Investment Q&A

Q: I hold the above positions in a TFSA in the respective % amounts: 5.2, 5.5, 4.1, 1.93. I am considering selling GIB.A and AMZN and acquiring either TOI or perhaps for a little more torque LSPD. Which of the 2 would you suggest or any other proxies?

Q: Looking for guidance on 2022 TFSA contribution. Currently have partial positions in these Tech companies of roughly equal amounts. Could you rank in order of best investment opportunity from current levels?
Do any of these companies overlap in their target market and if so which one should I focus on for better opportunity.

Q: Hi Peter and staff, Happy Holidays.

These are my holdings in TFSA account. Can you please suggest two more names, Canadian or US to add for the 2022 contribution.

Thank you.

Joe

Q: Hello, Kinaxis is down by about 25% from a month ago. Is there someting new to worry about (lawsuit)? Is it because of a short attack or/and tax loss selling? Thank you

Q: Hello 5i,
My investments have grown nicely in 2021: thank you!
I’ve categorized the above assets into three buckets:
Technology: nvda,kxs,toi,csu =12.8%

Communication: goog,apps,kind =6.5% (goog is 5%)
Consumer discretionary: appl,shop,lspd =8% (lspd=<1)
Total= 27%
Please comment on outlay and provide ideas for improvement. Am I being too cute with my categorization buckets?
Many thanks for your opinion.

Q: Hi,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?

Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!

Q: Over the past few months my portfolio portfolio performance has been really underperforming mainly due to short reports.

Yes, I had a 7% weighting in LSPD and a 6% in NVEI. So the drops as you can calculate has hampered performance.

If you look at the reminder of the balanced portfolio and the growth portfolio which of the holdings would you you think could be most vulnerable to another short attack?

Just to name a few:

BYD, DSG, KXS, GSY,TOI,DND,XBC,WELL??????

Any others?

Thanks


Sheldon

Q: Is it time to buy DSG & KXS here & please provide short reasons or U have alternative if appropriate.Txs for u usual great services & Views

Q: I have just read your report on KXS with the rating maintained at B+. Just wondering what it would take to raise the rating to A?
I like the company but don't own it. If you looked into your crystal ball do you think the current world-wide supply chain problems will give the company's revenue a long term boost or is it more likely all the supply chain issues will be more or less fixed in the next 6 months causing revenue to falter by 3rd quarter 2022 (...and the stock to tank)? Another way of saying the same thing (but shorter)...is 15x sales too high!
Any comments would be appreciated.
Jim

Q: Which one is / are your favorite (s) to add at this time and please explain briefly why. Long term investment. Thanks!

Q: Hi,

I have owned shares of OTEX for several years and have a modest gain in my TFSA. In order to add a bit more growth to my portfolio I am thinking about selling OTEX and buying shares of KXS. Is this a move that would make sense to you or would you replace with something else?

Thanks very much.

Q: What is your favourite Canadian growth stocks? Thank you!

Q: Morning:

I've got some cash to top up one of my tech holdings.
Which of theses 3 do you feel has the best growth potential at current valuations over a 5 year timeline.

Thanks in advance,
Greg.

Q: I have enough cash to top up either KXS or DOO. Once topped up, DOO would be about 4.25% and KXS would be about 3.8%. I note that KXS is in both the Balanced and Growth portfolios, but I don't know if that should give me more confidence in the company. And in an answer to an earlier question ranking top-up order and target prices, you gave the KXS target ($300) and the DOO target ($140), but in rank top-up order DOO was #3 and the KXS order was #5. I realize I'm over thinking this whole thing, and I should just pick one because both are good companies, but I get stuck when trying to decide. Both are in TFSA, so it won't be long before I can top up with new money. But any help you can give now to un-stick me, would be much appreciated. Whichever one you pick, I will stop ruminating and act.

Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks

Q: Hi team,

I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS

Q: 2 of u favourities,DSG & KXS have a terrific run,with each hitting recent new highs. Is it time to take some profit. Q4 is said to be usually good for tech,but this time around there is a threat of a potential rate hike.While Powell re nomination is largely welcomed by the markets he is perceived to be more hawkish than Brainard,the other candidate,. As a result the tech sector in US & canada were hit hard today including DSG & KXSW.As well DJ only
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.

Q: Which of the above 2 companies do you think have the best combination of growth and safety over the next two to three years and why. Thank you. Ian

Q: Any reason for KXS's recent positive run?

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo