skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Lspd,kxs,gsy all long time holdings
Gsy hit a 52 week high last week and finally seems to be getting the recognition it deserves
Kxs keeps winning new contracts
Lspd keeps getting hammered
My question is what is going on with lspd, i get it is expensive but so is kinaxis and shop
With 190 million in cash, over 50,000 customers where do you feel support is on lspd, and shop down from 545 to 405 in 5 weeks, i want to step in on both but need some guidance. Dave
Read Answer Asked by david on September 30, 2019
Q: Hello Peter, I called in BNN market call but could not ask the question. Good show.
Question is about adding new money on a regular basis. What do you suggest adding to - positions that are lagging ( and thus are at the lower weight now - some listed above) or picking ones with most attractive outlook (from fundamental perspective).
Can you please suggest top 2-3 names in each portfolio at this time.
Thanks
Read Answer Asked by RUPINDER on September 20, 2019
Q: I have watched KXS for a long time and have traded in and out of this name in the last two years. Right now I'm out. This is one frustrating stock to own, so much promise and yet delivered so little. I thought the previous "announced" deal with Toyota was going to be KXS's "company maker", yet we never hear anything on it again (what happened to that deal, anyway). Now we have the Honda announcement of the very same kind of deal. Will it frizzle out like the Toyota deal? Or this one is for real? What's you take on KXS overall? Can I give it another try? Are there other promising tech stocks you can recommend? I just clear out of my SHOP position and have quite a bit of cash waiting to be re-deployed. Thanks.
Read Answer Asked by Victor on September 17, 2019
Q: Hi Peter and 5i team,
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
Read Answer Asked by john on September 16, 2019
Q: Hi Peter and 5i team,
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
Read Answer Asked by john on September 09, 2019
Q: PLC and KXS - two stocks that you promote have fallen quite rapidly over the last while. This rally we have had over the last few days - they have not participated in. I am thinking of replacing them with stocks which have more upside potential - PIF is one of them with a 7% dividend. What are your thoughts on that? On another note - I was logging into one of the model portfolios and it asked me for a user ID and password which I have not come across before and I wasn't able to get in -- even though I put a user ID and password in, it didn't seem to allow me to go in. Thank you Dennis
Read Answer Asked by Dennis on August 29, 2019
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: Due to extraordinary volatility, I have reduced above stocks to minor positions and have looked at healthcare stocks. Not sure, whether this approach is realistic. Technology seems still to be surging after setbacks. Your assessment is appreciated.
Thank you, Team!
Read Answer Asked by Sigrid on August 22, 2019
Q: I've got some cash in my RSP I would like to put to work. How would you rank the above to top up from a half weight to a full weight position, (Strongest to Weakest). I am growth investor with a 5 to 10 year timeline.
Thanks and hope you are enjoying your summer.
Greg.
Read Answer Asked by Greg on August 13, 2019
Q: As I start my 6th 16-year-old grandchild off on his investing journey with $500, I am writing to ak if you have a suggestion for a growth stock to complement half of the total invested in conservative BCE. He is hoping - at very long odds - to match his older (now 18 with an account in his own name) brother who chose SHOP to go along with BCE. I know this is a tough challenge, but any help would be appreciated. Thanks, Bob.
Read Answer Asked by Lynn on August 08, 2019
Q: Hi Gang,
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.

Thank you Anthony
Read Answer Asked by Anthony on August 06, 2019
Q: Hi, Could you please post the earning estimates for the quarterly results expected later this week. Thanks
Read Answer Asked by rajeev on July 30, 2019