Investment Q&A

Q: I would like to add one of the above companies to my TFSA . Could you please rank them for me. Thanks. Ernie

Q: I currently have CSU, DSG, ENGH and ZQQ in my IT stocks. I want to add one more, thinking of KXS, PHO or SHOP. Can I have your thoughts on which to add. Thank you, Stephen

Q: Seasons greetings: which company has a better growth potential. Kxs or Dol.

Thanks

Q: Hello Santa

For my TFSA contribution in 2018 would you suggest KXS or SIS? I do hold a 5% position in SIS in my cash account but am not concerned about an overweighting if the better value, safety and prospects for SIS outweighs those of KXS.

Merry Christmas to all your staff and elves. I value your help.

Peter

Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

Q: Cleaning up at year end - winners & losers & am left with approx. 200K in a RIF that still holds ICHR, BOTZ (an experiment), VGT, SQ, FB & KXS. I definitely favour US however, am open to your suggestions & expertise. As always, thank you for over 6 years of excellent guidance & advice.

Q: Hello 5i team,
Could you remind me of your rationale for having GUD and KXS in both Balanced and Growth portfolios; whereas Element and Open Text were in the Balanced portfolio, why have you shifted ECN and OTEX to the Growth portfolio?
Looking forward to watch Peter on BNN on Friday.
Thanks,
Antoine

Q: My 20 year old contributed $21k to his TFSA in July, purchasing roughly equal amounts of KXS, PHO, SIS, TOY and PUR. He just sold his PUR shares and now has about 26% of his now $27.6k portfolio in cash. KXS represents about 14% of his portfolio (down approx. 8% from July), PHO 20%/+33%; SIS 17%/+14% and TOY 23%/+43%. Are there one or two names you could suggest to add to his portfolio? Or would he better off maybe topping up a couple of his current holdings (KXS? SIS?). This is for a long term hold. Love your service. Thanks.

Q: Hello 5i.
Could you please give me your top 3 U.S. and 3 CDN stocks you would buy full positions in this week (risk and sector not a concern) with good momentum leading in to 2018.

Thx.

Q: I like KXS but am concerned over its valuation. Its price is very high in comparison to other software companies. Given your past recommendations for KXS, what justifies the premium over say something like CSU?
Thanks for all you do.

Q: I'm thinking of selling my position in Stella Jones. Its had a great recovery from $37, I'm up a decent amount, I think its showing some resistance around $50. I still think its a great company with a bright future, but am thinking of switching out of it for another stock that has much higher growth prospects or at the very least pays a much more reasonable dividend. It makes up the smallest portion of my portfolio (my other holdings are FTS, ZWE, BEP-UN, GSY, and MJN (Cronos)). I'm 39 years old, make above average income, and I definitely have a high risk threshold.

What are your thoughts on switching out of SJ right now for another company with faster/greater growth prospects? A dividend paying stock is nice, but definitely not necessary as all of my holdings pay dividends except for Cronos. I've been watching BTL since the spring when it was below $3, but that ship may have sailed as of this week.

If you're ok with selling SJ, can you please suggest some names that you think would make a good addition to my current holdings

Thanks - have a great weekend!

Q: My Daughter will be contributing to her TFSA this year (Value of about 50K).
What 5 stocks would you suggest for someone starting out who has many years to contribute and watch the account grow?
Thanks

Q: In a cash account, I have 18% loss on this. I don't need this money for now. For growth or growth with torque where would you go. Or I should keep it.
Thanks.

Q: Hello Peter
As a recent new member, I am both impressed and a little overwhelmed with all the information. I started making a lists of potential companies to invest with, but decided to cut to the chase and just ask you....I am looking for your recommendation for both income and growth companies.... perhaps 4 or 5 of each. I am fully invested in TD, which has done well for me this last year, as well as a couple energy stocks.... Spartan and Ring. I am retired but have a steady income flow with pensions and dividends from an ongoing business. Thank you for offering such a great service and look forward to a bright and lucrative future. Brian

Q: Gentlemen,
Could you please list your top five growth companies? Tks
Andy,

Q: Hello Team, Would you have the Nov 15th short interest share count for Kinaxis? Is there a US short interest?

David

Q: Yesterday at 1 pm the stock dropped and then rebounded. Was there a significant news event?

Thanks

Clayton

Q: I was thinking of taking a position in KXS and hxt etf this week. Would you buy or wait.
Thank you.
John

Q: If someone was looking to add to a TFSA account, what would be your best 5 ideas to invest in.


Thanks Valter

Q: I am planning to get out of a full position in ZCL. I have partial positions in the other 4 above, thinking of topping up on 2 or 3 of them. Does this make sense and what would be your preference?? Thanks Jim