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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: I know that you still like KXS, and you also like XIT. I manage my son’s TFSA, and he’s made a tidy profit in KXS, since it’s been held for quite a while. However, going forward, and since more recent charts indicate XIT's outperforformance, what would be your assessment of switching from KXS to XIT?

He doesn’t have enough room to buy CSU or SHOP, and I see that they’re the first two holdings in XIT, and would you agree that these two names are ‘better’ than KXS? As well, XIT holds a small amount of KXS.

Finally, he can buy and sell XIT with zero commission.

Your pertinent advice is, as always, important in our decision making.
Read Answer Asked by Jerry on March 13, 2024
Q: Good morning. I hold the above stocks in my TFSA. Together they now account for approx. 6% of my TFSA. I am thinking I'd like to consolidate them into one or possibly two positions. Which would you choose to keep if you went that route. Alternatively can you suggest one or two Canadian and one or two American growth stocks to take their place. I already hold full positions of CSU, LMN, TOI, NVDA, and SHOP. Thanks for your advice, Rod
Read Answer Asked by Rod on March 11, 2024
Q: Can you please provide your thoughts on the stocks listed for a RESP that will start to draw down in 4 years? In addition to these positions the portfolio has a good core position in CDN, US and INTL large cap ETFs. Any that you would get rid of now? If so, please provide alternatives (both Cdn and US).
Read Answer Asked by Chris on March 04, 2024
Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you
Read Answer Asked by Marty on February 22, 2024
Q: The AI fields are currently very much the talk of the tech world. Do you have names of Canadian companies active in the AI fields, other than OTEX, we can check out as names of interest for potential investment? Thanks.
Read Answer Asked by Victor on February 21, 2024
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Read Answer Asked by Timothy on February 14, 2024
Q: KXS shares are basically flat over that past four years. Yet the company continues to grow nicely quarter after quarter and the balance sheet is strong. So the fundamentals look really good. This would imply major valuation compression. Can you please comment on the valuation four years ago compared to today? How does the current valuation compare to their industry and software sector?

Thanks.
Read Answer Asked by Joel on February 12, 2024
Q: This question concerns the technology sector in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

The current technology holdings are CSU, SHOP, DSG and KXS. With the exception of KXS, the holdings are all positive. We are considering replacing KXS with LMN.

For a long term hold, which of KXS and LMN would you prefer and why?

Thank you,

Peter.
Read Answer Asked by Peter on February 07, 2024
Q: I have owned KXS for several years and although I am not unhappy with its performance it is rather volatile. DSG which is in a similar business seems to experience more price stability. I am ok with volatility and tend to hold equities for the long term. Using long-term growth prospects and current valuations as a guideline would you favor one over the other to any great extent? Taxes are not an issue so I could easily switch to DSG if the metrics suggest this is the better stock.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 02, 2024
Q: Which 5 Canadian and 5 US companies would you buy for pure growth over the next 6 months? Can you provide a bullet for each on risk and main reasons for selection?
Read Answer Asked on January 31, 2024
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?

Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Read Answer Asked by Gregory on January 29, 2024
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