Investment Q&A

Q: I was thinking of taking a position in KXS and hxt etf this week. Would you buy or wait.
Thank you.
John

Q: If someone was looking to add to a TFSA account, what would be your best 5 ideas to invest in.


Thanks Valter

Q: I am planning to get out of a full position in ZCL. I have partial positions in the other 4 above, thinking of topping up on 2 or 3 of them. Does this make sense and what would be your preference?? Thanks Jim

Q: Isn't a p/e ratio of 83 just too high for a company with Kinaxis' growth profile? Also, it would help if your information listing for companies showed the forward p/e ratio too as that is the one most people I know go by.

Q: Hi
I have a 7% position in CSU. Given its size now and past run up, would you suggest switching to smaller cap companies like Open Text or Kinaxis or continue to hang on?
I feel like there would be more growth opportunity in these two smaller companies.
Or would you have any other suggestions other than these three in the same space.
Thanks
Jeff

Q: Can I get your top 3 growth stocks for a TFSA? Long term time horizon. Already heavy on energy.

Q: Hello 5i

In reviewing some of my positions from a 5 year chart perspective, it is clear I have come to the 5i Party later in the game than others. I am interested in your thoughts about buying some of the 5i wonder stocks that have been money makers, at this point in the market.
The example I choose is the super run KXS has had but now, even before the recent customer issue, the stock price took a break, broke the uptrend and is now potentially faltering.

How does an investor gauge whether the party is over and protect against being the Holder of growth names for the down side of the stock run?
I have had this experience a few times in the recent years and it really eats into a Portfolio value.
There is no doubt this question highlights a low propensity for volatility and the need to keep portfolio weights in check, but what about stock prices today and buying growth stocks at level never seen before?

Thanks for the highly valued comments
Dave

Q: Can you give me 2 companies in each of the growth and balanced portfolios in your opinion with the best upward momentum going forward.

Q: Just a follow-up to John's question on KXS earlier today regarding the decrease in Professional Services Revenue. I'm under the impression this is a strategic initiative by the company and should in no way be construed as a negative.
Below is the press release from their 2nd quarter earnings release explaining the initiative.
"Second, our strategic partners are increasing their role in deploying new customer implementations, and gaining the related Professional Services revenue as a result. This positive trend has occurred earlier than we anticipated - which in turn has reduced our outlook for professional services revenue growth for 2017. While this has a short-term revenue impact – we are excited by the acceleration of partner contributions to our business. This also creates a stronger mix of subscription revenues in our business model."

Q: I quote from the latest release, "Professional services revenue was $7.4 million in Q3 2017, a decline of 17%". With other metrics rising, how could this be?

Q: Hi 5i team,

Please comment on quarterly results.

Thanks,
Dave

Q: Please provide consensus estimates for KXS earnings to be released later today.

Thanks, peter

Q: Hi 5i
With the decline in Kinaxis share price going into earnings tomorrow, would a new purchase at $65 level be a move you would make or would you waiting until release be more appropriate.

By the looks of the volume type, it is us small investors who are dumping the stock share by share.

Thanks for your thoughts on this.
Dave

Q: You seem to like Covalon a lot and I wonder what you are seeing that it might be worth investing in.
It looks to me that their product line is not very diversified....and a Chinese copycat could easily move in.
If you had a choice between COV,KXS or CLS what would be your pick be in order without looking at sectors?

Q: Would you buy Kinaxis prior to earnings or wait till after ? No position in it now.
Thanks !

Q: Hi,
I noticed that KXS has dropped again this morning by a dollar. I can find no reason for this drop. I bought this stock at $86.00.
Should I sell and move on or does this stock have a chance of recovery.
Thank you
Jane

Q: Hi Peter,

The recent drop in value for KXS is somewhat perplexing if this is solely attributed to the loss of one customer. We don't own the stock today but it is next on our list to purchase 1/2 to a full position. Do you recommend waiting for another few days or longer to purchase or would you purchase KXS now while it is exhibiting weakness?

Thank you for your advice

Debbie and Jerry

Q: KXS has been weak for the past while. I can't see anything to explain it. I'm not quite at a full position. Would you be concerned about topping up at this point?

Q: I have done reasonably well on KXS despite the last quarter drop. What are your thoughts on locking in the profit and moving to a higher growth stock? If yes, can you suggest a replacement?
Thanks again.

Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.