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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: I'm looking for some growth names for my wife's TFSA, but I don't want to duplicate anything I have. So, no GSY, SHOP or LSPD. What are your five favourite names for growth over the next five years?
Read Answer Asked by Peter on March 03, 2022
Q: I have losses in ANRG, AT, CIX, DOO, DSG, NVEI, PIF, SPB, STC, TIXT. Would you add to any of holdings or sell?
In what order would you sell?
Read Answer Asked by David on February 28, 2022
Q: What order would you add these stocks to the tech part of a portfolio at the current time?
Read Answer Asked by Gary on February 25, 2022
Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
Read Answer Asked by Timothy on February 24, 2022
Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?
Read Answer Asked by James on February 24, 2022
Q: The globeinvestor blurb on this company says it derives most of its revenue from the Philippines. Based on your report, I believe this is incorrect?
Scotia research implies that at about $30 CDN, the stock is trading at approx. 20-22 X 2022 expected adj. earnings. Do you agree?

Thanks in advance
John
Read Answer Asked by john on February 23, 2022
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?
Read Answer Asked by Carla on February 22, 2022
Q: Looking at the recent weakness in the growth stocks above, my first question is whether you'd begin considering initiating positions in them, my second is how would you rank them and my last is why you would choose that order. Thanks in advance!
Read Answer Asked by Stephen on February 18, 2022
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
Read Answer Asked by Terence on February 14, 2022
Q: I own CSU and TOI but I’m looking at TIXT for a bit of diversity. With CSU still owning TOI shares anyway (I think), would you switch TOI for TIXT now that they’ve both fallen or stand pat? Thanks
Read Answer Asked by Michael on February 14, 2022
Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.
Read Answer Asked by Terry on February 08, 2022
Q: When looking at all my accounts, I am slightly overweight in DSG but I also own TOI and TIXT. Long term investment, would you reduce exposure to DSG to increase TOI and TIXT. Which one do you prefer and why? Selling a portion DSG would not trigger a capital gain since in TFSA and RRSP. Thank you.
Read Answer Asked by Pierre on February 08, 2022
Q: In 6 months my Telus International (TIXT.to) has gone under water 6% : Had I chosen Telus (T.to) , I would have been up over 11%. Ignoring the recent correction,TIXT had already fallen behind Telus.
Is there a better future for T over TIXT ?
Should be be fearing interest rate hikes in the sector ?
Are there seasonal factors to consider ?
Read Answer Asked by Thomas on February 03, 2022
Q: Please rank these telemedicine stocks as likely (1) survivor and consolidator, (2) acquiree, (3) flash in the pan and eventually bankrupt. Please include any other Canadian telemedicine stocks that I missed in this list.
Read Answer Asked by Brendon on January 28, 2022
Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?

Ted
Read Answer Asked by Ted on January 27, 2022
Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.
Read Answer Asked by Kim on January 25, 2022
Q: With technology stocks presently going out of favour with buyers what 5 Canadian and 5 US technology stocks would i5Research recommend for a long time hold in a TFSA. Thanks … Cal
Read Answer Asked by cal on January 20, 2022
Q: Correction**

Thank you for the answer on TIXT.

Looking for some clarity on your answer. A rating of A- would not be seen/interpreted as a hold to me. Especially given the stock is at more attractive multiples then when you wrote the report. So please elaborate on how you you now see the stock as a hold and not more of a buy?

Also, just confirming you think a good price for TIXT is $45 and at $30 it is very very attractive? Obviously a 33% and want to confirm that this is what you meant.

Thank you.
Read Answer Asked by James on January 13, 2022
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