Investment Q&A

Q: Just for fun and just your opinion, but where do you see CSU 10 years from now?

Q: I am under weight your csu position should Isell gc. I know different industry etc

Q: Good afternoon,

The technology portion of my portfolio has grown too large (about 37%) and I’m trying to figure out how to get it back to about 25%? My issue is that I’m interested in too many tech options (I.e., the ones that I own plus others I’d like to buy). I’m looking for suggestions on which I should sell, add to or replace by buying a better option. Some were initiated with half positions that went down and some full positions grew so the proportions all over the place. I have a long time horizon and many are held in a registered account (except SHOP and NVDA). I own: KXS (3.5%), CSU (3.8%), SHOP (2.7%), PHO (<1%), ZS (3.3%), TEAM (1%), NVDA (6.1%), AAPL (11%), MSFT (4.6%) and I’m interested in buying REAL, DOCU and GOOG. I’d like to own what are viewed as solid tech companies for future innovation and growth and I’m willing to add, remove or replace any of these companies.

I also need to add materials and REITs to my portfolio since I currently have no holdings in these. I’ll use my tech trimmings to add to these sectors. Suggestions of top companies for these two sectors would also be greatly appreciated.

Many thanks for all the great work and suggestions you provide,
Lisa

Q: In the past you have noted that CSU is one of the best managed companies in Canada and there can be no argument there. Are they getting tired? In round terms CSU is up 20% in the past 1 year while ENGH is up 100%. Is it time for me to get off the CSU horse which has served me well. What would be your recommended replacement if yes please? Dam Dan

Q: What's wrong with Canadian tech these days? ZQQ is up 12.61% this month, as tech stocks soar. But in Canada, you would have been much better off owning a plodding insurance company like Sun Life or a bank than Kinaxis, Constellation Software, Open Text, Enghouse, CGI, Shopify or Sylogist.

Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.

Q: Hi Guys,

I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?

thanks
Jim

Q: Hi 5i,

I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.

Q: I have these shares in a tfsa. Do you see any sells in this list and can you please suggest a couple of additions? Thank you.

Q: Kinaxis had a great report the other day, and is now down 5%. CSU is also down 5%. Is there a particular reason or is this just a "we hate Canadian tech" day?

Q: Your thoughts on their 1/4 reports please, deduct points as you see fit.

Many Thanks

Q: Comments and your opinions on the latest earnings from Constellation, Pembina and GDI please.

Thank you

Q: Please comment on earnings

Q: CSU's Q2 seems to be a miss, especially the EPS.
Please give your opinion on it and if it changes how you feel about the company.

Q: I am a long term CSU shareholder. I have full confidence in management but less confidence in their growth prospects at this stage. The types of slow or no growth software businesses that they acquire are in secular decline and CSU has no organic growth.

Is 5i’s confidence in CSU’s business prospects misplaced at this point??? Should we stay put to see if the “inevitable” decline materializes or try to anticipate this and step out of the way?

Thanks for your awesome guidance.

Q: I own the following 6 tech names (ROP is technically an industrial but fast moving into software) in my RRSP, each at about 2% weighting. I am thinking of gradually adding one or two FANG names to round this up. I am looking at MSFT and/or GOOG. If these makes a good complement, do you consider one or the other a better buy today?

Q: What is expected next week from CSU and rather than bug 5i is there a good site to gather such information? Thx

Q: What are the prospects for badger daylighting in the next year? What companies in your balanced equity portfolio do you predict will have solid growth over the next Couple years?
Also your outlook for pho over the next year?

Q: Hello. I have about $75,000 to invest in my tfsa. Please give me your top 10 recommendations Canadian or US.

Thanks, Mike

Q: Whenever there are these swings in the market from growth/tech to value/consumer it makes me think about diversification. I have also noticed that companies that bring tech to another field are thriving. Examples being SHOP bringing technology to consumers, REAL bringing it to consumers and real estate, VEEV bringing it to health care, etc.... Also the US markets just recategorized to decrease the amount of technology companies. I am presently 27% technology but only if I place REAL and AMZN in consumer, GOOG in communications , etc.

I own all the above listed companies except ROP. I am currently considering selling LSPD (technology or should just categorize it as consumer) to buy ROP (industrial or is it technology). This would bring technology to under 25% and increase Industrials and US exposure which I am underweight in. The problem is that I can’t help but think that I am making a trade just to make the diversification boxes all line up. One could easily consider ROP as technology.

In the medical profession we have a term for this. “Euboxic”. Which means making all the lab values line up to hope for the best but often with no real value added.