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,
I have approx 10% weight in these in a long term RRSP following your porfolios(Only 1% WN as spin off)
I have about $!0,000 to add. What are your thoughts?
Add to a few laggards or add new?
Read Answer Asked by Paul on March 08, 2019
Q: At the present time I have a full position in Kinaxis, Constellation Software, and Shopify.
All 3 are in a non registered account. CSU and SHOP have done very well but KXS has been falling over the past year and I was wondering about selling it and buying one of the other 4 that I have listed. I am looking only at growth over the next one to two year time period. My risk tolerance is moderate to high. Which one would you suggest and why. Or would you just stay with Kinasix. Please deduct as many credits as you see fit. Thank you, Ian
Did
Read Answer Asked by Ian on March 05, 2019
Q: At the present I have a full position in SHOP and CSU. I would like to add another full position to my technology sector. Which to the above 5 stocks would you suggest for
growth only for a 1 to 2 year holding. My risk tolerance medium high. Could you please rank them from most growth to lowest growth and your reasons. Please deduct as many credits as you see fit.
Thank you Ian

Read Answer Asked by Ian on March 05, 2019
Q: I seem to never take profits in my non-registered account. I currently have an unrealized gain of +69.48% on OTEX. Do you think it's wise to take all or some profits? (I do have losses in 2018.) If I sell OTEX, what is are some good growth stocks with solid financials and good growth prospects. (I happily own CSU in may TFSA.)
Read Answer Asked by Helen on March 04, 2019
Q: Two part question, deduct as necessary. Canadian Portfolio slightly tilted towards growth and not needing funds for long time. Looking to add one Industrial name to compliment WSP and PEO (if considered an industrial). Was thinking maybe NFI but would be interested in any other suggestions.

Also looking to add a tech name to compliment KXS, and OTEX. Having a hard time finding something different that could be a core holding for long term, only criteria would be that i am not interested in PHO.
Read Answer Asked by justin on February 20, 2019
Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.
Read Answer Asked by Dev on February 12, 2019
Q: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.

Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
Read Answer Asked by Bryan on February 07, 2019
Q: Hi team,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%

Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.

Thank you
Read Answer Asked by Rino on February 01, 2019
Q: I hold CSU,DSG,ENGH is a non registered account and have done well. OTEX and KXS in a TFSA. In total all of the above are about 6.47% of my holdings. Should I consider reducing to 2 or 3 holdings or hold all five. Comments, thanks
Read Answer Asked by David on January 31, 2019
Q: Hello 5I
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks

Sylvain
Read Answer Asked by Sylvain on January 23, 2019
Q: I currently own CLS and thinking of selling this stock and buying SYZ or OTEX or would it be best to buy both? I currently already have KXS and PHO. These are the only 2 tech stocks that I will own after selling CLS. My total weight is only 5%.

Thanks
Read Answer Asked on January 21, 2019
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!