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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 Ryan and Peter.
The gov'ts are talking about reopening Economy soon. A lot of stocks (except for the high techs) are still 50% less than the recent highs. Which industries or companies do you think will benefit from the reopening? Can you please provide 2-3 names in the US and Canada? I would like to move some money into my TFSA.

Thank you,
Yiwen
Read Answer Asked by Yiwen on April 29, 2020
Q: What is your current best pick (or top 5) for pure growth over 1-3 year term?
Read Answer Asked by Jeff on April 28, 2020
Q: I have held Kinaxis for a few years and it has always been fairly steady with growth. For the last few months it has really moved up. From your previous comments you indicate it has been adding new contracts with existing customers to explain this. My question is how could this cycle be disrupted. I feel comfortable not trimming on a stock like this.
What are your thoughts
Thank You, Peter
Read Answer Asked by Peter on April 24, 2020
Q: The financial people keep on saying they are looking first at the company`s Balance Sheet. Therefore which, Stocks have the strongest and best Balance Sheet? Also, include US stocks as well as Canadian stocks, because I do hold both.
Read Answer Asked by Herbert on April 24, 2020
Q: I own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%

SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?

Thanks!
Read Answer Asked by Keith on April 24, 2020
Q: Morning:
I own equal weightings of these equities in my TFSA. I have some cash to invest, which one of these would you buy more of at their current market valuations? Looking for capital appreciation over the next 8 to 10 years. Thanks!
Read Answer Asked by Greg on April 23, 2020
Q: Hi guys,

In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks

Jim
Read Answer Asked by jim on April 23, 2020
Q: I hold 2 % weighting of this company and am a little nervous about the Covid effect going forward for IGM. I am down 30 % on it. What might be a better company, in any sector going forward to recover the 30 % ?
Read Answer Asked by darcy on April 22, 2020
Q: I recently sold Shopify at a huge gain, as it had become more than 30% of my portfolio. Thank you for the recommendation. It was in my non-registered account, so I have a substantial capital gain. I have a lot of room in my TFSA, so I am going to move a majority of the proceeds there to avoid future capital gains. I will buy back into Shopify if the price retreats. Can you recommend any stocks, understanding that there is higher risk, that have a similar potential to Shopify? Can be Canadian or US. I have some Lightspeed already. Also, for future reference, did I make a reasonable move or should I have taken a different approach? Thanks
Read Answer Asked by Dave on April 21, 2020
Q: Hello 5i team,
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine
Read Answer Asked by Antoine on April 20, 2020
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