Investment Q&A

Q: Good morning 5i Team:
My question regarding the six companies mentioned is about Equity by Geographical location.
Lets say I only have the aforementioned companies in my portfolio.
With the exception of BCE, all the other companies have a portion and sometimes a sizeable amount of their revenue coming from US or International divisions.
From the Equity by Geography scenarios I have seen; this portfolio would be considered 100% Canadian.
Am I misunderstanding this or should some of this portfolio be considered US or International even though all companies are Canadian.
Thank you as always for your concise, informative and professional advice. Wouldn't have the confidence to be a DIY investor without 5i.

Q: David Burroughs just recommended selling due to problems with Samsung - do you concur ?

Q: Hi, in a bad market, a slight miss of whatever metric leads to a big drop of price. It is Ok for long term investors who got in long time ago and had huge gain already and took some profit. What is your recommendation on the above mentioned stocks for those lone term investors just bought in recently. Buy more, hold or sell? Thanks.

Q: Hi Gang, I'm down around 18% on both, are brokers usually right with their outperform recommendations, saw this on my TD account this morning, also what time frame should I have before cutting them loose. I'm patient but usually after 6-12 months my patience runs thin. Thanks Anthony

09 Aug 2017

CA
CCL.B
BMO Capital
Outperform
Outperform
$72.00 Target
09 Aug 2017

CA
KXS
BMO Capital
Outperform
Outperform
$82.00 Target

Q: Not a question, just two comments:

1) Two days ago I asked a question & expressed a certain level of discomfort with the slide in KXS, to which you "poured oil on the waters". In answer to a question from another subscriber, also about KXS, you reminded us to keep a longer-term focus, be in for the long haul not the short term. Thank you!

2) BMO Capital Markets & NA have both today issued reports with "Outperform" ratings for KXS, further reminder to keep a view of the long term and not panic. I do wonder, though, at the discrepancy in these two reports' price targets -- $82 & $100 -- that's a big spread!

Thanks for helping keeping us on the investment straight-and-narrow. LM.

Q: I am down 25% on KXS now and a lot of investors seem to be fearful, (though there must be buyers as well!). In your opinion would this be a good time to build back up to a 4% position or better to wait for the next quarter? Thanks.

Harvey

Q: As a long time investor I'm gobsmacked that kxs, or zzz gets pummeled for a slight earnings misses. Can you provide some insight here? Kxs has had slight misses before but a growing firm with little or no debt and an Asian clent that re-nigged on them. What gives? Is this some perverse message to management to smarten up. Whzt a buying opportunity.
I feel better now!
David

Q: Two quick questions: I see AVO is halted this morning. Any idea what might be up? For KXS, what do you see happening in the short term. Is the story still intact/anything to be worried about? Is this a buying opportunity to complete a full position?

Q: Hi, would you take this opportunity to begin a position in these names after missing earnings? Can you rank current opportunity for long term growth. Thanks

Q: Good Morning team

As I'm writing this KXS is down 15% this morning.
Would this be a good time to add some, sell, or wait and see.
Current portfolio weight 2.5%. Thanks. Sam

Q: I thought I was reasonably patient and comfortable with a reasonable amount of volatility . . . but it is still disconcerting to see a 12% drop in both KXS & SIS in the first two months after adding them to my TFSA! And KXS looks to be even more in free-fall this morning.
They are each only 2.3% of our (my/spouse's) total portfolios, but a significant % of my TFSA.
Please tell to whether to hang in there or what might be at play here?

Q: Kinaxis has just reported. What do you think of the results ? Thanks!

Q: Could you please provide street estimates for Revenue, Adj EBITDA and Adj EPS for these companies for the upcoming quarterly results. Thanks

Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques

Q: Hello...a current answer please for Tuesday market - What to purchase for pure growth, risk not a factor, 3-5 year time frame - from above list or another suggestion?
Many thanks.

Q: Greetings, 5i.

If you had to pick either Kinaxis (KXS) or Shopify (SHOP) for a long term hold, which would you select, why and what weighting would you give it in a portfolio?

Thanks, again.

John

Q: HI 5iResearch, Kinaxis postponed their Investor Conference call to August 8, 2017 to report 2nd quarter earnings to June 30, 2017. Do you know what the 2nd quarter earnings were, and would the valuation today provide a good opportunity to purchase this stock for 3-5 year hold? What do you think of long term prospects vs competitors and ease of access into supply chain management?

Q: Hi 5iR Team, With both KXS and SHOP you identified these stocks in their early stages, put them on your radar and finally incorporated them in your investor portfolios. They both have been blockbuster stocks and I feel fortunate to have them in my portfolio. Thank you 5iR.
We are all "seeking alpha" seeking potential stocks with upside velocity. Do you have another SHOP on your radar? A stock not yet in your portfolios but ready to be listed. A stock the team just feels, yes, these guys are in the right space, doing the right thing at the right time. We are buyers! I know Peter really likes GUD and I own some but..............Any and all thoughts would be appreciated.
Thanks again for your superlative work...you set a high bar 5iR. Chris

Q: Goodmorning My wife has approximately 50k in cash in her rrsp that she would like to put to work she is looking for 5 investment ideas for a conservative investor be they ETF or individual companies that pay a 3 to 4 % dividend. She is currently well diversified over all sectors
Thks
Marcel

Q: Hello Peter and All,

I look after my daughter’s TFSA and Investment Acct. She is 7% under weight in Tech with holdings of: (OTEX 2.3%), (PUR 1.4%) plus ( QQQ and other ETFs provide 4.3% Tech ), total portfolio, 8% Tech. Money will not be required for about ten years.

To bring her up to 15 % total would you suggest buying KXS plus add to OTEX and PUR, or would you use a different combination such as CLS instead of PUR.
Many thanks.