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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: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
Read Answer Asked by Elaine or Gerry on May 19, 2020
Q: I currently own these tech stocks: GOOG, CSU, SHOP, KXS, LSPD, OTEX, and GIB.A. I want to consolidate and simplify my holdings based on balance sheet and growth projection thru this pandemic. I'm thinking of selling two out of this list and am leaning towards selling either, LSPD, OTEX or GIB.A. Which two would you pick and the reasons behind? Thanks so much.
Read Answer Asked by Willie on May 19, 2020
Q: Hi 5i team,
I follow a number of the stay-at-home stocks but question their valuations and wonder about their staying power. One that has been on my watchlist for awhile is CHGG. The stock price jumped recently after a very strong earnings report, so I may have missed the run. It is gathering analyst support for its on-line education platform for courses, tutoring and reference material for high school and college students. With a number of universities in Canada and the U.S. keeping campuses closed at least until the January semester, does CHGG have some staying power for its on-line educational services? What are your thoughts on CHGG?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on May 15, 2020
Q: Hi Team,
I like to buy stocks in tranches of 3 to give me time to further evaluate from time and new information. If a stock experiences incredible growth in between I find it hard to revalue as I generally don't expect exponential growth. How or what do you do with a stock that has run far higher than you expect before you get to your full book position? My example is DocuSign which I got my initial position at 45 and in 6 months now at 120 (which is great). I see you like Docu even at these levels, do I just buy the remainder of what would be a full position and not think about my initial price (which tends to anchor in my mind)
Thanks! My first 5i question!
Allan
Read Answer Asked by Allan on May 14, 2020
Q: I am trying to reflect on what the POS means for SHOP and other businesses. Does this suggest that SHOP is trying to develop a well guarded ecosystem (or has already done so)? What do you think the next step might be? For example, can they move into square's space and do so directly from their existing client base? Does their now massive cash horde suggest that they are likely to start some buying, presumably in niche areas that complement this move to full integration of on-line and brick-and mortar retailing? Thank-you again.
Read Answer Asked by Alex on May 14, 2020
Q: What is your view on the Transportation as a Service (TaaS) space and what would be your recommendation for investment. I am interested in both Canadian and US companies.
Your insight is greatly appreciated.
Peter
Read Answer Asked by Peter on May 14, 2020
Q: Which do you currently like better for growth. I must admit hearing that SHOP has started down the POS road makes me slightly nervous about LSPD. On the other hand LSPD has a lot of cash DSG a little debt. We also own SHOP, KXS,TEAM,NVDA,CSU,AYX in the tech space. Would be selling LSPD for a tax loss if you think DSG is better.
Read Answer Asked by Paul on May 13, 2020
Q: Dear Sir,
Hearing a lot about the upcoming 5G system boosting economic activity. Can you suggest companies in the robotics, communications, chips manufacturer, etc. sectors that one can invest in to benefit from the 5G roll out? Alternatively, an ETF that covers this space would also be helpful. Thank you.
Regards,
Danny
Read Answer Asked by Danny on May 13, 2020
Q: Hi, I currently hold CGI and have held it for a couple years now up 60% in registered account. I'm looking to switch to OTEX, DSG, or ENGH for more growth long term, what do you think? Can you rank these 4 stocks. I already own SHOP, KXS, LSPD, CSU and don't want too much overlapping tech. Thanks!
Read Answer Asked by Keith on May 12, 2020
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