Investment Q&A

Q: Overall, I prefer small and mid-cap Canadian stocks for growth and accept the risk that goes with this. Currently, I do not have anything in the tech space and would appreciate if you would suggest a few names.

Thank you,
John

Q: For a TFSA account. Only interested in best growth prospects over 3-5 years. Please rate these by your preference at this point. Thank you.

Q: Looking to add to my TSFA, working on following the Balanced Portfolio, am missing these stocks. which and in what order would you add these?
Thank you, Shane

Q: Hi,

KXS or Lumine for long term growth?

Thanks
Robert

Q: Hello, I have the following in my TFSA: GIB.A, OTEX, NVEI, KXS, DSG, DOL, NXR.UN, with more or less the same weight. I am under water with NVEI, KXS, NXR.UN. Should I just sell OTEX, DSG and GIB.A and buy XIT instead and wait for NVEI and KXS to break even before selling them and buy XIT? I know XIT has 50% in SHOP and CSU and 5i likes CSU very much. I am less sure about SHOP. What is your opinion of SHOP for a long term hold? I did not fully understand their recent change of strategy. FYI, I have US tech names in a cash account, that’s why I am looking at CDN names in my TFSA. Thanks.

Q: Hi, Technology sector had a great 2023 and most Large/Mid cap Co stocks on both sides of the border saw outsized gains. Kinaxis, in the group appears to be an outlier and continues to be a laggard. Descartes Systems, which, I believe, operates in similar Logistics/Supply Chain management solutions, has performed quite well and apparently not impacted by the challenges faced by KXS.

What, in your view, are the factors contributing to this underperformance and are these issues transitory? You have recommended to hold on to this stock due to zero/low debts, strong customer base and its highly successful/unique programs for the industry. What are the catalysts and the basis of your recommendation, despite stock's continued poor performance ? There is a cost to Capital for an investor and may be, it's time to move on and look for better opportunities and more efficient deployment of funds.

Thank You

Q: Kinaxis has been weak lately, is there any obvious reason for this.

Peter

Q: Any particular reason for KXS price drop today? Is this a good buying opportunity?

Q: I need to gradually raise cash over the next 6 months and am operating on the assumption that interest rates will begin a to decline in late Q1, I would only like to sell those holdings that are less likely to do well in a declining interest rate environment. Please rank each of these holdings from "Sell Now - least likely to benefit from a declining rate environment" to "Avoid Selling - should do very well in a declining rate environment". AQN, BCE, BN, BNS, DSG, ENB, GSY, KXS, NTR, PBH, TCN, TD
Thanks...Glenn

Q: If you were adding to one of these KXS or DSG which would you chose and why?
Thank you for your insights and help
Peter

Q: Would you prefer KXS of DCBO today for a long term hold?

Q: If buying today for a 5-year hold, which would you pick and why?

Q: KXS is down $30 over the last 3 years and I am trying to understand why. The economy seems to need the solutions the company sells yet shareholder results are lacking. Are they asking to much for the product, are they losing sales, are they paying themselves to much or does the market just not have faith in the company?

Thank you for your thoughts on KXS.

Q: I have a reasonably conservative RSP and would like to add one small cap tech growth stock at about 2 % or less. Can you offer a few suggestions ?

Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<

Thanks
Tim

Q: Hello, I have in my growth-oriented TFSA the following stocks: DSG, NVEI,OTEX, KXS,DOL. I don’t intend to add to any of these, except possibly KXS. I will have funds available in January to add another stock. 1) Do you still believe in KXS enough that it would make sense to top it up? 2) Can you give me your 5 best ideas in growth names (any sector) with a short explanation for each? Ideally names that are not as volatile as NVEI… Thanks!

Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.

Q: Would you prefer STN over WSP today?
Also would you prefer KXS over DSG?

Q: Hi 5i,
In an otherwise balanced portfolio, I'm looking for some ideas for my TFSA.
Current holdings are KXS, LULU, HPS AND ATS.

I'm open to adding to the above names but was wondering if you
could you please recommend 10 Canadian and 10 US stocks that you feel would work well in a TFSA at this time in the market.

Thanks!!

Q: I have seen several analysts commenting recently on how undervalued small cap stocks are compared to larger cap stocks. Some saying we are at the cheapest levels they have ever seen for small caps. If you were to put together a portfolio of 10-12 Canadian small cap stocks intending to benefit from a return to more typical valuations, which stocks would you include? Not thinking about highest risk types, like early phase biotech, exploration stage mining companies, but rather, for high quality, profitable, growing businesses.