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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: What is your current best pick (or top 5) for pure growth over 1-3 year term?
Read Answer Asked by Jeff on April 28, 2020
Q: I have room in my TFSA for one of DSG, ENGH, or KXS. Which would you choose and why. I'm in my late 80's so my time frame is 3 to 5 years.
Read Answer Asked by George on April 27, 2020
Q: Which of these 3 companies have the type of business that will thrive post COVID 19 and would it be a buy recommendation?
Thank you
Read Answer Asked by Larry on April 27, 2020
Q: Hi Peter, Ryan and team,

How would you rank BYD, PBH, QSR and DSG for an add on in a RESP? Time frame is 8 years. Would rankings change within a TFSA?

Is it possible to buy stocks for a child who is under 18? Or would the child have to wait until 19 to own stocks.?

Please charge however among of credit for the questions.

Thanks again for your your great service!

Marvin
Read Answer Asked by Marvin on April 24, 2020
Q: Hi guys,

In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks

Jim
Read Answer Asked by jim on April 23, 2020
Q: I hold 2 % weighting of this company and am a little nervous about the Covid effect going forward for IGM. I am down 30 % on it. What might be a better company, in any sector going forward to recover the 30 % ?
Read Answer Asked by darcy on April 22, 2020
Q: I recently sold Shopify at a huge gain, as it had become more than 30% of my portfolio. Thank you for the recommendation. It was in my non-registered account, so I have a substantial capital gain. I have a lot of room in my TFSA, so I am going to move a majority of the proceeds there to avoid future capital gains. I will buy back into Shopify if the price retreats. Can you recommend any stocks, understanding that there is higher risk, that have a similar potential to Shopify? Can be Canadian or US. I have some Lightspeed already. Also, for future reference, did I make a reasonable move or should I have taken a different approach? Thanks
Read Answer Asked by Dave on April 21, 2020
Q: How would you rank these 3, considering growth potential and risk?
thanks,
Mark
Read Answer Asked by Mark on April 21, 2020
Q: Thanks for your flash report. Much appreciated.
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!
Read Answer Asked by Marco on April 15, 2020
Q: Have been dithering on having a greater tech exposure for my portfolio due to my ignorance of the space. Nonetheless, have narrowed down to two choices, Descartes or Taiwan Semiconductor. Given their low correlation (.25) would you favor, one, the other or both? (anticipated total exposure < 5%) Currently have a small, speculative position in PHO:CA (<2%) Other solid, possibly dividend paying suggestions are welcome. Thanks.
Read Answer Asked by David on April 13, 2020
Q: My Tech holdings are represented by csu; kxs; otex; shop; lspd. All held in TFSA. Have had good results with all except lspd which is a relatively new purchase and am willing to ride out my position in this company and wait for recovery.
You frequently mention DSG as a top pick in the tech sector and am considering selling otex and adding dsg. I do not want to increase my overall Tech position.
Your opinion?
Read Answer Asked by Bruce on April 09, 2020
Q: Hi Peter & 5i team,
We sold Descartes for a profit when the covid 19 story broke. We are thinking of repurchasing . The global supply chain has suffered greatly during the pandemic, but we read that there has been a rebound of freight volumes in China. The CEO admits there are uncertainties and perhaps change ahead for supply chains. What are your thoughts. Is it a good time to get in or perhaps waiting a bit more is prudent.
Thanks for your opinion
Read Answer Asked by john on April 09, 2020
Q: please list your 5 favourite Canadian moat stocks with strong balance sheets list your preferences in order of one to five thanks Richard
Read Answer Asked by richard on April 08, 2020
Q: I've seen you mention a few times that KXS and DSG are in the logistics business in one form or another. How much do their businesses overlap, and would it be okay to own both and still have a some diversification? Or is it best to stick with one and diversify elsewhere.

I'm largely asking b/c I'm looking for exposure to great Canadian companies (limited opportunities far as I can tell) and these are two that I'm interested in (already own KXS).

Cam.
Read Answer Asked by Cameron on April 08, 2020
Q: Hi group if you were to buy 3 stocks in Canada + 3 in the US today (or would you wait?) regardless of sectors . What stock would you buy /why. Of course it goes without saying that they would be minimally effected by the Covid -19 virus
Read Answer Asked by Terence on April 06, 2020
Q: Hello you Guys,
My question is as follows :
A number of years ago (3 or 4?) on a portfolio review it was suggested I buy VOX as I had no telecommunications exposure. It has been up and down and currently down. Would it make sense for me to sell the VOX and swing into either Telus, Bell or any other holding you would suggest at this time? And while I have you, is there 1 particular stock you would say is a diamond in the ruff? I'm pretty well diversified so sector stuff not so important, just a really great company that you guys really like. Bet you hate these questions but you never disappoint!
many thanks.
Read Answer Asked by ralph on April 06, 2020
Q: What's your favorite tech names right now? I'm looking to add name in a non registered account. Looking for growth.

Thanks

Dave
Read Answer Asked by David on April 01, 2020
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