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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: Your thoughts on one of these 4 companies for a long term hold over 5 years. Tecsys showed the highest 5 years return among the 4. Do you think that it still has a long way up?
Any other companies in similar fields that you would prefer over these 4 names.
Thank you!
Read Answer Asked by Nhung on February 09, 2021
Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!
Read Answer Asked by Kim on February 09, 2021
Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.
Read Answer Asked by Neil on February 09, 2021
Q: Down 15% on Unity and wondering if I should hold the course. Please explain why the stock has dipped and comment on both drivers and timeframes around future success. If I chose to bail on U, what two potentially high-growth stocks (any sector) would you suggest as replacements? Thank you.
Read Answer Asked by Maureen on February 09, 2021
Q: Hi 5i
I see that Nvei has done a pre-release of earnings, which you have already commented on as being very good

Is there some indication when they plan the actual earnings release?

Given the recent share price run up what would your expectations be for share price after the actual earnings? A further run up or not?
Thx
Jim
Read Answer Asked by jim on February 09, 2021
Q: Hello
Cree seems to be undergoing a significant shift with the disposal of their LED division and the ramping up of their silicon carbide semi conductor business side. They appear to be positioning themselves for future growth related to vehicle electrification as well as future 5G rollout. I would appreciate any insights you might have as to their abilities to see this through and how it might bode for the company's future growth.
Thank you
Read Answer Asked by Les on February 09, 2021
Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.
Read Answer Asked by Jason on February 09, 2021
Q: Good afternoon, in response to an earlier question I believe 5i indicated now would be a good entry point but to wait before adding to an exiting position. Not sure what the difference would be, can you explain further? Also, at what price would you consider this company a good entry point? Thank you.
Read Answer Asked by Barbara on February 08, 2021
Q: Several Canadian tech firms are intending to IPO this year including a couple from the 5i backyard in Waterloo, hoping to replicate the success of Dye and Durham and Shopify. Names such as Auvik Networks and Magnet Forensics have been mentioned in a G&M article with other names such as Thinkific and Vendasta. Do you have any insight into which might be the most interesting of these or any others?
Read Answer Asked by Jeff on February 08, 2021
Q: Thanks 5i for your continued timely reports and advice.

I have run with CRM for the last four years and it is now 5% of my portfolio. I usually cap individual holdings at 5% and wonder if it is worth trimming it to add to use the funds to add to GOOG(2.0%) currently. Good to see google results last week and assume it will continue to grow. Which of the two do you see having the most upside in 3 - 5 years or should I dump (CGI 2.5%)to add to my google position. I recently started a position in ACN so I will have the service industry covered.

Feel free to subtract the necessary question allocation.

Kevin

Read Answer Asked by Kevin on February 08, 2021
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