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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: Hello 5i, notwithstanding the tragedy of the coronavirus, I would like to start taking full positions in 2-3 stocks that could benefit from a recovery. What are your thoughts on the DSG, OTEX, MSFT, KL? any other suggestions? Also, when is it a good time to start accumulating?
Thanks
Carlo
Read Answer Asked by Carlo on February 03, 2020
Q: I own CSU, DSG, ENGH, OTEX, SHOP, LSPD, KXS and STS and was thinking of adding GIB.A once the stock settles down a bit. I'm looking to increase my tech sector . Would you add to the existing holdings or would you recommend adding GIB.A to take advantage of the recent pullback?
Thanks for your service.
Read Answer Asked by Ozzie on January 30, 2020
Q: I'm having trouble with the high valuations of some of today's star stocks. On top of that, and as illogical as it is, I have trouble investing in the these stocks after they have run so far. What 2 or 3 stocks are you guys watching at this time that are at beginning stages but have the potential to turn into stars like shopify
Thx
Read Answer Asked by Todd on January 27, 2020
Q: Hi, using your analytical tool, it's telling me I'm still somewhat light on my tech sector. I hold a full position in CSU (and have done very well), and have half positions in OTEX and KXS (up reasonably well) and a quarter position in LSPD (flat).

What would you add to to bring my overall sector weighting up? I"m a middle of the road investor.

Thanks,
Robert
Read Answer Asked by Robert on January 16, 2020
Q: Could you rate your Tech sector holdings for future growth from the model growth portfolio, this would be for a TFSA.
Read Answer Asked by Regan on January 08, 2020
Q: Hi 5i,
I'm considering our 2020 TFSA contribution options and wonder whether we should add to our BAM holding (1.7%), OpenText (1.5%) or start a new position in Kinaxis? Our other Brookfield holdings (in registered accounts) include BEP (5%) and BIP (4%). Thanks for your advice.
Read Answer Asked by Martha on January 07, 2020
Q: I am struggling with the fact that my entire portfolio is in stocks - although 50% bluechip. Can you recommend stocks that will ride out a recession nicely or other investment avenues?

Also, in terms of value or growth who do you like right now.
Read Answer Asked by kevin on November 27, 2019
Q: Recognizing the substantial market cap differences between the much larger csu and gib.a, vs the smaller otex and dsg , in what order would you rank the four in terms of the usual metrics used for tech growth companies . I currently hold gib.a and otex and am looking to either add to existing positions or add something new. If you have another growth company in this space , pleased to hear it and why.
Read Answer Asked by Colleen on November 05, 2019
Q: Please comment on earnings. Which one(s) would you add new money coming into a portfolio to? Thanks
Read Answer Asked by Larissa on November 01, 2019
Q: OTEX dropped $2.07 today to $51.60 on huge vol of 1.1m(av 604k)of which 877k is sell transactions.After market close,it denies rumoured acquisition of Micro Focus.Ever since reaching a $58.65 H in July,it declined & trade in a range of some $55- $50.It reports on Oct 31.Any news on the drop.What are the expectations of Rev & Eps for coming Q.Is this a good time tostart a position? Thanks for u usual great services & views
Read Answer Asked by Peter on October 21, 2019
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Read Answer Asked by Kim on August 27, 2019
Q: OTEX reported a 0.1% constant currency organic growth rate for F19 implying revenues were basically flat because of a slowdown in Q4 license sales ex-acquisitions. Slowdowns in license sales should impact customer support revenues which is an important recurring source. Is this strictly a grow-by-acquisition game that can produce too many negative surprises and nasty stock corrections to bother with? If so, which TSX tech stocks would be a higher quality choice? Appreciate your service!
Read Answer Asked by Michael on August 09, 2019
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