skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter and Crew
Thank you for your excellent work. We have PHO, PNG and GSI. Thinking of adding CTS to this mix. (this is our small cap fund) Love the growth in CTS and we can hold for five years. What do you think of the choice or any other ideas that may be better.
PS
Thanks for Shop:) wow!!
cheers
Ken and Cindy
Read Answer Asked by cindy on February 06, 2020
Q: Hi 5i team,

There hasn’t been a question on DOCU in many months. I know it is expensive on many metrics but that is the same with many tech stocks. Even in the past two weeks, with the market turmoil over the coronavirus, I have noticed that DOCU keeps making new highs. As you know, DOCU’s core product is the ability to sign all business, legal and real estate documents electronically. There is no need to meet with another human being, be in the same room with them and breathe their air. We can all just live in a bubble. I know I am going over the top here, but what are your current thoughts on DOCU? I have not seen any recent news. It is also one I follow for its takeover prospects by a big tech company.

Thanks again.
Dave
Read Answer Asked by Dave on February 03, 2020
Q: Hello 5i, notwithstanding the tragedy of the coronavirus, I would like to start taking full positions in 2-3 stocks that could benefit from a recovery. What are your thoughts on the DSG, OTEX, MSFT, KL? any other suggestions? Also, when is it a good time to start accumulating?
Thanks
Carlo
Read Answer Asked by Carlo on February 03, 2020
Q: Guys...I have some room in my portfolio for a few high risk, high reward stocks. Can you give me one or two from Canada and the U.S. that you like currently...this is long term money...doesn't have to be on your model portfolios either...thx
Read Answer Asked by dan on January 28, 2020
Q: I'm having trouble with the high valuations of some of today's star stocks. On top of that, and as illogical as it is, I have trouble investing in the these stocks after they have run so far. What 2 or 3 stocks are you guys watching at this time that are at beginning stages but have the potential to turn into stars like shopify
Thx
Read Answer Asked by Todd on January 27, 2020
Q: Hello 5i team,
I read that Artiza's director sold last week 1.9 million $ worth of stock. As well as two other executives exercised their options and sold.
Would you read anything negative ?
Between GOOS and ATZ, which one would you prefer for a long term holding I need more consumer discretionary in my portfolio. (I am 60 and will not require to access any funds).

Regards,
Elaine
Read Answer Asked by Elaine on January 27, 2020
Q: Hi,
What are your thoughts on the score going forward. They missed on earnings and also announced a partnership with the NBA. We have a very small starter position that has already doubled. What is your outlook going forward? Quality of management? I am debating purchasing more shares after today’s pull back.
Thanks,
Kerri
Read Answer Asked by KERRI on January 24, 2020
Q: I am looking for a stock for my TFSA and am thinking about either Nutrien or Thompson Reuters. I am retired and not likely to need this money for many years, if ever.

Ntr has a pretty ugly chart with lower lows and lower highs for the last year, but a pretty good dividend. It might appear to be bottoming at around $60. They also seem to be rather wedded to their old production technologies and are not putting much into R&D (unlike some competitors), which causes me some concern, though it is perhaps offset by tremendous change taking place on their retail side .

TRI seems to only go up, but has only half the yield. They've certainly made a lot of changes in the last couple of years.

Recognizing that they are very different businesses, which would you prefer to own and why?
Read Answer Asked by Dave on January 23, 2020