Investment Q&A

Q: any reason for kxs getting crushed the last 3 days. dave

Q: Hi guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%

Q: Good Afternoon,

I’m typically a contrarian stock buyer. With the stock market at record levels right now, would you suggest wait for a pullback or do you have any stocks that I should consider buying? Thank you.

Q: I just become member today and trying to familiarize with your contents on website.
What portfolio should I consider for TFSA and for my RRSP. I really like your BE portfolio but there are total 25 holdings. Leaving aside portfolio consideration, what would be your opinion/suggestion for me to buy in BE today for my TFSA. If you could suggest at least 7 to 10 holdings as I have all my TFSA contribution in cash (all of my 67 K so far) in Investment account.

Q: Your recent report on KXS notes that the expected F2020 revenue growth is 11.1% and a CIBC report forecasts revenue growth of 17% in F2021. Both these estimates are below the expected F2019 revenue growth of 26% and lower than the 22.4% forecasted annual growth rate (to 2022) of the SaaS application market in supply chain management. In such a competitive market, forecasts of declines in revenue growth and forecasted growth which is lower than the market’s growth are not ideal signs and something to monitor. Have you picked up any explanations for the decline in forecasted revenue growth in F2020 and the overall choppiness of revenue growth?

Q: I have a 4.5-5% weighting in all of these and they represent my tech holdings. Any need in your opinion to sell any of them in light of world news? Might LSPD as an example feel the impact of fewer restaurant goers? Would you sell any of these based on fundamentals to replace with something you prefer more?

Q: Due to fortunate timing following some great advice (thanks 5I!!) combined with the recent market surge, we find ourselves overweight in Tech. With relatively equal weighting, which of these 7 companies (if any) would you consider selling? In what order?

Q: I started half positions in these company’s last week. Do you think it would be best to buy full positions now or wait for a little pullback?

Q: We have the following in our RESP: ABT, BNS, NFI, ENB, TRP, PIF, MX, and BEP.UN and ~$4,000 in cash. The grandkids are now 6 and 5. As you can see, no particular philosophy has been at work so far. What might you suggest adding to the mix? Is there anything that should be sold?

Thanks, Bob.

Q: In our RESP we now have: MX, NFI, BNS, PIF, ABT, TRP, ENB and BEP.UN. The kids are still young (6 and 5). We have ~4K to invest now and wonder what you might think would be a good addition. Are there some you would delete?

Thanks for your wonderful service, Bob.

Q: Hi 5iR team, Many brokerage houses start each New Year by attempting to consolidate their best stock ideas for the year in a comprehensive list.....their Conviction List. I'm wondering if I may ask 51R to do the same? If I was to canvas the 5iR Staff stock experts what would the majority agree on to be your best 5 stock ideas, give or take a few, for 2020? Thanks team. Chris

Q: This was one of Peters top picks. Still like it as of today or move on?

Q: My husband has some old capital losses that I think we should start to be using now in the event of any possible future rule changes. He has a 10 position unregistered account in which there are 3 equities with substantial gains from 125% to 1350%, i.e.: WSP, ENGH and CJT.
There are 2 equities with 50% and 70% gain, i.e. SYZ and WPM and 1 equity with 35% gain, i.e. KXS. The remaining 4 have small profit or loss, i.e. CAE, MCR, CCL.B, PBH.
Looking at selling WSP, ENGH, CJT, SYZ ,WPM and perhaps KXS to apply some of the old losses. What would you recommend to buy for replacement (a 1st and 2nd choice if you could) and would you move back into the original equity after 30 days or would you just stick with the replacement ? A dividend would be nice but not mandatory. Also, any thoughts on timing considerations or other issues ? We have diversified RIFs and TFSAs in addition to the above.
Many thanks.

Q: Do these companies offer similar services? Over the short term, say one year, which company has the most potential for capital appreciation. Which company is riskier? As always, thanks for your much appreciated guidance.

Q: Hi
If you were to list these companies percentage wise for growth in the next 2 to 3 months. Based on your analys, which company would rank number 1 and so on.
Thank you.

Q: Hello 5i, notwithstanding the tragedy of the coronavirus, I would like to start taking full positions in 2-3 stocks that could benefit from a recovery. What are your thoughts on the DSG, OTEX, MSFT, KL? any other suggestions? Also, when is it a good time to start accumulating?
Thanks
Carlo

Q: What might be your top 5 picks in the SAAS area?

Q: I initiated a position in this stock about 2 weeks ago along with 8 other names in about equal weighing. With your recent drop from the portfolio I’m okay to take a small loss and want to replace it. What are 1 or 2 stocks would you recommend for growth -

Q: I own CSU, DSG, ENGH, OTEX, SHOP, LSPD, KXS and STS and was thinking of adding GIB.A once the stock settles down a bit. I'm looking to increase my tech sector . Would you add to the existing holdings or would you recommend adding GIB.A to take advantage of the recent pullback?
Thanks for your service.

Q: I am thinking of purchasing one. Which do you think has the most potential going forward?