Investment Q&A

Q: Hi all at 5i!
I hold both and both are down substantially. I was thinking of selling one. Which one of the two would you say has a better future prospect? If you think both do then I may refrain from selling.

Thank you,
Tamara

Q: could I have your thoughts on ANSS at this time and price please.

Q: I know it was removed from income portfolio but is it worth keeping as a growth stock or should I sell it ? Ty

Q: Can you rank which stock you would prefer in here to buy for a 3 year hold for maximum capital gain potential MSFT. CSU Descartes?

Q: What are the reasons of CLS’ recent strength? Is it a sell?

Thanks.

Q: DND has recently had a considerable rally. What do you think of the cashflow and profitability now - I am asking for an answer that assumes the takeover does not go through. What about valuation ratios currently and compared to assumed growth rates going forwards? Cheap, fair or expensive? Thanks.

Q: Hello
Kinaxis dropped loke a rock this morning. I couldn't find any news. Do you what caused this sudden drop and moderately larger volume to day as well compared to the last couple of weeks

thank you

Steve

Q: Cybersecurity - which are your top two ? - i.e. are the best of the best.

Which of these particular two:

- Has the best valuation?

- Has the best potential growth?

- Is the "safest" and has the best chance at being around for the long term?

- Has the best product / geographic diversification?

- Are both of these considered at the cutting edge?

Q: Can I have your opinion on this stock. Trading at reasonable values, balance sheet looks fine, nice dividend, and some future growth.
Thanks Gord

Q: Profitability, why is this so difficult to achieve for LSPD? Is one reason that the CAO and Board are still continuing to be driven or leaning to expansion and therefore changing to control control is difficult to achieve? But that does not make sense because we have heard they want to be profitable in 2024! I am confused. Clayton

Q: These three software tech stocks have grown their dividends over the last decade plus. I'm looking at them as part of a dividend/income portfolio. Are they a buy at this time? If so at what price? PEs are all rather high. Thanks

Q: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:

1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)

I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!

Q: Reviewed your reply of Dec. 8/22 to Christopher. I purchased Telus for my riff some while ago @42.00. My Thoughts are to tsf to my tsfa for my 2023 contribution $6500.00. This would bring it back to cost base and wait.
Can I have your thoughts and or suggestions? Naturally if it is sold it is a total right off.
Thanks
Rick

Q: Dear 5i team.

I'm considering adding to my IHAK position but wanted to clear up something with you first.
In the archives, you mentioned that a combination of CRWD/NET/PANW would be an alternative to owning the ETFs IHAK or HACK. Are you still of this view? Do you still prefer IHAK to HACK?
Are the valuations of these holdings back to a level that reflects current realities?

Many thanks for your help.

Q: Cybersecurity companies have been weak. I have BUG and am thinking of adding. I'm also considering CRWD. Should I consider the timing premature in view of the downtrend, or is there a screaming buy here?
John

Q: How seriously do you think Amazon's "Buy with Prime" roll-out will affect Shopify ? Given this program, plus Amazon's recent reduction in workers, would it be wise to sell Shopify and move the cash into Amazon ?

Q: Please your take on this company.With such a high ownership percentage is there a chance of going private?taken over?
Would you buy it here?
Can you mention 5 stocks as a possible take over candidate?

Q: Does your view on Broadcom change with the announcement of Apple plans to take back some of the manufacturing done by AVGO? Is AVGO a stock worth holding or are there others to consider with less risk?

Q: Peter; Does the Broadcom deal impact other chip companies, like NVDA? Is it a “ big”: deal in the chip market? Thanks
Rod

Q: Good morning,

I know CSU and TOI are kind of related but not clearly know how. I have 8% in CSU now ( thanks to 5i). Is it wise to invest in TOI as well? Appreciate your advice as always!

Angie