Investment Q&A

Q: My very first question:

What are your top three picks for Canadian technology companies?
Based on the current acquisition by CGI, is that included in the current stock price?

Thank you so much for your information
Julia

Q: Hi 5i, please comment on my international div. group for global income or your own top 5 picks, thanks.

Q: Hi 5i, As a mid 70's couple our portfolio must be changed to be more div. focused to match our monthly RRIF's. The noted positions and portfolio weight are all under 2% yld. Please suggest some or all to be sold or reduced, in what order, while still having some growth intact.
Thanks.
ATD.B 6.5,IYT 3.7,DIS 2,INCO 1.4,L .8,GUD .8,PHO .6,COV.5,TSGI.3,ZUH5.4,VUN 4.7,VXC 4.6,VGG 1.1,XHC .9

Q: Hello, 5i's sector classification for NFI is Industrials. However, when I look at either the TSX classification or the Company profile (5i Research) or Yahoo Finance, etc., all of these put NFI as Consumer Cyclical. I understand it could be difficult to classify, in that case would you advise to defer to the TSX classification? Thanks, Gervais

Q: your thoughts please on selling PBH and buying QSR. Thanks.

Q: Your thoughts on their latest 1/4 and whether you think it's a buy/sell/or hold for 2-3 years?
Thanks

Q: I have very little in the health care industry, I only own GUD at 1.5% of my portfolio. I am thinking of selling GUD and buying ZUH at say 2.5% of my portfolio. Your thoughts please. Or would you suggest some other health ETF?

Q: I'm looking for options for a high revenue growth rate companies in the U.S. exchanges for industrials/services sector.

Q: Acronyms and anything else that is not clear, a quick search of Google usually solves the wondering. I am amazed at how much I don't know about the business of the market and navigating it. A useful site for other newbies is
https://www.stocktrader.com/free-education/
Thanks 5I and other helpful people.
Peter

Q: In a recent answer regarding lightspeed you said -
Of note, SHOP had a big drop when its lock-up period from its IPO expired and more shares were available to sell.
Do you know the date the lock-up period expires.
.?

Q: I am a holder of Evertz. Just released a record Q , net earnings earning up 50% and they purchased a small tech company. Do you see the share price climbing or will investors need to see more? Also in context of current valuation.

Q: I completely understand your support for Johnathan Goodman at Knight as his history is beyond impressive. However, I think Mr. Jakobsohn's proposal asks some significant questions that, as a shareholder, I would like to hear answers for. It does make me uncomfortable that his family company got involved in four deals and he will benefit more than if he had Knight involved. That seems like a legitimate concern as is the puny revenues generated in four years since Knight's launch. Conversely, Knight provided Medisen the opportunity to thrive and succeed and it is not the first time I have seen beneficiaries conveniently forget who helped them become successful once they have achieved momentum and no longer need their benefactor.
Ultimately, I do hope this exercise will help Goodman see some valid points in Jakobsohn's presentation and diversify his board and spend some cash. The articles that have appeared about Goodman detail his bargaining savvy but who would want to deal with him when it is public knowledge he has a desire to buy for nothing... I wish he would forget about his famous "grandchildren" analogy and show the investors who have supported his financings and bought the stock at $10 plus that he can still discover companies with potential and make mutually beneficial deals so Knight can thrive and grow.
I doubt Jakobsohn's proposal will go anywhere but perhaps it will reinforce to Goodman that his approach could be a little more "in the present" to his many investors/supporters.
I have a bad case of FOMO when it comes to Knight. If I liquidate part or all of my shares, I stress about Goodman making a blockbuster deal the next day!!
Would you agree with anything I have said and please provide an opinion on any value in the dissenting proposal.

Thanks.

Q: Time for tax loss selling? How much chance is there of this stock going higher in a month? Related to this is , at this point, is there any sense in tax loss selling right now, rather than holding until the end of they year, collect the dividend and then sell, if it is still down.
thanks

Q: Although securities are " held in segregation ", what specifically ensures that beneficial shareholders (non-registered ) are protected from a legal( registered) holder's liquidity issue ? My question relates to the possibility, not the probability of a liquidity issue . The question relates to large portfolios which are well beyond the scope of the CIPF protection . As an aside , I would note that , contrary to conventional wisdom , Canadian banks , although much stronger than many others around the world, are not really " well capitalized " . They meet and exceed very weak regulatory standards and regularly pass related stress tests . Over leveraging produces very good returns on too little capital . An informed analysis of all of our major banks balance sheets should raise the issue of possible risk associated with weak regulatory standards regarding capitalization .

Q: Hi, 60 year old investor. Wanted to get your thoughts on a portfolio consisting of about 11% each of zlb, xiu, wxm, zqq, zsp, zlu and ~ 33% zag. Won’t need the money for about 5 years. Thanks, Mike

Q: Hi Team, how does this company look going forward, would it be worth adding in a RRSP. Thank-you in advance.
Sam

Q: Good Morning,
Can you please provide analysis on both companies. What is your outlook on both. CIBC analyst this morning said GWO is a buy vs. SLF (sell). Would you sell SLF and buy GWO? I would greatly appreciate your view.

Q: Are you aware of a mutual fund or ETF that's main focus is to screen for high roe stocks?
Thanks

Q: Peter and His Wonder Team
I know you do not follow USA companies. However they just reported there 4th quarter results and I wondered if you could just give me your opinion about there results.
Thanks!

Q: comments on the quarter please??