Investment Q&A

Q: I was just about to buy CSU when I noticed a good report and it shot up 12%! Is it too late? I'm looking for two long term holds, minimal volatility, for a 2.5 % position each. What two do you like and why?

Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.

Q: Of the companies listed,SYZ has been declining while the others have been rising.It is now below its’ 150 DayMAvg.Is the price drop due to lower liquidity as SYZ has a much lower volume than the others?

Q: I hold CSU,DSG,ENGH is a non registered account and have done well. OTEX and KXS in a TFSA. In total all of the above are about 6.47% of my holdings. Should I consider reducing to 2 or 3 holdings or hold all five. Comments, thanks

Q: Hi team,

What is your take on their recent acquisition of Visual Compliance / eCustoms Business? Is it very accretive or just in line with their prior acquisitions? I recall their purchase of Macropoint in 2017 was around $200 mil so this one is a larger acquisition monetary wise I think.
In your opinion, has Macropoint worked out as expected...or are there still better things to come from that integration?
Should we expect similar performance with this new acquisition (over time)?

I have held this company as an overweight position for 10+ years and it has done very well for me...thx! It seems to be a 'steady eddie' type stock for the most part...albeit expensive at times based on PE numbers...but sometimes you have to pay up for those types of companies.

Keep up the great teamwork!!

Cheers,
SteveMc

Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.

Q: How would you rate and rank these technology stocks as to growth and investment potential for 3 to 5 years?
Thank you, as always, excellent advice!

Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.

Q: Hi Group - assuming this market stays choppy and unpredictable it appears the the tech sector may be a good start to generating some cash (I have profits in CSU + DSG + a loss in FB - My question is do I sell now hoping to buy back later a lower price - presently I only have 5% cash in a portfolio worth $1.2 million and am feeling very vulnerable to losing more (presently I am down 18% overall. Is it too late to preserve cash or?

Q: Would you buy constellation or kinaxis ? Or share the allocation 50 / 50 between the 2 ? Buy and hold for 10 yrs. Can you please also explain why ?

I have owned Descartes for a few years and did well.... tks to you ! Is it a good time to add ? Or should i just buy more of constellation or kinaxis ? Thank you for your comments and happy holidays to the team !

Q: Your comment on earnings would be appreciated.

Sheldon

Q: I currently have a small position in DSG and am wondering:
1. Would you add at this time?
2. To what percentage of a portfolio would you recommend holding DSG?

Thanks,

Q: As a logistics company largely relying on international trade and the movement of goods, I'm surprised you did not comment specifically on the potential impact of US/China tarrifs on DSG (you did mention changes in global trade).

While obviously negative to DSG, are you able to quantify what the impacts of the tariffs might be?

Thx.

Q: I am considering adding alaris royalty , Descartes systems or ats to my portofolio, what are your thoughts, I know you have recommended these in the past . brenda

Q: could I please have your take on the quarter. Thx

Q: reports tmw I think . Do you know what the market estimates are? Thx

Q: I'm currently invested in some "subscription model" Companies such as $APPL, $CRM, $MSFT, $AMZN.
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?

Thanks,

Valter

Q: Good morning Team! I would like to thank you all for the amazing technical work that you do for me! I work full time and it would be impossible to spend the time required to research companies.(even though I would love to) Above is a portfolio that I started and I am wondering what you would suggest to add? Investment timeline 10+ yrs.

Q: Which one would you pick today?

Thanks for all your support,
Mark

Q: Goodmorning
I currently have a 2% position in dsg and am thinking of taking it to 5%
I do not have a position in engh but considering initiating a 2% position
Which strategy would you be more comfortable with ?
Thks Marcel
Thks for all you do