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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 currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.
Read Answer Asked by Matthew on March 08, 2021
Q: My stocks and losses are below. You indicated that the rise in rates was causing the selloff. If rates just keep rising, do you think these stocks will keep dropping?
Are these stocks healthy enough to rebound? Your views much appreciated.

US:NIO -48.31%
US:U -41.66%
KXS -21.42%
US:RDFN -21.04%
US:CRWD -19.50%
US:CELH -12.98%
Read Answer Asked by TOM on March 08, 2021
Q: Hello,
2 part question regarding the above companies for a 30 year old investor with a 10+ year hold horizon:

1. In a TFSA account I currently own BNS and BUS. Would you swap these 2 out for LSPD, KXS and DND today? If so, would you please rank the 5 companies in order of preference in a TFSA account?

2. I have some cash to deploy in my RRSP account. I was wondering if you could also rank the following companies to buy today once again for a 30 year old with a minimum holding period of 10 years: BAM, BIP.UN, BIPC (in case you think that one is better than the other in an RRSP), BNS, XIU and VEQT. I would be able to purchase 3 of the 6 mentioned so what would be your preferred mix in this case?

Thanks for your help!
Read Answer Asked by Antonio on March 08, 2021
Q: Your comments please on the earnings and outlook for GDI, Descartes and Kinaxis.
Thank you
Read Answer Asked by Marty on March 05, 2021
Q: Hi 5i team,

Any thoughts on how far this trend of selling tech or renewables will continue? Looks like NASDAQ is now negative ytd with many of your Canadian techs down 20+ percent ytd.

When would you seriously start putting floor bids on the favs like CSU, KXS, LSPD, WELL, REAL, SCR, and XBC? If you could put in dollar amts for each it would also be great.

Thx
Read Answer Asked by Christopher on March 05, 2021
Q: The markets have been very nasty to some favorites in the past week or so. Can you recommend one or two companies or funds that you think have really been hit unrealistically hard? Your opinion would be much appreciated. Thanks.
Read Answer Asked by Danny-boy on March 05, 2021
Q: Hi Peter and 5i,
Please comment on the quarterly results, your outlook and more specifically, what happened to the Gross Profit for KXS in the quarter versus last year (63% versus 74%).
Thanks for your comments.
Read Answer Asked by Dennis on March 04, 2021
Q: Hi 5i,

I’m a conservative investor who doesn’t like a lot of volatility. I want to diversify a little more from my banks, utilities, and Reits to get a little more growth. I like KXS but can’t handle that amount of volatility. Do you think TIXT would be more appropriate? Is it a good time to purchase at $36? I own OTEX and have no problem with its volatility.

Thanks
John
Read Answer Asked by John on March 04, 2021
Q: I have 2.5% position in KXS which I’ve had since March 2020 in my RRSP - thank you for the suggestion.

I have a new 1.4% position in XBC in my TSFA which is under water by 25% as of today.

If you had 3% in cash to deploy would you increase on or both of these or find something else?

Forgetting diversification- long term holding so a min 5 year investment horizon.
Read Answer Asked by Don on March 04, 2021
Q: I have these tech companies in my TFSA. Can you tell me which companies you like and which you don't and why? Do you think I have too many Tech companies? I show a profit in all but KXS, CGY, NVEI. Thanks 5i.
Read Answer Asked by James on March 04, 2021
Q: Hi 5i,

To piggyback on the answer to Josh on recommendations for a TFSA:
We have BAM.A and GSY already. We can add to these stocks or in the short-term would cruise (CCL:US) or vacation booking stocks (SABR) that are cyclical and "hot" be preferred over BAM.A, GSY or KXS? It is a higher impact, shorter play theme (1 year or less).

Can you help us understand the selection of KXS? EBITDA and Sales Growth are forecasted to be lower next year though EPS getting a big boost next year. We can't wrap our head around the growth potential to have KXS in a TFSA. We now have this stock in an RRSP.

Thank you for your awesome service.

Cheers,
Debbie and Jerry
Read Answer Asked by Jerry on March 02, 2021
Q: Good morning. I'm trying to decide on whether to add to my existing KXS or start a new position in either DND or TOI. I have a long time frame. Are the prospects for DND/TOI compelling enough to start one or even two new positions or should I just build on KXS, which you suggested way back and which has been a stellar performer.
Read Answer Asked by alex on February 26, 2021
Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.
Read Answer Asked on February 26, 2021
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