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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: Hi 5i team. I'm looking to distribute some of my mj profits. Do you still like sis. It's had a pretty good run lately. Are there other companies you like more. I still have mj investments so something a little safer but still with growth potential. I'm still 10yrs from retirement so time isn't that important. Thanks.
Read Answer Asked by Peter on December 21, 2017
Q: Does TOY make most of their sales during the Christmas period? I am doing well on TOY (thanks to 5i) and while I am a long-term investor, I am wondering if you might be able to prepare me as to what the stock might do post Christmas. Does the share price reflect TOY as a year-round entity or has it possibly been bid up by investors that are mainly betting on next quarter's results, after which they would dump the stock?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on December 21, 2017
Q: I currently have CSU, DSG, ENGH and ZQQ in my IT stocks. I want to add one more, thinking of KXS, PHO or SHOP. Can I have your thoughts on which to add. Thank you, Stephen
Read Answer Asked by stephen on December 20, 2017
Q: I have a portfolio modeled after your balanced portfolio with a few additions/ substitutions from the growth portfolio. My wife holds BIP.UN in a taxable account where it may be suitable to take profits this year rather than in the future. Would you sell and replace with either AVO or NFI at the current time? I guess I am asking if you expect more growth from AVO/NFI than BIP going forward. Thanks
Read Answer Asked by Paul on December 20, 2017
Q: Hello Santa

For my TFSA contribution in 2018 would you suggest KXS or SIS? I do hold a 5% position in SIS in my cash account but am not concerned about an overweighting if the better value, safety and prospects for SIS outweighs those of KXS.

Merry Christmas to all your staff and elves. I value your help.

Peter
Read Answer Asked by Peter on December 19, 2017
Q: As you likely recall, Owen Moore's Grey Island Systems was bought out by BSM (via WebTech Wireless) a few years ago. Moore stayed around for a while before leaving to found BeWhere, again in the same general field.

What are the chances of BSM repeating history and buying up BeWhere to further its growth?

P.S. - appreciate your service so much!
Read Answer Asked by Richard on December 19, 2017
Q: With a $150,000 balanced portfolio and about 25 positions, what would be the suggested starting weightings be for each of the KXS, GUD, SHOP and TOY positions?
Read Answer Asked by Tom on December 18, 2017
Q: Hi, i am trying to reduce the family's portfolios from 29 stocks to arround 20. I have Sienna and Chartwell. Both together represent 4% of the portfolios. If I was to keep one with a 5 to 10 year time horizon which one would you suggest. Also I do look at a mix of growth and dividend growth but i dont like hight debt, actually i prefer companies with no debt or very low debt. Thank you so much for this fantastic service.
Read Answer Asked by André on December 18, 2017