Investment Q&A

Q: Hello,
I wish to bring up some percentage allocation in one or two of the above companies from the balanced portfolio and was wondering how you would rate them for (1) growth and (2) safety over next, say three years. Thanks for your great service!

Q: I have Kinaxis in the growth section of my portfolio and have had for years. It's done well, but has receded and stagnated, so I am considering replacing it with one of the above which have been on my watch list for a while. I also hold PHO and DND which will eventually have to be replaced. I'm not concerned about sector, except, no tech because I'm overweight, but am looking to replace with a decent quality Canadian stock with good capital appreciation expected over the next few years as the economy recovers. Please order all five, including KXS as buy and hold growth stocks. Thanks!

Q: Above are my CDN holdings greater than 2% of my portfolio. I'm looking for 1 more sleep at night CDN recommendation for an RRSP account that you would initiate at more than 2% and hoping you might have a short list of recommendations? No oil/gas/pipelines, thx but otherwise I'm open.

Q: Do you see BYD as fully valued or would KXS have more room to grow?
Thank you. Excellent site!

Q: I handle my 40 year old daaughters portfolio. In her $170,000 balanced portfolio which is equally balanced, BYD has grown to 13%, LSPD to 19% and SHOP to 7.5%. The funds are not required for any other purpose than growing the income for retirement. We are not too concerned about the downside of these. Still, 5i keeps insisting that a maximum to hold for equities shwould be 5%. Should we trim and put the excess else where and if so could you suggest where or keep on with no change. We are comfortabl with this. Thank you
Stanley

Q: Hi. I have the above stocks in my TFSA and have some cash to deploy. Could you please give me 3 suggestions and rank them. Thanks.