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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: Good morning all,
In an earlier answer to Dave it was suggested that "we might sell ..... and one of KXS/CSU. For clarification does this mean that you somehow consider KXS and CSU somewhat equivalent? I was surprised to see these two companies considered as one or other type positions and would appreciate a bit of an explanation.
Many thanks,
Brian
Read Answer Asked by Brian on November 21, 2019
Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave
Read Answer Asked by Dave on November 21, 2019
Q: CSU.CA hit a new high yesterday. About 2 weeks ago they reported 3Q results where they missed projections. After the results the stock was slightly weak and now hits a new high. I am not complaining since we own the stock (thanks to you) but I am puzzled that the stock hit a new high so soon after missing a quarter. Do you find the trading unusual or pretty normal?
Tax loss selling seems to be shaping up to be much more muted this year compared to last year. Maybe investors are just more optimistic and that is the reason for CSU recent stock action?
Thanks,
Jim
Read Answer Asked by James on November 19, 2019
Q: Hello 5I
My holdings include, with total portfolio weights::
ATD.B (4.65%); BYD.UN (5.65%); CP (3.65); CSU (3.50%); GSY (4.6%); WSP (4.20%); ZEM (4.5%)

I have concern about a possible recession and economic slow down, and I would like to structure the equities in my portfolio with a bit more of a conservative and defensive tilt.

I otherwise would want to keep these positions but do you see any of these 7 being less conservative and defensive? With my objective in mind, should any be reduced or eliminated?

thanks for your excellent service.
Read Answer Asked by Leonard on November 19, 2019
Q: I have half positions in these stocks,purchased at lower prices, thanks to 5i.In what order would you add to increase my positions today?
Read Answer Asked by Allen on November 14, 2019
Q: We have been warned that this could happen. Still, I am sure that many of us are concerned on the “three black crows “ and the “triple breakdown” that we are seeing . CSU has plummeted $100.00 / sh this week .

Even for those of us that trim , this has been a big hit. Based on your experience , should we expect the price to continue its descent , or should we be expecting some re-tracement at this point.
THANKS
Read Answer Asked by Thomas on November 08, 2019
Q: Hi
I have done well with Constellation software, having trimmed it a few time back to 5% of my portfolio.
It is now at 5% and I am wondering if the "easy money" has been made in this stock. I am considerably overweight in technology and considering selling half (2.5 %) of My CSU holding
and letting the remainder ride;
My other tech holdings are GOOG AAPL KXS LSPD SHOP

Thamks
Read Answer Asked by Leonard on November 07, 2019
Q: Hello Peter & team,

Have been away for a short while and am now happy to once again be a part of the 5i Family. My Question..

I have approx $20,000 to invest. It is a credit to your team how well the 5i Balanced Equity Portfolio has performed. I will not be ashamed to invest my funds via following your lead. In looking at the portfolio and with "Growth" in mind, are you able to advise which of the companies within the portfolio you would start new positions?

Thanks for all you do
Read Answer Asked by Gord on November 06, 2019
Q: For an angreswive investor, where would you put new money. Can you rank them in terms of how compelling they are at their current prices ?
Thanks
Read Answer Asked by Karim on November 06, 2019
Q: Recognizing the substantial market cap differences between the much larger csu and gib.a, vs the smaller otex and dsg , in what order would you rank the four in terms of the usual metrics used for tech growth companies . I currently hold gib.a and otex and am looking to either add to existing positions or add something new. If you have another growth company in this space , pleased to hear it and why.
Read Answer Asked by Colleen on November 05, 2019
Q: I have 5 grandchildren between the ages of 0 and 11. I'd like to buy 5 stocks in my TFSA to leave alone until they are adults. Of course, I will monitor the stocks the same as I do for my other stocks, but the idea is that I would not sell unless there is a big fundamental change, and consider them a small independent portfolio. As the children come of age, the idea would be to sell a little of each I'm thinking SHOP might be an option for one holding. Can you suggest 5 stocks that would be suitable?
Read Answer Asked by Kim on October 28, 2019
Q: 1. The Globe just published a list of Canadian companies CEO salaries and bonuses. Sorry for the odd question but I am find it very hard to understand how the CEO of Barrick deserves a salary of $3.2M and a bonus of $12.6M. I am hoping that you could help me understand a bit.
2. How does the CEO of CSU make money with a Salary and bonus of zero? Stock?
Read Answer Asked by Danny-boy on October 28, 2019
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