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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 5i,
In adding 2% to the Tech sector of my portfolio (currently around 10%) I am considering two small cap names: Kinaxis and Shopify.
Would you please give me your thoughts on both and if you would have a preference of one over the other at their current prices.
Or is there another stock in the Canadian Tech sector that you prefer (I already have ESL, and OTC plus AAPL, GOOGL, QCOM and CTSH).
This would be for a 2 to 3 year hold.
Thanks very much.
Read Answer Asked by Brian on October 21, 2015
Q: Hi 5i,
In the tech portion of my portfolio I have:
Apple 3%, Google 3%, Enghouse 1.5%, Cognizant 1.25%, Open Text 1.25%, and Qualcomm 1%.
Would any of the above be a sell in your opinion?
I am considering adding about a 1.5% position in either Kinaxis (kxs) or Tucowsn(tc). For a 2 to 3 year hold, would you recommend one over the other?
And if neither of these stocks are to your liking could you recommend 1 or 2 others to consider.
Thanks for all that you do.
Read Answer Asked by Brian on October 14, 2015
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