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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: I currently have a lump sum to invest at this time. I already have all the stocks in your Balanced Equity Portfolio and would like to slowly invest the lump sum (i.e. 10% per month). This is for a long term hold (> 5yrs). Which three stocks of the BE portfolio would you add to at this time and a brief reason why?
Read Answer Asked by Steven on April 29, 2022
Q: Hello 5I,
I recently bought $GSY on your recommendation as I thought it was a good fit for my portfolio. I then came across some comments it was a predatory lender.. I wondered is this accurate or just a disgruntled ex-employee or customer? I know they deal with less qualified borrowers and get paid more for that risk but is it not a necessary service that is policed by the government?
Thanks
Read Answer Asked by Tyler on April 25, 2022
Q: I have been following KUT for some time and am wondering if now is the time to pull the trigger and buy some for my small cap portfolio. Yesterday's results appear very good to me - EBIDTA up 55% and Revenues up 42% YOY (52% constant currency).....how do these results compare to expectations and any reason you can see for the weakness (albeit on very small volume) after the Q announcement?

Could you also comment on TCL.A's continued weakness and if it is worth holding in my income portfolio. The dividend is nice and I don't mind holding if its safe and there is a reasonable expectation that the stock will be higher in 3-5 years.

Thanks for the support and all the great insights over the years

Scott
Read Answer Asked by Scott on April 22, 2022
Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.

5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.

For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?

How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?

If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?

Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!
Read Answer Asked by Peter on April 22, 2022
Q: I own the above three stocks in my TFSA and I'm down considerably on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.
Read Answer Asked by K on April 22, 2022
Q: I bought the above stocks in my Margin account last year as a basket of small caps and I'm down on all so wondering at this point if you would bring any of them back to original weighting, sell or hold with a short reason why. Medium to high risk, long term growth investor.

Thanks in advance. Please deduct credits as you see fit.
Read Answer Asked by K on April 22, 2022
Q: Thank you for your great service I look at the questions almost every day. My question is about Shopify it looks to me that it has broken some support level. Could this mean the next level of support is back in the march lows of 2020? My technical analysis is not very good so please correct me if I’m wrong.
Read Answer Asked by Mark on April 22, 2022
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