skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi there,

Which of these stocks would you be adding to or starting a position in and why? All have pulled back to some extent so my question is which have the most upside assuming I can handle volatility? I am okay with a response suggesting to buy all 5 if you can please explain why each has come down too much and has room to go up. Deduct as you see fit and thanks!
Read Answer Asked by Tim on September 18, 2019
Q: I have watched KXS for a long time and have traded in and out of this name in the last two years. Right now I'm out. This is one frustrating stock to own, so much promise and yet delivered so little. I thought the previous "announced" deal with Toyota was going to be KXS's "company maker", yet we never hear anything on it again (what happened to that deal, anyway). Now we have the Honda announcement of the very same kind of deal. Will it frizzle out like the Toyota deal? Or this one is for real? What's you take on KXS overall? Can I give it another try? Are there other promising tech stocks you can recommend? I just clear out of my SHOP position and have quite a bit of cash waiting to be re-deployed. Thanks.
Read Answer Asked by Victor on September 17, 2019
Q: Hello 5i,
I've done well with Shopify and Amazon with SHOP being up over 1000%. Lucky me!
They now collectively make up a little under 10% of my holdings. Everything I see says "better days ahead" so I don't mind holding on to them being a long term holder.
What do you think, is my exposure too concentrated?
Thanks in advance.
Read Answer Asked by Gregory on September 16, 2019
Q: Hi my Portfolio Analytics shows I should be targeting "Risk-Managed Growth", with a technology % of about 16%. I'm currently at 24% and # of holdings have gotten out of hand resulting in low % in most holdings. I need more US and International exposure versus Canadian overall.
Current holdings are CSU (3%), LPSD (1.9%), LHX (1.8%), WELL (1.7%), STC (1.4%), NVDA (1.4%), RPD (1.3%), PNG (1.2%), KEYS (1.1%), AYX (1%), PINS (1%), RUBI (0.9%), ADBE (0.8%).
1. I'm surprised to see LHX and PINS as tech - I thought they'd be industrial and consumer disc (I'm low on both). Do you agree?
2. What would you suggest I do to consolidate? I'm not concerned about trading commissions so don't worry about minimizing changes, just would like your best overall suggestion for a group of holdings to meet the "risk-managed growth" profile with a bent towards US stocks (since I see tech as a better place to go to US versus some other sectors.
Read Answer Asked by Kel on September 13, 2019
Q: Hi team ,
I am down 24% on square . Is it time to sell, hold , or buy more? In my opinion it’s being punished for no real reason, and still believe in its growth rate and potential disruptor status .

Call this a 2 part question as well and charge me credits accordingly . Do you believe in this current “market rotation” gimmick ? To me the current growth companies are still the current growth companies . It seems these days that the big traders on the market get together for a coffee before market open and conspire together to decide “what’s the theme of the week today ?”. I don’t understand it all but this last Monday for example was grossly obvious how crooked the “market “ can really be . Ayx for example : you can’t tell me that over the weekend that company is suddenly worth 15% less come Monday morning . In my opinion it’s a sad platform we all play on here , but at the end end of the day it seems the best strategy is to buy a best in class company and hold it long term , unless the fundamentals change , cause the market is so obviously manipulated every day .

Your thoughts please would be appreciated . ThAnks !
Read Answer Asked by Shane on September 13, 2019
Q: Hi Peter

Sorry to come back on this issue of yestersay's AYX share price drop, but I found the stmnt below on TD's newswire. Could you please comment on the stmnt? If the ceo had sold the rest of his shares he would of gained > $5M. The stock lost > $2B yesterday. I don't understand the transaction. Is this a common situation and if so, I wonder why the stock fell so far.
Many thanks for your insights.

"Alteryx (AYX) slid 15.5%. A regulatory filing showed company president and chief revenue officer Robert Jones sold 1,599 of the data analytics company's common shares at $146.53 apiece after exercising an equal number of recently vested restricted stock units at $27.09 each. Jones pocketed a $190,985 profit from the transactions and continues to directly own 42,150 Alteryx shares."
Read Answer Asked by TOM on September 10, 2019
Q: As the SOXX, iShares PHLX Semiconductor ETF is approaching it's all time high, PHO is bouncing along close to it's 52 week low. I understand the lag in spending from the semi companies showing up in PHO earnings, though it seems to me investors are paying up for forward earnings in semi companies but not PHO? Are similar companies to PHO experiencing the same fate or is this company specific? Do you have examples of similar companies to share?
Read Answer Asked by Charles on September 09, 2019
Q: Classic Warcraft came out and the new call of duty releasing in the fall along with Overwatch 2 and Diablo 4 possible release(s) in 2020 (one of them)....what are your thoughts on this company and possible resurrection! The stock really went down starting in Nov 2018....but I see in the past month the stock seems to be on the move and I see a few analysts recommendation to buy. Thoughts on buying and timeline?

Thank you guys for the great site.
Read Answer Asked by Brad on September 09, 2019
Q: CBC News has an article this morning about insiders selling technology stocks. May be an explanation for some selling. Here is the link- https://www.cbc.ca/news/business/insider-selling-1.5269918?cmp=rss

Read Answer Asked by James on September 09, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!