skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have a full position in kxs partial position in otex and a small position in lspd. I am looking to add more tech to my tfsa and considering either gib.a or dsg. Which would you recommend and is there much overlap between what I already have and dsg and gib.a? Thank you.
Read Answer Asked by Steve on May 11, 2020
Q: Hi Peter,
Like many, I'm interested in possibly buying a couple of stocks that have been hit by COVID but that should recover well when the world gets back to normal. However, I want to do this in a conservative way - with larger, stable companies with low debt and strong balance sheets; assured 'survivors'. Can you please suggest six North American stocks (other than banks) that I might consider. And would you see CGI (GIB) qualifying under those terms? Thanks as always.
Read Answer Asked by James on May 07, 2020
Q: I own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%

SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?

Thanks!
Read Answer Asked by Keith on April 24, 2020
Q: I believe it in the last year or so has not been one of your favourites, however I have held GIB.A for a long time and it has been a stalwart; I (unfortunately) added a significant amount last year. In the last few weeks it has decreased a lot, more than many other tech names. I am still not sure why; any comment about that? I was attracted to the idea of harvesting a tax loss and migrating to another position (eg KXS) but since the drop in GIB.A has been much larger, does it have more potential upside than KXS which is not down as much? Thanks.
Read Answer Asked by Leonard on March 27, 2020
Q: Of these 9 equities + ETFS, which would you see as reasonable to hold on to if one believes there is a prospect of recovering from the current economic storm from the virus? Some have been held for a long time are still positive, most are down; TOU is the worst (85% drop) and is now very small. They are held in a registered account, so tax loss selling is not an issue. Thanks for your excellent service.
Read Answer Asked by Leonard on March 26, 2020
Q: Currently own some Kinaxis and Shopify, both about 2 percent each.
Would like to add more tech. Close enough to retirement that need more conservative stock. Is OTEX the best option here i.e. lower risk (with some dividend and reasonable growth?)
Can you contrast the two top choices?
Thank you.
Read Answer Asked by Tulio on March 11, 2020
Q: Could I have your outlook on CGI for a 2 year timeframe please.

I was planning to sell the position in a couple of years when I am retired and in a lower tax bracket. I am now wondering if I should take the tax hit, and buy something with a dividend and more growth like MSFT.

Thanks!
Read Answer Asked by Greg on March 03, 2020
Q: Hello 5i team,
I've held a good number of stocks you hold in your BE portfolio and I've managed to obtain a 14% compound annual total return in the last 11 years.
100% of my portfolio is in equities; I'll be shortly 77 years old and plan to reduce my equity exposure to 30%, with the above stocks in mind.
Your opinion is most valuable
Antoine
Read Answer Asked by Antoine on March 02, 2020
Q: I have a 4.5-5% weighting in all of these and they represent my tech holdings. Any need in your opinion to sell any of them in light of world news? Might LSPD as an example feel the impact of fewer restaurant goers? Would you sell any of these based on fundamentals to replace with something you prefer more?
Read Answer Asked by Tim on February 14, 2020
Q: I own CSU, DSG, ENGH, OTEX, SHOP, LSPD, KXS and STS and was thinking of adding GIB.A once the stock settles down a bit. I'm looking to increase my tech sector . Would you add to the existing holdings or would you recommend adding GIB.A to take advantage of the recent pullback?
Thanks for your service.
Read Answer Asked by Ozzie on January 30, 2020
Q: I have some extra money to put to work and am looking at a 3 to 5 year time frame. From a total return prospective, please rank the above companies. Please add any helpful comments.
Much appreciated as usual. RAM
Read Answer Asked by Ray on January 28, 2020
Q: I would appreciate your comments on CGI's recently announced earnings. I have held this stock for a long time and am very happy with it's long term results. Recently Gordon Pape expressed caution with the stock going forward. He seemed to be concerned with a shrinking backlog. Your thoughts and comments would be appreciated. Thank You.
Read Answer Asked by Brian on November 07, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!