Q: Best diversification suggested overall ?
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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.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.
Thanks and keep up the great work!
Thanks and keep up the great work!
Q: Would you kindly comment on this morning's earning release?
Thanks, Bryan
Thanks, Bryan
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Linamar Corporation (LNR)
- Celestica Inc. (CLS)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
Q: Good morning 5i team,
I’m considering moving on from Linamar and CGI group in search of better growth prospects. I still like both companies, and believe they still have a good outlook, however, after holding each for some time I’ve been growing restless with the share prices seemingly stuck in the mud. Perhaps I’m just being impatient, but I cant help but wonder if these holdings are dead money. At least for the next year or two anyway.
I’m considering switching out Linamar for either New Flyer Industries, or Premium Brands Holdings, and CGI for either Kinaxis or Celestica.
Could you please give your opinion on whether it’s worth being patient with LNR/GIB.A, or a good idea to move on? And if moving on is recommended, would you consider the alternatives I’ve mentioned as good replacements with growth for the next 1-2 years in mind?
As always, thank you for your excellent insight and advice.
Tristan.
I’m considering moving on from Linamar and CGI group in search of better growth prospects. I still like both companies, and believe they still have a good outlook, however, after holding each for some time I’ve been growing restless with the share prices seemingly stuck in the mud. Perhaps I’m just being impatient, but I cant help but wonder if these holdings are dead money. At least for the next year or two anyway.
I’m considering switching out Linamar for either New Flyer Industries, or Premium Brands Holdings, and CGI for either Kinaxis or Celestica.
Could you please give your opinion on whether it’s worth being patient with LNR/GIB.A, or a good idea to move on? And if moving on is recommended, would you consider the alternatives I’ve mentioned as good replacements with growth for the next 1-2 years in mind?
As always, thank you for your excellent insight and advice.
Tristan.
Q: How would you assess the prospects of these two companies over the next year or so? I am considering swapping them for Constellation Software. Would this be a good move?
Q: Hello I currently own both of these stocks in a long term hold RRSP portfolio with the drip turned on that is well balanced. I was wondering which one of these stock would you prefer to purchase more of. Thanks for all the help
Q: I have a small holding in GIB.A and would like to add to it or sell it. It's been going nowhere for a year now. There was a big spike in volume this morning - any news? I also have DSG and OTEX and could sell CGI and add to these or another teck such as KXS.
Thanks
Thanks
Q: looking to add to tech holdings at some point in the near future. CSU is a 2.5% weighting in my portfolio. which of these 2 would you pick as an addition and why? thanks in advance.
Q: What do think of CGI group as a long term investment?
Would you buy today?
Would you buy today?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Knight Therapeutics Inc. (GUD)
Q: For a TFSA. any one of these preferable
Choosing only GUD a sound choice, if one wanted maximum result
Choosing only GUD a sound choice, if one wanted maximum result
Q: Could you please comment on the recent earning earnings? They seem quite solid but without reference to expectations, it is hard to judge them.
By way of a comment, while you have never said anything negative about this company, it is not one that you seem to tout very much although it has been a solid performer and value grower for many, many years. Do you see this a reasonable core holding in tech?
Appreciate your insight.
Paul F.
By way of a comment, while you have never said anything negative about this company, it is not one that you seem to tout very much although it has been a solid performer and value grower for many, many years. Do you see this a reasonable core holding in tech?
Appreciate your insight.
Paul F.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Enercare Inc. (ECI)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
Q: I have about 25K to invest im my TFSA. Please rank the above stock as to growth over next 3 to 5 years.
Much appreciated RAM
Much appreciated RAM
- Gilead Sciences Inc. (GILD)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- BMO Equal Weight Oil & Gas Index ETF (ZEO)
- Vanguard S&P 500 Index ETF (CAD-hedged) (VSP)
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
Q: Hello,
Over the past several years I have put together an adhoc portfolio with the following allocation:
ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13
My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).
If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.
Thank-you very much in advance!
Ryan
Over the past several years I have put together an adhoc portfolio with the following allocation:
ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13
My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).
If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.
Thank-you very much in advance!
Ryan
- Sylogist Ltd. (SYZ)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Enghouse Systems Limited (ENGH)
- Home Capital Group Inc. (HCG)
Q: I'm a conservative investor and have been looking at the valuations on these three companies for awhile. All have good grades and have had decent pullbacks. What order would you rate purchasing these companies, or any other ones, based on least risk and greatest capital appreciation over the next two years. Thank you.
- NexGen Energy Ltd. (NXE)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Crescent Point Energy Corp. (CPG)
- Birchcliff Energy Ltd. (BIR)
- Thomson Reuters Corporation (TRI)
- Andrew Peller Limited/Andrew Peller Limitee Class A Non-voting Shares (ADW.A)
- Callidus Capital Corporation (CBL)
Q: Starting another trading acct. without any banks. Your opinion would be appreciated on the selections above. Thank you.
Q: Which is better buy for tech holdings and why?
JJ
JJ
Q: CGI Group was downgraded today by Goldman Sachs to a sell. This is a long term hold. Any actions required, and if it was in the Balanced Portfolio at what weighting would you hold it at? Thanks!
Q: Goldman reduced its rating to sell. Would you consider this an opportunity to increase my position from half to full? Has anything changed? Thank you and merry Christmas to everyone.
Q: I have had my eye on these 2 stocks for a while and the current prices look reasonable for a long term entry point. Both have been very acquisitive. From what I can glean from the annual and quarterly presentations CGI is in the process of delevering from their last acquisition and could be setting up for another. ATD is in the process of digesting their latest acquisition too. My question is has either company issued equity to fund some or all of their prior acquisitions? Or have they all used cash/debt?