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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: What grade would you give Converge Technology Solutions? How would you rank the stocks above at current valuation to buy right now? Thanks

Read Answer Asked by Ben on September 09, 2021

Q: Hi There,
My son (15) would like to take a small position in two growth stocks.
He is considering LSPD, NVEI, TOI.
With the recent run up in all three of these stocks, which two do you think look the best today?
Thank You

Read Answer Asked by Kevin on September 08, 2021

Q: You recently stated that you would find these companies more interesting with NVEI @$150, TOI @ $110 and LSPD @ $120. Is there any math that your using to arrive at these numbers?

Read Answer Asked by Gary on September 07, 2021

Q: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.

Dave

Read Answer Asked by Dave on September 03, 2021

Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!

Read Answer Asked by Kim on September 02, 2021

Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul

Read Answer Asked by Paul on September 02, 2021

Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?

Read Answer Asked by David on September 01, 2021

Q: Please rank the US and Canadian stocks listed above for growth with a 5 yr +
time-frame.
Thanks

Read Answer Asked by Ben on August 31, 2021

Q: Hi, These stocks have been on a tear recently, specially NVEI, and the guess is, with no specific news. The momentum has simply been Amazing !!! We have no immediate plans to add to or 5-6% position in each. But if we do, does it make sense ? Would you wait for share prices to settle and what would be a decent buy price for each ? Also could you prioritize them in order of current valuation vs growth prospects. Thank You

Read Answer Asked by rajeev on August 30, 2021

Q: Over the last couple of months a lot of Canadian tech stocks have seen huge gains in a very short time.

CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.

1) Do you think this is getting overdone and are we due for some kind of correction in this sector?

2) Are any of the above still good buys after these large, rapid price increases?

3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?

Thanks.

Read Answer Asked by Dan on August 30, 2021

Q: I currently have a 25% Tech allocation with the following stocks : OTEX, KXS, CSU, LSPD, REAL, TOI and MAGT. I am confortable with a little overweight in Tech since lots of growing quality companies are in the sector.
Reading your answer I understand you also have other favorites within the sector : SHOP, NVEI, DSG, etc..

I feel my list of canadian Tech companies (I don't bother buying US stocks, I just buy VUN...) is well balanced but I'd like to know if you would make any change, addition, substraction? Are SHOP and/or NVEI exceptional enough to consider increasing my overweight in Tech?

Thank you

Read Answer Asked by Julia on August 27, 2021

Q: Greetings 5i,

The company's listed are TFSA holdings. The goal of the TFSA is moderately aggressive growth. Time frame is 4-8 years. Equities are purchased in equal weights and rebalanced based on weighting.

SLF and BNS are also held in other accounts, at an overall portfolio percent of ~5-6%. Which would you recommend adding to at this time? What do you consider the weakest from this list? Would you consider removing any from the TFSA holding only in either a non reg or reg account? If so, why? And which one, two or three additional growth oriented companies, either CAD or USD would you recommend.

Take as many credits as required.

Thank you for the excellent service.

Read Answer Asked by Ed on August 26, 2021

Q: Good Afternoon, For new money going into a TFSA, split between these three names, what are your thoughts on ideal purchase strategy, as well as the combination ? Thanks

Read Answer Asked by Lavern on August 25, 2021