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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 all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan
Read Answer Asked by Daniel on August 09, 2018
Q: Hi 5i Team

I am starting a portfolio for my 20 year daughter and am looking for a suggestion for her first stock. She will not be needing the money for many years so it is a long term hold for her TSFA. I am open to Canadian and foreign stocks. What would you suggest?

Thanks

RB
Read Answer Asked by Rino on August 07, 2018
Q: I own Constellation's debentures,with the drop in stock price do you think it would be a good idea to fill out my position with the shares.

I own Capstone Infrastructure preferred shares,and have done quite well owning them. Do you have any concerns about this preferred going forward?
Read Answer Asked by Randy on August 07, 2018
Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks
Read Answer Asked by Francisco on August 07, 2018
Q: Which is the better buy to put fresh new money? if not these 3, what would be your best buy pick right now in tech (Can/US/China)?
Read Answer Asked by Jeff on August 03, 2018
Q: While FB was plummeting I sold my shares and locked in some gains. I used the money to buy shares in Constellation Software. I believe CSU will recover faster and keep growing. I feel that with the news of a slower growing user base and users being on FB for less time, it will take the market a long time to regain it's confidence in the company. Do you agree. Or should I just get back in at this lower price?
Read Answer Asked by Grant on August 03, 2018
Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin
Read Answer Asked by Fooklin on July 31, 2018
Q: Got a bit of cash to add a new position to my RRSP. Which one of these names do you think has the most growth potential over the next few years? Feel free to suggest other names as well (prefer Canadian) - I currently own TSGI, KXS, and MAXR in this account. Thx.
Read Answer Asked by David on July 30, 2018
Q: I was trying to find a question about this but without success. This is such an expensive stock and I know you like and it has done well. I wonder why they would not do a split to make the stock more affordable? I notice also that you do not have it any of your sample portfolios - is this why?
Thank you
Read Answer Asked by Margaret on July 30, 2018
Q: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.
Read Answer Asked by Maureen on July 20, 2018
Q: Hi Peter, Ryan, and Team,

I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.

She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.
Read Answer Asked by Jerry on July 18, 2018
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