Investment Q&A

Q: Morning:

I've got some cash to top up one of my tech holdings.
Which of theses 3 do you feel has the best growth potential at current valuations over a 5 year timeline.

Thanks in advance,
Greg.

Q: I have enough cash to top up either KXS or DOO. Once topped up, DOO would be about 4.25% and KXS would be about 3.8%. I note that KXS is in both the Balanced and Growth portfolios, but I don't know if that should give me more confidence in the company. And in an answer to an earlier question ranking top-up order and target prices, you gave the KXS target ($300) and the DOO target ($140), but in rank top-up order DOO was #3 and the KXS order was #5. I realize I'm over thinking this whole thing, and I should just pick one because both are good companies, but I get stuck when trying to decide. Both are in TFSA, so it won't be long before I can top up with new money. But any help you can give now to un-stick me, would be much appreciated. Whichever one you pick, I will stop ruminating and act.

Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks

Q: Hi team,

I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS

Q: 2 of u favourities,DSG & KXS have a terrific run,with each hitting recent new highs. Is it time to take some profit. Q4 is said to be usually good for tech,but this time around there is a threat of a potential rate hike.While Powell re nomination is largely welcomed by the markets he is perceived to be more hawkish than Brainard,the other candidate,. As a result the tech sector in US & canada were hit hard today including DSG & KXSW.As well DJ only
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.

Q: Which of the above 2 companies do you think have the best combination of growth and safety over the next two to three years and why. Thank you. Ian

Q: Any reason for KXS's recent positive run?

Q: Hello team, from the list above could you please rank in order to:
1> Keep and or add for full position or
2> Sell now & move on, and
3> what would you replace the sale positions with?
Thanks
Carlo

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom

Q: Hi Peter, Ryan, and Team,

Quite a positive 5i report on TCS. Would you be OK with either a full switch or a partial switch from KXS (which has seemed to have 'stalled' somewhat) to TCS, which has a better one-year chart? I realize that KXS is a much larger company. I do like the fact that TCS pays a dividend (albeit a small one). What would you aim for as a good entry price for TCS, or would you just enter a market order? Thanks in advance for your continued help and advice.

Q: Your report on TCS states that KXS and DSG are close competitors. I hold both of the latter would buying TCS make sense. How do you see the growth of each in the next few years?
Thank You
Peter

Q: Please comment on latest Q results released today, & its impact.Txs for u usual great services & views

Q: What are the expectations for earnings?

Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

Q: Some companies, such as Shopify, Docusign amd and Zoom Video, are proving to be massively valuable to their customers during the pandemic. Do you know if Kinaxis is proving its value to its customers during the pandemic? Or are they falling short of their customers expectations?

Thanks.

Q: Hi Peter and staff,
Thanks for the great information that you guys provide.
These are the holdings in my wife's TFSA account. I have owned CNR since March of 2020 and have done quite well but I'm wondering if this stock has reached the top of the price range and it's time to move on. The average Price Target is $165. Do you think that CNR still has upside or can you name two stocks to replace it.

Thanks and have a great day
Joe

Q: Hi 5i Team - Are there any Canadian companies in the semi-conductor space that would be of interest to you, including start-up companies, suppliers of materials, and any potential companies on the horizon. I sold my shares in Photon Control some time ago and am looking for some kind of replacement on the Canadian side. If the U.S. is the only way to go in this field could you please suggest a couple of top picks. l already have Nvidia. Thanks.

Q: All of the above are existing positions in my TFSA. Which three would you suggest adding to today?
Thanks

Q: I need to reduce my technology holdings to balance to the Portfolio Analytics suggested weights. In tech I am biased towards growth and strong fundamentals. Which of the above listed would you sell (if any). Are there any companies in technology that you would consider "must own" names in such a portfolio?
Deduct as many points a you wish.
Many Thanks for you help
John