Investment Q&A

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.

Q: Your comments please on the earnings and outlook for GDI, Descartes and Kinaxis.
Thank you

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.

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,

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.

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.

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?

Q: The above companies are equally weighted in my TFSA. Which one would you add to today?
Thanks

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

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!

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!

Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?

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 ?

Q: What do you think of these two company's. Which one would you buy now if you could only buy one.

Q: Can you tell me which companies would be comparable and that you would buy that the same or better growth.Love your service.

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: Please rank these CDN tech stocks for 1) growth and 2) value. Thank you.

Q: I am looking to add 2 technology stocks to my TFSA account. They can either be Canadian or US stocks, either hardware or software, social media etc. I am buying them for growth, also I can take risks.
Thanks

Q: I am overweight in Tech in my TFSA account. The tech stocks I own are: CSU, DSG, KXS, QCOM, VGT. What would you sell first or would you just reduce weightings? I have done very well with CSU, DSG and QCOM but I am wondering if they have run out of steam.

My second question relates to increasing holdings in Consumer Discretionary, Consumer Staples, Communications and Health Care. Please suggest your top pick (Canadian or US) in each of the above sectors. My preference is for growth in my TFSA.

Q: Please rank for (1) growth over medium term - 3 to 5 years, and (2) risk (lowest first).
(3) What percentage would you allocate to each.