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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: hi group if you could only own one which would you choose between GOOGL and SHOP I already own MSFT, AMZN. CSU. NVDA, APPL, DSG, LSPD TOI
Read Answer Asked by Terence on April 02, 2021
Q: Need to add one of the above tech stocks to a TFSA. Only room for one. Suggestions as to which one should be added. Long term hold. Thanks
Read Answer Asked by David on April 01, 2021
Q: Today TD is removing these tech stocks from its small cap portfolio and adding to its positions in CF and EQB.As you often state,”this is what makes a market”.How do you view these actions?Thanks for your ongoing advice.
Read Answer Asked by Allen on March 22, 2021
Q: My son hold these tech stocks and really need to start to invest in US tech stocks as all his holdings are in Canada. He would need to sell some of these holdings to get cash so he could convert to US dollars and then buy 2 US stocks. Which stocks would you sell first and can you provide 2 US that are similar to the stocks that he would sell. He has a RRSP account so no capital gains to worry about. He has 20 years before needing to withdraw.
Thanks
Read Answer Asked on March 15, 2021
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: I have money ($30K) to reinvest in my TFSA. I am heavily overweight in technology (28.5%) and overweight in consumer cyclicals (13%) in my overall portfolio. My wife and I own the above stocks in our TFSA. Could you give me your best 3-5 suggestions for addition(s), avoiding high risk companies? Thanks for the great service.
Read Answer Asked by jacques on March 12, 2021
Q: Your comments please on the earnings and outlook for GDI, Descartes and Kinaxis.
Thank you
Read Answer Asked by Marty on March 05, 2021
Q: Hi Peter and 5i,
Please comment on the quarterly results, your outlook and more specifically, what happened to the Gross Profit for KXS in the quarter versus last year (63% versus 74%).
Thanks for your comments.
Read Answer Asked by Dennis on March 04, 2021
Q: Hello,
I already own these stocks. I am doing some selling / trimming / buying and would appreciate your comments:
DSG - I did well. Exposure at the high end but ok. How confident are you in the name for the next few years? If sold partially, I would allocated to KXS of TIXT. Your thoughts?
TOY - Do you like it more with momentum as of late? Decent long term hold or good time to sell at these level?
REAL - I am down about 25% but small position. I was thinking of adding at these level (or sell since position not big enough). It would be a long term hold. Your thoughts?
NFI - Hold or sell?
Fortis - Would you add at these level?
Thank you,
Read Answer Asked by Pierre 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: Which stock has the most upside over the next two years and which one do you think has the least downside from where we are today? Thank you.
Read Answer Asked by Richard on February 19, 2021
Q: In a well diversified portfolio, I am considering selling BMO, CU, PHO, REAL, and SJR.B and buying AT, BYD, DOO, DSG and VII. Would you agree with this approach? What would be order to sell and order to buy?
Read Answer Asked by David on February 16, 2021
Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks
Read Answer Asked by Curtis on February 11, 2021
Q: Hi team,
I currently have small positions in both OTEX and ENGH. I would like to add a position in either DSG or LSPD. Which do you think would be the better choice for a 3-5 year hold, looking for growth with some stability. If you could also provide the reasoning behind your choice and whether you would add to these at current levels or wait for a pull back I would appreciate it.

Regards,
Paula

Read Answer Asked by Paula on February 10, 2021
Q: Your thoughts on one of these 4 companies for a long term hold over 5 years. Tecsys showed the highest 5 years return among the 4. Do you think that it still has a long way up?
Any other companies in similar fields that you would prefer over these 4 names.
Thank you!
Read Answer Asked by Nhung on February 09, 2021
Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!
Read Answer Asked by Grant on February 08, 2021
Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?
Read Answer Asked by Mintu on February 08, 2021
Q: Hello, is CSU still a buy at todays prices ? Or, is there a comparable company you would buy that maybe operates in a different sector but has the same or better growth possibilities ?
Read Answer Asked by Robbie on February 04, 2021
Q: Can you tell me which companies would be comparable and that you would buy that the same or better growth.Love your service.
Read Answer Asked by andrew on February 02, 2021