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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 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
Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.
Read Answer Asked by Simon on January 03, 2019
Q: Hi, I currently own Et ,Otex ,Pho, Shop, SYZ, and i’am thinking of selling two or three and buying Csu.
I will be doing this for a more stable and overall better portfolio if or when we get a further market downturn.
Is my strategy sound? And which two or three would you sell? I would also be open to sell four and keep two of the best if this works.
Thanks
Read Answer Asked by Brad on December 13, 2018
Q: I would like to buy NFI, but have to sell something else to do it. After looking at all of my holdings, I think it should be CSU, or OTEX. I have other tech holdings, but want to hold on to those. I am about about even with the two tech stocks so there is no tax gain/loss. I realize it is changing sectors, but I like the dividend. Do you think there would be more growth in the future by replacing one of the above tech stocks with NFI? Thanks.
Read Answer Asked by Kim on December 12, 2018
Q: Hi Peter and Team,

The Info Tech component of equities in all our accounts is 16.2%. The following stocks and ETFs are held, followed by their weightings:

CSU 7.1%
ENGH 1.4%
KXS 2.2%
OTEX 2.3%
SYZ 1.0 %
TXF 1.9%
XIT 0.3% (used to put small amounts of cash since there's no commission with iTrade)

Would it be prudent to trim CSU, and if so, to what level?
What is your opinion of the other holdings, and are their weightings appropriate?
Are the Info Tech holdings too high a percentage of the overall portfolio?

Thanks in advance for your valuable guidance. Please deduct as many credits as you deem necessary.
Read Answer Asked by Jerry on December 12, 2018
Q: Thinking of selling a portion of holdings the above to buy XQQ.
Some are in my cash accounts and the in my RRSP.
The tax loss and gain is zero in my cash accounts.
Gain a bit of D/E and get US exposure.
Thoughts

Thank you

Mike

Read Answer Asked by Mike on December 11, 2018
Q: I own GIB and have for several years. I'm thinking of selling some or all my position in GIB and purchasing OPTEX.
My reasoning is that although GIB may not be fully valued, its had a good run, OPTEX on the other hand may have more upside longer term.
Appreciate your feedback
Read Answer Asked by Larry on November 06, 2018
Q: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.

For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."



Read Answer Asked by Joseph on October 29, 2018
Q: These tech stocks have been under pressure recently. Is a rotation out of the Tech sector underway. Thanks.
Read Answer Asked by Gerry on October 03, 2018
Q: just wondering where the best place would be to put student loans with no interest owing for at least 4 years would be, out of the companies above? any other suggestions would be appreciated as well
Read Answer Asked by matthew on October 02, 2018
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