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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: Hi, using your analytical tool, it's telling me I'm still somewhat light on my tech sector. I hold a full position in CSU (and have done very well), and have half positions in OTEX and KXS (up reasonably well) and a quarter position in LSPD (flat).

What would you add to to bring my overall sector weighting up? I"m a middle of the road investor.

Thanks,
Robert
Read Answer Asked by Robert on January 16, 2020
Q: Hi 5i team,
Looking to add 2 stocks (2-4% position) in my RRSP portfolio from the following (MG, KXS, CSU, GSY, WSP) for a holding period of 5-10 years, not too concerned about market volatility. Looking for quality company (good operator in his business, good balance sheet, etc…) with good growth potential.

What would be your top 2 picks from these and why ?

Thank you
Read Answer Asked by Luc on January 10, 2020
Q: BNN had a list of the top 10 stocks of the past decade. This include Constellation Software, Kirkland Lake Gold, Alimentation Couche-Tard, Interrent, Enghouse, Boyd Group, Dollarama, Cargojet, Air Canada and Auora Cannabis. Of this list of 10 names, please rank them(best to worst) from your view of their chances to make the list for the next decade. Thanks
Read Answer Asked by Dennis on January 03, 2020
Q: low debt- 4 -9 percent dividend that do the right thing for their share holders quality payout ratio ,growing dividend with moat qualities ,hve people in leadership that show qualities like Johnathon goodman, fromgud also Brookfield is opportunistic and buys real estate at good prices please give me your companies5-10 companies that come to mind for long holds.
Read Answer Asked by cliff on January 02, 2020
Q: I'm a bit confused. The Nasdaq is up. All the markets are generally up. Tech in the US is up. But ALL Canadian tech stocks are down, and in some cases down heavily. What would account for this?
Read Answer Asked by John on December 24, 2019
Q: Both of these companies are up significantly over the past year. Could you highlight what your rationale is for purchasing at these levels, and valuations. I am thinking of acquiring both, but want to understand more clearly.
Will there be a report update in near future for CSU?
Read Answer Asked by Steven on December 18, 2019
Q: Understanding that nothing is ever a sure thing given that risk exists, at what price does CSU become too compelling to not buy if you don't currently have a position. It seems to have broken it's upward trend line which concerns me and I'm wondering if you can confirm that technical assumption and then give an opinion on whether or not to disregard and buy anyway.

Thanks!
Read Answer Asked by Tim on December 10, 2019
Q: Hi, Besides profit taking, being a possibility after a nice run up, do you see any other reason for relentless selling seen in this great company for past 2/3 weeks. Now down to $1280 from the recent high of $1441. Even the valuation appears to have come to down a lot, to very reasonable level ? Thank You
Read Answer Asked by rajeev on December 10, 2019
Q: What stocks are your core holdings say Top 5 must haves Thanks
Read Answer Asked by Jo-Anne on December 09, 2019
Q: Hi,

I'm looking to start investing a lump sum over the next 12 months or so. What list of Canadian stocks would you recommend at current levels? Do you have 5-7 names that you find particularly attractive right now. Looking for a mix of growth and income with not too much risk.

Thanks,
Jason
Read Answer Asked by Jason on December 02, 2019
Q: BMO's Brian Belsky is predicting a bull market for the S&P500, with growth of 18.5% pa for the next 5 years!
Assuming he is right (big assumption) what are your favourite growth stocks (US or Canadian) for a 5 year hold?
Many Thanks
Read Answer Asked by John on November 27, 2019
Q: I am struggling with the fact that my entire portfolio is in stocks - although 50% bluechip. Can you recommend stocks that will ride out a recession nicely or other investment avenues?

Also, in terms of value or growth who do you like right now.
Read Answer Asked by kevin on November 27, 2019
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
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