Investment Q&A

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?

Q: looking to start a position; appears pricey; should I wait for a lower entry point?

Q: In an article d/d Jan 22,you stated that CSU & ENGH are your favourities.On Jan 23 on BNN your top picks were KXS,LSPD & CAE. Please rank your top 5 tech stocks starting with the best to buy today.Thanks for u usual great services & views. Peter,you were great on BNN on Jan 23

Q: hello team, it's quite clear that you like KXS and I am about to take a small position. However, recently an analyst at BNN raised concerns about KXS valuation, and going forward competing against SAP, a much larger and better known company around the world . . . Are these concerns justified?
Thanks ; Carlo

Q: I own LSPD and am up 30%+. Would you recommend staying the course with Lightspeed or selling and purchasing KXS? This represents the 2% of my portfolio I allocate to higher risk equities. (In my TFSA so capital gains is not an issue.) Thank you.

Q: Is Kinaxis still a wise choice? Would CNR or GOOS be more profitable?
Sharon

Q: Hi, using your analytical tool, it's telling me I'm still somewhat light on my tech sector. I hold a full position in CSU (and have done very well), and have half positions in OTEX and KXS (up reasonably well) and a quarter position in LSPD (flat).

What would you add to to bring my overall sector weighting up? I"m a middle of the road investor.

Thanks,
Robert

Q: Hi 5i team,
Looking to add 2 stocks (2-4% position) in my RRSP portfolio from the following (MG, KXS, CSU, GSY, WSP) for a holding period of 5-10 years, not too concerned about market volatility. Looking for quality company (good operator in his business, good balance sheet, etc…) with good growth potential.

What would be your top 2 picks from these and why ?

Thank you