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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: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Read Answer Asked by Gilles on June 27, 2025
Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.
Read Answer Asked by Craig on June 12, 2025
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Read Answer Asked by Frank on June 06, 2025
Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years
Read Answer Asked by Danielle on June 04, 2025
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Read Answer Asked by JEFF on May 23, 2025
Q: It has been awhile since Kinaxis has been at this level. I know that you like the company, but do you see any reason to trim or pull back at this time. I am at 5% but that doesn't keep me up at night.

It just seems they get a few good quarters in a row and then one bad one bumps them back down for a couple years and then they claw there way back to where they are now.

Thanks for the great service. Have a wonderful day.
Read Answer Asked by Colin on May 09, 2025
Q: I understand that DSG and KXS operate in different spaces, but had thought that, as the market put April 9 behind it, they would recover along similar trajectories - but KXS has clearly taken the lead, today matching its December, 2024 high. Supposing that at least some of Trump's tariff plans come to fruition, is KXS the better investment? DGS's RoC (per your database) is far more attractive.
Read Answer Asked by John on April 30, 2025
Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.
Read Answer Asked by Dorothy on April 25, 2025
Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?
Read Answer Asked by Chris on April 23, 2025
Q: Which 5 Canadian growth stocks would you start to accumulate today? Cash account.
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks
Read Answer Asked by Lawrence on April 09, 2025
Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard
Read Answer Asked by richard on April 02, 2025
Q: I have held Kinaxis for a few (disappointing) years now. This is a logistics/ risk management software company as I understand it.
If what there were a time to succeed in this environment, it would be this- I mean the only thing more timely might be a German weapons maker in terms of sector demand.
Is there reason to believe that KXS has a useful downstream growth story to justify holding?
Read Answer Asked by Peter on March 18, 2025
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