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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 5i,

In rebalancing my portfolio, I find that I am sadly lacking in tech stocks. At present, I have: CSU 4%, KXS 1.5%, Shop 0.4%. Could you suggest options to bring the total up to about 15% and designating whether they would be better suited for an RRIF or TFSA account? As a senior, I should be more conservative but, at the same time, I can stand some risk.

With thanks.
Read Answer Asked by Doris on August 24, 2017
Q: If you had $1,500.00 cash in your TFSA right now and you didn't need the money for 20 years and you could only invest in one of PHO, GUD, SHOP AT or GSY which would you invest in and why?
Read Answer Asked by Grant on August 24, 2017
Q: Hello, I am thinking of lightening up on SHOp where I am almost at 9% and buying AAPl as a replacement where I already have a half position. I would appreciate your thoughts on this. I am not quite sure why Apple is raising money in the form of bonds..while it has a lot of cash.
But the next version of iphones are much anticipated..I get this insight from my teenage children.cheers Shyam
Read Answer Asked by Shyam on August 18, 2017
Q: Dear Team,
While I am aware that these stocks are quite diverse, I am interested in your assessment from a growth and momentum perspective.
Thanks, as always!
Read Answer Asked by Sigrid on August 09, 2017
Q: What stock or stocks would you recommend for a long term hold in a TFSA? Thanks for your input
Read Answer Asked by Shelagh on August 09, 2017
Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques
Read Answer Asked by Jacques on August 08, 2017
Q: Hello...a current answer please for Tuesday market - What to purchase for pure growth, risk not a factor, 3-5 year time frame - from above list or another suggestion?
Many thanks.
Read Answer Asked by Lucinda on August 04, 2017
Q: Greetings, 5i.

If you had to pick either Kinaxis (KXS) or Shopify (SHOP) for a long term hold, which would you select, why and what weighting would you give it in a portfolio?

Thanks, again.

John
Read Answer Asked by john on August 03, 2017
Q: To paraphrase David Driscoll - don't trust adjusted earnings. Anything other than GAAP earnings is hocus pocus.

SHOP posted an adjusted loss of $1.1 million or 1 cent per share. "The...net loss widened to $14 million or 15 cents a share up from $8.4 million in the same period a year ago, but investors focus on the company's adjusted numbers." GAM Aug.2

Comments? Also what is the source of the adjustments?
Read Answer Asked by Jeff on August 03, 2017
Q: Hi 5iR Team, With both KXS and SHOP you identified these stocks in their early stages, put them on your radar and finally incorporated them in your investor portfolios. They both have been blockbuster stocks and I feel fortunate to have them in my portfolio. Thank you 5iR.
We are all "seeking alpha" seeking potential stocks with upside velocity. Do you have another SHOP on your radar? A stock not yet in your portfolios but ready to be listed. A stock the team just feels, yes, these guys are in the right space, doing the right thing at the right time. We are buyers! I know Peter really likes GUD and I own some but..............Any and all thoughts would be appreciated.
Thanks again for your superlative work...you set a high bar 5iR. Chris

Read Answer Asked by Chris on August 01, 2017
Q: Own both these US stocks as well as Shopify. Would like to consolidate to just two stocks. Which one would you suggest saying bye bye! Not held any of them for long but willing to keep for 1-3 years. Thanks so much for your succinct and knowledgeable recommendations.
Read Answer Asked by Dr Lorraine on July 31, 2017
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