Investment Q&A

Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.

Q: Hi,

What are the top 3-5 Canadian tech companies that you think still undervalued, have potential to recover their heights and to grow beyond that?

Q: What did you think of their AGM? I love hearing what Mr. Leonard and gang have to say. Did you catch the part where Mr. Leonard talked about rewarding long term shareholders if they decide to commit long term - what do you think this means?
What would you think is a great price to pick up shares of CSU? I should have bought more when it was down around $1100.
PS - if you have a link to a transcript of the AGM can you post it? Thanks

Q: Please comment on Constellation's Q1 in general and EPS (seems to be a big miss) in particular

Thanks

Q: Comments please on the latest earnings of Constellation and Roku.
Thank you

Q: Thoughts on the quarter please. Thx

Q: Hi, When does CSU declare results and what are the expectations? Thank you. Shyam

Q: If the CAD tanks against the USD, what are 5 or so Canadian companies that are best placed to survive and thrive, ie CAD inputs and USD revenues?

Q: At today's prices, what Canadian stocks look most attractive to you for a long-term hold?

Q: Good Morning
What companies do you recommend and see being active in this environment on acquisitions. Or do you forecast a slow down on acquiring because of all the uncertainty.

Thank you

Q: I own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%

SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?

Thanks!

Q: Hi Peter and Staff

I realize P/E doesn’t seem to matter in growth tech companies - However I cant help but wonder how CSU and SHOP stock up in terms of P/E and Cash Flow from earnings per share both on a trailing 12 months basis and a future 12 months basis

I can’t help but wonder how SHOP can be same market cap as TD bank in terms of distributable cash flow per share regardless of whether they actually chose to do it

Also will your answer take into account the many stock options that employees have and must be surely to exercise

Thanks for all you do
Dennis

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

Q: Hi- CSU or ENGH to start a position today for 5+ year hold

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 % ?

Q: Hello 5i team,
I greatly enjoyed your report on Covid 19 and investment themes. I have a pretty good idea as to 10 to 20 names of stocks that could fit into those themes.
Could you name just 10; I'd be curious to see how close I am.
Thanks,
Antoine

Q: When does CSU report and what are its expected earnings for the quarter?

Thanks for all your help, Bryan

Q: Hi- why has CSU rebounded "not as strongly" as other tech stocks?

I am a young invesstor with a long term time horizon. Would you take a position in CSU here? I have LSPD as well. Thanks.

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.

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?