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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: With the increase in price of KXS,DSG, SHOP, REAL and LSPD I now have a total of 23% of my portfolio in these shares. I have taken profits and reduced my position each of them. The only concerns I have going forward is with KXS and DSG. Ross Healy on BNN did not have a very Rosie picture for KXS. I know that different views is what makes a market. You continue to be much more positive on KXS and continue to recommend it. DSG andKXS are somewhat similar. I respect your opinion, would you recommend selling either one? If so which? I view many of these guest as having a person interest in recommendations. I always take them with a grain of salt. I have seen this in my previous life while working for a major investment firm.
Read Answer Asked by Roy on November 19, 2020
Q: Hi,
This is a hypothetical question, but out of the four stocks listed, which one would you consider that has the potential to be the next Shopify, or is there another that I have not listed?

Thanks
Read Answer Asked by ilie on November 19, 2020
Q: I hold 1/2+ positions in XBC, WELL, LSPD, DPM, GUD in an attempt to add overall performance to my balanced portfolio. This group has performed well. I'm going to sell GUD and DPM. Your thoughts on adding to the rest of the holdings or adding something else like KXS. Any other stocks worth looking at?

Thank you.
Derek.
Read Answer Asked by Derek on November 19, 2020
Q: Could you rank these companies in order of preference for future performance? Investing a lump sum gradually over the next 6 to 12 months and I have zero tech exposure right now.

Thanks,
Jason
Read Answer Asked by Jason on November 18, 2020
Q: Hi group appreciate your views on the top 5 sectors in today new crazy investing world also in order list your top 3 stock picks (list both the preferred sectors + stocks in order of preference ) deduct points as you see fit thanks for your insight. I am a medium risk investor
Read Answer Asked by Terence on November 18, 2020
Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).
Read Answer Asked by Paul on November 17, 2020
Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.
Read Answer Asked by Neil on November 17, 2020
Q: Hello,
With the media and other financial write ups all talking about this great sector rotation out of growth and tech stocks into value stocks seems a little over blown to my logical mind.
Its made to sound that stocks , in the "Packaged software " sector like
-LSPD, DND, REAL, NVEI ,VEEV etc are part of that big rotation.
When I think about this, I beg to differ and am of the opinion that these stocks will become even more relevant in the future of our economy irrespective of Covid.
Have I lost my "marbles" or being too naive to think that way?
Your feedback is always appreciated.
NB* I do own these stocks that I mentioned.
Thanks,
Read Answer Asked by ilie on November 16, 2020
Q: Hello, I have a 2 part question:
1> I currently own a 5% position in LSPD and 2% position in KXS, ENGH SHOP. and QSR . which one(s) would you sell now as a vaccine will emerge soon? and which one(s) keep long term.
2> Could you provide 3-4 names of Value stocks that pay a dividend, and that will benefit when the economy re-opens. And, will benefit from inflation.
Thanks for your great service
Carlo
Read Answer Asked by Carlo on November 16, 2020
Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS
Read Answer Asked by Jacques on November 15, 2020
Q: Hi Peter and Team
LSPD reports a Loss that "missed" and jumps 12% today.
I have a full position in a well balanced RRIF as well as a full position of CSU (no Kinaxis or Eng). I plan to enjoy this bump and continue to hold. Would you consider trimming either and starting positions in other tech companies ?
Thanks for your guidance!
Peter
Read Answer Asked by Linda on November 06, 2020
Q: I recall 5i stating in 2020 that DSG, KXS and PHO, all have no debt and significant cash reserves. Can you recommend 3 other good Canadian and 3 American growth stocks in a similar position.
Thanks you.
Read Answer Asked by Grant on November 05, 2020
Q: Hi group still agonizing over keeping or selling this stock before results for 3 rd quarter are posted next week Nov 3. Looks like lots of insider trading (can you confirm?) the stock came off significantly over the last month . Looks fishy to me that there is some information out there that we as shareholders do not have (hence the question on insider trading) - please comment. My second question is on LSPS I sold at $46.50 Cad and am waiting to get back in - do you see the stock dropping below $40 is this environment or will it hold - should I buy sooner rather than later I am a moderate risk investors . Thanks for your guidance.
Read Answer Asked by Terence on October 28, 2020
Q: Hello,
Would you consider the following 6 stocks as beneficiaries that could benefit should the Covid situation worsen?

If not, what stocks do you consider that will benefit?

Thanks
Read Answer Asked by ilie on October 28, 2020
Q: I hold the above companies in my tech sector. Just bought Apple last week. I would like to buy 2 more us stocks for 3+ years . What would you suggest in terms of leaders in their business that combines future growth and some good momentum. Thank you for the great service.
Read Answer Asked by Jacques on October 19, 2020
Q: Following up on your guidance to consider selling high-risk/high-beta stocks in anticipation of year-end volatility, would you consider LSPD and/or VEEV to be in this category? You have also suggested investors consider increasing exposure to large low-beta quality companies. I am overweight BEP/BEPC (almost 8%). Would you suggest holding the course given its size/low beta/ green focus...or trimming back to 5%? Thank you.
Read Answer Asked by Maureen on October 16, 2020
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