Investment Q&A

Q: Would you please rank these tech stocks for a long term buy at current prices, 5+ years, total return, growth-oriented portfolio. Thanks. NVEI, DCBO, ENGH, DND, KXS, OTEX.

Q: Happy new year to 5i team!

I own the companies listed above within TFSA in equal positions of 8-10% except KXS where I am at 3% position.
I will add 6K to TFSA in 2021
Option 1: Buy more KXS with new money
Option 2: Buy XBC with new money
Option 3: Sell REAL and buy both KXS and XBC

In your opinions which of above option has better growth potential

Q: I noticed KXS has been up and down and is currently down a bit from the highs in the fall. Is this a good opportunity to add to a position in KXS, or is something going on with the company?

Q: Is CELH in any way comparable to Monster Beverage Corp which has amazing stock price performance ? Is it a good time to add ZM ? Would SHOP, JD , KXS enjoy a significant benefit from the RCEP , China & EU market opening investment pact ? What are those companies ( if any ) would benefit ? Thanks a million ? Happy New Year.

Q: Hi 5i
What does the complaint from Blue Yonder against Kinaxis look like to you? I don't know if there has been any clarification yet but my feeling from what I have read it seems Blue Yonder is tooting it's horn for publicity.
Anyway just wanted to thank you again and to all the members who make contributions with their questions and comments.
Peter

Q: Thanks for your very helpful and informative service. I have the following stocks in an RESP for three young grandchildren. Could you kindly suggest any of them that I should sell or add to along with three other names in order of preference which I could buy with new money. THX.

Q: I am going to sell one of these in my taxable account and rebuy it in my tax free account jan 2. Which one do you think has the best upside?

Q: My 18-year-old daughter is interested in the stock market and wants to understand the value of owning stocks. She is looking to follow 6 stocks. She has some post-secondary aspirations for next year and would like your suggestions on 3 stable and 3 growth-oriented companies that you would buy today. Thanks

Q: Hi Team,
I am looking to raise cash to buy CRWD. I need to sell/ trim something to raise cash to do this. Out of the following stocks, which would you recommend selling to do this: KXS, DSG, FB, Docu? Or...would you recommend this at all? Note that I currently hold KXS/ FB / Docu in 2 seperate accounts so I would probably only sell half positions in those ones. Thanks for your help!

Q: Thanks to your excellent recommendations 2020 has been a record year for my family’s portfolio. Thank-You.
However, I feel like I need to consolidate some of the tech companies I own so when their prices rise I will have more torque. Which of the above companies would you suggest I merge, drop, or even add? Growth is my only objective.
Enjoy the holidays.

Q: Hi Folks,
I currently have the above companies in my Non-Registered account. I am looking to add some money - can you tell me what company you would add to OR can you recommend another that I can take a look at. Appreciate your comments.
Thanks

Q: For a 3- 5 year hold,please list the following companies,best first, for their potential to generate capital gains:bbtv,kxs,dnd,dcbo,real and nvei.Thanks.

Q: Peter and crew, when I look at the most recent quarter for KXS, COGS and admin costs have risen sharply in comparison to past quarters, any concerns?

Thanks for all you do.

Q: Hi 5i,
I need a tech stock to offset my income oriented portfolio. Which would you select, KXS or ENGH and why?
At what price would you enter the stock?
Thanks
John

Q: Lawsuit filed against Kinaxis? Is it time to bail?

Q: The average P/E of my stock and ETF portfolio (63) reflects the tech/momentum binge I've been on since Spring 2020. I'm considerably overweight in tech yet I'm finding it difficult to jettison or trim any of my names in that sector. Can you please help by identifying 5 of these that you're less bullish on compared to the others? I have a reasonably long investment horizon and good risk tolerance (5 yrs until my children's post-secondary education and ~20 until retirement). Thanks again.

Q: Could I get your opinion on how big a threat the Blue Yonder law suit poses to KXS?

Q: I know it’s a good problem to have but my listed tech stocks have done really well thanks in part to recommendations from 5i. So much so that I now have 41% in the tech sector. Since selling my mutual funds and establishing my own portfolio, your guidance and suggestions have been so much appreciated. It seems that other sectors may be the place to be as we come out of the pandemic. The issue is that these are for the most part proven quality stocks. I’m not keen on selling any of these. Does one bite the bullet and sell some ? If so suggestions are appreciated? Or does one just trim profit and migrate into other sectors and buy more of companies like DOO GSY and WELL? Thanks

Q: KSX SEEMS TO BE SLIPPING A BIT. REAL MATTERS SLIGHTLY LOOKING LIKE A GOOD VALUE STOCK COMBINED WITH GROWTH WHICH ONE DO YOU THINK HAS THE BEST PROSPECTS 1 YEAR OUT

Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy