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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: I'm doing some portfolio re-balancing, and realized I have a 30% Technology weighting. Is this too high a weighting, in this climate. My stocks are ESL, CSU, DH, FB, SHOP:US, NVDA:US. If a divestment is in order ... which would you get rid of? (It's like choosing between favourite children, since they've all behaved admirably for me.) I'm only concerned that my weighting is out of proportion to what it should be. Thanks!
Read Answer Asked by Sylvia on April 01, 2016
Q: Good morning,
Please comment on results and outlook. It would appear they are on track to survive. Does the Blackberry Radar offering compete with Descartes (DSG)? I hold 2%.
Read Answer Asked by gordon on April 01, 2016
Q: Would you give me your assessment of this company please, and what other company would you favor over this one. Thank you.
Read Answer Asked by Maureen on April 01, 2016
Q: Hi 5i - Could I get your comments on this company. It is a small cap (85m) and looks like it has some growth. I'd appreciate your feedback on the financials and prospects. Thanks.
Read Answer Asked by Noel on March 21, 2016
Q: I currently owe NYX (NYX Gaming Group) at 3.3% weight and would like to add another technology stock. From your model portfolio would SYZ,DSG or ESL be preferred? I do like the dividend of SYZ but since NYX is considered high risk I would preferred the 2nd technology stock to be stock that I can hold for the long term and is low risk. I don't intend to keep NYX for a long term.
Thanks
Dolores
Read Answer Asked on March 14, 2016
Q: your thoughts on this coy & any target price for a tear or 2
Read Answer Asked by brian on March 11, 2016
Q: Hello to everyone at 5i

With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?

Thanks very much
Read Answer Asked by Brad on March 10, 2016
Q: Shopify or Kinaxis for 10 yr hold in TFSA and why?
Read Answer Asked by Rob on March 10, 2016
Q: Jason Donville was on BNN the other night, and said they sold Enghouse a couple of months back because it got too expensive. He also said Descartes is an okay company but its ROI was too low and its growth wasn't as good as CGI. I'm curious as to why you chose these two tech companies for the Balanced portfolio as opposed to CGI. And would you still hold them rather than CGI?
Read Answer Asked by John on March 09, 2016
Q: is the score a buy..... what would you recommend for a tech stock
Read Answer Asked by Cliff on March 08, 2016
Q: is the recent substantial jump in the stock price due to something more than the corporate buy-back in shares??
ed
Read Answer Asked by edward on March 08, 2016
Q: What do you think of their quarter? The CEO states they are just getting their sales team increased and starting to get their next-level technology out there. Thanks.
Read Answer Asked by Michael on March 03, 2016
Q: Hi Peter and Team,

I enjoyed Sylvia's question and your answer about Constellation CSU and other "high-tech" stocks. I realize that Sylvia didn't include Kinaxis KXS in her question, but I found a link to a Canadian Business article that describes the type of technology that KXS is involved with, and lists some of their high-profile clients. Perhaps Sylvia and other readers may benefit from the article.

http://www.canadianbusiness.com/lists-and-rankings/most-innovative-companies/kinaxis/
Read Answer Asked by Jerry on March 01, 2016
Q: Is your team still ok with overweighting in Cdn tech stocks? Which are your top five picks based on reliable strong growth, reasonable valuation and healthy balance sheet?
I currently own CGI (gain) and Intertain (30% loss). I am thinking of selling some CGI and all IT to switch to the top picks. Thanks.
Read Answer Asked by Willie on February 29, 2016
Q: How risky is this company? Saw them featured on ctv and the marijuana breathalyzer seems like a cant lose as long as they don't get beat to market.
Read Answer Asked by Mark on February 25, 2016
Q: Hi Peter and Team, The last question asked was on Dec. 24. Since the Dutch Auction, the shares have steadily declined (surprising?) and I'm beginning to lose patience, as I unfortunately bought it at a peak. Are there any compelling reasons to hang on, or would a switch to something like OTC be a better move to stay in the same space? ABT is held in my RRIF.
Thanks.
Read Answer Asked by Jerry on February 23, 2016
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