Investment Q&A

Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard

Q: Hi the great 5i team, it seems that meeting estimates move stock prices up or down after quarterly report. Are there stocks in your portfolios that beat estimates 3 or more out of 4 times ?

Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.

Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).

Q: KXS over the last 2 days has fallen 10% after hitting a recent high of 82. Do you think it can get back into the 80's by the next quarter? Thanks again, Dennis

Q: Hi Peter, Ryan, and Team,

In our combined portfolio (RRIF, RRSP, TFSAs, and non-registered account), we are underweight in Information Technology. 5i's latest recommendation for this sector's weighting is 15%, but we are at 13.4%.

We hold these stocks/ETF followed by their weighting:
CSU: 5.67%
ENGH: 2.38%
KXS: 1.09%
OTEX: 2.50%
SYZ: 0.92%
XIT: 0.91% (We use it to park cash as it's a commission-free ETF for us)

My wife has a preference for holding dividend payers (even a small dividend) in her RRSP. In her RRSP, she holds a 1.51 % position in CSU, and the full 2.38% of ENGH. In order to increase the IT weighting to 15%, she needs to invest $19,500. There is sufficient cash in her RRSP for this purchase. What course of action would you suggest? Should she top up her position in ENGH? Or should she start a new position in ET or OTEX?

Please deduct sufficient credits for this rather convoluted question. Your guidance is very valuable to us.

Q: ENB had decent results,but market response was muted.Any reason? & is this a good time to start a position? KXS missed on eps,but beat on many metrics.Initially it jumped to $82.14 then closed much lower @ $74.62. Any reason? Is it ok to start a position here?

Q: Could I have your views on Q1 and the company's revised forecasts? At a glance, the growth in revenue, gross profit, EBITDA and EPS is strong, but EPS of .26 is under consensus (per TD) of .30. Do you have other values from Bloomberg? Answer after the conference call if you are planning to join. Thank-you.

Q: Please comment on earnings. Thank you.

Q: Hi Peter
I'v god skier when CITRON published bad news about Shopify on 4th.April and I have sold all my SHOP same day. It was bad decision & I regret it. Now I have 130K to invest and I'm thinking to invest in all above stocks. All of the stocks accept for SIS & KXS are on their top and this skiers mi. Which one would you go as a first to invest and which one would you wait for better opportunity.
Andrew

Q: Hi team, I have these companies in my TSFA. Can you rank these stocks based on highest potential gains (catalysts) in the next 12-24 months? They are equal weight and I will need to liquidate 50% of them within the next year or so. I know short term predictions are difficult but best guestimates are appreciated

Q: if you wanted to increase the weight in each of three stock SJ,SIS, KXS which would you top first, second and third?
Thanks

Q: Hi Gang, owned the above for a couple of years and purchased at 81$, do you think the earnings on May 1st could be a catalyst to move this up. Thank you
Anthony

Q: Good day team ,would like your opinion on purchasing 1000 shares ,if you consider this as a good entry point ,i like the fact they carry no debt ,a dividend would be nice Thanks for all your help,,,,,Norman

Q: Hi Peter and 5i team,
We have 11% cash in our grandsons RESP (age 5) and we want to deploy the money. The listed stocks are currently in his account. What would be a good choice for a new holding or top up a current holding. Thank you for your great advice in the past.

Q: Thinking of trimming some KXS and adding LSPD or SHOP to add some torque to my portfolio?

Q: Hi guys, thanks for the excellent service and continued improvements. I find the new Portfolio Analytics section very helpful. Long winded question here so please deduct as many credits as you see fit.

I am overweight in tech, at 40% overall. I have 40% tech in both my RRSP and TFSA.

The biggest names I have are AAPL 9%, TEAM 6%, and NVDA 6%. All of those are held in the US side of my RRSP.

I have a mix of 15 stocks in my TFSA, roughly equal weighting. The tech holdings in there are PHO, KXS, CSU, SYZ, SHOP. Each comprises about 6% of the TFSA but just over 1% of overall holdings.

I am 7-8% underweight in:
consumer defensive,
communication services,
industrials,
utilities.

I feel I should trim back or sell at least one of AAPL, TEAM or NVDA but hard to given they have all been growing and have potential to grow further. Are there any obvious choices to cut or pull back here? Can you please suggest at least one name from each of the following sectors:
consumer defensive,
communication services,
industrials,
utilities.

thanks !
Mark

Q: Hi 5i I was stopped out kxs this morning when it dropped to $76.13 and $.02 below my stop and then recovered to to over $77. My question is should I be selling at some point close to the stop and if so how would you determine when. I know you are all about buy and hold but in a time of uncertainty I would rather limit my losses. That said I do suspect that the market makers are manipulating the price to take the little guys stops out and profit at their expense. To frame this as a clear question can you recommend a strategy to minimize needless losses or suggested reading on the subject.
thanks

Q: What is happening to these two? Should I hold or buy more or sell both?

Q: Looking back two years KXS has been a good trading stock, not so good for buy and hold, I've held a core position and have done well trading some. Technically the chart is scaring me and am thinking my trading portion should be dumped?