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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: Hi Peter, Ryan and Team,

In my TFSA, I have FTS, KXS, PBH, PHO, SIS and WPK. Currently I am down on PHO (30 %) and SIS (20%) and the others are doing ok. Do you think the mix is right for a long term outlook? If not, could you recommend what to swap out and replace?

Thanks again for all your great work.

Marvin
Read Answer Asked by Marvin on July 29, 2019
Q: Your Analytics program has provided a convenient tool to see the weightings in my overall portfolio. From this I have learned that while there are some with larger percentages I have many positions between 1 - 2% weighting. Sometimes this resulted from my having initiated small purchases and sometimes from falling share values. In any event, I wonder if I am spread too thin? I guess one part of this is that the small positions will not move the dial. On the other hand, quite often your members ask what you might recommend when looking at choosing between 2 stocks and the answer suggests having both, for better diversification.
1. So my first question is whether positions of 1 - 2 % are too small or is this good diversification?
2. In this context, my next questions are about positions of 1.57% and 1.42% in Enghouse and Kinaxis; are these positions too small and if so, which would you sell and which to keep / add to? And similarly, positions of 1.39% and 1.18% in Parex and Suncor. If these positions are too small, which to sell and which to keep / add to?
3. In a similar vein, I have one or two positions that have suffered from considerable declines in share value and there is .36 and .56 of a position. What should I do if I do not want to sell, either because I still believe in the prospects or because it is too painful to sell just now. I often see your answers suggesting you do not believe in averaging down but holding such a small position seems not effective.
4. My last question is about Constellation Software. It is of course one of the better performers and partly as a result presently I have a weight of just under 3.5%. Given its success, would you recommend adding to have a larger position, and if so, how much?

Thanks for your excellent service.
Read Answer Asked by Leonard on July 18, 2019
Q: Hi Have my TFSA in these tickers. Doing very well (THANK YOU), I'm thinking I would like to park it, small growth, dividends, capital preservation comes to mind.
Would you please make some suggestions (stock, etf, etc) to help me accomplish this.
Thank you 5i!
Read Answer Asked by Fernando on July 12, 2019
Q: Hi,
I need to increase my Technology Sector. I started with full positions in CSU, which has doubled, and KXS (which is flat), and a half position in Open Text.

What would you do hear to increase my sector holding by 50%?

Thanks,
Robert
Read Answer Asked by Robert on July 03, 2019
Q: Hi Peter, Great to be back on this platform after a number of years. Thank you for the great work you and team are doing. Apart from LSPD, what other 2 to 3 companies do you think have little or no debt and have a great growth profile like LSPD or even better? Thank you,
Read Answer Asked by ilie on June 17, 2019
Q: Have the above stocks in a TFSA. Would like to add 3 stock to the collections. Suggestions or should I just add to the exiting stocks. Long term hold 5 years plus. Thanks
Read Answer Asked by David on June 13, 2019
Q: list your 3 best growth stocks with little debt eg KXS. and your 3 best growth stocks with high debt eg TSGI. and your 3 best growth stocks with 50 percent or more revenues derived from USA operations. thanks Richard
Read Answer Asked by richard on June 04, 2019
Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
Read Answer Asked by Lai Kuen on May 21, 2019
Q: I own all of these in equal weighting (7% each). Down quite a bit on NFI. Just seeing if I should keep it and give it the long term (10 years) to provide a good return or sell because there is a better company to replace it with for a better long term performance at this point. Any other recommendations as I do have some cash side lined at this point (30%).
Read Answer Asked by Ryan on May 16, 2019
Q: Hi Peter, Ryan, and Team,

In our combined portfolio (RRIF, RRSP, TFSAs, and non-registered account), we are underweight in Information Technology. 5i's latest recommendation for this sector's weighting is 15%, but we are at 13.4%.

We hold these stocks/ETF followed by their weighting:
CSU: 5.67%
ENGH: 2.38%
KXS: 1.09%
OTEX: 2.50%
SYZ: 0.92%
XIT: 0.91% (We use it to park cash as it's a commission-free ETF for us)

My wife has a preference for holding dividend payers (even a small dividend) in her RRSP. In her RRSP, she holds a 1.51 % position in CSU, and the full 2.38% of ENGH. In order to increase the IT weighting to 15%, she needs to invest $19,500. There is sufficient cash in her RRSP for this purchase. What course of action would you suggest? Should she top up her position in ENGH? Or should she start a new position in ET or OTEX?

Please deduct sufficient credits for this rather convoluted question. Your guidance is very valuable to us.

Read Answer Asked by Jerry on May 14, 2019
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