Investment Q&A

Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

Q: Some companies, such as Shopify, Docusign amd and Zoom Video, are proving to be massively valuable to their customers during the pandemic. Do you know if Kinaxis is proving its value to its customers during the pandemic? Or are they falling short of their customers expectations?

Thanks.

Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.

Thanks and have a great day
Joe

Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.

Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks

Q: I need to reduce my technology holdings to balance to the Portfolio Analytics suggested weights. In tech I am biased towards growth and strong fundamentals. Which of the above listed would you sell (if any). Are there any companies in technology that you would consider "must own" names in such a portfolio?
Deduct as many points a you wish.
Many Thanks for you help
John

Q: Can you please rank these companies in terms of your preference, with a growth perspective in mind, starting from most preferred first?

Q: Kxs has a great run from some $132 in early June to $205 in 8/31,then dropped to current $182.54. My p/p was $174.41 prior to Jun.Thinking of taking profit in light of voliatility,sharp drop in markets in Sep & the negative impact of China's actions & Evergrande.,though Tech is usually good in Q4. Your view please.Thanks for u usual great services & views

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

As per an earlier question we posed, we then increased our positions in 12 of the 30 companies. At this time we would like to increase our investments in 6 of the remaining 18 companies. The intent is to increase the other 12 in approximately 4 months. Which 6 would you add to today? Please rank them, include a small blurb explaining each choice and suggest an entry point. Thanks!

Q: Which company, DSG or KXS, would have the best long term ability to help businesses sort out the current supply chain issues. I own both but would like to add to one. From reading all the answers to questions I suspect you like both but consider DSG larger and maybe cheaper. But I don't get a sense of how each one might increase business due to current supply chain issues going forward. Perhaps they are pretty close to being equal, but could you split hairs and indicate which one you think might be more worthy of topping up now?

Q: My hold the following Canadian tech stocks: CSU, KXS, LSPD, ENGH, SHOP, and TOI. Based on your continued support of NVEI and DSG, I would like to add them as well. However, I would like to ensure diversification and so wish to avoid companies that are similar to those which I already own. So my question is, would owning these 8 companies provide me with a diverse mix of Canadian tech stocks?

Q: Balanced Equity Portfolio (Cdn & US Stocks): If 5i were just starting business today what 20 stocks would make up the portfolio?

Q: Hi Folks,
In my non-registered account I hold: ATZ,NVDA,LSPD,TOI,KXS for growth and some blue chippers as well - I would like to add NVEI and possibly sell KXS or would you suggest I just add NVEI - is there more room for NVEI to grow in price
Thanks

Q: Hi, I need to harvest realized gain of approx. $15000. I plan to repurchase the above funds after 30 days. Are there any that you would not sell at this point?
Or after the 3rd quarter results?
Thank you for your excellent service.

Q: Just finished the book '100-baggers'. As a buy and hold guy, the 'coffee can portfolio' approach is relatable. If you guys could purchase 10 Canadian stocks to not touch for the next 5-10 years which stocks would you include? Thanks.

Q: Hi 5i Team: I am 8% weighting in Canadian tech with positions in LSPD and TOI. I am looking to add from DSG, ENGH, OTEX or KXS. In which order would you rank them for long term growth? Thank you for your continued excellent service.

Tom

Q: Good afternoon, I have a 33% equal split of KXS,CJT and BAM, within a TFSA. I had a good run twice with KXS over the past couple of years, and suspect it may be topping out shortly. Would you consider a switch to TOI to be a sound move. This is a growth portfolio.
Thanks for your always sound advice, Steve.

Q: Kinaxsis, {KXS], is partnering with Exelixus to advance supply chain planning for its cancer drug portfolio. Is this a financially positive union for KXS? Great information & help with my investing decisions. Thanks
Dave

Q: Given your response to Peter's question of the 31st, would you add new money at these record levels or wait for a pullback"

Thanks, Mike

Q: Hi Peter and Team
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter