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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: Good morning 5i,

Looking to add two names to my portfolio, with the only criteria being a combination of balance and growth, and with a long-term horizon. Currently thinking of GSY and REAL/LSPD, are you good with these at today’s levels? Listed some others I’m interested in too. Any other of your favourites you’d consider (already own KXS, WELL). Thanks.
Read Answer Asked by Jeff on September 10, 2020
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
Read Answer Asked by Lisa on September 08, 2020
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?
Read Answer Asked by Brendan on September 08, 2020
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
Read Answer Asked by John on September 04, 2020
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
Read Answer Asked by Paul on September 02, 2020
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.
Read Answer Asked by kwokwai on September 02, 2020
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?
Read Answer Asked by jacques on August 31, 2020
Q: What companies on your radar have the strongest balance sheets? Thanks.
Read Answer Asked by Patrick on August 28, 2020
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?
Read Answer Asked by Cameron on August 27, 2020
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
Read Answer Asked by Chris on August 26, 2020
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
Read Answer Asked by Kyle on August 21, 2020
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