skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would appreciate your take on the Tech Sector for 2017. Which of the above do you favour for growth with the most solid fundamentals? Or is there another one you would prefer? Thanks and Merry Christmas.
Read Answer Asked by Arthur on December 21, 2016
Q: I'm currently holding positions of about $1000 each in my 16 month old daughters RESP for SHOP, GUD, PBH, and TOY.

I'll have enough to purchase a couple new positions shortly. I was thinking about KXS, and SIS, but wanted input as to whether this is a good plan with regards to sector weighting etc.

Thanks!
Read Answer Asked by Chris on December 16, 2016
Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services
Read Answer Asked by Peter on December 12, 2016
Q: There are two companies in your model portfolio ( SJ and KXS) that are being taken out behind the wood shed and being thrashed severely. Can you offer any reasons for this? Are there any possible concerns regarding the companies that we should be aware of and should we continue to hold the shares. Stella Jones is of particular concern with its downward spiral and down around 5% this morning.
Read Answer Asked by John on December 06, 2016
Q: Hello. I have a 31-year old son who I've been investing on behalf of for the past two years. Since he started earning a regular income, he has loyally saved and invested in his TFSA (up to the maximum allowance) and started to make some contribution to his RRSP as well.

In his TFSA, he has three stocks (TD, AQN, ECI) and other Canadian and US ETFs (VFV, XIU, XEG, ZLB, XQQ, VEF). Now, given the fact that he has some time before retirement, my new plan is to sell ECI, AQN, or possibly BOTH to buy into more growth-oriented stocks. Do you think my new strategy makes sense? Should I sell ECI, AQN or both or none?

In my mind, there are several stocks that fit into a long term growth strategy. These include SIS, PBH, ATD.B, KXS. If you can think of a better one, please let me know. Your advice is very much appreicated. THANK YOU IN ADVANCE.
Read Answer Asked by Esther on December 06, 2016
Q: Peter, these are stocks that I believe you have recently suggested for growth. Some have had decent pullbacks in price. Can you please rank these, based on today's prices, for purposes of long-term capital and income gains in a TFSA. And, if you have an alternative current favourite to add, please add it to the rankings. Thank you!
Read Answer Asked by James on December 05, 2016
Q: My only tech holding at present is OTC. I would like to add a second tech stock. Which of CSU, GIB.A, KXS would you prefer as a complement at this time? Thank you, Barrie
Read Answer Asked by Barrie on November 25, 2016
Q: I would like to add a growth stock to my TFSA. Looking at your growth portfolio I narrowed it down to one of SHOP, KXS, DBO, PLI, TNC or ZCL. In today's environment which one of these six stocks would you add? I am relatively diversified across all sectors, so sector is not an issue at this time.

I was originally leaning towards either SHOP or KXS. If you didn't select one of these from the six stocks listed above, which one out of these two would you pick?

The funds to purchase the growth stock will come from the sale of IPL or WCP in my TFSA. Of these two which would you sell to get the funds for the growth stock? p.s. I also own IPL and WCP in a non-registered account and plan to keep those.

Paul
Read Answer Asked by Paul on November 24, 2016
Q: Hello 5i team,
I wanted to add a technology sector company and was wondering of the current stocks in the BE portfolio, which one has the most room to grow? They are all doing very well.
Thanks,
Andrew
Read Answer Asked by Andrew on November 17, 2016
Q: Hi 5i
I have encountered some Financial pundits who say that Good Will on a company's books would be more transparent if it was called "an accounting plug".
Where is this factor declared in Financials? Do KXS and SIS have Goodwill on their Books? Does 5i consider that Good Will is a valid descriptor in some circumstances

I don't ask many questions but I appreciate the service you provide

Ernie
Read Answer Asked by Ernie on November 16, 2016
Q: Hi 5i - I own the following stocks (in a diversified portfolio) and Im looking to top them up to a full 5% position. At todays prices (for a long term hold) which ones would you top up first? Thanks, Neil

Telus - 3%
BNS - 2.5%
SIS - 2.3%
PKI - 2.1%
KXS - 1.2%
SJ - 1.1%
NFI - 1.1%



Read Answer Asked by Neil on November 16, 2016
Q: Hi Peter and Team,

I manage my son's TFSA, and have recently almost completed a more appropriate sector allocation. In the Technology space, he has a half position in KXS. What Technology company would you recommend at this point for another half position? I was thinking of CSU but I wish it would split at least 10:1. :) How about SYZ which seems to be on a tear, or do you suggest something else at this point?

Thanks in advance for your valued advice.
Read Answer Asked by Jerry on November 14, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!