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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 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
Q: I am starting an RESP fund for my new son (initial investment maxed at $5000). I would like to begin with a somewhat aggressive growth-seeking small portfolio, and to then gradually add one or two stocks each year for diversification up to about 8 or 10 stocks in total. For my opening purchase, I am considering three stocks -- Kinaxis (KXS), Constellation (CSU), and Knight Therapeutics (GUD). Two questions: This seems to be a decent time to buy these particular stocks, would you agree? And would you replace any these stocks with any others? (I'm open to anything growthy, but have been considering Shopify (SHOP), Photon Control (PHO), Enghouse (ENGH).) Thanks, and great job.
PS: Should I wait to buy until a few days after the BoC rate decision, or has the market reaction more or less already played out?
Read Answer Asked by Christopher on July 10, 2017
Q: Market is down so which stocks due see unfairly punished and will be good to pick up.
Read Answer Asked by Nizar on June 29, 2017
Q: If you had an additional $20K to invest, which 3 companies would you consider that are not currently in your balanced model portfolio?
Read Answer Asked by Eric on June 26, 2017
Q: My tech sector consists mainly of these three stocks which I knew was too heavily weighted - but I did not want to jump off the bandwagon.. Today that weighting is about 17% of my portfolio - going down. What percent weighting would you advise now? And would you advise reducing all three across the board by the same percent or treat each differently? Or maybe dump one?
Read Answer Asked by Arthur on June 13, 2017
Q: Is there a better deal out there for Sandvine or should I sell it now? I was thinking of putting the proceeds into Open Text or Shopify now that it has sold off.

Thank you.
Read Answer Asked by Mark on June 12, 2017
Q: Can you recommend a handful of your preferred US tech names? Also can you suggest anything in your coverage universe in tech that you would be wary of right now? For the latter I am curious about Canadian tech companies that you like but that for one reason or another may be best to avoid in the shorter term. Thanks.
Read Answer Asked by Alex on June 12, 2017
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