Investment Q&A

Q: Can I get your opinion on RBLX at the current price. My 11 year old son would like to buy a few shares in my account. Can you also recommend 2-3 tech stocks under 50 bucks that may be a better investment.

Thank you!

Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

thanks
Paul L

Q: You have replaced OTEX with NVEI. I currently own LSPD so would it be better to buy TOI instead of NVEI or would you suggest a different stock?

Thanks

Q: If the fear of higher interest rates was causing the share prices of tech companies to fall, why would share prices rise today (April 13) with the announcement of a 0.5% rate increase?
Puzzled...Steve

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.

Q: Hi 5i,
I read your market update with interest. You guys tend to be adders and trimmers as I am. You made a lot of incremental adds to various positions. I was surprised by the complete exit from OTEX at 4%. I believe you said on a number of times that one should not sell a good company unless there has been a fundamental change in the company, management or outlook. I do not see any fundamental change with OTEX. You said the stock has been a laggard. One always has some laggards in a portfolio. A steady eddy name can actually help you in these markets. Removing a 4% position seems out of sync with your style.
Thanks again.

P.S. Peter, great session with TD yesterday, even though I am not really a small cap guy.

Q: Hello Peter and team,
Is NVDA a buy under $280 per share and what is its current PE ratio? I was thinking of buying open text but this company does not seem to get a lot of positive attention (stock hardly moves) in risk on or risk off markets. Do you the current price at $53 is good entry point? Thanks very much.

Q: Greetings:

These three companies have not fared well over the past 12 months and I wonder about company specific issues? If I I look at other companies in the same sectors AW.UN for instance it has done pretty well compared to Restaurant Brands over the same period, and CGI hasn’t performed nearly as poorly as Open Text as another example. Do you see any changes in fundamentals for these three that concern you going forward?

Thanks,

Q: 2 Questions related to Canadian stocks paying dividends in USD:
(1) I want more US cash and plan to have Questrade journal over the above CA stocks to the US equivalent in a TFSA. Is there any special considerations here when doing this? Best to do this on a day when the Canadian dollar is stronger?
(2) In a margin account, Questrade journaled over AQN:CA to AQN:US on February 3/22. I have held AQN:CA for more than 1 year and sold all of AQN:US today at a small loss. Will CRA see the later loss as a superficial loss, because the US listed stock was held for less than 30 days? Thanks!

Q: I would like more USD for travelling to the US. I hold all of the above stocks at Questrade, in both registered and unregistered accts. I asked Questrade to please pay the dividend directly in USD (as paid by the companies), but they said "We would have to journal your positions over to the USD equivalent in order to receive the dividends in USD." Should I journal over the CAN shares to the US equivalent; eg AQN.TO to AQN.US? It would involve a very large amount of money, could I expect a better USD exchange rate with greater volume or would they simply use the day's spot rate?

Q: I am surprised to see OTEX selling off after the Q release. Can you comment on reasons, and does this change how you would rate it?

Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal

Q: I own half positions or less in the above stocks and would like to move to 3 or 4 fuller positions from amongst this group. My focus is short to medium term (1-3 yrs) total return with a reasonable risk/reward outlook.
What would be your choices to concentrate this group.
Thanks, Hugh

Q: These two dividend companies have been laggards in my portfolio. How do you feel about these two companies moving forward in 2022? could you recommend replacements if not favorable.

thanks Dave

Q: Conventional wisdom seems to be that growth stocks, esp. pricey hi-tech names, are being hit due to fears of interest rate increases. But some of these names don't seem to be directly vulnerable, with low/no debt, strong balance sheets to fund growth without borrowing, and products that wouldn't be especially vulnerable to rate increases for consumers (e.g. retail like shop or lspd). So what am I missing? Could you suggest 2 or 3 growth names that should be relatively safe, or at least bounce back quickly?

Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)

What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.

Q: Good morning, I have 32 positions spread between the two TFSA's that I manage. I'd like to get that down to 25. The above are holdings that have fallen to less than half positions and I'm wondering if you could suggest 6 or 7 for removal. Also are there any that you would add to in order to bring them up to half positions. Secondly, without knowing my weightings, do you have a suggested sector or two for this years TFSA contribution?

Q: I would like to add to my TECHNOLOGY sector. I own Apple/ AAPL
, Microsoft Corp / MSFT, Open text/OTEX
, and EVOLVE CYBER SECURITY INDEX ETF UNIT/CYRB for a total of 13%. Would Costar group CSGP be a good addition for both diversification and as a growth stock.

Q: Please list around 5 TECH stocks that you like in US or CAD that are not 'expensive' when compared to the high fliers with little to no earnings. Please exclude the FB, GOOG, APPL, AMZN, NVDA and MSFT.
Thank you.

Q: Morning 5i Team,

I currently hold a full position in OTEX and am thinking of switching to either GIB or ENGH.

I would like to get your thoughts on this and which one of GIB and ENGH would be your choice if I indeed decided to switch. Or are there others options (regardless of sectors) that would be your choice.
Cheers,
H