Investment Q&A

Q: Hello,

Do any of the 5i recommended stocks look more attractive thanks to the dip today? Thanks.

Shyam

Q: I own about 70% of the growth portfolio and the balanced portfolio at about 30%. The momentum for those 2 companies is certainly positive, I want to get a full position on one of the two mentioned above for 2 or 3 yrs. which one would you suggest today?
Thank you as always.

Q: In following your recent responses you seem quite comfortable with AVO and its momentum combined with its risk/return factor. Using that as your base measurement could you list 3 more that you would feel have the same or more momentum and you feel the same level of return/risk confidence. These would fit into my Tfsa

Great Q & A section. Goes very well with my morning coffee
Terry

Q: I am following the BE portfolio. In tech, I already own Constellation and Kinaxis. If I want to add to technology, which of AVO, CLS or SYZ should I choose at the moment? Any particular stock with good momentum? Thanks!

Q: Hi,

Looking to invest it in a solid long term growth company. Wondering your thoughts about AVO/ PHO /IOM. From a valuation basis; which one is more attractive at Todays prices. ? curious to know which one you think has greater growth potential from earnings standpoint ?

Thanks.

Q: Hi Peter, I was contemplating selling half my GSY holdings and buying into AVO for diversity purposes, as I am up 40% on GSY. As far as growth and SP potential going forward, and comparing the two, is this a ok move? If I am going to sell off part of my GSY holdings I would be hoping that the funds I allocate (possibly into AVO) will perform equal or better to GSY going forward. I have also noticed AVO has ran up quite a bit; is it still a good buy here? It seems to be above the average analyst "targets" at the moment;

Q: I have read through your company report on AVO, and am wondering what has changed since last February to make you take a position in AVO in December. Would you change the rating in AVO from a B.

Q: with avo recent large contracts would you consider it a strong buy
and when do they report fourth quarter. thanks donald.

Q: What 5i stocks (portfolio and rated/covered) are making new highs these days?
Cheers

Q: AVO (Avigilon),DSG (Descartes Systems Group),if you were to choose one of these stock to add to a portofolio which one?

Q: Hi 5i Team Please rank these stocks in order of preference would like information on which has the most growth potential in terms of share appreciation. CSU MG AVO COV GC OTEX Thanks Claude

Q: Hi Peter, Ryan, and 5i staff,

For my son's 2018 TFSA contribution, please rank these stocks and one ETF in order of preference: GSY, AVO, TOY, SIS, MX, XEU. He already holds SIS (up 216%), TOY (up 50%), and MX (up 34%). He holds no European stocks and very little outside of Canada, so I think that XEU could achieve some extra diversification, with a further advantage that it's a "commission-free" ETF with Scotia iTrade. Any other suggestions would be most welcome.

His other holdings include BCE, BEP.UN, BNS, CAR.UN, ENGH, GUD, KXS, NFI, PBH, and TRP.

Thanks for such great advice! There's no way we could replicate such results without 5i at our side.

Q: What sector do you see most opportunity in 2018 and top 3 names in the space?

Q: Following your balanced portfolio. still have not purchased the above stocks. Give me your top 3 from the list above in order. Have a 5 year time frame. Thanks for all your help. Is this a good time to buy?

Q: I am looking for low priced high growth Canadian companies that I want to buy in TFSA in the new year. Volatility, risk factors are NOT relevant. For about 11k. (5500x2) I bought PHO and BBI after reading your responses to some of the subscribers in the Q&A section. Any other names that you would suggest? ( Being seniors our core holdings are in the ETFs in different sectors and safe stocks like XIC, VDY, VIG,MGV,XEG,GLD,XGD etc., ). So, this 11k can be allocated to risky micro or ultra micro caps and I am ok with some losses if I can score a few three or 4 bangers!
My membership has been extended to March 2020 which shows my confidence in you! You need to find a way to synchronise my CMS and 5i subscriptions though!
Wish you all Happy, Healthy, Peaceful and Plentiful New Year!

Thank you for all your prompt, thoughtful and candid answers to such varied questions from so many different type of members.
Truly amazing.
Mano.

Q: In your view, which of these should be added currently COV, AVO & CLS? Or all? Any other best pick from your current portfolios? Own KXS, SIS, PHO, NFI,

Q: I have a portfolio modeled after your balanced portfolio with a few additions/ substitutions from the growth portfolio. My wife holds BIP.UN in a taxable account where it may be suitable to take profits this year rather than in the future. Would you sell and replace with either AVO or NFI at the current time? I guess I am asking if you expect more growth from AVO/NFI than BIP going forward. Thanks

Q: I have owned Open Text for a couple of years and have had a little growth. I would like to obtain some cash to buy Avigilon. Does selling Open Text to buy Avigilon for better growth make sense.

Thank you,

Bob

Q: Regarding the decision to add AVO to the BE portfolio, what is AVO's strategy shift that you referred to, what metrics did you use to conclude its valuation is cheap (PE is around 36) and any concerns about the declining sales growth?

Q: My 20 year old contributed $21k to his TFSA in July, purchasing roughly equal amounts of KXS, PHO, SIS, TOY and PUR. He just sold his PUR shares and now has about 26% of his now $27.6k portfolio in cash. KXS represents about 14% of his portfolio (down approx. 8% from July), PHO 20%/+33%; SIS 17%/+14% and TOY 23%/+43%. Are there one or two names you could suggest to add to his portfolio? Or would he better off maybe topping up a couple of his current holdings (KXS? SIS?). This is for a long term hold. Love your service. Thanks.