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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 !

I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
Read Answer Asked by Jacques on July 04, 2018
Q: It's getting a little scary to see such huge profits in my portfolio (Cash, TFSA, RRIF). I know you are flexible about percentages, so I'd like your opinion on whether to reduce the following equities and by how much?

SIS 7% ; BABA 6% ; NVDA 9%; SHOP 8% ; ALGN 6% ; DOL 9% ; PBH 9%.
Many thanks for all your thoughtful advice.
Read Answer Asked by Elaine or Gerry on June 19, 2018
Q: What do you think generally of trailing stops as a protective strategy? And specifically, I was fully invested in Shopify at an average cost of about $90. Now it is starting to seriously unbalance my portfolio, and yet I hate to sell any of it when it is doing so well. If you think a trailing stop would make sense in my case where would you set the delta?
Thanks.
Chris
Read Answer Asked by Christopher on June 13, 2018
Q: Hi 5iResearch Team,
I have a full position on both SHOP and CRM for a while and doing quite well on both. Since these companies are in similar business, I am just wondering if I should reduce my holdings in either one (which one?) or both to limit my risk exposure.
Cheers,

Read Answer Asked by Harry on June 11, 2018
Q: Yesterday, I noted your warm response to a question a CRM and, when I looked at what they do, it occurred to me (who admittedly knows little about these new cloud-driven services) that it might be rather similar to SHOP. If so, is their a thought on how to choose a likely winner in this space? Also, I note that DOCU seems to be doing well in this space.

Thanks, as always for you wisdom and guidance,

Bob
Read Answer Asked by Lynn on June 08, 2018
Q: HI Peter,
I asked about Knight in a previous question but I did not get a clear answer. Perhaps, you are tired of answering the same type of questions. The main question from my end is why are analysts not putting pressure on Knight? Normally, with other stocks, there are sells, hold etc but for gud, i don't see alot of press. Please clarify. I understand that cannabis valuations are very high, but when i look at Hydropothecary, they have signed deals in Quebec and basically has a large share going forward, yet this company in comparison to others like Canopy do not get much attention. Canopy is much bigger but does it deserve 7 times the market cap than Hydropothecary? Can you please shed light on this? I wonder if it is the same situation is Organigrams which is finally getting some attention. Lastly, do you feel tech stocks have had a good run (i.e shopify), spotify etc and it is time to take some profits. Thanks again.
Read Answer Asked by umedali on June 06, 2018
Q: Greetings 5i,

I sock away a bit of cash for the summer months as i find there is always a few opportunities to pick up a good companies at a discount. I limit this to a small portion of my portfolio but would like your recommendations on your top 5 CDn (growth) and 5 top US Dividend Payers (need US income) that you would pick up on a dip or low volume during the summer months? Last August was a great example of picking up really good names at a discount. I realize there are no guarantees that we will see the same market but always on the lookout to pick good long term names to add to my portfolio. In the past i have picked up Visa, JPM this way.

Thanks for your advice.
Read Answer Asked by kelly on June 01, 2018
Q: This week I will reduce my current energy portfolio (@12%), bringing it down to two holdings to a total sector percentage of 5%. I need a second suggestion for the Energy portion, considering RRX, though with a tendency to PKI.

With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.

This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.

Cheers
Read Answer Asked by Dominik on May 28, 2018
Q: What would be your top 5 ( in order if possible) non-dividend paying CDN stocks that offer the best risk/reward capital appreciation potential over the next couple of years.

Thanks,

Terry
Read Answer Asked by Terry on May 28, 2018
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