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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: Please rank these stocks. Are they at a level that they could be bought today. For your highest ranked stock, why do you rank it higher than the others
Read Answer Asked by David on September 11, 2020
Q: I am a bit overweight on pipelines and think I should sell some Enbridge or Pembina and beef up a couple of my smaller tech holdings since we are a bit underweight on that right now. I already own enough CSU, KXS and OTEX but only partial positions of Enghouse and Descartes. We have bought and sold SHOP several times over the past year, making some good money so have treated it more like a trading stock and don't currently own it. Would you agree with buying more Enghouse and Descartes for the long term at this time or would you recommend something else?
Read Answer Asked by Maria on August 26, 2020
Q: Hi Guys,

I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?

thanks
Jim
Read Answer Asked by jim on August 13, 2020
Q: Hello. I have a two 'DSG questions':

Given KXS is currently 4.5% of my portfolio - would you add some DSG... or is this an unnecessary overlap?

Why do you think KXS has significantly outperformed DSG since March?

Thanks!
Read Answer Asked by Robert on July 28, 2020
Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?
Read Answer Asked by Stephen on July 27, 2020
Q: The above 3 are some of u favourities.Which one to buy today.Please rank from best.Txs for u usual great services & advices
Read Answer Asked by Peter on July 27, 2020
Q: I have cash to deploy in my corporate non-registered account for 2 names now and 2 more in about 4-5 months. Looking at the above 4 names. I already am well diversified in this account so any 2 is fine. I do hold some KXS & CSU in my RSP account (thank your team for that, well up). I am not worried about the over lap as it would not push me too heavy as far as diversification with any of these two within all my accounts. What would you order of preference for a 5 max look ahead when I would be ready to reduce risk?
Read Answer Asked by Scott on July 17, 2020
Q: Hi Team
I have a corporate non-registered account I have started 4 months ago with a time frame of 5 years. Not worried about risk / sector (fairly diversified already) even though it is a corporate account (I keep enough cash in the account if needed so would not have to withdrawal). Looking to add 2 of the above stocks now. I will be adding every 4 - 6 months or so moving forward so I could add the others later. Do you have an order of preference.
Read Answer Asked by Scott on July 17, 2020
Q: Hello, I have a small position in above 4 companies and would like to accumulate to ~ 5% on a market pull back. DSG, ENGH, KXS, OTEX
In terms of : PEG and P/E ratios, management, earnings growth , revenue going forward: say from 2019 to 2021E, and in the current work from home, e-commerce, cloud infrastructure, which one(s) offers the best return?
Also, could you comment on what these companies do? who do they help? small or large enterprises?
Thanks for all your help.
Carlo
Read Answer Asked by Carlo on July 14, 2020
Q: Hi Team. I am so happy that i joined your team 2 years ago i stopped buying those foolish marijuana stocks. After i joined your team i am getting some of my earned money back down 11% in my overall tfsa account.
I hold as tech stocks in my account Lspd, Real, Msft i would like to add a small portion of another tech company. For a 2 year hold which one would you recommend for growth to me between DSG and ENGH. Or would you reccmend another tech stock for good qrowth. Thanks for all the help guy's .
Read Answer Asked by wilson on July 08, 2020
Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,
Read Answer Asked by Harry on July 07, 2020
Q: Hi guys!

I’m here holding knight at an average cost of $7.20. It hasn’t done much and from reading your responses on their earnings, you seem less than impressed. I’m pissed at myself because I went value instead of growth (at least I hold constellation). I’m wondering with all else being equal (taxes, asset allocation, etc.) would you simply sell knight and jump onto the fast moving momentum Canadian tech names or would you stick with knight?

Read Answer Asked by James on July 07, 2020
Q: In the Tech Sector I have MSFT (8%), AAPL (7%), SWKS (4%), KXS (3%). I am considering adding a 2% position in either CSU or DSG. Which would you recommend and why?
Read Answer Asked by Steven on June 29, 2020
Q: This is to answer the question posed by another subscriber. TD added PHO to their Quantitative Small Cap Portfolio and deleted DSG because it is now a large cap.

Here is the text:

Canadian Small Cap Model Portfolio Market Overview/Technology
We are adding a position in Photon Control Inc. (PHO-T) at 2.0%. We have seen a relative shift to value (i.e. cyclical) from growth over the past few weeks. One area where this shift has been confirmed is by the recent breakout in the more cyclical small-cap semiconductor stocks relative to the technology sector.
We are also removing our position in Descartes Systems Group Inc. (DSG-T, portfolio weight 5.9%). After gaining more than 134% since its addition to our small- cap model portfolio in early-2017, its market weight has increased to 26 bps (i.e. $5.5 billion market float) and as a result, it no longer qualifies in our small-cap universe.
Read Answer Asked by David on June 10, 2020
Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram
Read Answer Asked by Ray on June 08, 2020
Q: I'm a little concerned about the trade tension, possible 2nd wave of the virus, protesting, economic risk, etc.
Do you think we need to do something in case the market crash?
Currently I hold the above 4 stocks plus 20% cash. Are they safe? Any other stocks that you recommend?
Thanks!
Read Answer Asked by Yongwei on June 03, 2020
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