Q: Is Lightspeed Venture Funds part of Lightspeed POS which is in the Growth Portfolio.
Thank You for you great work
Clarence
Thank You for you great work
Clarence
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I just took a quick look at the portfolios year-end numbers...congrats on the performance this year on all 3 portfolios.
Regarding the Balanced Portfolio, I note the asset allocation for Industrials @ 30% and Technology @ 19%, which appear to me to be almost a "bet" on these two sectors...50% allocated to these appears to be fairly aggressive. It has worked very well so far, but are you considering rebalancing at all?
Thanks...Steve
Regarding the Balanced Portfolio, I note the asset allocation for Industrials @ 30% and Technology @ 19%, which appear to me to be almost a "bet" on these two sectors...50% allocated to these appears to be fairly aggressive. It has worked very well so far, but are you considering rebalancing at all?
Thanks...Steve
Q: Hi 5i team,
Where is the PR group of KXS these days? They are strangely silent on the Blue Yonder complaint in a Texas court on patent infringement. The only item I see is the Dec 14th release saying that KSX will vigorously defend itself against the claims. That’s it. Has it gone to trial? Has KXS set out any defense? Most companies under attack would at least issue some sort of rebuttal. What do you make of this silence?
Thanks again.
Dave
Where is the PR group of KXS these days? They are strangely silent on the Blue Yonder complaint in a Texas court on patent infringement. The only item I see is the Dec 14th release saying that KSX will vigorously defend itself against the claims. That’s it. Has it gone to trial? Has KXS set out any defense? Most companies under attack would at least issue some sort of rebuttal. What do you make of this silence?
Thanks again.
Dave
Q: I am starting to rebalance my portfolio. Are you happy with the BE portfolio as it is? If not, what changes would you consider.
Also, who is Topicus?
Also, who is Topicus?
Q: Hi,
Question from Penny on January 4th about the buyout. You said we need to advice our broker that we want to tender to the offer. This is also my first time holding a company that has been bought out.
Just to make it clear, when doing this the shares will be tendered at 15.22$ (purchase price from Goldman) or at market price of the day?
thank you
Question from Penny on January 4th about the buyout. You said we need to advice our broker that we want to tender to the offer. This is also my first time holding a company that has been bought out.
Just to make it clear, when doing this the shares will be tendered at 15.22$ (purchase price from Goldman) or at market price of the day?
thank you
Q: I want to increase my holding in Photon Control considerably. It has an amazing balance sheet and it seems cheap given technology valuations. However, can you help me understand Photon's market and customer base? For example, i read that Apple has begun creating their own semiconductors for optimal hardware/software synergy. Will Photon's clients eventually do this, too?
Best,
Jacob.
Best,
Jacob.
Q: Please explain why you have moved SHOP from your Growth Portfolio to BE. Thx.
Q: What do you think about the announcement that CAE has procured a contract with the US Airforce?
Q: Currently own Kinaxis in my TFSA. Considering selling half to also purchase Lightspeed. Which do you think has the greatest growth potential? Thanks.
Q: my purchase of csu stock settled jan 8. would I still receive Topicus shares?
Q: Hi folks, waited for tax loss season and bought full position in Knight for my TFSA . What significance, if any, does..."Signed a new exclusive distribution agreement with Gilead for the continued commercialization of AmBisome in Brazil, effective Jan. 1, 2021.", have for Knight. The potentials with Knight seem pretty good...even if they work at a snail's pace. Overall opinion on company into 2021. Thanks as always, jb Piedmont QC
Q: It looks like CSU has paid a dividend of "topicus.com inc svs" shares - at least they've popped up in my brokerage account. Would you please fill me in on what has happened.
Q: I'm using your growth portfolio and would like to add some larger cap exposure/hedge using your balanced portfolio. What I'm thinking is to take one position from the balanced portfolio in each sector that your growth portfolio participates at a 5% position. Would you tell me which names you would use from the balanced portfolio and what percent you would suggest?
Q: Looking at its stock price chart NFI turned the corner late last year and is making steady progress upward. How do you assess it going forward?
Q: Mainly follow your balanced portfolio. Should I sell AQN and buy BEP.UN . As well would you purchase Aritzia and AC today. As well give me 3 growth names for the next year.
T Steve
T Steve
Q: Would you be comfortable buying BYD for a long-term hold at today's levels? Do you believe in it as must-own growth stock? Thanks.
*edit:. Not a must-own company, rather, a great company to own for a long-term hold as part of a diversified portfolio. Thanks.
*edit:. Not a must-own company, rather, a great company to own for a long-term hold as part of a diversified portfolio. Thanks.
Q: On the most recent BI model portfolio Boyd gets an A- rating. The most recent report I could find on this company is from Jan 2019 with a B+ rating. Is there a more recent report that I'm missing and could you post a link?
Thanks
Thanks
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Xebec Adsorption Inc. (XBC)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Your delightful Jan 8 article,5 themes for 2021, mentions Bepc,a star performer,& Sedg. On Jan 4 ,u mentioned XBC,BEPC & NPI as the 3 growth names in Ren.Energy growth. Is it ok to buy XBC & Bepc after they & the sector has appreciated so much.Thanks for u usual great services & views. All the Best for 2021 & continued great views & services
Q: I would like to add a few positions from your portfolios. I have a relatively short horizon. Can you please:
- list the names in your portfolios that are cross listed between USD and CAD?
- Can you please list them in order of your preference for buying today?
- And to help me not make any mistakes, can you please include the exact tickers in NYSE and TSX?
- list the names in your portfolios that are cross listed between USD and CAD?
- Can you please list them in order of your preference for buying today?
- And to help me not make any mistakes, can you please include the exact tickers in NYSE and TSX?
Q: The other day under the CSU newsfeed and story came out about the subsidiary Harris bulking up. Maybe because of Topicus I am paying more attention but: Is this a way for CSU to indicate a further potential spinout? I was thinking of selling some CSU (for reasons you suggested others were earlier today) but then again (if reasoned true) this seems an extraordinary opportunity to let them engineer further upside for the stock owner. Is this a reasonable position to take?