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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: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?

AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN

Thanks for your thoughts.
Read Answer Asked by Brian on October 11, 2018
Q: These tech stocks have been under pressure recently. Is a rotation out of the Tech sector underway. Thanks.
Read Answer Asked by Gerry on October 03, 2018
Q: In my TFSA I currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - I'm looking to make a change to get some growth and dividends - I'm looking at getting rid of BCE, ENB and TRP - my biggest losers down 10, 15 and 12.50 per cent respectively. Can you recommend some companies.
Thanks
Read Answer Asked by JOHN on October 01, 2018
Q: hi Peter it is always comforting to be on the same side of the table as the corporate insiders. in addition to COV and SIS can you give a list of other companies that have a high degree of insider ownership. thanks as always for your sage advice. Richard
Read Answer Asked by richard on September 24, 2018
Q: I need to raise a bit of cash, and would like to take it from the Tech Sector which is a 23% weighting in my portfolio. I have 9 tech stocks in total. The top 4 largest holdings (approx 15% each of my tech holdings but none of them exceed 5% of my total portfolio) are KXS, OTEX, SHOP , SYZ.
Any thoughts on which one(s?) would, at this time, be best to trim ?
As always, thanks for being there !
Read Answer Asked by Alexandra on September 21, 2018
Q: Hi guys,
I hold one ETF and a mix of equities (selected from your portfolios) in my TFSA, with the following weightings:
COV 5.48
CSU 6.70
GSY 5.42
KXS 4.93
PBH 4.26
PHO 4.50
SHOP 7.57
SIS 6.59
TOY 6.05
TSGI 5.63
VUN 30.35
WEED 12.51
Everything is up from initial purchase (many thanks) but some have grown much faster than others. I am considering rebalancing and/or adding a new position. Is there a notable position that you would add/remove (e.g, VUN in exchange for equities)? I have VXC and VCN in my RRSP so maybe VUN is better located in there.
Thanks for the amazing service and knowledge base that 5i provides.
Mark
Read Answer Asked by Mark on September 20, 2018
Q: VMD is up 300% since March while of RHT drop more than 50%. They were supposed to be in the same space and RHT was supposed to be the better company. It makes lower lows every week with no end in sight. Is there any other option that will provide growth in a TFSA account.?
Read Answer Asked by Marios on September 18, 2018
Q: 16% of my portfolio is made up of the above listed stocks.
All are relatively volatile compared to the rest (84%) of my holdings
Do you consider these holdings and their weights to represent excessive risk to a portfolio?
Which of these stocks would you keep and which would you sell to reduce the risk?
Many thanks
John
Read Answer Asked by John on September 13, 2018
Q: Hello Peter, Comparing TC to Engh, Kxs, Otex, which would you prefer for new money. how would you rank these for future potential.
Thanks
Read Answer Asked by RUPINDER on September 07, 2018
Q: Hi Peter and Team,

I can never stop saying thanks for your great stock recommendations and giving me confidence to drop mutual funds from my portfolios.

A question about my TFSA. I hold PBH, PHO, SIS, KXS and WPK. The performance has been quite good as I am using the TFSA for long term growth. Any suggestions on the need to change any of the stocks in this mix?

Thanks.

Marvin
Read Answer Asked by Marvin on August 31, 2018
Q: Can I please have your one year price target on PBH, SIS, and KXS? Thanks.
Read Answer Asked by Imran on August 29, 2018
Q: Yesterday one of your answers to a question was "We would suggest KXS, TOY and PBH for growth".

Eleven days ago my 29 year old son transferred his tfsa from all cash to 85% etfs (VGG, VEE, ZWB at your suggestion) and to 15% equities (csu, sis, pbh per my suggestion and I was looking for growth with his long term horizon).

Given your growth picks of yesterday, do you think it's worth swapping his csu and sis for kxs and toy?
Read Answer Asked by William on August 27, 2018
Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU
Read Answer Asked by Kuldar on August 27, 2018
Q: Hi team,
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane
Read Answer Asked by Shane on August 27, 2018
Q: I'm currently invested in some "subscription model" Companies such as $APPL, $CRM, $MSFT, $AMZN.
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?

Thanks,

Valter
Read Answer Asked by Valter on August 27, 2018
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