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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 Peter and Team
LSPD reports a Loss that "missed" and jumps 12% today.
I have a full position in a well balanced RRIF as well as a full position of CSU (no Kinaxis or Eng). I plan to enjoy this bump and continue to hold. Would you consider trimming either and starting positions in other tech companies ?
Thanks for your guidance!
Peter
Read Answer Asked by Linda on November 06, 2020
Q: I recall 5i stating in 2020 that DSG, KXS and PHO, all have no debt and significant cash reserves. Can you recommend 3 other good Canadian and 3 American growth stocks in a similar position.
Thanks you.
Read Answer Asked by Grant on November 05, 2020
Q: Hi 5i team,
A number of companies show up regularly on your favourite lists, which seems to be a popular feature with your subscribers. I have held SPLK in the past. It has been well over a year since any question on it. A lot of analysts are quite positive on SPLK in the big data and cybersecurity space and it doesn’t seem crazy expensive for a tech stock. Obviously, all can’t make the top tier lists. I am curious on your view on SPLK and what keeps it from making the cut.
Thanks again for the insight.
Dave
Read Answer Asked by Dave on November 05, 2020
Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.

With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.

Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
Read Answer Asked by Eugene on November 02, 2020