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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: Hi, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks
Read Answer Asked by rajeev on February 13, 2017
Q: Hi 5i Team,

Could you please tell me a few good names in the Information Technology sector ? Also why you like them?

Thanks
Read Answer Asked by Keith on February 02, 2017
Q: Hello,
My TFSA current composition is:
ATD.B(20%),KXS(30%),GUD(20%),NFI(20%),and YRI(10%)(Thanks 15%UP).
What changes would you make to my TFSA to make it more aggressive, I understand it also means more risk. What would you get rid off in my setup.

Muchas gracias!
Read Answer Asked by Fernando on February 02, 2017
Q: Technology is 15% of my equity portfolio. It is made up of KXS, TNC and OTC at 27% each and ENGH at 19% of the technology component. BTW thanks so much for recommending these. ENGH is "resting" after an amazing run up to about Jan/16. I suspect it will start to move up again if I remain patient. So just asking, would you change anything here?
Read Answer Asked by Danny-boy on January 30, 2017
Q: I have about 25K to invest im my TFSA. Please rank the above stock as to growth over next 3 to 5 years.
Much appreciated RAM
Read Answer Asked by Ray on January 23, 2017
Q: Hello Peter and Ryan
I was at todays investment seminar and i like how much information was shared .
There were many take aways from todays financial literacy.Please give me 5
new companies that i can hold for the next 10 years that has the potential of becoming a Google.I know that is impossbile to do , but based on what you know today .

Kindest Regards

Claudio
Read Answer Asked by claudio on January 23, 2017
Q: Could I get your thoughts on the Canadian SaaS space please. I currently hold SHOP & a small position in AT, are there any others that you could recommend or are currently on your watch list?

Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Read Answer Asked by dan on January 20, 2017
Q: Shopify is flying even before your top pick recommendation yesterday as it was $55 a month ago and just hit $68. It's on a trajectory that may imply a financing is coming soon. What do you think and how would you compare it's potential to Kinaxis' at today's prices?
Thank you.
Read Answer Asked by Steven on January 20, 2017
Q: I have about a 4% position in each of the above. Would it be too much exposure to add a 4% position in Open Text?

Thanks

Dave.
Read Answer Asked by David on January 19, 2017
Q: Warren Buffet is credited for investing in companies he understands. I have to be honest, I don’t understand what many of the Information Technology companies actually do, or how strong their business models are. What advice would you have with respect to understanding IT companies? Do you have a suggestion for an easy-to-understand IT company with strong earnings, growth, etc? Are CSU and KXS your top recommendations? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?
Read Answer Asked by Charles on January 18, 2017
Q: I have in my tfsa the above stocks in a weighting of 5 to 10% with 10k in cash. Which of the ones listed would you add to or would you recommend one or 2 others stocks that would fit in this portfolio. I also have other rrsp and trading accts. thks marcel
Read Answer Asked by Marcel on January 17, 2017
Q: Good Day,
Which one of the 3 companies would you buy
for growth right now and hold long term?
How do they compare?
Thank you so much.
Read Answer Asked by Uli on January 16, 2017
Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.
Read Answer Asked by David on January 13, 2017
Q: I have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?

Thank you, Peter
Read Answer Asked by Peter on January 11, 2017
Q: Happy New Year!

I am looking to buy a technology stock. Which of these two names would you prefer or is there another name you would suggest? If you had the option would you buy this in a TFSA or investment account?

Thanks
Read Answer Asked by Amy on January 03, 2017
Q: I have the listed companies in my TFSA($60k). I haven't been too concerned with portfolio weightings due to the portfolio size and have let the winners run. As a result close to 50% of the portfolio is held in just 2 stocks (CCL.B and CRH) I have nice gains in the others except DBOX and SYLOGIST which are both flat and I have considered switching out. Two questions I have are 1. Do you think it is a prudent strategy to stay this course or would you rebalance keeping in mind these weightings are not that out of whack when you consider my other portfolios? 2. What name(s) would you consider adding to this mix for my 2017 contribution of $5500.

Thank you and Merry Christmas to the entire 5i staff for your outstanding service.
Read Answer Asked by Marty on December 28, 2016
Q: Thinking of buying 1 or 2 of above 5.Is this a good entry point?Please pick 2 & list your preference.Appreciate u usual great services & opinions.
Read Answer Asked by Peter on December 28, 2016
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