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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: Greetings, 5i.

If you had to pick either Kinaxis (KXS) or Shopify (SHOP) for a long term hold, which would you select, why and what weighting would you give it in a portfolio?

Thanks, again.

John
Read Answer Asked by john on August 03, 2017
Q: Hello Peter,
I read your article on 'smaller' US stocks and have been keeping an eye and buying some of your recommendations.
Since then, CGNX has gone up quite a bit. With decent enough results this quarter it has zoomed. It was very expensive P/E multiple to begin with and now even more. But on the other hand, tech stocks are on fire and there is no indication of a slow down.
I am hesitating between CGNX and FLIR, which has also done well. Two different businesses. Where would you suggest I put the money? Or should I wait out the summer for a correction and maybe sector shifts?
Thank you in advance for your opinion.
Regards
Read Answer Asked by Rajiv on August 03, 2017
Q: Hello Folks:
I have owned GE in our portfolio for a number of years however am disenchanted with it's performance, and have limited hope of a shorter term fix, because of it's complexity and size. I do not own any teck stocks and considering google or microsoft. Allowing I am 70 years of age would I be foolish to go with google, even with it not having a dividend. I feel google has much more upside.
Thanks for everything
brian
Read Answer Asked by Brian on August 03, 2017
Q: With more and more companies not accepting cash as payment, would you consider these companies a good bet?
Thank you.
Helen
Read Answer Asked by Helen on August 02, 2017
Q: HI 5iResearch, Kinaxis postponed their Investor Conference call to August 8, 2017 to report 2nd quarter earnings to June 30, 2017. Do you know what the 2nd quarter earnings were, and would the valuation today provide a good opportunity to purchase this stock for 3-5 year hold? What do you think of long term prospects vs competitors and ease of access into supply chain management?
Read Answer Asked by Linda on August 02, 2017
Q: Own both these US stocks as well as Shopify. Would like to consolidate to just two stocks. Which one would you suggest saying bye bye! Not held any of them for long but willing to keep for 1-3 years. Thanks so much for your succinct and knowledgeable recommendations.
Read Answer Asked by Dr Lorraine on July 31, 2017