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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: Roku reports on Feb. 13 and it has beat estimates constantly since the 4th quarter of 2018 and so, I read some projections about what they are expected to report but a lot of those numbers don't mean a lot to me and so what I would like to know is it projected to have another good quarter?
GIB (CGI) Recently another member was asking whether this was a good buy with the pull back and you didn't seem too hot on it. BNN guest today also didn't seem too hot on it. What would be a good replacement for it? Thanks for your good service Dennis
Read Answer Asked by Dennis on February 10, 2020
Q: Hi
Looking at a trade XIT for SKYY
Made money on XIT but only 17 or so holding some having very high weightings 20% plus, where SKYY has 60 plus.
Comments please
Thank you
Mike















Read Answer Asked by Mike on February 10, 2020
Q: Peter,

Looking for either (unhedged ) ETF or Mutual fund in Canadian dollars that captures the Info Tech space, predominantly outside of Canada.

Thank you
Paul
Read Answer Asked by paul on February 10, 2020
Q: Hi, I'm currently holding these stocks for Tech (21% of portfolio):
SHOP,KXS,GIB.A,FB,GOOG, LSPD, CSU, XLNX

I've been looking at TEAM, TTD, AYX but haven't pulled the trigger. Would any of these overlap with my current holdings? Which one would you purchase to compliment my current holdings? I know its highly personal as well, but what would be your max sector allocation? I'm a long term growth investor. Thanks!
Read Answer Asked by Keith on February 10, 2020
Q: hi there,

Often see questions about how to invest in AI - thought i would pass this article on - interesting perspective and investment portfolio:

https://seekingalpha.com/article/4316399-ai-portfolio-40-growth-yoy-review-and-adjustments
Read Answer Asked by kelly on February 10, 2020
Q: Q1- There appears to be increased emphasis on the growing video gaming industry as opposed to more tradional media. Are there any ETFs that focus on that space?
Q2- Please provide your top 3 recommendations for Healthcare ETFs.
Thank you.
Read Answer Asked by Wendy on February 06, 2020
Q: I bought Roku a few months ago in my rrsp and resp and have lost money since. Do you still like this name? I don’t know whether to sell it now and take the loss or see how it goes when it report, although I’m worried about a big pullback of expectations are not met. I only want to own stocks that are going up and if they aren’t going up anymore, I get a strong feeling not to own them. Thanks.
Read Answer Asked by Jason on February 06, 2020
Q: I'm interested in investing in any North American companies that would benefit from the 5G network infrastructure that is being put in place in the world. I'm thinking of companies that would build 5G networks but it could also be companies that would benefit from 5G. Can you please list your top 3 choices? Thanks.
Read Answer Asked by John on February 04, 2020
Q: Hi
If you were to list these companies percentage wise for growth in the next 2 to 3 months. Based on your analys, which company would rank number 1 and so on.
Thank you.
Read Answer Asked by Bart on February 03, 2020
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
Read Answer Asked by Dave on February 03, 2020
Q: What might be your top 5 picks in the SAAS area?
Read Answer Asked by Brad on February 03, 2020
Q: Own a bunch of the 5i favourites outside of the above. Building up cash to deploy in a TFSA. Thoughts on these for the long run and buying today? I like the CDN names as you have reports on them and it give a bit more confidence in the name. I do own KXS and was wondering if there is overlap with DSG?
Read Answer Asked by Sal on February 03, 2020
Q: The vanguard ETFs make up 13% of my portfolio. In the tech space I own PNG & LSPD.
A little bit overweight in both due to increase in value . If I were to buy another tech stock which would you suggest. My portfolio contains mostly dividend stocks with some Growth. My biggest risk would be if interest rates were to rise.
Read Answer Asked by Roy on January 30, 2020
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