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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: With the increase in price of KXS,DSG, SHOP, REAL and LSPD I now have a total of 23% of my portfolio in these shares. I have taken profits and reduced my position each of them. The only concerns I have going forward is with KXS and DSG. Ross Healy on BNN did not have a very Rosie picture for KXS. I know that different views is what makes a market. You continue to be much more positive on KXS and continue to recommend it. DSG andKXS are somewhat similar. I respect your opinion, would you recommend selling either one? If so which? I view many of these guest as having a person interest in recommendations. I always take them with a grain of salt. I have seen this in my previous life while working for a major investment firm.
Read Answer Asked by Roy on November 19, 2020
Q: Hi,
This is a hypothetical question, but out of the four stocks listed, which one would you consider that has the potential to be the next Shopify, or is there another that I have not listed?

Thanks
Read Answer Asked by ilie on November 19, 2020
Q: Could you rank these companies in order of preference for future performance? Investing a lump sum gradually over the next 6 to 12 months and I have zero tech exposure right now.

Thanks,
Jason
Read Answer Asked by Jason on November 18, 2020
Q: Hi group appreciate your views on the top 5 sectors in today new crazy investing world also in order list your top 3 stock picks (list both the preferred sectors + stocks in order of preference ) deduct points as you see fit thanks for your insight. I am a medium risk investor
Read Answer Asked by Terence on November 18, 2020
Q: Hi. My daughter is looking to add a US tech stock to a portfolio that follows your balanced portfolio with some added US stocks and International ETFs. She currently owns 4 tech stocks; CSU, LSPD, KXS and NVDA. She is 21 yo and looking for long term growth. We are wondering if U is a better addition than TEAM (I am already following TEAM as I own it, but would consider selling it for a better company as I like to limit myself to following about 35 stocks). Any better suggestions? TTD? We both already own VEEV (under healthcare).
Read Answer Asked by Paul on November 17, 2020
Q: Could you please rank above Tech stocks in order of preference that you would purchase or hold right now. I have all except CRWD and U, but they seem to be coming up in your lists more frequently.
Read Answer Asked by Neil on November 17, 2020
Q: I've noticed that KXS has lost over 20% in the last 10 days. and is down about 3% to day. This appears to be a much larger drop that most of the tech companies. I know it is still up 25% for the year but its come down from around being up 80% earlier this month. Is there an explanation for this what seems to me be an unusually large drop?
Thank you
Steve
Read Answer Asked by Steve on November 16, 2020
Q: Hi Peter & 5i team,
Currently we hold seven stocks in our grandson’s (age 7) RESP. At this time, we are holding some cash and will be adding more cash in the new year. In your opinion what would be your top 3 ideas for a new addition or adding more to the current holdings.
Thank you for your suggestions in the past.
Read Answer Asked by john on November 16, 2020
Q: Hi 5iTeam - I was checking Insider holdings for Kinaxis and noticed a net selling total of $64 1/2 million. The CEO increased his holdings in the summer but the CFO's holdings have steadily declined. Other officers hold close to 0 shares and the holdings of the directors are low. First of all is this information accurate and secondly is it a concern. In summary what is the overall insider holding of Kinaxis.
This question does not include options. Thank you.
Read Answer Asked by Rob on November 16, 2020
Q: Hello, I have a 2 part question:
1> I currently own a 5% position in LSPD and 2% position in KXS, ENGH SHOP. and QSR . which one(s) would you sell now as a vaccine will emerge soon? and which one(s) keep long term.
2> Could you provide 3-4 names of Value stocks that pay a dividend, and that will benefit when the economy re-opens. And, will benefit from inflation.
Thanks for your great service
Carlo
Read Answer Asked by Carlo on November 16, 2020
Q: Hi team,

With 22 tech stocks weighting some 34% of my portfolio, I assume you would recommend that I rationalize my approach for a better diversification, both in my tech sector and in my portfolio as a whole.

To accomplish that, while keeping a strong growth approach, could you indicate which are, in your view, 1) the « must own » stocks, in order of importance 2) those which could be dropped because of « double emploi » or high risk, 3) those missing to properly cover the tech sector ?

Please feel free to use as many credits as you see fit.

Gratefully yours,

Jacques IDS
Read Answer Asked by Jacques on November 15, 2020
Q: You have, in the past, listed about ten companies (including CSU, X, KXS, CAE, BYD, ENB, ADW) that you felt had a unique opportunity to flourish under these special circumstances.
Asking the same question today, what would your updated list look like?
Read Answer Asked by Rick on November 12, 2020
Q: Hi 5iR Team,
Ok, this is a three horse race between KXS, ENGH and GIB. 5iR what do you think the bookies odds are on these horses as they approach the gate. Is one is a dark horse? Will they go neck and neck down to the wire, a photo finish? Perhaps one of them just can't go the distance while another hits their stride? In other words 5iR how do you see the race going and which horse would you bet on to win or is it an each way bet (bet on all three) ? Thanks 5iR Cheers
Read Answer Asked by Chris on November 12, 2020
Q: I try to buy best in breed companies or leaders in each sector/industry with the goal of holding for the long term. With the current sell off in high growth tech stocks my buy price alerts in the above companies are starting to get triggered. During times when we get a market sell off or sector rotation, as we may be getting over the next few days or weeks, I like to only buy one or 2 positions per day in order to keep some powder dry if the sell offs continue. If I don't hold positions in any can you rank in order of what you would buy first to last and please feel free to add other companies to this list you feel are good buys. Thanks for all your help.
Read Answer Asked by Clinton on November 11, 2020
Q: Rank the following stocks in which you would own/purchase for growth over next 5 plus years, sector and risk are not a priority.

Also what are you thoughts on recent earnings for RKT and also regarding the billion dollar buyback they announced if yahoo is correct and their float is 112 million (assuming because of IPO lots of stock are in lockup?) with share price of $21.6. That accounts for roughly 41.3 percent of the outstanding shares. Is this a big move for a event ipo... is it bullish?
Read Answer Asked by Michael on November 11, 2020
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