Investment Q&A

Q: Warren Buffet is credited for investing in companies he understands. I have to be honest, I don’t understand what many of the Information Technology companies actually do, or how strong their business models are. What advice would you have with respect to understanding IT companies? Do you have a suggestion for an easy-to-understand IT company with strong earnings, growth, etc? Are CSU and KXS your top recommendations? Thanks in advance!

Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?

Q: I have in my tfsa the above stocks in a weighting of 5 to 10% with 10k in cash. Which of the ones listed would you add to or would you recommend one or 2 others stocks that would fit in this portfolio. I also have other rrsp and trading accts. thks marcel

Q: Good Day,
Which one of the 3 companies would you buy
for growth right now and hold long term?
How do they compare?
Thank you so much.

Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.

Q: I have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?

Thank you, Peter

Q: Happy New Year!

I am looking to buy a technology stock. Which of these two names would you prefer or is there another name you would suggest? If you had the option would you buy this in a TFSA or investment account?

Thanks

Q: I have the listed companies in my TFSA($60k). I haven't been too concerned with portfolio weightings due to the portfolio size and have let the winners run. As a result close to 50% of the portfolio is held in just 2 stocks (CCL.B and CRH) I have nice gains in the others except DBOX and SYLOGIST which are both flat and I have considered switching out. Two questions I have are 1. Do you think it is a prudent strategy to stay this course or would you rebalance keeping in mind these weightings are not that out of whack when you consider my other portfolios? 2. What name(s) would you consider adding to this mix for my 2017 contribution of $5500.

Thank you and Merry Christmas to the entire 5i staff for your outstanding service.

Q: Thinking of buying 1 or 2 of above 5.Is this a good entry point?Please pick 2 & list your preference.Appreciate u usual great services & opinions.

Q: Hi,

In the technology sector I definitely have enough CSU, and enough ENGH and OTC. I also own GIB.A and SHOP. I have been wanting to buy KXS, but am wondering with 5 technology positions already owned does it make sense to add KXS? Will I be over diversified if I add KXS?

Paul

Q: Would appreciate your take on the Tech Sector for 2017. Which of the above do you favour for growth with the most solid fundamentals? Or is there another one you would prefer? Thanks and Merry Christmas.

Q: I'm currently holding positions of about $1000 each in my 16 month old daughters RESP for SHOP, GUD, PBH, and TOY.

I'll have enough to purchase a couple new positions shortly. I was thinking about KXS, and SIS, but wanted input as to whether this is a good plan with regards to sector weighting etc.

Thanks!

Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services

Q: I am looking to buy 3 growth and 3 value stock your advice is very important to me.

Q: There are two companies in your model portfolio ( SJ and KXS) that are being taken out behind the wood shed and being thrashed severely. Can you offer any reasons for this? Are there any possible concerns regarding the companies that we should be aware of and should we continue to hold the shares. Stella Jones is of particular concern with its downward spiral and down around 5% this morning.

Q: Hello. I have a 31-year old son who I've been investing on behalf of for the past two years. Since he started earning a regular income, he has loyally saved and invested in his TFSA (up to the maximum allowance) and started to make some contribution to his RRSP as well.

In his TFSA, he has three stocks (TD, AQN, ECI) and other Canadian and US ETFs (VFV, XIU, XEG, ZLB, XQQ, VEF). Now, given the fact that he has some time before retirement, my new plan is to sell ECI, AQN, or possibly BOTH to buy into more growth-oriented stocks. Do you think my new strategy makes sense? Should I sell ECI, AQN or both or none?

In my mind, there are several stocks that fit into a long term growth strategy. These include SIS, PBH, ATD.B, KXS. If you can think of a better one, please let me know. Your advice is very much appreicated. THANK YOU IN ADVANCE.

Q: Peter, these are stocks that I believe you have recently suggested for growth. Some have had decent pullbacks in price. Can you please rank these, based on today's prices, for purposes of long-term capital and income gains in a TFSA. And, if you have an alternative current favourite to add, please add it to the rankings. Thank you!

Q: Wondering why the pullback on this stock. Any idea?

Q: Kinaxis Inc.
Chief financial officer Richard Monkman sold 25,000 shares on Nov. 10. CEO John Sicard sold 10,000 shares at a price of just over $67 a share. The chairman Douglas Colbeth sold 37,500 shares on Nov. 8, and trimmed his holdings by 12,500 shares the following day.

Would you have any concerns here?

Q: Is Kinaxis or Shopify more like the company Amazon? It seems to me that Shopify does the same thing as Amazon? If so,would Amazon just not swallow Shopify? Thanks.