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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: Hi 5i team:
I am looking to add to my position in the tech sector and would like to ask you to rank the following stocks: ENGH, CSU, OTEX, GIB.A. I already own SHOP, KXS, DSG. Is it a good time to add to my portfolio? Are the opportunities better in the U. S.? Thanks,
Pierre
Read Answer Asked by Pierre on September 26, 2018
Q: Hi 5i,
I know very little about the video game and e-sports industry in general so I would like to get your thoughts on it.

As a possible entry into this area Activision Blizzard has been mentioned a couple of times over the last few days on BNN. Would this be one of the better stocks to invest in in this sector?

I have also heard mention of EA and TTWO but once again I know very little about this sector and these stocks so I would like to get your opinion. Are they worth considering?

Thanks. Love your service!
Brian

Read Answer Asked by Brian on September 25, 2018
Q: I need to raise a bit of cash, and would like to take it from the Tech Sector which is a 23% weighting in my portfolio. I have 9 tech stocks in total. The top 4 largest holdings (approx 15% each of my tech holdings but none of them exceed 5% of my total portfolio) are KXS, OTEX, SHOP , SYZ.
Any thoughts on which one(s?) would, at this time, be best to trim ?
As always, thanks for being there !
Read Answer Asked by Alexandra on September 21, 2018
Q: Recently I have sold my position in QCOM and now my equity portfolio has only about a 5% exposure to Technology. The main holding being XLK.
From your growth portfolio, I was considering a small position in PHO. The stock seems to be in decline. Is now a good entry point or should I wait for things to settle?
What Tech stocks or ETFs would you suggest?



Read Answer Asked by J Stephen on September 21, 2018
Q: Following up on Marios' question from Sep 19 which was:

"PHO is selling pretty hard on higher volume today and on a down trajectory since august. Lost 23 %.
What gives?",
I have the same question except a day later on Sep 20 it still gets pummeled but at yet much higher volume at 1.3 million volume vs a 50-day avg volume of 0.255 million. That stock has really taken a dive on "no news". Given no news, could you please educate me on possible explanations for this price movement with such relative hefty volume? Anything possibly nefarious here? Or is this just normal territory for a $2 stock (even though it's a "good" company). Thank you. I really appreciate your insights.

Read Answer Asked by William on September 21, 2018
Q: What do you think of Cool Holdings as a proxy to buying apple or would you just buy apple?
Read Answer Asked by Helen on September 20, 2018
Q: Hi, I'm a new subscriber and am really benefitting from the Qs and As you post.

I was wondering if you have any insight on Optiva (previously Redknee). I bought it in 2015 and am wondering if I should bite the bullet and sell.

Also, any thoughts on starting a small position in Blackberry as a growth stock in my TFSA?

Thank you.
Read Answer Asked by Valencia on September 19, 2018
Q: Pls disregard my previous question - here goes again.
I would like your advice on simplifying our IT sector holdings. My sector allocation is currently 16% and willing to go to 20%
VISA, SQ and PPYL have been placed in Financials [would have brought total allocation to 22% if included in IT].
GIB at 20% [of 16% total] is largest followed by SHOP at 12%. Next category between 5-10% are CSU, MSFT, SPOT, SSTI, TTD, ARKW, TD Science & Technology Fund, DOCU. Others at <5% [initial positions] are NVDA, KXS, NXPI, BOX, IQ, MU.
All are up except for MU. Pls advise which to discard, which to add to and any others that could provide growth on your "favorites" list.
Much appreciated
Sam
Read Answer Asked by sam on September 18, 2018
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