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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: 16% of my portfolio is made up of the above listed stocks.
All are relatively volatile compared to the rest (84%) of my holdings
Do you consider these holdings and their weights to represent excessive risk to a portfolio?
Which of these stocks would you keep and which would you sell to reduce the risk?
Many thanks
John
Read Answer Asked by John on September 13, 2018
Q: Hi Peter and Team,

I can never stop saying thanks for your great stock recommendations and giving me confidence to drop mutual funds from my portfolios.

A question about my TFSA. I hold PBH, PHO, SIS, KXS and WPK. The performance has been quite good as I am using the TFSA for long term growth. Any suggestions on the need to change any of the stocks in this mix?

Thanks.

Marvin
Read Answer Asked by Marvin on August 31, 2018
Q: Yesterday one of your answers to a question was "We would suggest KXS, TOY and PBH for growth".

Eleven days ago my 29 year old son transferred his tfsa from all cash to 85% etfs (VGG, VEE, ZWB at your suggestion) and to 15% equities (csu, sis, pbh per my suggestion and I was looking for growth with his long term horizon).

Given your growth picks of yesterday, do you think it's worth swapping his csu and sis for kxs and toy?
Read Answer Asked by William on August 27, 2018
Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU
Read Answer Asked by Kuldar on August 27, 2018
Q: Hi team,
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane
Read Answer Asked by Shane on August 27, 2018
Q: I'm currently invested in some "subscription model" Companies such as $APPL, $CRM, $MSFT, $AMZN.
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?

Thanks,

Valter
Read Answer Asked by Valter on August 27, 2018
Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.
Read Answer Asked by Brad on August 17, 2018
Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael
Read Answer Asked by Michael on August 17, 2018
Q: Hi All at 5i! My niece has accumulated $10,000 and has a 15 to 20 year horizon. Could you please suggest two income and growth and two growth stocks that would make up a good core holding for that time frame ? Cheers, Tamara
Read Answer Asked by Tamara on August 16, 2018
Q: Could I have your top 3-5 Canadian stock recommendations (any sector, growth focus although dividend would be nice) for a RESP? Present value is $30k with about 50% in US/EAFE ETFs, and 10% in XIC. The rest is in Canadian banks, utilities, telecoms. No withdrawals needed for 12 yrs.
Read Answer Asked by Michael on August 16, 2018
Q: From Yahoo, they show the following:
KXS, 2018 EPS/.98 = PE 97.6 & 2019 EPS/1.33 = PE 71.9
Growth next 5 years est. of 19%

CSU, 2018 EPS/26.88 = PE 35.1 & 2019 EPS/31.94 = PE 29.5
Growth next 5 years est. of 16.6%
They say figures are CDN not US.

My question, what is the reason I should not sell all my KXS & buy CSU
based on above numbers?
Thank You

Read Answer Asked by Joseph on August 13, 2018
Q: Good morning 5i,

Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?
Read Answer Asked by Michael on August 10, 2018
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan
Read Answer Asked by Daniel on August 09, 2018
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