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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 half positions in the above equities. Would you add to any or all of them? In what order would you add to them?
Read Answer Asked by David on March 15, 2021
Q: In a broadly diversified portfolio, for a risk tolerant investor, how would you rate these stocks on a 1 - 10 scale, with a "10" meaning for sure you want this stock in your portfolio, and a "1" being you absolutely do not want this stock in your portfolio. Long term time horizon, looking for growth. AT, CTS, DCBO, DOC, DND, NVEI, TIXT, WELL, WISH.
Read Answer Asked by Dan on March 11, 2021
Q: Hi 5i,

I’m a conservative investor who doesn’t like a lot of volatility. I want to diversify a little more from my banks, utilities, and Reits to get a little more growth. I like KXS but can’t handle that amount of volatility. Do you think TIXT would be more appropriate? Is it a good time to purchase at $36? I own OTEX and have no problem with its volatility.

Thanks
John
Read Answer Asked by John on March 04, 2021
Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.
Read Answer Asked by Jeff on February 25, 2021
Q: Hi, These companies are generally liked by 5i and we have holdings in each as follows
TIXT 0.5%,
DND 1% and
NVEI 1.5%
TIXT was recently added to your Growth Portfolio with 2.5% position.
Although, they operate in different areas of technology, from the future Growth perspective, how would you rate them in order, if we have some cash to add. Also, it would help, if you could provide rationale behind your decision to add TIXT to Growth portfolio, vis a vis DND and NVEI. Thank You
Read Answer Asked by rajeev on February 19, 2021
Q: For New money to initiate positions which 5 stocks in each of the portfolios would you recommend investing. On a related note, is there a reason you don’t put buy or hold or buy up to prices in any of the portfolios, or is your stance if it is in there it is a buy regardless of how much a stock may have run up since it was originally recommended.
Read Answer Asked by Aleem on February 19, 2021
Q: Hi Team,
I'd like to start positions in an aggressive growth portfolio in the artificial intelligence, genomics, renewable energy (and EV) sectors (2-3 positions per sector). Holding time 2-5 years.
Also considering Bionano Genomics (BNGO).
1. Please rank the sectors for expected growth. Are there any others I should consider? Are they already overbought/overpriced?
2. Please rank the stocks in each sector for expected growth. Are there any others I should consider?
Thanks!

Read Answer Asked by Michael on February 18, 2021
Q: Would you start to buy CELH / TIXT now or do you foresee the opportunity to buy either of them at lower price from here? Other than market fluctuations, anything specific in the near future that might be a headwind for either of them. Thanks.
Read Answer Asked by Christopher on February 05, 2021
Q: TU versus Telus International.

Is Telus going to benefit from Telus
International ?
It remains a Telus subsidiary so will it be some flow of funds to the the Telus ?
In terms of investing in these is investment in Telus would be preferable in your opinion? Thanks.
Miroslaw
Read Answer Asked by Miroslaw on February 04, 2021
Q: Hi Peter and the 5i team!

What are your views re the Telus International IPO? From the little I have read I am not sure what sector do the TIXT businesses belong. In your opinion is it a strategically well diversified group of businesses or merely a diverse collection of business units? In what sector(s) does this new entity fit?

Is TIXT unique in the Canadian universe of stock market offerings? Who are their competitors? Chief reasons to buy now? Chief reasons to avoid?

Thanks for your thoughtful views and guidance.
Read Answer Asked by SG on February 04, 2021
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