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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: Hi
I have a 7% position in CSU. Given its size now and past run up, would you suggest switching to smaller cap companies like Open Text or Kinaxis or continue to hang on?
I feel like there would be more growth opportunity in these two smaller companies.
Or would you have any other suggestions other than these three in the same space.
Thanks
Jeff
Read Answer Asked by JEFF on November 16, 2017
Q: Hello 5i

In reviewing some of my positions from a 5 year chart perspective, it is clear I have come to the 5i Party later in the game than others. I am interested in your thoughts about buying some of the 5i wonder stocks that have been money makers, at this point in the market.
The example I choose is the super run KXS has had but now, even before the recent customer issue, the stock price took a break, broke the uptrend and is now potentially faltering.

How does an investor gauge whether the party is over and protect against being the Holder of growth names for the down side of the stock run?
I have had this experience a few times in the recent years and it really eats into a Portfolio value.
There is no doubt this question highlights a low propensity for volatility and the need to keep portfolio weights in check, but what about stock prices today and buying growth stocks at level never seen before?

Thanks for the highly valued comments
Dave
Read Answer Asked by David on November 13, 2017
Q: Can you give me 2 companies in each of the growth and balanced portfolios in your opinion with the best upward momentum going forward.
Read Answer Asked by Mike on November 06, 2017
Q: Just a follow-up to John's question on KXS earlier today regarding the decrease in Professional Services Revenue. I'm under the impression this is a strategic initiative by the company and should in no way be construed as a negative.
Below is the press release from their 2nd quarter earnings release explaining the initiative.
"Second, our strategic partners are increasing their role in deploying new customer implementations, and gaining the related Professional Services revenue as a result. This positive trend has occurred earlier than we anticipated - which in turn has reduced our outlook for professional services revenue growth for 2017. While this has a short-term revenue impact – we are excited by the acceleration of partner contributions to our business. This also creates a stronger mix of subscription revenues in our business model."
Read Answer Asked by Dennis on November 02, 2017
Q: You seem to like Covalon a lot and I wonder what you are seeing that it might be worth investing in.
It looks to me that their product line is not very diversified....and a Chinese copycat could easily move in.
If you had a choice between COV,KXS or CLS what would be your pick be in order without looking at sectors?
Read Answer Asked by Josh on October 31, 2017
Q: Hi Peter,

The recent drop in value for KXS is somewhat perplexing if this is solely attributed to the loss of one customer. We don't own the stock today but it is next on our list to purchase 1/2 to a full position. Do you recommend waiting for another few days or longer to purchase or would you purchase KXS now while it is exhibiting weakness?

Thank you for your advice

Debbie and Jerry
Read Answer Asked by Jerry on October 25, 2017
Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.
Read Answer Asked by Graeme on October 13, 2017
Q: Hello 5i,
Could you please comment on the above mentioned companies from a strictly growth perspective. Possibly rank them also, although I am more interested in your view of each.
Thanks for all your help!!
Dave
Read Answer Asked by Dave on October 12, 2017
Q: Hi Peter,

Could you please choose and rank the top 5 in the list of stocks below based on value today for a 3-5 year hold;
PBL, FTS, ET, KXS, SLF, PKI, GC, PBH, WSP, ATD.B, AEM
The stocks would be purchased for RRSP's
Read Answer Asked by Jerry on October 11, 2017
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