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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: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
Read Answer Asked by kevin on October 03, 2025
Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?

Thank you for your service!
Read Answer Asked by Ozzie on September 29, 2025
Q: What do you think of kinaxis as a growth stock? In the canadian landscape what would be 2 or 3 best choices in this aera (except Cls et Shopify )?

Thank you very much for your excellent service.
Read Answer Asked by Gabriel on September 23, 2025
Q: Retired, dividend-income investor with a well diversified portfolio (in my opinion anyway). My proxy for the technology sector is XIT and it has performed very well over the long time period I have held it. I like using your charting ability to compare XIT to QQQ or other related tech companies or ETFs....great feature!


Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?

Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?

Thanks....Steve
Read Answer Asked by Stephen on September 19, 2025
Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?
Read Answer Asked by Theodore on September 17, 2025
Q: Hello 5i

Kxs has been pretending to be a growth stock now for five years…..trading sideways with price move failures at or below $200.

I do not have the luxury of holding since lows so really been watching dead money in a long term portfolio.

What valuation metric are investors waiting for Kxs to grow into?
Analysts have indicated lower prices ahead and have been right on this name again.

What’s it going to take?
Or is this finally a sell despite positive comments about recent earnings?

Thanks
Dave
Read Answer Asked by David on September 03, 2025
Q: Hi, similar to a previous question, I've held DSG for awhile at about 4% of my portfolio and have come out a bit ahead. Would YOU think it might be a good time to sell half and begin a position into KXS? Or continue to hold DSG and initiate a position into KXS more slowly?
As a new 'customer,' I'm really appreciating all your advice! Thank you!
Read Answer Asked by GeeMac on August 26, 2025
Q: I noticed you prefer KSX over DSG recently, and I’m wondering why. Or is GSY the better choice of the three? I have held all three for a few years and due to timing issues I have a much higher gain on DSG and GSY. I know past performance does not guarantee future results, but can’t get over my negative bias towards KSX. Also I have too many different stocks and know I should concentrate more. (I.e. 20 vs 30+)
Read Answer Asked by Gordon on August 25, 2025
Q: My tech component of my portfolio is 43% and want to rebalance my portfolio so tech is about 33%. In tech CSU is 33% NVDA 20% Shop 15% Rest are about 6% to 8%. Is there 1 or 2 I should sell due to overlap? What should I do?
Also is there an argument that shopify fits into the consumer discretionary space?
Also am I missing a tech name?
Thanks take more credits if needed
Read Answer Asked by Stephen on August 25, 2025
Q: Hi there, what would be the best risk to reward AI play on the TSX? Would it be CLS? If not CLS, what name would it be? And could you maybe provide a few names that you have conviction in, in order? Thank you!
Read Answer Asked by Michael on August 21, 2025
Q: Looking at these Canadian tech heavyweights, could you rank what you would buy today for long term hold and why?
Read Answer Asked by Peter on August 13, 2025
Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?
Read Answer Asked by Dan on August 06, 2025
Q: Hi, is it ever wrong to own a company and its proxy? For example, KXS and DSG. Is it a zero sum game where owning both will cancel out gains? Or can they grow together? Is it advised to just pick the one you have the most conviction in, or perhaps a half position for both (in general)?

Thanks
Read Answer Asked by B on July 29, 2025
Q: Hi, I'm thinking of initiating a position in one of these. Thinking of three plus years and the highest growth. How would you rank these in order, and please give a good entry/price. Please note that I just submitted a question but forgot to include DOL and GIB.A. Thank you.
Read Answer Asked by GeeMac on July 15, 2025
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