Q: Happy New Year to everyone, lets hope for a profitable 2017.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
Q: There have been a number of questions about tax loss selling. I am concerned with the opposite. There are some stocks up 50-75-100% this year, and who people/organizations might want to sell early in the new year in order to postpone paying taxes for another year. Would it make sense to sell something like that, say PBH now, in anticipation of selling in the new year, and transfer the money to a company like CSU which hasn't really done much this year? PBH might be picked up again after selling is done, if it happens.
Q: Hi Peter and Team!! I enjoyed your last presentation on buying stocks! I will be looking to invest money in my TFSA and disregarding my other holdings and the fact that these stocks are different, which one would you chose for the biggest growth potential and which the least.? I hope that everyone at 5i has a Happy and Healthy Holiday!! Kind Regards, Tamara
Q: Hi, I am trying to understand the value of this transaction ( Agreement yet to be approved by RKN shareholders) of US$80 mln investment in Redknee Solutions by Constellation Shareholder to the company and its shareholders. Per your comments, Constellation is interested in company's mobile billing software and its clients and will be entitled to receive 10% Preferred shares( is it 10% dividend or 10% of the shares issue) and warrants. It appears like a take over in a round about manner. I would appreciate if you could help with an analysis and your views. Thanks
Q: your highly recommended this stock but in the last short while it is down a lot for a supposedly stable company. Would you suggest again that you recommend to buy it for the future gains as opposed to past performance.
Q: One third of my non sheltered account consists of shares in ATD.B, CCL.B, CSU, and SJ. In the last month the TSX is up about 3+%. In the same period these stocks are all down (13%, 5%, 6% and 8%). The only common thread I can see is that I own them. Do you have any insights that explains the not inconsiderable under performance of the share prices of these stocks in the last month?
Q: Hi All at 5i!!! I have a small portfolio with the following holdings: BAD, CSU, BMO , FTS, GWO, HR.UN, WSP. I have made money on BAD and would like to swap it out for. CSU. Could I have your thoughts on this? Would you trade another stock in the portfolio instead? I am up on all of them. Cheers and thanks, Tamara
Q: My only tech holding at present is OTC. I would like to add a second tech stock. Which of CSU, GIB.A, KXS would you prefer as a complement at this time? Thank you, Barrie
Q: Google is said to have a very wide moat with it being a leader in search. But we all know what happens in tech -- when people reach the top there is no more room to grow or something disrupts that moat and it comes crashing down. How secure is Google and CSU and Shopify of them not being disrupted by new, nimble startups?