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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: I own OTEX and not DSG or KXS. I follow a blend of the income and balanced portfolio but bought OTEX instead of KXS as I don't like to buy companies that don't have a dividend. Thus why I don't currently own DSG or KXS. My question is should I sell my OTEX and replace it with DSG or KXS. I've owned OTEX for a few years so up about 25% ( excluding the div) even with the current pullback. I can see the change in the growth portfolio but don't see a strong reason to sell it to buy DSG or KXS in a balanced/income view unless you feel strongly otherwise.
Read Answer Asked by Tom on April 04, 2022
Q: hi. can I get your opinion on these 3 growth stocks. and could rank them in regards which you would consider the best buy for a tfsa. also, do you think all 3 would fit well into a tfsa, and if you have any other names to add, feel free, always appreciate the expert advice, cheers, chris
Read Answer Asked by chris on March 31, 2022
Q: HI,

Do you think its time to get back to tech stocks? I already own CSU. If so, can u rank the CDN teck stocks (CTS, DSG, XIT, ZQQ, KXS, LSPD, Shop) based on reliable growth and manageable volatility? if you have better ideas please include them.
Read Answer Asked by Graeme on March 30, 2022
Q: I'm thinking of increasing the tech exposure (presently 15%) to the 29 stocks I own in my portfolio. Presently my tech exposure is CSU, DSG and KXS. I find ADBE interesting. Would you invest more in the 3 stocks I already own or initiate a postion in ADBE?
Read Answer Asked by MATHEW on March 21, 2022
Q: Hi 5i: I am considering getting back into some Canadian tech stocks. I would be pleased if you would provide me with your three best picks. A combination of cash on the balance sheet and moderate growth would be the criteria. I am a long term investor. Thank you always for providing great insights on investment decisions.

Docsinc
Read Answer Asked by Tom on March 16, 2022
Q: Dear 5i Team,

If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?

Thank you for your advice as always,

Much appreciated.
Read Answer Asked by Alka on March 11, 2022
Q: Hi 5i team
I'm looking to add 1 stock to my TFSA. I'm considering Kinaxis or Descarte. Which would you add. Also curious as a good price entry point for both.
I am also considering adding Booking Holdings to my RRSP. What are your thoughts and also would appreciate a good price entry point.

Thanks Peter,Ryan and team for your valuable guidance.
Read Answer Asked by Gilles on March 07, 2022
Q: Can you please provide the names of some Canadian blue chips with the best balance sheets regardless of sector?
Read Answer Asked by James on March 03, 2022
Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?
Read Answer Asked by David on February 28, 2022
Q: The above companies are all down considerably in the last few months. Do you see any of them continuing on a downward trend such that it is best to sell now, and take the loss, and invest in something more stable? Or do you foresee any of these companies rebounding from their lows such that they are currently great buy low candidates? If so which one(s)?
Read Answer Asked by David on February 22, 2022
Q: Greetings 5i team,
I hold WELL and DSG in my TFSA to the tune of about 1.5% each of my overall portfolio. I am considering selling one or both and concentrating on one of three companies: WELL, DSG or GSY. If we were to ignore company size, sector, diversification and strictly look at 5 yr growth potential, would you 1. Hold one or two of these names and 2. In which order do you think has / have the most potential?
I am not averse to holdings of < 3% if I might add to them in the future.
Thank you as always.
SP
Read Answer Asked by Steve on February 09, 2022
Q: When looking at all my accounts, I am slightly overweight in DSG but I also own TOI and TIXT. Long term investment, would you reduce exposure to DSG to increase TOI and TIXT. Which one do you prefer and why? Selling a portion DSG would not trigger a capital gain since in TFSA and RRSP. Thank you.
Read Answer Asked by Pierre on February 08, 2022
Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).

Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.

Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.
Read Answer Asked by Peter on February 07, 2022
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