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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 have XBC in my TFSA with a 50% loss. As you mentioned before, it probably will take about a year for the company to prove itself. There won’t be much upside for this stock in the near future. In order to put the money to better use, I’m going to sell XBC now and use the proceeds to purchase another company hopefully at the cusp of positive move. I’m thinking of ATA / EGLX / MCR from the Growth Portfolio. I’m looking for high revenue growth and strong cash flow. Which of these do you think have the most upside potential in the next 12 months and why or would you suggest another name? Thanks.
Read Answer Asked by Willie on April 13, 2021
Q: I'm looking at the rebound in these tech and consumer discretionary stocks and wondering whether you have a preference for some of these companies over others. Could you please rank your favourites based on risk/reward to buy now, and would you recommend trading any to exchange for others? I have holdings in most.

Thanks for your thoughtful review.
Read Answer Asked by Peter on April 13, 2021
Q: Does CSU maintain an economic interest in Topicus? Based on my review of the final long form prospectus for Topicus and insider reporting it looks like CSU holds voting control and a significant number of pref shares in Topicus. What I'm trying to confirm is whether I need to buy Topicus to obtain exposure to its growth or whether as a CSU holder I will already have some exposure.
Read Answer Asked by Patrick on April 09, 2021
Q: Hello to all of you

MDF Commerce announced another bought deal on February 23 at 14.50 per share, the deal is now closed, what do you think about it?

I have had a fairly large position in this company for the past 5 years and am in a slight loss right now, I am wondering if I should continue to be patient with it, I saw in other questions and answers that you didn't like this company that much. I am a new trial member and I have to say I really like what I find with you.

Thank you very much.

Forgive me if my English is poor.

Carl from Québec
Read Answer Asked by Charles on April 09, 2021
Q: Hello,

I sold my shares in Alphabet a few months back (which I now regret!) and have some U.S. cash sitting in my RRSP account. I have purchased SBUX and MSFT but want to add some U.S. holdings. I am near retirement, however have a DB pension plan so I can tolerate average to above average risk. I would appreciate your suggestions.

Thank you!
Read Answer Asked by Sue on April 09, 2021
Q: Can you please give me your thoughts on what stocks or ETF's you like in the semiconductor space? Thanks
Read Answer Asked by Brian on April 09, 2021
Q: I have held CVS for approx. 6 months and virtually it is flat. There have been many recommendations from the street however I have 22,000.00 which seems to be dead money. Should I sell and buy some tech stock like Oracle or Taiwan semiconductor. Do you have a suggestion other than these 2?
Cheers, Doug
Read Answer Asked by Doug on April 08, 2021
Q: I hold below 13 technology stocks - it is about 30% of my portfolio. My target is to reduce it to 20% If I need to sell or reduce which one would you recommend to sell and in what order. Are all 13 stocks consider as technology.

Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.

Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)

ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.

Thanks for the great service.
Read Answer Asked by Hector on April 07, 2021
Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.

Thanks, Jim



Read Answer Asked by Jim on April 06, 2021
Q: A little while back, I saw some info on CTS and thought to start a position; I purchased about 0.5% weight of my equity portfolio., and I was thinking of adding. I currently have CSU at about 3.75% weight. I have no TOI, which. has been favourably mentioned here. Some time ago I realized I was overdiversifies and had too many holdings; I have been reducing the overall number of positions held; it is no longer as big a problem but still could do with some more reduction over time. With all that in mind:
1. Do you see CSU and TOI as one position, or are they sufficiently different to count as 2?
2. If you were me, would you simply sell CTS and add to CSU?
3. Sell CTS & some CSU and add TOI?
4. Sell some CSU and add to CTS?
5. Sell a bit more CSU and add to CTS and buy some TOI?
thanks for your excellent service.
Read Answer Asked by Leonard on April 05, 2021
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