Investment Q&A

Q: Hello 5i!

Appreciate all the great work.
I am looking for a canadian as well as US listed tech ETF. And semi-conductor fund to be held in my RRSP. Diversification and of course hoping for long term growth.
Currently XIT (TFSA). Using the room in RRSP for US listed dividend stocks/ETF's. Or whichever is the most tax and growth efficient.

I'm wondering what your top picks are in that sector and why? One concern of mine is some have a much higher mer. Is that worth the performance in the long run?

Or better bang for your buck on keeping fees low as usual and the most diverse fund. Company and cap wise. Hence holding a primarily large cap and semi conductor. Or just 1 solid all around.

If I'm missing a far better pick please enlighten me.

Thank you for putting together such a great site and program. Info is fantastic.

Q: What is your current best pick (or top 5) for pure growth over 1-3 year term?

Q: Hello 5i team,
Do you know the semiconductor company name that produces the G5 RF chip for cell phones?
Thank you.

Q: Clearly high tech and e-commerce companies are doing much better than the general market. What would be your recommendation among cloud computing companies including those in the US. Thank you for your great service.
Peter

Q: Trust me I am not complaining, but what is behind KXS’s amazing run lately?

Q: I believe the supply chain area will be a strong investment theme in the future due to the rise of nationalism in the world. I know you like kxs and dsg primarily based on this assumption.

Can you give me three names in Canada (excluding the above) and three names in US that you currently favor to play this theme.

Thanks for all the great independent advice that you have provided over the years It is a no-brainer renewing for another year.
Keep up the great work!!!

Q: In February you stated that you consider KEYS:US to be a weak buy. Do you still consider it to be a weak buy? What are the company negatives? I notice the company's stock appears to have weathered the Covid crisis better than other companies even though the stock is still down from its pre-crisis high.
Thanks,
Jim

Q: I have room in my TFSA for one of DSG, ENGH, or KXS. Which would you choose and why. I'm in my late 80's so my time frame is 3 to 5 years.

Q: Which of these 3 companies have the type of business that will thrive post COVID 19 and would it be a buy recommendation?
Thank you

Q: Shop has become one of the top 3 companies in terms of market cap in Canada. Past companies such as BlackBerry, Valeant etc when they took the top stop their fall was epic. Do you think this time is different and investors are ready to have tech lead over banks? In the US we see tech as these trillion dollar companies but in Canada we still value to banks as the biggest companies. I think the tide might we changing.

Q: I think that this crisis might have an impact on supply chains, accelerating the globalization pendulum swinging in the opposite direction. I'm assuming KXS could benefit from more supply chains moving back to domestic markets like the USA - do you agree?

Q: I have held Kinaxis for a few years and it has always been fairly steady with growth. For the last few months it has really moved up. From your previous comments you indicate it has been adding new contracts with existing customers to explain this. My question is how could this cycle be disrupted. I feel comfortable not trimming on a stock like this.
What are your thoughts
Thank You, Peter

Q: Hello Peter and Staff
Can you please provide quarterly sales for the last 4 quarters and anticipated sales to be reported next?

Thanks for all you do
Dennis

Q: Good Morning

I’m looking to add some US exposure. I currently have Guardant, Roku and Alteryx. Regardless of sector what would recommend for a long term hold.?

Thank you

Q: I own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%

SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?

Thanks!

Q: Pardon my logic (or lack thereof as it 5:40 am). I did a comparative chart of Shop and AMZN for a period of 1 year and 3 months. Over those two time periods SHOP is up 197% and 65 %, respectively while AMZN is up 21% and 24% over these two respective time periods. I am using the G&M watchlist.
If there is a hint of logic in Shop's share price would that not make AMZN a screaming buy?

Q: Hello team,
please help me on this, compare these two ETFs, with size spread; returns; fees; and so on.. if only one to go with, which one and why? please confirm they are NON Hedged, as I DO stay with US currency

Thanks

Q: Hi,
SHOP has been a great performer for my portfolio. I reduced my position by approximately 40% yesterday. (April 21), thinking that the stock looked “topped out”. To my surprise it continued its uptrend today. I like to term this stock a “monster”. It’s unbelievable they way it’s moving up. Is this move sustainable and do you think we could see $1000 in the near future ? Also what is really driving this stock.... could you share your thoughts ?

Thank you and be safe .

Q: Thoughts on earnings and guidance?? I bought this stock a few quarters ago as a 5G play. Would you consider this as a good holding for 5G exposure or are there some better options??

Q: What do you think of SYZ's announcement this morning that they made an acquisition? Looks like it's right up their alley (good fit) but not sure how material it is.