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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: any thoughts on the Magnet Forensics IPO ?

any help appreciated
Don
Read Answer Asked by Don on April 21, 2021
Q: I currently have a 4% (total portfolio) position in ARKK in my TFSA. Down some 4.5%. Considering replacing it with equal positions in two other US techs, possibly PINS and NVDA. I already hold GOOG, CROWD, ADOBE, MSFT and AMZN.
1) Would you hold the course with ARKK?
2) If not, which two US techs would you replace it with today?

And on an unrelated topic, I own (and am exceedingly happy with) EGLX. Like GOOG, it is considered to be in the Communications sector. For my portfolio purposes, I would like to assign all or part of EGLX to consumer cyclical. Does this make sense?
Thanks.
Maureen
Read Answer Asked by Maureen on April 21, 2021
Q: I own the following tech positions. I am at retirement age and don't anticipate a larger investment except by gains.
SHOP ~ 2.5%
LSPD ~3.5 %
KXS ~ 3 %
I have done very well with all of these and have sold down a good portion of shop for excellent gains. (Thank you.)
From my view of questions would switching SHOP to CRWD give a better balance or would you recommend a different mix.?
I thank you in advance.
Read Answer Asked by Tulio on April 20, 2021
Q: What's your opinion of AMD, buy or sell, and why?
Thanks very much!

Leo
Read Answer Asked by Le on April 19, 2021
Q: Long term holder of CGI in RSP account, and although it’s performed decent enough, I’m looking for more growth. Which of DSG or ENGH would you recommend switching to, or would 1/2 position in both make more sense?
Thank you.
Read Answer Asked by Tony on April 19, 2021
Q: Hello,
I have cash in my RRSP to buy an initial position in one of these companies. Growth focus, with a chance to double the share price in a 5-year timeline approx. Morningstar rates both as "undervalued".
On TOI, on April 1st you mentioned two funds have recently bought-in (Fidelity and Akre). TOI has now run up 20% in the last 3 weeks, ahead of the May 5 call and their first reporting as a public co. It feels like the smart money knows there is good performance coming on TOI, near-term and further out, with its parent company providing support. If you were picking just one of these...
Read Answer Asked by Robert on April 19, 2021
Q: I picked up a full position in KXS at just the wrong time ($190) and am down 17%. I'm wondering about the wisdom of selling and and putting the money into SHOP or LSPD with an eye on a better rebound. I have a 5+ time frame. I know they are different industries I'm just looking within the bounds of the Technology sector.

Would you make the switch or hold on?
Read Answer Asked by Alex on April 19, 2021
Q: Hi 5i

I have a 4% position in ABST and 4% position in SYZ. Looking for both income and growth. I'm considering selling all my ABST and buying more SYZ. (Dividend is higher for the latter) Is there any reason to continue to hold ABST or would the above trade make sense?

Thanks guys
Ken
Read Answer Asked by Kenneth on April 19, 2021
Q: Hi, there is a lot of love for TDOC and it has grown quickly. I used to own it but sold, and am revisiting and researching the name. The main concern I have is reports that whales like Amazon and Wallmart, etc. are moving into the area of digital health. Amazon Care in particular, while currently a pilot project in Washington for Amazon employees, could expand if they see potential. Since TDOC is at a very high multiple to sales, I question the risk/reward here, can you please comment on your perspective? Would this risk also apply to WELL, which I own?
Read Answer Asked by Kel on April 16, 2021
Q: Hi,
I realize pre-IPO questions are challenging to answer but here goes. I've been reading about Telesat's plans to go public on the NASDAQ later this year "looking to raise new capital for its ambitious multibillion-dollar plan to launch hundreds of low-Earth orbit satellites." They will be used to provide high speed internet. This will put it in direct competition with Elon Musk's Starlink and Jeff Bezo's Kuiper Project, reportedly at half the cost (~$5B vs. ~$10B each for the others). Do you have any very early comments on the opportunity?
Thank you, Michael
Read Answer Asked by Michael on April 14, 2021
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
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