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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: Hi 5i,

I've owned Kinaxis (KXS) for a long time (2% of portfolio) but I'm considering selling it and buying Celistica (CLS). Could you please comment on the pros and cons of each stock and which one you would prefer at this time for a long term hold?

Thanks!
Read Answer Asked by Brian on January 31, 2024
Q: Greetings,

My first purchase of CCL.B in May 2017 was just before the stock split. At the time it was $63.3 per share. I have earned approx $1200 in dividends and am currently down around $600 based on current share price, and up $600 overall. Can you please remind me why I should continue to hold this stock. My patience is beginning to wear thin. Many thanks and my apologies if my expectations are not reasonable.
Read Answer Asked by Kelly on January 31, 2024
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?
Read Answer Asked by Cameron on January 30, 2024
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Read Answer Asked by Gregory on January 29, 2024
Q: These are in my TFSA at red ATZ AEM, BNS, CCL.B, GSY SIS, and these are at green BYD, CSU, LMN, SHOP, WSP, and TFII. Very close to my cost are BN, ENB, MG, DSG. Would you suggest anything for cleaning up or any new addition(s). Please deduct as many points as required.
Thank you
Read Answer Asked by Hali on January 29, 2024
Q: I was wondering if you could provide an update with regards to Chartwell. Should we expect much growth. Has made a nice move but should I consider moving on. Difficult sector? Thinking of moving to Manulife.

Thanks

Dave.
Read Answer Asked by David on January 25, 2024
Q: Hi folks, how significant is the announced partnership between Nuvei & Adobe...markets liked the news with 6% pop...is this a "new" partnership for Nuvei??, and if so, what future potential could come the way to Nuvei...I believe they recently hooked up with Microsoft in similar payments process (albeit relatively small)...after disasterous Q2...is there light at the end of the tunnel????....thanks as always for great service, jb Piedmont QC
Read Answer Asked by John on January 25, 2024
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