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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: Could you please comment on the recent earning earnings? They seem quite solid but without reference to expectations, it is hard to judge them.

By way of a comment, while you have never said anything negative about this company, it is not one that you seem to tout very much although it has been a solid performer and value grower for many, many years. Do you see this a reasonable core holding in tech?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 01, 2017
Q: I have about 25K to invest im my TFSA. Please rank the above stock as to growth over next 3 to 5 years.
Much appreciated RAM
Read Answer Asked by Ray on January 23, 2017
Q: Hello,

Over the past several years I have put together an adhoc portfolio with the following allocation:

ZEO (oil) %4
GIB.A %36
GILD %11
VOO %27
VSP %9
VIG %13

My goal overall is to build a long term growth portfolio (25-30 years) with some stocks mixed in. Any recommendations on how or if I should re-balance this? In your opinion is there anything I should move away from or that may be missing from this portfolio that I should add for long term growth? (ex. emerging markets or a global equity market index ETF).

If so, you could please provide a couple I should consider? I have a lump sum that I plan to contribute to the portfolio over the next 60 days.

Thank-you very much in advance!
Ryan
Read Answer Asked by Ryan on January 18, 2017
Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.
Read Answer Asked by David on January 13, 2017
Q: I'm a conservative investor and have been looking at the valuations on these three companies for awhile. All have good grades and have had decent pullbacks. What order would you rate purchasing these companies, or any other ones, based on least risk and greatest capital appreciation over the next two years. Thank you.
Read Answer Asked by LARRY on January 03, 2017
Q: Starting another trading acct. without any banks. Your opinion would be appreciated on the selections above. Thank you.
Read Answer Asked by Robert on December 23, 2016
Q: I have had my eye on these 2 stocks for a while and the current prices look reasonable for a long term entry point. Both have been very acquisitive. From what I can glean from the annual and quarterly presentations CGI is in the process of delevering from their last acquisition and could be setting up for another. ATD is in the process of digesting their latest acquisition too. My question is has either company issued equity to fund some or all of their prior acquisitions? Or have they all used cash/debt?
Read Answer Asked by Richard on December 07, 2016
Q: Hi 5i: I am in the process of aligning my equity portfolio more closely with the 5i Balanced Equity portfolio. Re the tech sector, I have KXS and SYZ as does 5i. However, instead of CSU and ENGH I have GIB.A and DSG. Would you recommend that I sell the latter two and pick up CSU and ENGH, or is there some intermediate step that you would recommend? Both GIB and DSG have done well for me so far. Thanks for your always valuable advice.
Read Answer Asked by Roland on December 07, 2016
Q: Hi 5i. Like other fellow members, we too have difficulty deciding when to sell equities which have done well.
We hold Alimentation and CGI Group in our TFSA's, and my wife holds BMO in her RSP, all of these have ~100% gain over our ACB. Their 52wk Hi prices occurred recently (Sep and Nov).
We also hold Stella Jones with a 68% gain, and Parkland Fuel with a 60% gain in our TFSA's. PKI's 52wk Hi was recent (Oct), while SJ's was almost a year ago.
We do not wish to sell any of these equities outright, but are thinking about re-couping some (or all) of our original investment.
Another issue clouding our decision : does a solid dividend (ie BMO and PKI) change the decision ?
Do you have a general rule of thumb to follow ? Could you give us your advice regarding what to do here. Regards. Your advice as always is much appreciated. T.
Read Answer Asked by Terrance on December 06, 2016
Q: My only tech holding at present is OTC. I would like to add a second tech stock. Which of CSU, GIB.A, KXS would you prefer as a complement at this time? Thank you, Barrie
Read Answer Asked by Barrie on November 25, 2016
Q: I currently hold full positions in GIB, Engh and KXS and a 1/2 position in SYZ and am looking to add another 1/2 position. I can't decide between topping up SYZ, adding a new 1/2 position in CSU or selling SYZ and go with a full position in CSU. Part of me would like to stay more concentrated (I am very comfortable with the 3 full holdings) but I guess at the end of the day, I am wondering if the hoped for outperformance of SYZ outweighs the very solid expected growth of CSU. While I like the added benefit the SYZ dividend provides, I do not currently need the income.

I am interested in your opinion as to my options. Appreciate the insight.

Paul F.
Read Answer Asked by Paul on November 24, 2016
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