Investment Q&A

Q: Hi 5i - I own the following stocks (in a diversified portfolio) and Im looking to top them up to a full 5% position. At todays prices (for a long term hold) which ones would you top up first? Thanks, Neil

Telus - 3%
BNS - 2.5%
SIS - 2.3%
PKI - 2.1%
KXS - 1.2%
SJ - 1.1%
NFI - 1.1%

Q: Hi Peter and Team,

I manage my son's TFSA, and have recently almost completed a more appropriate sector allocation. In the Technology space, he has a half position in KXS. What Technology company would you recommend at this point for another half position? I was thinking of CSU but I wish it would split at least 10:1. :) How about SYZ which seems to be on a tear, or do you suggest something else at this point?

Thanks in advance for your valued advice.

Q: Further to my earlier question, I wanted to know about KXS, SHOP, CSU, GIB.A in particular. They were in the companies addressed field but the reply showed MISC.

Thanks for your earlier reply and this one too.
cathy

Q: Why the 5 % drop in Kinaxis shares, is it a case of too much too fast

Q: Hello Peter, you've recently answered some questions as to current investment options for growth-oriented TFSAs, including the above companies. My TFSA has funds to permit three "growthy but not OVERLY risky" new investments. Whether from among the above choices or not, can you , considering the recent changes in market prices, please suggest your top 3 current choices to add to a TFSA (on top of my fairly balanced overall portfolio). Thank you!

Q: As a newer subscriber to 5i, i am interested in purchasing your BE portfolio. The above names have had huge run ups and I don't know how to approach them. Which ones are buyable at these levels?
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?

Thank you for your excellent service, as always.

KR

Q: Hi, Could you please comment on Kinaxis earnings. Thanks

Q: KXS was up over 5% on Monday. 15 minutes prior to the Monday open the stock had a bid/ask of $55. Can you shed some light on how the pre market TSX works. The stock closed on Friday around $62 and as stated dropped as low as $55 before opening around $61. Are stocks actually traded in the pre market and if not how was the bid/ask of $55 determined? Thank you.

Q: Being a relatively young investor in my late 20s I think I should be allocating more of my portfolio to high quality growth stocks. (I likely have too much allocated to blue chip dividend cos) I have owned ATD.B, CSU and SJ for some time and was wondering if you could suggest some other similar consistent growth cos to look into?

Q: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks

Q: KXS has been on a recent downtrend. Has the sentiment changed about the company? Is it time to move to a different investment in the same technology? Currently I only hold CSU, GIB.A and KXS in the tech sector.

Thanks,
Danny

Q: Notice that Kxs dropped sharply today after announcement of date of results.Ditto for MNW.Is it possible that the market smell forthcoming poor results?Thanks for your usual great services & views

Q: Hi, Kinaxis just announced the date of its third quarter release and the stock immediately dropped sharply. Do you anticipate them mentioning problems with the quarter?

Q: Hi 5i - at current prices, would you add ESL or KXS for some technology exposure (I already hold CSU). I will hold for ten years in my kids RESP. Thanks, Neil

Q: I am in my early 30's and wanting to start a TFSA growth portfolio (modeling 5i growth portfolio). I am looking to invest 10,000 today, and 10,000 subsequent years. What names would you suggest to start with today?

Q: These three make up my tech sector which always seems to take the biggest hit when the market tanks like Fri. I am thinking of cutting one out. Which one would you consider to be the one prone to drop the most when the overall market behaves like this? I thought OTC would be the safest but it took the biggest hit Fri.

Q: Hi 5i Research team, I have a long term horizon, and more of a growth oriented investor profile. I prefer to well understand the companies I invest in. The technology sector represents a challenge for me in terms of software products, competition, rapidly changing conditions, obsolescence, variety of software portfolio, etc. So I would like to built a sector exposure based on a few companies instead of using an ETF. Based on reading 5i Research, I am thinking a combination of CSU, KXS, GIB.A, OTC, ESL, DSG, TCS, SYZ,SH. Do you agree with this strategy? Would you include some other companies in this list or replace some? In what order would you rank them in terms of total return potential over long term and overall quality? How many of them would be enough? Would you suggest another weighting than equal weight (2% each)? I also need criteria to manage this group since my understanding won't be up to par. How will I know when to sell, or when to over or underweight in some companies? I would not want to react too strongly to short term events (quarterly results). How would you suggest I implement this strategy (buying strategy)? Thank you, Eric

Q: It seems that 5i and company have the power to move markets with ABT and TOY both up today!

I have 15% allocated to 4 tech companies - CSU, MNW, ENG and OTC - all in fairly equal amounts within a diversified portfolio. Would you endorse a switch out of MNW and into KXS for better potential growth with reduced risk or do you feel their profiles are similar? Would adding a fifth holding be better and if so, should I increase the tech percentage or reduce one or all equally?

Appreciate your insight.

Paul F.

Q: I have sold AVO and would like to know which stock out of balanced portfolio who you replaced this stock as this was my only tech stock.I would like to replace it with another stock.I am looking at ESL and wonder if this would be a good choice.

Thanks
Dolores

Q: Shopify is going up everyday since the announcement of the equity issue. Which is a better buy between the two companies KXS and SH.

Also do you know anything about the company Data Communications Management Corp (DMC). Is this company safe to invest in?