skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.
Read Answer Asked by Dev on February 12, 2019
Q: I would like your opinion on these tech stocks for my tfsa. tech stocks were suggested by you in my last question - "For some growth, one could add tech names (US or Canadian), if applicable. We note that less than five years is still considered relatively short-term, so we would keep things on the lower risk profile in general."
if u could rank them, or suggest better ones to research that would be great.

k
Read Answer Asked by Karen on February 12, 2019
Q: Can I get your thoughts on the recent announcement of "Intrinsyc’s engagement of Roth Capital Partners, LLC (“Roth”) as a financial advisor with a mandate to accelerate strategic growth opportunities for the Company. The goal of Roth’s mandate, which has been documented by a formal engagement agreement on standard industry terms, is to enhance value for all holders of Intrinsyc common shares."

Thanks
Read Answer Asked by Scott on February 11, 2019
Q: Any insight with management at SYZ? I can not find any reason behind the precipice drop over the last few days. I totally got it wrong and bought recently only to watch it fall off a cliff. I am out now too wild a ride for me. I am questioning whether your small caps are worth holding in these markets, no one gets them all right but this is getting painful.
Still listening but wondering if some of your response should take what seems to be a terrible space for cdn small caps into consideration and few more get out while can responses would be in order. lol ..sort of...rant is over.
Bob
Read Answer Asked by Robert on February 11, 2019
Q: I have been out of the loop on financial news for the past six months or so, and so am a bit unfocused on current news.

What are your thoughts on adding NVDA at this time (to appropriate weighting, etc.)? [I reviewed some Q&A on it, but am not clear as to why the latest downdraft on this company is occurring. Perhaps I didn't go back far enough.] If this is not a solid pick at this time, would you please suggest your favourite in the sector, for a 5% position? Canadian or US -- I have no preference, other than it be Tech. Thanks!
Read Answer Asked by Sylvia on February 06, 2019
Q: Please recommend 1-2 Canadian companies ( I have KXS) do you recommend that derive revenues/earnings mainly from cloud computing?
Read Answer Asked by Dev on February 06, 2019
Q: Could you please comment on Cyberark (CYBR on the Nasdaq)?
Many thanks.
Read Answer Asked by Mary on February 06, 2019
Q: Hi 5i:

I currently hold KEYS and KXS at substantial gains, thanks to 5i, at about 7% of my portfolio. I would like to raise my technology allocation. I have held, gained and sold RPD and FDC previously. Would you go back to them at this point or consider a position in BOX. My $US exposure is about 13% of portfolio. Another option would be to iniatate positions in OTEX and/or DSG. My portfolio is well balanced. Any new positions would be in my TFSA. Please deduct as appropriate.
Thank you for your opinion. Regards

Sinc
Read Answer Asked by Tom on February 05, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!