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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: Warren Buffet is credited for investing in companies he understands. I have to be honest, I don’t understand what many of the Information Technology companies actually do, or how strong their business models are. What advice would you have with respect to understanding IT companies? Do you have a suggestion for an easy-to-understand IT company with strong earnings, growth, etc? Are CSU and KXS your top recommendations? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 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 have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?

Thank you, Peter
Read Answer Asked by Peter on January 11, 2017
Q: Happy New Year to everyone, lets hope for a profitable 2017.
I have chosen a 15% weighting for my IT stocks. I own 4% of CSU, 3.7% of ENGH, 2.2% of MDA and 3% in OTEX-N. I'm underweight but unsure which stock to add to. I always appreciate your advice, thank you for all you do.
Read Answer Asked by Cheryl on January 03, 2017
Q: There have been a number of questions about tax loss selling. I am concerned with the opposite. There are some stocks up 50-75-100% this year, and who people/organizations might want to sell early in the new year in order to postpone paying taxes for another year. Would it make sense to sell something like that, say PBH now, in anticipation of selling in the new year, and transfer the money to a company like CSU which hasn't really done much this year? PBH might be picked up again after selling is done, if it happens.
Read Answer Asked by John on December 14, 2016
Q: Hi Peter and Team!! I enjoyed your last presentation on buying stocks! I will be looking to invest money in my TFSA and disregarding my other holdings and the fact that these stocks are different, which one would you chose for the biggest growth potential and which the least.? I hope that everyone at 5i has a Happy and Healthy Holiday!! Kind Regards, Tamara
Read Answer Asked by Tamara on December 12, 2016
Q: Hi, I am trying to understand the value of this transaction ( Agreement yet to be approved by RKN shareholders) of US$80 mln investment in Redknee Solutions by Constellation Shareholder to the company and its shareholders. Per your comments, Constellation is interested in company's mobile billing software and its clients and will be entitled to receive 10% Preferred shares( is it 10% dividend or 10% of the shares issue) and warrants. It appears like a take over in a round about manner. I would appreciate if you could help with an analysis and your views. Thanks
Read Answer Asked by rajeev on December 12, 2016
Q: One third of my non sheltered account consists of shares in ATD.B, CCL.B, CSU, and SJ. In the last month the TSX is up about 3+%. In the same period these stocks are all down (13%, 5%, 6% and 8%). The only common thread I can see is that I own them. Do you have any insights that explains the not inconsiderable under performance of the share prices of these stocks in the last month?
Read Answer Asked by Curtis on December 06, 2016
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