Investment Q&A

Q: Good afternoon,

The technology portion of my portfolio has grown too large (about 37%) and I’m trying to figure out how to get it back to about 25%? My issue is that I’m interested in too many tech options (I.e., the ones that I own plus others I’d like to buy). I’m looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I’m interested in buying REAL, DOCU and GOOG. I’d like to own what are viewed as solid tech companies for future innovation and growth and I’m willing to add, remove or replace any of these companies.

I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I’ll use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.

Many thanks for all the great work and suggestions you provide,
Lisa

Q: For the above technology companies there has been a huge pullback even though some have beaten nicely on earnings. Is this a buying opportunity for them or wait and see where the NASDAQ settles out before putting new money in. What is the reason for the pullback. Typical profit taking before Labour Day? Of the above Can you rank which you would put new money into first?

Q: I’ve been considering a position in one of the above stocks. Could you give me your opinion on which you would prefer. What are the pros and cons of each. Do you have a preference for another stock instead of one of these.
Thanks John

Q: I follow your questions every day. What a great service. Thanks.
I see you like REAL which seems to make sense with an understandable potential upside. In your opinion what would downside factors be before jumping in? Dam Dan

Q: Good morning in your opinion would this be a good entry point as it has been down and trading sideways thank you

Q: What would be your top picks today as a growth 3-5 plus years.
I have done well and held back 30% in cash after adding In a fair bit with the top picks you mentioned in the March /April special report (thank you )and I feel comfortable to add another 15 % To 20 % in.
Thanks for your great advice/ideas.
Paul

Q: After buying a majority stake in Circle Medical, do you still suggest to buy more for WELL, since the stock already increased over 20% today. The reason I asked because I am thinking to sell AC and buy more WELL, so far I owned 33% for AC:CA, 33% for LSPD:CA, 17% for WELL:CA, 17% for REAL:CA.

Q: LSPD has gone up so much so fast, and REAL come down quite a bit . Which one is a better buy today ? Thanks for your excellent service.

Q: If one anticipates a significant pick up in inflation due to all the extra costs related to Covid-19, what are the sectors likely to benefit? Could you give 3-4 suggestions for Can and US companies which would be expected to do well in that scenario? Thank you for your great insights?

Q: What companies on your radar have the strongest balance sheets? Thanks.

Q: Some questions about REAL recently. If I have this straight, REAL is in the business of mortgage lending, re-finance and appraisals. All necessary components for any real estate transaction. Considering the robust real estate market that has only become more busy in 2020 and not less, why the downward pressure on REAL? Simply profit taking?

It seems to me that they are well positioned to have a blow-out year and we should al be buying.

I have a 1% position in REAL and am considering doubling it for a 2-5 year hold with high short term (6-12 month) expectations. Reasons to not do this include?

Q: What is happening to REAL ? It has dropped quite a bit this week. I can not find any news regarding this.

Q: Good Afternoon,
I heard someone speaking on the tv today about REAL and how they have access to a large amount of data in regards to home inspections that need to be completed to qualify for refinancing. I have never thought of this angle before, all the homes out there that require a new roof, plumbing , windows etc. They are wondering how they can monetize this data . This could be very valuable data in the right hands, thoughts on this concept?
thanks

Q: Hi 5i,

Do you think the COVID-19 does impact the residential property business in US and Canada? Since REAL:CA are doing business for U.S. and Canadian residential mortgage and seem like it still very positive, any reason behind?

Q: REAL seems to have lost momentum and has high insider trading. Would you still recommend taking a position at today’s position?

Q: These seem to be some of your favorite Canadian growth names - very different in terms of sectors, vol and size, however can you please rank them in terms of growth outlook for next 3-4 years to add some torque to a portfolio.
Thank you

Q: Hi Peter and staff
Ok so can you comment on these 2 companies going forward . Specifically Boyd is it a sell and Real is it a buy at these prices at this time

Q: Good day,

Looking for growth stocks with good momentum, Canadian or US. What would you suggest ?
Any views on the above mentionned stocks ?

Gratefully yours,

Jacques IDS

Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.

Q: Hi 5i,

Any reason that Bill Holland (Board of Directors) sold a total of 270,766 shares at an average price per share of approximately $31.56. Do you think it will have negative impact to the stock? In general, Investors monitor insider buying and selling since buying activity is often seen as a positive sign that executives believe the stock will rise in the future. Conversely, insider selling can be seen that executives believe the company and its stock price may underperform in the future. Do you see any possible of underperform reason, please kindly advise.