Investment Q&A

Q: Which one do you think offers the best return over the next 5 years.?

Q: Over the years CSU has been building in my TFSA and UnReg account to the point where it is too large of a single holding. I am thinking of selling enough to buy two stocks and keep an equal amount of CSU. Thoughts are buy KXS and TOI. I would very much appreciate your suggestions/thoughts on this please. Open to US ideas as well. Thanks again.

Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!

Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.

Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?

Q: Hi Peter, Ryan, and Team,
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.

Q: I'd like a few stocks that I can hold in a Cdn RSP account that you think would do well, growth wise, in the next few years. I understand that risk will have to be taken. I'm eyeing KXS. Do you still think NVDA has room to grow?

Q: Hi 5i team,
With the current market volatility, I want to review my tech holdings and dispose of weaker ones. The review criteria are: 1. Profitable 2. Double digit revenue growth forecast 3. Healthy balance sheets. From the listed companies above, which do NOT meet these criteria? Many thanks.

Q: Same question as Maureen from the other day:

On a scale of 1-10, please rate the following stocks for both growth and risk over the next year (1 being low, 10 being high): ATZ, WELL, XBC, WSP, PHO, LSPD, KXS, CSU, BEP.UN. Many thanks.

Q: Hi 5i,

First of all, thanks for your advise to help me understand more for the US & Canadian stock markets. I have a feeling that the US market will end the over 10 years bull market soon and bear market will come in. Due to the issue of GME, BB, NOK, and AMC showing many "NEW" investors involve the US and Canadian market (because of the BB), specially the Reddit social media investor forums is not healthy. I guess the Canadian market may also affected, due to the BB issue. Just in case the bear market will come, what the above stocks need to be sold to play safe. I am thinking to sell KXS, LSPD, and NVEI, those stock prices may not be survival during the big drop in coming. Do you have the same feeling that the bear market will come? Can you please rank the above stocks able to survival during the bear market and please suggest to take off any just in case the worst worst things really happen.

Q: which company do you prefer for growth over the next 2 years and your reasons why. .either kxs or csu thanks Richard

Q: Hello, do you know how long it will take before Kinaxis goes to trial to address the current lawsuit? In the event of a worst case verdict for Kinaxis, could you estimate what would be the impact on the stock? If you had to invest in two cybersecurity companies for the long term (5 years), what would they be? Thank you, Gervais

Q: Want to add one Canadian tech stock to my TFSA portfolio for substantial (hopefully) growth and can manage high risk. Your other picks in my TFSA all doing v well. Many thanks. Lorraine

Q: In a $700000 plus portfolio, cash, TFSAS & RRIFs I own the following securities in the indicated percentages.
AQN-4.1%;BAM.A- 3.27: BEPC-2.08: BNS-3.69:
BYD-3.79: CAE-4.22: CAR.UN-3.6: EIF-4.13: ENB-3.1: GSY-4.73: KXS-2.6:LSPD-10.11: MG-3.36: PBH-3.37: SLF-2.5: T-3.79: TFII-2.94: THNK-1.55: VFV-3.67: VGG-7.94: WELL-4.14: WSP -4.28: CRWD -3.51: VEEV-4.47: Cash-5%.
Took profit and reduced positions in TFII and KXS. To deploy this cash, are there any undervalued securities that you would consider as an appropriate addition to this portfolio? I think that growth and value can be synonymous.
What are your thoughts on CRWD. Would you continue to hold it or look for better opportunities elsewhere. If so any suggestions would be appreciated.

Q: Looking at KXS again. Can you recommend an entry point please?

Q: First of all, thank you for your amazing work. Cannot express how helpful my 5i subscription has been. Life-changing in all honesty.

My positions in LSPD (17.3%) and GSY (12.7%) have gotten a little out of hand. I was fortunate to pick them up near their lows in April. I've already trimmed both a couple of times, but I am really struggling to sell more given the positive outlook 5i has of both for the future. I've seen similar questions asked about trimming and selling positions with phenomenal growth and seen your responses suggesting to trim positions to reasonable weightings. I thought I might have an easier time doing so if you suggested some positions to add to or some new ones viewed as favourably as LSPD and GSY.

I have the following companies in a TFSA and have included the weightings only of positions I think might warrant a second look. While I anticipate a comment about weightings needing to be personal what would YOU suggest as the highest weighting for LSPD and GSY? And, again, please suggest some positions to add to or new ones.

Feel free to take question credits as you see fit.

DOO (2.1%), ATZ (2%), AW.UN, BYD
ATD.B
BMO, BRK-B:US, GSY (12.7%)
WELL (4%), VEEV:US (1.3%)
CAE, DAL:US, AC (1%), XBC (3%)
LSPD (17.3%), KXS (7.6%), DSG (3%), CSU, PHO (1.1%), AMD:US, CRWD:US (2.4%), U:US (2.1%), NVDA:US (0.83%), TTD:US(1.2%)
ROKU:US (1.9%), TTWO:US (1.2%), PINS:US (1.5%)
AQN, BEP.UN
REAL

Thank you again

Q: Hi!

Any reason for the recent move upwards in Kinaxis? Up about $10 yesterday and another $5 today, but I can't find any news. Seems to be trading in a range from the last little while between $165 and $190.

Jason

Jason

Q: Hi, could you please provide a list of your highest conviction Canadian growth stocks. Any sector will do but the stocks you feel most certain will deliver good growth in most market environments. Not necessarily looking to blow the lights out, steady growth will do. Thanks.