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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: I am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.

Thanks and keep up the great work!
Read Answer Asked by Scott on May 04, 2017
Q: I have half positions in CCL.B, ZCL, GSY,ECI and PHO; full positions in SIS,KXS,SHOP,PBH and GUD. Growth from 'good' companies is my only consideration and I have a 10 year timeline. These companies are part of the growth portion of a balanced portfolio.
Please provide guidance on the following 2 questions:
Could you rank my half position companies with growth potential as the sole criterion.
Is it reasonable to increase one's stake beyond a full position in any company that has excellent future prospects? If yes, please rank my full position companies based on growth potential.
Thanks for your excellent service, as always!
Read Answer Asked by Warren on April 26, 2017
Q: Hi 5i,
Just a comment: I’m not sure exactly what to conclude from CRH’s price move today. We have a one-day share price decline of over 18% on something like 6x average volume (possibly more because I don’t think my broker’s site picks up all volume), which appears to have been motivated by a rumor that an un-named hedge fund manager has circulated a negative report and short recommendation on the company. At the time of my writing, trading for Friday is closed and I still can’t find any mention of who supposedly issued this negative report and recommendation, let alone a copy (or even a second-hand description) of the report, to begin informing myself and critically evaluate. Nonetheless, based on the reported size of the individual sales, the initial appearance is that today’s sell-off was fueled significantly by retail investors, who would likely be in no better position to evaluate the situation than I am, rather than by large block sales from institutional investors. Of course with a stock like CRH having tripled fairly quickly from the $4 level, it was ripe to be sold. Anyone holding over that period could hedge out by selling half their position in the $10-$12 range, crystallizing a profit, and be left with only winnings on the table to play with. Investor sentiment may be influenced by fundamentally unrelated confidence issues, such as events and trading around HCG over the past few days, among other items. And there may be many holders of CRH who still can’t say exactly what separates it from being another PHM. But without even any allegations to look at, shareholders are exhibiting a “sell on the rumor of a rumor” mentality, and CRH is worth nearly $163,000,000 CAD less (by market cap) than it was at this time yesterday.

Meanwhile, SHOP was attacked by a negative report with a “Zacks Rank 5 – Strong Sell” rating slapped on it at the end of March, supposedly based on valuation getting too far ahead of fundamentals. Shortly thereafter the stock plunged from above $97 CAD to below $90 CAD in two days. Almost 3 weeks later, with no specific fundamental news in the interim, SHOP closed today above $103 CAD. Zacks Rank today? “3 – Hold” (https://www.zacks.com/stock/quote/SHOP ).

Yeesh!
Publish only if you want to.
Read Answer Asked by Lance on April 24, 2017
Q: Hi team, I'm looking for 4 suggestions of equal weight to add to my tfsa. Looking to be farely aggressive in this account. Cheers
Read Answer Asked by Seamus on April 20, 2017
Q: Hello 5i
I hold full positions in the above 5 companies in my tfsa and am looking for a replacement for EFN. I am interested in growth and am not concerned with volatility. Also interested in a mid term hold. Many thanks.
Les
Read Answer Asked by Les on April 13, 2017
Q: What 5 stocks would be your top picks to place in a TFSA for 2017?

Shirley
Read Answer Asked by shirley on April 11, 2017
Q: Since they are about the same price I am thinking about selling my FNV shares and buying an equal amount of SHOP shares. I am looking for more growth in the long term. Not worrying about sector allocation do you think this would be a wise move.
Read Answer Asked by Paul on April 09, 2017
Q: Hi 5i - Im looking at selling a small position in BOS (down 20%) and investing the funds in a technology stock for growth (looking at SHOP or ITC) - would you make the switch? Or is there another tech stock you would suggest (already have KXS)? Thanks, Neil
Read Answer Asked by Neil on April 06, 2017
Q: Assuming no investment boundaries what so ever (i.e. risk tolerance, time horizon, diversification, loss of principle, etc) and you wanted to invest a large but comfortable amount of money in one company for a "go big or go home" result which company would you invest in?
Read Answer Asked by Ryan on April 04, 2017
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