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: Hi there,

Thanks for the great service! I purchased KXS when it was added to the Balanced Equity portfolio at 5% weighting. It has performed well and is now about a 7% weighting in my portfolio. Their results are coming out shortly which I presume may have the ability to move the stock much higher or much lower. In your opinion, should I trim my 7% weight to 5% BEFORE or AFTER the results?

Thanks!
Read Answer Asked by Michael on August 02, 2016
Q: I currently have, CSU,DSG,TNC,ESL, SYZ. I also have a little bit of MDA, BB, and AVO. I am not sure if these would be considered Tech or not.

I would like to add KXS. My portfolio is ~12% towards this space, and I remember reading that you are ok with 15 or 20%.

Anyhow, before adding KXS, should I sell some of the above, and concentrate my holdings?

I have done well on DSG and am up 70%, should I just sell it and move to KXS, or just add KXS?

Thanks for the guidance.

Cheers.
Read Answer Asked by Colin on July 18, 2016
Q: i read every question and answer everyday and 3 of your favorite companies and 3 companies you continually recommend are shopify, knight and kinaxis.i am overweight all 3. and all 3 are in your model portfolios.
we know knight is protected by its huge cash balance and once it is gone the parameters would change hopefully for the better depending how goodman spends it.
you keep making reference to shopify and kinaxis being expensive, earnings for both aug.3 and aug 4. my question is anything that i should be aware of before earnings. dave
Read Answer Asked by david on July 15, 2016
Q: I have 15% of my well diversified portfolio in Tech stocks. I am thinking of consolidating my 7 stocks into a smaller number of stocks - perhaps down to 5. I have 2%-3% in all the mentioned companies except SYZ at 1%. Any suggestions as to which companies to sell and which ones to "top up" would be appreciated, or maybe just leave as is.
Read Answer Asked by David on July 11, 2016
Q: i own both kxs and sh, they both have been getting hit because of the brexit vote but up until thursday nite they were both flying especially kxs, so my question what do these 2 stocks have to do with great britain or is it just they have gone up a lot , raise cash and sell the winners. dave
Read Answer Asked by david on June 27, 2016
Q: Portfolio weighting a aside. For a young investor if you were topping up two of these, which two would you choose? Cheers
Read Answer Asked by Josh on June 20, 2016
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Read Answer Asked by Dathan on June 07, 2016
Q: Hi, in my RRSP I hold most of the Model Portfolio holdings and I also hold 2 of the Growth stocks , XTC and DBO ,.....XTC Ive had for over a year now without much movement on the upside , I"d like to replace it with another of the Growth names, which ones would ou recommend, its worth appox $1300.00..........Thanks,
Read Answer Asked by Costa on June 06, 2016
Q: There seems to be no limit to the share price decline of BOS. I don't own it but have been watching. Does it now represent both good value and a growth opportunity? I know you don't like buying into negative momentum. For someone with room in their portfolio to add a couple of growth names is BOS a good place to put new money today or would you rather stick with a more positive momentum play like KXS?
Read Answer Asked by Steven on May 18, 2016
Q: Hello, I have some stocks that I am planning to buy in the future. They are SJ, CSU, BYD.UN, SIS, NFI, KXS, RRX, PEY. Could you please rank these stocks from the safest to the riskiest? In your opinion, do you recommend these stocks for a long term hold? Also, which one in the list do you think has the most potential? Thank you.
Read Answer Asked by Esther on May 16, 2016
Q: My technology companies are AAPL, AVO, CSU, ESL, OTC,PUR and TNC. Together they represent 18 percent of my portfolio. How would you suggest I go about adding SH or KXS? Should I just go overweight with technology or replace 1 or 2 or more. Or just stick with what I have and not fit these two additions. If you suggest only one of SH and KXS then could you please specify which one.
Read Answer Asked by Rajiv on May 10, 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!