Investment Q&A

Q: How would you proportion a long term investment of $20,000. Among the above 3

Q: Hi,
I need to increase my Technology Sector. I started with full positions in CSU, which has doubled, and KXS (which is flat), and a half position in Open Text.

What would you do hear to increase my sector holding by 50%?

Thanks,
Robert

Q: After a good run from $71.45 on May 8 to $84.57(6/19),it then took a dip to $79.09(6/26-down $2.74).Any reasons? Is it timely to start a position here,& what %? Txs for u usual great services & views

Q: If you were to chose between kxs and lspd which would you recommend and why? Thanx.

Q: I need to increase my tech sector. I have CSU. Which of the the above would you favour, and why? Thank you.

Q: Looking to add to my Technology sector in my TFSA. Currently have CGI which is doing pretty good. Can you suggest some other names - US and CDN - that I can look at to compliment CGI.
Thanks

Q: Hi Peter, Great to be back on this platform after a number of years. Thank you for the great work you and team are doing. Apart from LSPD, what other 2 to 3 companies do you think have little or no debt and have a great growth profile like LSPD or even better? Thank you,

Q: Have the above stocks in a TFSA. Would like to add 3 stock to the collections. Suggestions or should I just add to the exiting stocks. Long term hold 5 years plus. Thanks

Q: Of these three which in your opinion will be best for growth and return in the short and immediate future? Thank you.

Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard

Q: Hi the great 5i team, it seems that meeting estimates move stock prices up or down after quarterly report. Are there stocks in your portfolios that beat estimates 3 or more out of 4 times ?

Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.

Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).

Q: KXS over the last 2 days has fallen 10% after hitting a recent high of 82. Do you think it can get back into the 80's by the next quarter? Thanks again, Dennis

Q: Hi Peter, Ryan, and Team,

In our combined portfolio (RRIF, RRSP, TFSAs, and non-registered account), we are underweight in Information Technology. 5i's latest recommendation for this sector's weighting is 15%, but we are at 13.4%.

We hold these stocks/ETF followed by their weighting:
CSU: 5.67%
ENGH: 2.38%
KXS: 1.09%
OTEX: 2.50%
SYZ: 0.92%
XIT: 0.91% (We use it to park cash as it's a commission-free ETF for us)

My wife has a preference for holding dividend payers (even a small dividend) in her RRSP. In her RRSP, she holds a 1.51 % position in CSU, and the full 2.38% of ENGH. In order to increase the IT weighting to 15%, she needs to invest $19,500. There is sufficient cash in her RRSP for this purchase. What course of action would you suggest? Should she top up her position in ENGH? Or should she start a new position in ET or OTEX?

Please deduct sufficient credits for this rather convoluted question. Your guidance is very valuable to us.

Q: ENB had decent results,but market response was muted.Any reason? & is this a good time to start a position? KXS missed on eps,but beat on many metrics.Initially it jumped to $82.14 then closed much lower @ $74.62. Any reason? Is it ok to start a position here?

Q: Could I have your views on Q1 and the company's revised forecasts? At a glance, the growth in revenue, gross profit, EBITDA and EPS is strong, but EPS of .26 is under consensus (per TD) of .30. Do you have other values from Bloomberg? Answer after the conference call if you are planning to join. Thank-you.

Q: Please comment on earnings. Thank you.

Q: Hi Peter
I'v god skier when CITRON published bad news about Shopify on 4th.April and I have sold all my SHOP same day. It was bad decision & I regret it. Now I have 130K to invest and I'm thinking to invest in all above stocks. All of the stocks accept for SIS & KXS are on their top and this skiers mi. Which one would you go as a first to invest and which one would you wait for better opportunity.
Andrew

Q: Hi team, I have these companies in my TSFA. Can you rank these stocks based on highest potential gains (catalysts) in the next 12-24 months? They are equal weight and I will need to liquidate 50% of them within the next year or so. I know short term predictions are difficult but best guestimates are appreciated