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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: In a TFSA, with a focus on growth and a timeline that can be 3 years or more. I am fine with high beta and the fact that these are all at, or close to, their 52-week highs.
I have enough cash for a new, full position in just two of these stocks. The only tech I own is LSPD, hence SHOP is not in my list of 5 potentials here.
Based on fundamentals (EPS, P/E, P/B, & ROE), GSY ranks 1st or 2nd on every metric. Which would you like for a second choice that compliments GSY?
Thx.
Read Answer Asked by Robert on October 26, 2020
Q: In the technology sector with the increase in prices of each holding I have gone overweight. I have previously reduced weighting. Have taken profits in each of the above. Could you suggest from first to last which you would be more app to sell either all , some or none
DSG up 25%, KXS up 16%, LSPB up 38%,REAL up 15% , SHOP up 7 %
I’ve been rebalancing my portfolio as per tracking and analysis. Last piece of the puzzle.
Thanks again for your excellent service. For DIY it’s excellent esp. q&a
Read Answer Asked by Roy on September 30, 2020
Q: Please rank these stocks. Are they at a level that they could be bought today. For your highest ranked stock, why do you rank it higher than the others
Read Answer Asked by David on September 11, 2020
Q: I am a bit overweight on pipelines and think I should sell some Enbridge or Pembina and beef up a couple of my smaller tech holdings since we are a bit underweight on that right now. I already own enough CSU, KXS and OTEX but only partial positions of Enghouse and Descartes. We have bought and sold SHOP several times over the past year, making some good money so have treated it more like a trading stock and don't currently own it. Would you agree with buying more Enghouse and Descartes for the long term at this time or would you recommend something else?
Read Answer Asked by Maria on August 26, 2020
Q: Hi Guys,

I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?

thanks
Jim
Read Answer Asked by jim on August 13, 2020
Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?
Read Answer Asked by Stephen on July 27, 2020
Q: I have cash to deploy in my corporate non-registered account for 2 names now and 2 more in about 4-5 months. Looking at the above 4 names. I already am well diversified in this account so any 2 is fine. I do hold some KXS & CSU in my RSP account (thank your team for that, well up). I am not worried about the over lap as it would not push me too heavy as far as diversification with any of these two within all my accounts. What would you order of preference for a 5 max look ahead when I would be ready to reduce risk?
Read Answer Asked by Scott on July 17, 2020
Q: Hi Team
I have a corporate non-registered account I have started 4 months ago with a time frame of 5 years. Not worried about risk / sector (fairly diversified already) even though it is a corporate account (I keep enough cash in the account if needed so would not have to withdrawal). Looking to add 2 of the above stocks now. I will be adding every 4 - 6 months or so moving forward so I could add the others later. Do you have an order of preference.
Read Answer Asked by Scott on July 17, 2020
Q: Hello, I have a small position in above 4 companies and would like to accumulate to ~ 5% on a market pull back. DSG, ENGH, KXS, OTEX
In terms of : PEG and P/E ratios, management, earnings growth , revenue going forward: say from 2019 to 2021E, and in the current work from home, e-commerce, cloud infrastructure, which one(s) offers the best return?
Also, could you comment on what these companies do? who do they help? small or large enterprises?
Thanks for all your help.
Carlo
Read Answer Asked by Carlo on July 14, 2020
Q: Hi Team. I am so happy that i joined your team 2 years ago i stopped buying those foolish marijuana stocks. After i joined your team i am getting some of my earned money back down 11% in my overall tfsa account.
I hold as tech stocks in my account Lspd, Real, Msft i would like to add a small portion of another tech company. For a 2 year hold which one would you recommend for growth to me between DSG and ENGH. Or would you reccmend another tech stock for good qrowth. Thanks for all the help guy's .
Read Answer Asked by wilson on July 08, 2020
Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,
Read Answer Asked by Harry on July 07, 2020
Q: Hi guys!

I’m here holding knight at an average cost of $7.20. It hasn’t done much and from reading your responses on their earnings, you seem less than impressed. I’m pissed at myself because I went value instead of growth (at least I hold constellation). I’m wondering with all else being equal (taxes, asset allocation, etc.) would you simply sell knight and jump onto the fast moving momentum Canadian tech names or would you stick with knight?

Read Answer Asked by James on July 07, 2020
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