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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: In my technology sector I hold CSU, ABT,ITC, KXS, MDA and OTEX. These stocks share equal weights except for Constellation (CSU) is up more than 300% and is now taking up 30% of my 15.5% weighting in this sector. Although I do not want to sell CSU, should I be looking at rebalancing and replacing perhaps half of my CSU with another tech stock? If so, would you suggest a new one or recommend adding to one or more that I already have. Thank you for your views on this.
Read Answer Asked by Terry on June 22, 2017
Q: My tech sector consists mainly of these three stocks which I knew was too heavily weighted - but I did not want to jump off the bandwagon.. Today that weighting is about 17% of my portfolio - going down. What percent weighting would you advise now? And would you advise reducing all three across the board by the same percent or treat each differently? Or maybe dump one?
Read Answer Asked by Arthur on June 13, 2017
Q: Hi,
I currently dont hold any tech or insurance companies. The rest of my portfolio is fairly diversified. With the recent tech pullback and also rumors of rate hikes where do you see as being a better long term investment? I like to think in terms of at least 3-5 years. All drips available will be used. Currently I have one full position worth of cash available. Am I better do you think to put it all into one or split between some? Do you see somewhere better to put the dollars to work?
Thanks
Read Answer Asked by david on June 13, 2017
Q: I have an "overweight" position in this stock (not overly so, perhaps 8%). Thank you, it has done very well. However, though I appreciate one should not make much of one days price action, I did note quite a volume spike on todays sell off. I also have noted that not just one but a number of insiders have been selling over the last month or so. Certainly, the gains could justify some of that, but for one holding a relatively large position these indicators are troublesome. Given that my gains have been substantial, I am wondering if trimming, somewhat in accordance with the insider selling, may be appropriate.
I do note that, generally, "analysts" have been increasing target prices on this company which doesn't seem to "go to market". Makes me wonder if "something" is in the works?
Anyway, I would certainly appreciate your considered opinion on what is going on with this one and whether a trimming, rather than just letting winners run, may be appropriate here.
Thanks as always.
Read Answer Asked by Neil on June 12, 2017
Q: Hello Peter, being now within a few years of retirement, we are managing to put extra money into a non-registered account on top of our diversified RRSPs. The idea is that we will build a portfolio of full positions in a variety of solid companies for long-term income and growth. To date, we have ATD.B, ENB, L, FTS, CGX, T and CXI. I'd next like to add two tech stocks, as we currently have no representation from that sector. Can you please suggest two top picks. (While irrational, CSU would psychologically be a tough one for me to buy, as it came within pennies of my order price under $500 last summer! But if that's one of them, so be it.) I've also considered OTEX. Will appreciate your suggestion.
Read Answer Asked by James on June 09, 2017
Q: In my daughter TFSA she currently own Photon and this is the tech stock she owned.From both the balanced and growth portfolio which would be your next 2 tech stock recommendations.
Thanks
Read Answer Asked on June 09, 2017
Q: 5i Team,

How similar are these 2 companies? I have 2.5% positions in both (at a healthy profit - thank you).

Should I sell one? I own DSG in a cash account at +100% - hence have to pay cap gains, and KXS in my TFSA. I know KXS is a top pick of yours..

I'm fine with risk.

Thanks,
Read Answer Asked by Ray on May 29, 2017
Q: You did a portfolio review for me in March and it was very helpful. I sold some losers, still have some stragglers and picked up a few great stocks & ETFs. I am wondering if I should hold CXI until later in the summer, in hopes business picks up or sell it now and buy KXS. I am down 40% in my TFSA and it's hard to sell but I am tired of waiting for good news. Your valued opinion, please. I know that it is no longer in your portfolio.
Read Answer Asked by Elizabeth on May 26, 2017
Q: Hello 5i
The positions for KXS (kinaxis) and PBH (premium brands) have run to 6% of my kids' RESP (thanks 5i!).
Should I sell off 1% of each and purchase PHO? Or as I am waiting for TIO to close and that is a 3% position would I use TIO funds instead to purchase PHO and just let Kxs and pbh run?

In terms of RESP management, my kids are 4 years away from drawing down on the funds. Our plan is to turn enough investments to cash each may to cover our annual contribution for each child for the September to April year. The remaining funds would be otherwise fully invested except the fund has roughly 5% cash and 0 fixed assets. Please comment.

Read Answer Asked by Kat on May 25, 2017
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