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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 am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.

Thanks and keep up the great work!
Read Answer Asked by Scott on May 04, 2017
Q: Not worrying about sector, which 5 stocks in the balanced portfolio have the most growth potential for the next twelve months from the price they currently trade at.
Read Answer Asked by Paul on May 01, 2017
Q: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!
Read Answer Asked by Warren on April 26, 2017
Q: i am thinking about full position in both SIS and PBH. I bought a little SIS before Xmas but wonder if I should move in another direction on these 2 as they have done very well recently. I have been contemplating for a while but wonder if I should wait for a pull back. Would KXS or GSY be another option? I am not to heavy in any of these sectors.
On another note I bought SHOP a while back, thanks! Your team has been a wealth of knowledge.
Read Answer Asked by Scott on April 25, 2017
Q: Hello,

I'm looking at initiating a position in either KXS or PHO for an aggressive growth pick within my TFSA. I like the larger size and scope of KXS but am intrigued by the increasing volume of PHO which seems to be missing from the KXS chart. I'm also less familiar with PHO (no 5i Report) - could you quickly highlight their customer base, and which company/industry/product is responsible for their current stock profile?

Thanks,

Cam.
Read Answer Asked by Cameron on April 21, 2017
Q: Hi team, I'm looking for 4 suggestions of equal weight to add to my tfsa. Looking to be farely aggressive in this account. Cheers
Read Answer Asked by Seamus on April 20, 2017
Q: Good morning 5i team,

I’m considering moving on from Linamar and CGI group in search of better growth prospects. I still like both companies, and believe they still have a good outlook, however, after holding each for some time I’ve been growing restless with the share prices seemingly stuck in the mud. Perhaps I’m just being impatient, but I cant help but wonder if these holdings are dead money. At least for the next year or two anyway.

I’m considering switching out Linamar for either New Flyer Industries, or Premium Brands Holdings, and CGI for either Kinaxis or Celestica.

Could you please give your opinion on whether it’s worth being patient with LNR/GIB.A, or a good idea to move on? And if moving on is recommended, would you consider the alternatives I’ve mentioned as good replacements with growth for the next 1-2 years in mind?

As always, thank you for your excellent insight and advice.
Tristan.
Read Answer Asked by Tristan on April 13, 2017
Q: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks
Read Answer Asked by Al on April 11, 2017
Q: What 5 stocks would be your top picks to place in a TFSA for 2017?

Shirley
Read Answer Asked by shirley on April 11, 2017
Q: My 15 yr old grandaughter has asked me to invest 1k of her hard earned babysiting money for about a 1 to 2yr hold in growth stock (my future as a grandfather may be at stake) I am leaning towards PBH over KXS what would your agree with my choice or would you have a better recomendation?
Read Answer Asked by Marcel on April 11, 2017
Q: I am selling my DH holding in the very near future, and want to replace it with another company in the technology sector. I plan to take about a 4% position with my proceeds from the DH sale along with some additional uninvested capital. Along with my plan to increase my holding in ABT to about 2%, this move would increase my technology holdings to about 6%. I would strongly prefer to buy one company rather than two, and I am debating between KXS and OTEX. I know that KXS appears poised for further growth, while OTEX is more of a mature company, with a track record to support it. If you had to choose one, would you go with the proven entity in OTEX, or the company that appears poised for significant growth in KXS; or would you split the investment and buy both? I am trying to limit my holdings, as I have found that I had too many small positions that didn't really add to my bottom line while increasing my bookkeeping efforts. I would like to take the position some time next week, as I have learned that timing the market does not prove to be as valuable in the long run as spending time in the market. Thanks for reading, and I look forward to your response.
Read Answer Asked by Domenic on April 09, 2017
Q: I am a 21 year old investor with a long investment horizon. In my TFSA, both CPH and MRE have stagnated and I am thinking of selling these and moving on. Would you endorse this move and if so, could you recommend your top 2 names (any sector) to replace them?

Thank You!
Read Answer Asked by Quinn on April 06, 2017
Q: We have zero exposure to this space, could you rank these stocks for us please as I would like to pick up two or three names. Any others to consider?
Thanks,
Ted
Read Answer Asked by Ted on April 04, 2017
Q: I am considering selling DH now rather than wait for closing of the sale. I would like to replace it with 1 of the 3 mentioned. Which of these 3 would you suggest or do you have another good alternative. I am thinking that my replacement would likely make up for the amount lost by not waiting for the closing of the DH sale. It does not have to be a Dividend payer.
Thanks 5i for the great information and advise that you give. It has certainly been very helpful and profitable for me.
John
Read Answer Asked by John on March 30, 2017
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