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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: 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!
Read Answer Asked by James on December 05, 2016
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?
Read Answer Asked by Christopher on December 01, 2016
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.
Read Answer Asked by Helen on November 28, 2016
Q: My only tech holding at present is OTC. I would like to add a second tech stock. Which of CSU, GIB.A, KXS would you prefer as a complement at this time? Thank you, Barrie
Read Answer Asked by Barrie on November 25, 2016
Q: I would like to add a growth stock to my TFSA. Looking at your growth portfolio I narrowed it down to one of SHOP, KXS, DBO, PLI, TNC or ZCL. In today's environment which one of these six stocks would you add? I am relatively diversified across all sectors, so sector is not an issue at this time.

I was originally leaning towards either SHOP or KXS. If you didn't select one of these from the six stocks listed above, which one out of these two would you pick?

The funds to purchase the growth stock will come from the sale of IPL or WCP in my TFSA. Of these two which would you sell to get the funds for the growth stock? p.s. I also own IPL and WCP in a non-registered account and plan to keep those.

Paul
Read Answer Asked by Paul on November 24, 2016
Q: Hello 5i team,
I wanted to add a technology sector company and was wondering of the current stocks in the BE portfolio, which one has the most room to grow? They are all doing very well.
Thanks,
Andrew
Read Answer Asked by Andrew on November 17, 2016
Q: Hi 5i
I have encountered some Financial pundits who say that Good Will on a company's books would be more transparent if it was called "an accounting plug".
Where is this factor declared in Financials? Do KXS and SIS have Goodwill on their Books? Does 5i consider that Good Will is a valid descriptor in some circumstances

I don't ask many questions but I appreciate the service you provide

Ernie
Read Answer Asked by Ernie on November 16, 2016
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%



Read Answer Asked by Neil on November 16, 2016
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.
Read Answer Asked by Jerry on November 14, 2016
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!
Read Answer Asked by James on November 07, 2016
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
Read Answer Asked by Karim on November 03, 2016
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.
Read Answer Asked by Richard on November 01, 2016
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?
Read Answer Asked by Patrick on October 31, 2016
Q: Hi , can you please provide the estimates for Revenue, EBITDA and EPS for the quarterly release, next week. Thanks
Read Answer Asked by rajeev on October 31, 2016
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