Q: I try to mirror your balanced portfolio to a strong degree. But I also have US, mainly tech stocks (Apple, Google, Facebook, Nvidia, Amazon) which amount together to about 10% of my portfolio. Do you feel I should be wary of having too much tech, and if so, which of the Canadian tech stocks in your balanced portfolio would you drop, bearing this in mind?
Q: I like the IT space and in the past I have owned all 4 companies. I started to raise cash some time ago and currently own none of these Companies. I want to get back into this sector. Which of these should I focus on with a view to both safety and growth?
I am thinking of making an investment to profit from what appears to be strong future secular growth in robotics.I have noticed that companies such as irbt have been performing well lately.Can you please provide your opinion on this thesis and what currently would be your best investment ideas in this area either an etf or specific companies (which companies irbt,avav,etc)
Q: What is your opinion of buying PTG (as a higher risk investment) for the dividend and the potential of the new management turning it around ? Thanx Robbie
Q: Hello Peter and 5i team,
I want to add a technology name to my TFSA.
Sylogist looks interesting as it has a nice dividend and the technicals look good. I am concerned it is too small and it is vulnerable to interest rate risks.
Absolute software also has a nice dividend and has no debt. Is it ready to grow?
Do you still think Constellation is doing almost everything right?
I sold Enghouse for a nice profit at higher prices. Is it time to get back into this name?
Open text has a small dividend
Which of these companies are your favourite for stability and growth .
thank you as always for your great service.
Q: What can you tell us about the newish management team at Pivot- specifically the new CFO who seems to have a stellar CV and good record of extracting shareholder value for his previous investors ? Thanx Robbie
Q: I just sold about $5,000.00 in stocks inside my TFSA, with a little profit of $500.00 over the period of 8 months. I did it so I can add it to my self directed RRSP account to lower my taxes this year. In my RRSP I own approx 20% oil,15% financial, 10% utilities, 10% auto, 5% marijuana and the rest is in CDZ. I want to diversify this portfolio. It accounts for 75% of my investments. I am considering a REIT and some technology. What do you recommend?
Q: Hi, Kinaxis just announced the date of its third quarter release and the stock immediately dropped sharply. Do you anticipate them mentioning problems with the quarter?
Q: This micro cap has attracted attention from CSCO and has recently attracted $500M in new business and renewals. It appears poised for incredible growth.
If so, can it manage that growth; will its balance sheet take a dangerous hit to achieve it etc.?
Q: It appears that the stock price has support at $0.80. Is it good idea to buy at this price for a one year hold? Could you comment n the future of this company.
Thanks