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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 folks at 5i,
My current holdings are as follows in three different accounts, (tsfa, rrsp, lira)
VTI 14.52%
VEU 8.73%,
VCE 5.85%
SHOP 5.54%,
CSU 5.11%
CYBR.B 4.73%,
OTEX 4.50%
XEG 4.47%
SIS 4.03%
SPOT 3.72%
FLT 3.71%
T 3.66%
GUD 3.46%
KXS 3.24%
DOL 2.97%
BCI 2.51%
PHO 1.78%
Fixed Income:
VSB 4.73%
XCB 4.50%
XHY 4.33%
Cash 3.58

1- I am planning on selling FLT (per your recommendation) from a previous question. Which stock would you purchase from the growth portfolio to put the cash right back at work?
2- Thinking of also selling T and adding some to VCE and the rest to buy another name from the growth portfolio. Would you be comfortable with this? Seeing that the bulk of my portfolio are in large blended ETF's. If so, which name would you buy?
3- Debating if I should keep SPOT. Initial bought it for a 5 year hold. What are your thoughts on selling and adding to VTI or maybe buy a low volatility US ETF? Or any other thoughts?
Please deduct as many credits needed. I have plenty to spare :)

Thank you
Read Answer Asked by Rino on March 06, 2019
Q: Any particular reason for the large sell off today, particularly with tech stocks? I thought things were looking fairly good in the morning and with the news with China.
Read Answer Asked by Mike on March 05, 2019
Q: At the present time I have a full position in Kinaxis, Constellation Software, and Shopify.
All 3 are in a non registered account. CSU and SHOP have done very well but KXS has been falling over the past year and I was wondering about selling it and buying one of the other 4 that I have listed. I am looking only at growth over the next one to two year time period. My risk tolerance is moderate to high. Which one would you suggest and why. Or would you just stay with Kinasix. Please deduct as many credits as you see fit. Thank you, Ian
Did
Read Answer Asked by Ian on March 05, 2019
Q: At the present I have a full position in SHOP and CSU. I would like to add another full position to my technology sector. Which to the above 5 stocks would you suggest for
growth only for a 1 to 2 year holding. My risk tolerance medium high. Could you please rank them from most growth to lowest growth and your reasons. Please deduct as many credits as you see fit.
Thank you Ian

Read Answer Asked by Ian on March 05, 2019
Q: Hi 5i,

Could you provide a short comparison of these 3 companies, how they overlap and differ?

If one has investments in SHOP and SQ would they "supersede" Lightspeed, or could they compliment? When does Lighspeed start trading?

From my preliminary research Lightspeed appears to be a combination of both SQ and SHOP where they provide POS payment systems with the ability to create a webstore (but seem more focused on brick and mortar vs. Shopify being more online)

Thank you!
Read Answer Asked by David on March 04, 2019
Q: I seem to never take profits in my non-registered account. I currently have an unrealized gain of +69.48% on OTEX. Do you think it's wise to take all or some profits? (I do have losses in 2018.) If I sell OTEX, what is are some good growth stocks with solid financials and good growth prospects. (I happily own CSU in may TFSA.)
Read Answer Asked by Helen on March 04, 2019
Q: In light of the recent price increase and news, do you think there may still be some growth potential in the company and that dividend is sustainable. If not, what other companies might you recommend in the sector?
Read Answer Asked by Colleen on March 04, 2019
Q: "NetCents Technology Announces Launch of Apple and Android Applications which will allow NetCents users to transact with Bitcoin, Litecoin, Ether, and NCCO at any merchant, worldwide, that accepts these coins as payment. The key innovation for NetCents users through these applications is their ability to spend their cryptocurrency, online and off, simply by scanning the QR code with their NetCents app."

I would like your thoughts on this recent announcement and whether its a good time to buy this stock.

Thanks
Read Answer Asked by John on March 01, 2019
Q: Can you please provide your opinion on Five9 Inc? Momentum small cap rocket with US$3B market cap. NASDAQ listed but not in 5I's system... Appreciate your insight. Thanks, Maury
Read Answer Asked by Maury on February 28, 2019
Q: Thoughts on earnings? How would you exit this stock if you owned a 2% position? How would you exit any stock knowing after hours the stock is down 20% and is no longer something you want to be invested in? Does one wait a few days? A market sell order and hope for the best? Sell at 10:30am when there is a rebound?
I think Box has too much competition and losing ground especially compared to Microsoft and Google's products. Best case is this company is sold but I'm not one to hold onto a stock with the hopes for a buyout.
Read Answer Asked by Gooding on February 28, 2019
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