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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 Peter and Team
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter
Read Answer Asked by Linda on August 31, 2021
Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc
Read Answer Asked by Marc on August 30, 2021
Q: Hi, These stocks have been on a tear recently, specially NVEI, and the guess is, with no specific news. The momentum has simply been Amazing !!! We have no immediate plans to add to or 5-6% position in each. But if we do, does it make sense ? Would you wait for share prices to settle and what would be a decent buy price for each ? Also could you prioritize them in order of current valuation vs growth prospects. Thank You
Read Answer Asked by rajeev on August 30, 2021
Q: I was looking at a list of your past picks that haven't been mentioned for awhile but they seem to be doing quite well. In fact, they have as good a track record as some of the US stocks you mentioned recently. Mastercard which I own is under water over the past year, I am thinking of selling it and the above 2 look like good replacements. Preferably, ZS. Do you still pay attention to these 2?
Read Answer Asked by Dennis on August 30, 2021
Q: Over the last couple of months a lot of Canadian tech stocks have seen huge gains in a very short time.

CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.

1) Do you think this is getting overdone and are we due for some kind of correction in this sector?

2) Are any of the above still good buys after these large, rapid price increases?

3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?

Thanks.
Read Answer Asked by Dan on August 30, 2021
Q: Would welcome your interpretation of the recent Quarterly Results reported from Roblox, and your opinion on the merits of holding a position in the stock as part of a technology growth-oriented portfolio, or identification of any peers that may offer a better risk/return for a 5-year hold. Thanks as always to you and your staff.
Read Answer Asked by Michael on August 27, 2021
Q: I am overweight in tech by about 10% in my portfolio and I should sell some positions to increase my exposure in other sectors. What is your conviction in order of preference on APPL, CSU, NVDA, OTEX, TTD and TOI if I need to sell some portions or all of any of these holdings?
Read Answer Asked by Sandy on August 27, 2021
Q: Hi there,
I have been enjoying the run up in TOI and have been thinking of adding to my quarter position. I have been adding along the way and have a dollar cost average of about 93 bucks a share. I am debating whether I should add here, raising the per share cost - but it seems like a parabolic jump in price. Alternatively, I wonder whether I should wait for a dip. And if I do so, what is a fair value to buy at? It seems like TOI may go the way of CSU or SHOP longer term and I do have a window of about 5-10 years. For what it is worth, I still regret not buying shop at about two hundred dollars because I thought it was overvalued.
Thanks in advance for your thoughts on this.
Read Answer Asked by Erna on August 27, 2021
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