Investment Q&A

Q: In a registered account I own CSU, DND, LSPD, BEP.UN, MG, BYD, TFII, TOI and WSP. FI am looking for 3 new companies for a TFSA. Ideally not a company listed above. Moderate risk and a 10 year outlook.

Thanks in advance!

Q: Hi Team,
Three part question. Firstly, I know as professionals you do not recommend “winners” climbing to over a certain % of ones Portfolio. However, if early investors in Apple or shopify for example would of bailed ; some would not be millionaires now. Or in some cases , billionaires where the CEO’s are holding most their wealth in their company stock. How can one hope to land that “life changing trade”(1000% or more) if one keeps trimming eternal winners ? Does it not make sense if a person finds that “winning company” to keep holding of goals are set high?

Secondly..is GSY one of those stocks, if you were to choose the likelihood of a solid company with good prospects, to choose to be overweight in and aim for that life changing 1000% move over a 10 yr or so period? I ask this company specifically because I am overweight this company and this is my goal. (Up over 200% so far and metrics still make this stock look cheap to me)

Thirdly… if you were to speculate a few different companies, either US or Cnd as your “best guess’s” so to speak of having the likelihood of producing 1000% gains over the next 10yrs or so; what would they be? Thanks for your input and deduct credits as you see fit. Thanks
Shane

Q: I do not have technology shares in my RRSP. I'm well covered in energy, financials, utilities, transportation, tel coms and an ETF US equities. There are quite a few techno companies out there. For a long term investment, any suggestions and why.

Q: I want to maximize my total return over the next 5 years without taking on excessive risk. Would switching LNF for TOI set me up to accomplish this goal? If the switch will increase risk beyond my expectation, can you suggest another company? Thank you

Q: What are your 5 favorite stocks on Canada today for a 2 year investment RAK

Q: Of the listed which 2 would you think have the greatest growth potential for a TFSA account over the next 5 years ? Could you suggest list any two others which you might think have better potential irrespective of sector.
Thanks
Jeff

Q: My KXS shares have recently doubled and haVE exceeded my arbitrary 5% holdings threshold . I have a long term view of my tech holdings but wondered if you think selling off some KXS for Topicus or LSPD (or both) is worthwhile for some added growth for the next 5 years?
I am not adverse to holding onto to KXS if you think it could revisit its historical high in the next 12 months.
Some shares are in a TFSA and some in a registered account.

Thank you for your continued support.

Kevin

Q: Your feelings on this co. please for a very long-term hold. I have huge confidence in this co. that CSU has spun off!

Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?

Q: I currently hold the following in my TFSA: ENB, EGLX, LSPD, PLTR, SUGR, TIXT, TOI.
I propose to reduce LSPD from eight to six percent, use the proceeds to increase TOI from one to three percent
of my total portfolio and recapture my principal investment in LSPD. From a risk/reward and diversification move does this proposal appear, on the face of it, to be a reasonable change to make

Thank you for considering my question

Q: On a 2 year horizon, (this account must close in 2 years) which has the more chances to do better? We would sell ENGH to harvest tax loss and buy TOI if the perspective in such a short time is favorable.
Thank you for your enlightening advise.

Q: Hi team,
In regards to TOI I am wondering how it is possible that there are no analysts covering this company? Given that it is tied to CSU as a spinout, which has been such a great success story I find this hard to picture? It must be known to analysts? Are they simply choosing not to follow it? Also, does this leave a big outstanding share price discovery catalyst if/ when analysts do start to follow the company and potentially start buying shares? Just curious about this situation with Topicus and would like your thoughts on the subject. Thanks

Q: How would you rank the following companies (WELL, REAL, ENGH, TOI, FLGT, ABCL) in terms of potential growth over next 3-5 years ? Are they any that you would not be keen on? If so could you provide an alternative or two?

Q: Good morning
I have a small position in my my trading account on DND and also a small position in TOI Should i sell DND now to build build a larger position in TOI or wait to see if a higher offer comes in on DND?
Thks for an excellent service
Marcel

Q: Good morning Team. Loving the website uptake. Managing along with my 3 adult kids (18,21,24) their TFSA. They have done very well with above. Recently sold OTEX and KXS which 2 older ones have held for 3-4 years. Advice should they consider
1. adding 2 new Canadian growth stocks or
2. should they add to five remaining ones

Realize very tech heavy but their time Horizon is long. Any advice would be much appreciated. Thanks. Chris

Q: I have owned KXS for 5+ and did very well and thinking of selling all of it and buy a full position of TOI for 5 +yrs. your thoughts?
Thanks for the great service.

Q: The listed companies each carry about a 1% weighing in my portfolio. There are no tax implications and I am positive on all of these. I am trying to reduce my overall holdings to about 25. I believe each company has its merits but I will never hit a home run with such a small investment. Can you advise which ones you would keep and consolidate or perhaps suggest something else to put all of the proceeds toward.

Thank you

Q: Hi,

These stocks listed make up the core position of my Canadian and US holdings.

Would you consider this list to be a good one for a 3-5 year plus time horizon? I am able to tolerate high risk .

Thanks

Q: Hi gang, which one would you buy first, to last. Thanks
Alnoor

Q: In your balance portfolio, TOI weight is quite low, if someone was to own TOI what % would be the maximum weight desired?

Thanks