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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 guys, I own the following with the respective total portfolio weightings. My TFSA is all CDN and RRSP is a mix of USD/CDN. When I rebalance, should I try and rebalance with respect to % of TFSA and % of RRSP or rebalance each holding as a percent of overall portfolio? If the latter, I would consolidate some of the holdings in my TFSA to bump up the individual weightings. Are there any obvious adjustments that I should make? I’m heavy on AAPL but have sold so much of it over the years I’m very tempted to let the remaining shares ride.
Please deduct as many credits as you see fit and many thanks for the excellent service you provide. The Q/A is invaluable as are the periodic market summaries. You’ve pulled me away from the panic button many, many times.
RESP:
VFV 1.30%
RRSP:
GOOG 4.78%
AYX 3.77%
AAPL 11.77%
BNS 5.26%
ENB 5.50%
GH 3.69%
XQQ 6.23%
JPM 4.80%
GUD 1.63%
NVDA 5.91%
DIS 3.25%
VXC 24.23%
TFSA:
ATD.B 1.96%
CAE 1.30%
WEED 0.48%
CSU 2.73%
GSY 1.94%
GC 1.59%
KXS 1.42%
LSPD 1.80%
MX 0.67%
PHO 1.14%
SHOP 2.69%
Read Answer Asked by Mark on February 19, 2020
Q: Can you help me understand why SHOP went vertical (looking at the minute to minute pattern on the RBC website) Wednesday literally in a heart beat? Is the observation correct in terms of the 7-8% pop happened instantly? If correct how does this happen? Is this programmed trading? Would any regular folks have been able to buy it along the way up or did it just pop without any pauses along the way up?

Thanks again.
Read Answer Asked by Donald on February 18, 2020
Q: I have some American cash that I would like to put to work but am hesitant to buy American stocks. I know there are Canadian companies that are listed in the United States. My question is, which Canadian companies that are listed in the U.S. would you buy today, based on the belief that they have the most upward potential for 2020. I would appreciate it if you could suggest 5 or 6 companies.







Read Answer Asked by Les on February 12, 2020
Q: Can you comment on Brian Madden's recent comments about Shopify the last few times he's been on BNN. He likes the company but says their disclosure is a bit manipulative in that it is excluding stock based compensation and that compensation is about 10% of revenue. He feels they are intentionally leaving that out to make their numbers look better while lining their pockets while the company is still not profitable. He's the first i've heard bring this up, thoughts?
Read Answer Asked by Adam on February 10, 2020
Q: I am looking to add to my tech holdings ie CSU, DSG, ENGH, OTEX, SHOP, LSPD, STC, which would you add to first (KXS is already at a full position)?
Thank you for your service
Read Answer Asked by Ozzie on January 30, 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: Hi, I am looking to deploy some US dollars I have in cash. My thinking is to focus on US tech - in particular the software, internet and semiconductor industries. Could you recommend names in each industry you feel would be a good choice, considering solid companies with growth prospects that could be held longer term?
Thank you for all your hard work!
Dawn
Read Answer Asked by Dawn on January 27, 2020
Q: It looks to me that SHOP is a bubble. I have no doubt that it has a great potential, but I do not see how I can justify the actual valuation. If I assume a 30 % annual sales growth, a 30 % net profit in the future and a valuation at 30 times the EPS, it would take 7 years to justify the actual valuation. Please correct me if I am off the track. Thanks.
Read Answer Asked by Jean-Pierre on January 27, 2020
Q: Are the EPS estimates on the 5i company profile pages accurate? I noticed a significant difference between the SHOP EPS estimates provided in answers and the EPS estimates on the 5i company profile page for SHOP.

Here's the example:
Question Asked by Kerri on January 22, 2020
5I RESEARCH ANSWER:
SHOP Feb 12; $0.24 EPS; $481M revenue.

I'm guessing this is the estimate for QTR1 (12/19)

5i Company profile page for SHOP
Current Estimate
QTR1 (12/19) -0.21,
QTR2 (03/20) -0.30
FY1 (12/19) -1.24

Why so different?
Read Answer Asked by Robert on January 23, 2020
Q: I will admit to being mildly nervous about SHOPs rate of growth over the past couple of months. I'm now more than 300% over my PP. As it recently broke through $500 CAD/share ... and now, $600 CAD/share ... I'm feeling pressured to keep trimming to 5% of my portfolio. Is this merely an analogue of the CSU "story" (whose stock price, incidentally, appears to be moving into "new territory")? I'm curious to know your thoughts about these developments. Thanks.
Read Answer Asked by RANDALL on January 23, 2020
Q: I started following the 5i balanced equity portfolio in my LIRA a couple of months ago, but to change it up I am thinking about taking a 5% portfolio position in one of these companies. I have a 25-year investment time horizon for my LIRA. If I wanted to replace one of the 5i balanced equity portfolio funds with one of SHOP, APPL, TSLA, GOOG or AMZN, what would you recommend (both the one I would sell and the one to replace it with)?
Read Answer Asked by Keith on January 21, 2020
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