Investment Q&A

Q: Thanks for the quick answer, further, then to trimming. If you suggest a 20% total in the sector, would you suggest 5% in each holding, or some 6 and some 3? Thanks for the detail!

Q: Am I correct in being a bit nervous about the tech sector getting ahead of itself? I own the above stocks in tech. I have trimmed SHOP from about 12% down to 7%, and I own about 6% in the others, (all with good gains). So - still about 25% tech. I've thought of selling all tech and sitting on the sidelines for a few months, or, just making a trim to reflect a balance. How would you suggest I proceed to further? Thanks, as always.

Q: I am wanting to sell partial positions in each of these. They have become dangerously overweight in my portfolio and am looking to take profits in order to reinvest in other companies/sectors -- either in Canada or US. ADRs would also be acceptable. While I see huge growth in the technology sector, I think I would like to move away from it, since my weighting in this sector is also "dangerously overweight" ... at almost 25%.

(It's hard to move away from something that's giving you such good returns!)

1. Which 3 stocks might you suggest for equal/similar torque?

2. What is a good weighting for the above stocks? All of them have reached the 7 percent range, and even to me it sounds a bit risky.

Thanks for your advice.

Q: Tim Cook recenting made a planned stop in Toronto with Shopify CEO Tobias Lütke to look at Shopify's AR product. Should investors of Shopify read into any of this? Apple's largest aquistion of Beats $3 billion in 2014 would look small as the current market cap of Shopify is $12 Billion USD.
Maybe Apple is not looking to acquire Shopify, but it is a really great endorsement of what is to come from Shopify and that they will be a player in AR.
https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Apple

Q: Hello, I have some dry-powder to put into the market

Was wondering what your current favorites are based on momentum? Are there any that are breaking out?

Thanks for the great service and insight!!

Kuldar

Q: Can I get your present view on this company? Any suggestions for a replacement that might have better growth prospects? Thanks.

Q: Can you recommend you top five growth stocks for my TFSA. I would like to take full advantage of tax free growth in this account. Rest of my portfolio is well balanced in my other registered and non-registered accounts. Time frame is 5 to 10 years.

Q: I see in your answer to question today regarding growth companies for a TFSA you didn’t include SHOP. Are you less confident in it’s growth in 2018? What is your opinion on the future of the company?

Q: What sector do you see most opportunity in 2018 and top 3 names in the space?

Q: Happy New Year to the entire 5i team. Currently I have what I consider to be a well balanced portfolio based primarily on your balanced portfolio. I have $50,000 to invest in my TFSA. I would like to invest in Canadian companies that are relatively safe yet offer solid growth opportunities now and in the future. I have chosen the above companies. Please rank them for me and can you think of others I should add or any I should leave out?

Q: Your answer to Don today re the best tech stocks are CSU KXS DSG & SHOP.In today's market,please rank them,best first.Thanks for your normal great services & views,Ryan was great on BNN market call,Great answer to my Q on KWH.un resulting in price increase

Q: rather than BB what is your best bet in tech for 2018?

Q: I own the following stocks and ETFs in a non-registered account:
ATD.B, AIF, AVO, BCE, BNS, BYD-UN, CCL.B, CNR, CSU, GC, KXS, MG, MX, NFI, PPL, PBH, TD, TOY, SJ, WSP, VFV, VUS, VEF, ZQQ
Apart from the ETFS, this mirrors fairly closely your balanced portfolio...

I also have SIS and PHO in my TFSA. I want to add another stock to my TFSA and saw that you had chosen SHOP as a to pick a while back on BNN. Ryan chose DOL just today. Between the two and considering what I already own which one do you think would be best for me? or maybe there's something else? I am looking at 10+ years before I would need the money. cheers
Andy
PS Thanks for the fantastic service and I hope everyone at 5i has an awesome new year!

Q: Listed above are the stocks i currently have in my TFSA Would you suggest selling any of those listed and what would you suggest adding for 2018? All are approximately equal weight in my portfolio?
Thks for all that you do

Marcel

Q: Noted Peter's two top picks earlier this week , ECN and SHOP.
The stories may sound good but could you comment on the fundamentals on both of these companies.
ECN, reduced revenue in 2/3 last quarters and EPS down in past two quarters, increase in diluted shares in past year. Balance sheet looks iffy with increasing debt.
SHOP, net income down, eps down, negative free cash flow, negative ROE, negative ROIC., but nice balance sheet with lots of cash.
If these are top picks , why are neither owned by guest, households, investment banker clients or guest firm or affiliates as indicated on disclosure at end of top picks?
Thanks
Jeff

Q: I currently have CSU, DSG, ENGH and ZQQ in my IT stocks. I want to add one more, thinking of KXS, PHO or SHOP. Can I have your thoughts on which to add. Thank you, Stephen

Q: Would the FCC repealing net neutrality affect Shopify's business and the stock price?

Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?

Q: Hi 5i: I want to buy SHOP, but am somewhat overweight in tech. I am considering selling either CGI Group or Decarte Systems (in which I have a double), or a bit of both, to make room. What would you advise? Many thanks. Roland

Q: Hello 5i team,
I just learned from a reputable Market Call guest that SHOP got into the business of "lending" money to clients. What do you make of this? positive...negative?
Thanks,
Antoine