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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 have a small position in my growth portfolio and am wondering about adding based on recent news. Reading prior questions you’ve urged caution due to the speculative nature of microcaps, in general, and lack of a track record, specifically, for EXRO (not to mention the BEV ‘bubble’ a few months back. In particular you needed to see third party validation, sales, cooling of the BEV boom, etc. Given the recent deal with Linamar, the cooling of the EV market and the announcement of conditional approval for a move to the TSX in July, has EXRO done enough to move it from ‘too speculative’ to ‘getting interesting’ for a growth investor looking at longterm holds. Your thoughts please.
Read Answer Asked by Warren on June 21, 2021
Q: Hi,
I read an article called “The World Relies on One Chip Maker in Taiwan, Leaving Everyone Vulnerable” that appeared on the WSJ.

Apart from TDM, NVDA & INTEL, are there any others names in the industry that you could share or recommend?

Thanks,
Read Answer Asked by ilie on June 21, 2021
Q: I have small holdings (1 1/2% to 2 1/2% of APTV (+24%)&TSLA(+12.6%) in my TFSA and DOCU(+18.6%), IDRV(+7.77%) & NVDA(+47.29%) in my cash ac over 7 month hold. Looking at adding some more USD and wondering if I should be adding to some of these or buying others. This would be a 3-5 year hold.
Take as many credits as you see fit.
PS: Thanks to you I am up 235% on shopify! Thanks for all you do.
Read Answer Asked by Bonnie on June 21, 2021
Q: I go to 5i questions every day except for yesterday the 16th due to the recommendation not to go on the site as it was being updated. Thursday, the 17th I noticed that Trade Desk in my online account was out 90%. I searched all over my online account short of making a phone call and waiting 2 hours on hold. I then search all over my online account and there was nothing pertaining to the problem. I then went to Bloomberg Markets and there was nothing there about it. About 7:00 p.m. tonight - I checked my online account and I am out 89.9% and searched back to the last purchase on October, 2020 of 6 shares purchased at $612.50 for a total of $3,684.99. I just contacted 5i at 8:00 p.m. which I am writing now and I noticed that recently someone had asked a question about Trade Desk. It would have been helpful to find information out sooner but it seemed none of my research provided it. I guess I will phone my online account tomorrow and see what they haven't picked up on this.
Read Answer Asked by Dennis on June 18, 2021
Q: I'm down on both of these (which I'm fine with), but wondering if you still see potential in them as the higher risk higher reward portion of my portfolio. If not, what would you suggest as replacements for a 3-5 yr outlook?
Read Answer Asked by Rick on June 16, 2021
Q: I am looking at what to do with cash in my TFSA once cash from PHO is available. (nice gain -thank you !)
Shown below are existing positions in my TFSA that are in negative or small positive territory. My portfolio has a good weighting in tech, so staying in that sector not necessary. Would appreciate your thoughts on which of these (if any) you would choose to add to and in what priority. As always, thank you .
QST ( -24%, currently 0.8 % of total portfolio)
XBC ( -32%, currently 2 % of total portfolio)
AT (0%, currently 1.25% of total portfolio)
EGLX (+4%, currently 1.45 % of total portfolio)
MRS (+4%, currently 0.3 % of total portfolio)
U (-25%, currently 1.4% of total portfolio)
Read Answer Asked by Alexandra on June 16, 2021
Q: What companies do you see having the most influence or ability to bring the Metaverse to reality? I have been reading a fair bit about this, some think it will be the next version of the internet in conjunction with AR & VR. Using your crystal ball do you have any suggested companies for a long term plays.
Read Answer Asked by Kolbi on June 15, 2021
Q: I am underweight in the technology sector with half positions in CSU, TOI and REAL. I have a well diversified balanced portfolio. Please recommend 2 or 3 CDN technology stocks with a good growth outlook, and rank your choices. I'd like a brief rationale for your number one choice.
Read Answer Asked by Robert on June 15, 2021
Q: Hello 5i, a report from RBC came out this morning with their ''need to have'' tech companies. Their Outperform ratings were on COUR, DBX, DCT, DOCU, JCOM, PEGA, TWLO and PEGA. Are you familiar with those companies and could you please mention your (2) favourites of the list and why? I own DOCU and TWLO already. If your preference is the same, it'll be a relief. If they aren't, I would open a new position since I have room for another one in terms of my allocation. Much appreciated, thank you.
Read Answer Asked by Michael on June 15, 2021
Q: Am considering selling my TFSA shares of DND and adding to the a small position of GSY and/or NVEI. Your thoughts on this or do you have another stock that might be added to my 2 choices.
I’m not too sure on their logic in going private, was it a way of testing the market to see if other companies were interested?
Thanks to 5i in keeping me on track and giving your great knowledgeable opinions. John
Read Answer Asked by John on June 15, 2021
Q: In terms of Canadian tech shares, which do you find the most attractive for a five year hold currently of CGI, Open Text or Topicus? Thanks
Read Answer Asked by Michael on June 15, 2021
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