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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: 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: Due to fortunate timing following some great advice (thanks 5I!!) combined with the recent market surge, we find ourselves overweight in Tech. With relatively equal weighting, which of these 7 companies (if any) would you consider selling? In what order?
Read Answer Asked by Stan on February 13, 2020
Q: I am looking to add to my tech holdings ie CSU, DSG, ENGH, OTEX, SHOP, LSPD, STC, which would you add to first (KXS is already at a full position)?
Thank you for your service
Read Answer Asked by Ozzie on January 30, 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: In an article d/d Jan 22,you stated that CSU & ENGH are your favourities.On Jan 23 on BNN your top picks were KXS,LSPD & CAE. Please rank your top 5 tech stocks starting with the best to buy today.Thanks for u usual great services & views. Peter,you were great on BNN on Jan 23
Read Answer Asked by Peter on January 27, 2020
Q: I will admit to being mildly nervous about SHOPs rate of growth over the past couple of months. I'm now more than 300% over my PP. As it recently broke through $500 CAD/share ... and now, $600 CAD/share ... I'm feeling pressured to keep trimming to 5% of my portfolio. Is this merely an analogue of the CSU "story" (whose stock price, incidentally, appears to be moving into "new territory")? I'm curious to know your thoughts about these developments. Thanks.
Read Answer Asked by RANDALL on January 23, 2020
Q: Goodmorning
My son is looking at buying CSU or GSY for a long term hold in his RRSP I favor CSU because of its long term record of performance and additional security in size and financial strengh what would your selection by and why? He can afford only one at this time
Thks
Marce
Read Answer Asked by Marcel on January 21, 2020
Q: Hi, using your analytical tool, it's telling me I'm still somewhat light on my tech sector. I hold a full position in CSU (and have done very well), and have half positions in OTEX and KXS (up reasonably well) and a quarter position in LSPD (flat).

What would you add to to bring my overall sector weighting up? I"m a middle of the road investor.

Thanks,
Robert
Read Answer Asked by Robert on January 16, 2020
Q: Hi 5i team,
Looking to add 2 stocks (2-4% position) in my RRSP portfolio from the following (MG, KXS, CSU, GSY, WSP) for a holding period of 5-10 years, not too concerned about market volatility. Looking for quality company (good operator in his business, good balance sheet, etc…) with good growth potential.

What would be your top 2 picks from these and why ?

Thank you
Read Answer Asked by Luc on January 10, 2020
Q: BNN had a list of the top 10 stocks of the past decade. This include Constellation Software, Kirkland Lake Gold, Alimentation Couche-Tard, Interrent, Enghouse, Boyd Group, Dollarama, Cargojet, Air Canada and Auora Cannabis. Of this list of 10 names, please rank them(best to worst) from your view of their chances to make the list for the next decade. Thanks
Read Answer Asked by Dennis on January 03, 2020
Q: low debt- 4 -9 percent dividend that do the right thing for their share holders quality payout ratio ,growing dividend with moat qualities ,hve people in leadership that show qualities like Johnathon goodman, fromgud also Brookfield is opportunistic and buys real estate at good prices please give me your companies5-10 companies that come to mind for long holds.
Read Answer Asked by cliff on January 02, 2020
Q: I'm a bit confused. The Nasdaq is up. All the markets are generally up. Tech in the US is up. But ALL Canadian tech stocks are down, and in some cases down heavily. What would account for this?
Read Answer Asked by John on December 24, 2019
Q: Both of these companies are up significantly over the past year. Could you highlight what your rationale is for purchasing at these levels, and valuations. I am thinking of acquiring both, but want to understand more clearly.
Will there be a report update in near future for CSU?
Read Answer Asked by Steven on December 18, 2019
Q: Understanding that nothing is ever a sure thing given that risk exists, at what price does CSU become too compelling to not buy if you don't currently have a position. It seems to have broken it's upward trend line which concerns me and I'm wondering if you can confirm that technical assumption and then give an opinion on whether or not to disregard and buy anyway.

Thanks!
Read Answer Asked by Tim on December 10, 2019
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