Investment Q&A

Q: I am choosing between KXS and ESL? Are they in the same business? Between these two stocks, which one offers a better value and has the most potential in the future? thanks.

Q: Good morning Peter and Team,

In my TFSA, I recently sold GS as I was able to take some profits thanks to the dividends, but was getting frustrated with the almost daily declines. As a result, I now have 22% cash.

I have the following:
24.4% Consumer Cyclical: DHX.B; XTC
10.3% Financial: CXI; CEW*
21.2% Industrials: ECI
11.7% Technology: DSG
10.4% Utilities: AQN
22% Cash

*CEW is a small holding of 2.6%. My iTrade account permits some ETF's to be purchased commission-free, so I use it when some non-dripped dividends are paid.

In an otherwise balanced portfolio, how would you deploy the cash? I was thinking about adding Kinaxis KXS, but would using all the cash make Technology too large a weighting? Or do you have some other ideas?

As always, I really appreciate your advice and insight.

Q: why the strong 5% potfolio recommendation for a stock 5i does not have a report on???

Q: If you were to rate KXS what would it be.
Publish if you wish.

Q: What should you do when a stock goes up more than 20% in a month. Case in point is Kinaxis which I am making 23% already. I am thinking of selling 50% or a full position and re-buying after it drops below 40. Do you think this strategy works. Thanks

Q: Over the last couple weeks, Kinaxis has staged a crazy rebound from a low of about $33. Is it too late to get in? I keep hearing about it's nice growth rate and am kicking myself for not initiating a position.

Q: KXS or CXR for TFSA 10yr hold and why?

Q: Hi Peter and Team,

I enjoyed Sylvia's question and your answer about Constellation CSU and other "high-tech" stocks. I realize that Sylvia didn't include Kinaxis KXS in her question, but I found a link to a Canadian Business article that describes the type of technology that KXS is involved with, and lists some of their high-profile clients. Perhaps Sylvia and other readers may benefit from the article.

http://www.canadianbusiness.com/lists-and-rankings/most-innovative-companies/kinaxis/

Q: Hi Peter and Staff. I have very small positions in the stocks below and have a small amount to add to 2 of them. Sector allocation is not an issue..could both be in same sector and not matter in my weightings. Which two would you pick and why?

CCL,DHX,KXS,MSL,OTC,PLI and TNC

Thanks for all you do

Q: Kinanxis earnings look strong with solid revenue and adj. EBITDA increase. Could you please comment on these numbers and Adj EPS. 2016 guidance seem to be in line with expectations. What's your take on the results and does it support current valuation. Thanks

Q: Hi Peter;
please comment on KSX numbers and the outlook for 2016.
Thanks,
Ron

Q: Hi

Couldn't see any news. Any spec reason that KXS is up 12% or just short covering?

Thanks

Sheldon

Q: I got a fresh infusion of money in my RRSP. I am thinking of adding some positions which have been beaten up badly. Should I keep some of this amount in cash for opportunities or invest it all. If you suggest investing What should be the order I should buy from among the following companies:

KXS
CSU
ESL
ATD
ITP
CCL
BYD
MDA
GIB
OTC
CIG
FSV
LNR

Q: KXS is down 30% in less than 2 weeks (Feb 1). The reason it is down so dramatically is well beyond market performance or the 'tech' sector. Even on a very up day like today at best it's flat.

What is happening with this company?

Thanks

Sheldon

Q: Like CSU lately, this stock is getting knocked down quite a bit this week. Don't see anything negative in the news. What do you feel is going on here?

Q: Growth stock 5i favourites are KXS, TNC, SIS and NFI which is on sale. Also oil stocks are on an uptrend. Rank on which order you would buy 5 these entities? Here are some of my under-performers which I am considering selling a couple of in order to help purchase buying your top rankings. List the three worst performers of the 6. PLI, CXR, IT, ESP DSG and DRT. Thanks Dennis

Q: I have been watching T.KXS waiting for a pull back to initiate my position. With it down 6% as of right now would you be comfortable initiating a position? half position? or would you wait for further decline?

Q: I cannot find any reason for KXS's +5.5% rise happening now.

Any input?

Q: Your thoughts on this company going forward. They have had a nice move leading up to joining the TSX. Thanks for the great service and Happy New Year.

Q: Hi I currently own CSU, GIB.a and SYZ in IT sector. Recently I have started positions in KXS and DSG. DSG has been acting very well recently and its share price is at 52 week high. KXS appears have settled around $45, after touching a high of $49, few weeks ago. There has also been fairly large buying in KXS, perhaps due to its inclusion in S&P/TSX 60 index. Most analysts are bullish on Kinaxis and believe that its early days for the company with huge growth potential in years to come. After strong quarterly results, analysts hiked their price targets on the stock between $50 to $54. Kinaxis also appears to have huge support from their present customers and high interest noted from prospects in company's recent conference. In your recent comments, you mentioned stock being expensive. I would appreciate your opinion, if both KXS and DSG are strong candidates to add to my present position at current levels. Thanks for your insight.