to start accumulating?
Thanks
Carlo

Q: Hello 5i Group,
I was thinking that it was time to take a position in one of the above Cannabis stocks. What is your opinion on the idea and if positive, which would you prefer?
Thanks, for your always great opinions.
Ken

Q: Hello 5i Team,

I am looking to add a second stock in the Industrials sector of my TSX holdings.
I currently hold CNR. What would be your top 3 suggestions ?

Thank you,
TL

Q: Hi 5i Team - Could you provide some fundamentals on Score such as debt, cash on hand, insider holdings/buying and any other metrics that you think are important. Also do you think their cash flow is reasonable or could there be a concern down the line. Thanks.

Q: Hey guys,

Thanks for the portfolio update, I have Shopify at 6.2% and Xbc at 1.4%. For a "balance portfolio" does it make sense to sell 1% of Shop and purchase more Xbc?
Thanks again,
Jim

Q: What is YOUR definition of a momentum stock?
Please name companies in your portfolios that you Currently consider to be momentum stocks.
Thank you

Q: Guys...I have some room in my portfolio for a few high risk, high reward stocks. Can you give me one or two from Canada and the U.S. that you like currently...this is long term money...doesn't have to be on your model portfolios either...thx

Q: I'm having trouble with the high valuations of some of today's star stocks. On top of that, and as illogical as it is, I have trouble investing in the these stocks after they have run so far. What 2 or 3 stocks are you guys watching at this time that are at beginning stages but have the potential to turn into stars like shopify
Thx

Q: Hello 5i team,
I read that Artiza's director sold last week 1.9 million $ worth of stock. As well as two other executives exercised their options and sold.
Would you read anything negative ?
Between GOOS and ATZ, which one would you prefer for a long term holding I need more consumer discretionary in my portfolio. (I am 60 and will not require to access any funds).

Regards,
Elaine

Q: RBC shows the short interest at almost 30%. Comments please?

Q: For a long term hold, would you buy this company on the pullback or do you favor any other equivalent company instead? (I am interested by this company because of the tech aspect, but not crazy valuation, although i am very heavy on tech right now)

Q: Hi,
What are your thoughts on the score going forward. They missed on earnings and also announced a partnership with the NBA. We have a very small starter position that has already doubled. What is your outlook going forward? Quality of management? I am debating purchasing more shares after today’s pull back.
Thanks,
Kerri

Q: Does this company have any hope of growing and returning to it's highest price.

Q: What is your take on this company moving foward. Do you see potential growth this year

Q: I am looking for a stock for my TFSA and am thinking about either Nutrien or Thompson Reuters. I am retired and not likely to need this money for many years, if ever.

Ntr has a pretty ugly chart with lower lows and lower highs for the last year, but a pretty good dividend. It might appear to be bottoming at around $60. They also seem to be rather wedded to their old production technologies and are not putting much into R&D (unlike some competitors), which causes me some concern, though it is perhaps offset by tremendous change taking place on their retail side .

TRI seems to only go up, but has only half the yield. They've certainly made a lot of changes in the last couple of years.

Recognizing that they are very different businesses, which would you prefer to own and why?

Q: Good afternoon,

Do you recommend CAE ? If so given its recent run up, would you establish a full or partial position?

Thank you.

Q: Hi,
Can you tell me what you think fair share value is for Aritzia now? Ive held it less than a year, and am thrilled with being up $8 (almost 50%). Im just trying to decide if the best part of this ride is over or if it has potential and reasoning to make more solid gains. Even if you think growth will continue but slow down from the current pace, I will likely sit on it a while. I just dont want to kill my returns by waiting if its likely to stagnate for a while.

Thanks