Investment Q&A

Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram

Q: I'd appreciate your analysis of these two companies and your assessment to determine which of these two have the most growth potential.
Thank you, as always!

Q: I'm a little concerned about the trade tension, possible 2nd wave of the virus, protesting, economic risk, etc.
Do you think we need to do something in case the market crash?
Currently I hold the above 4 stocks plus 20% cash. Are they safe? Any other stocks that you recommend?
Thanks!

Q: We have been looking at these four companies but only have resources to take positions in two of them. Which two would you consider the best choices for returns over the next couple of years?

Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .

Q: Could you give me the forward PE on these companies and which looks best currently if buying ? Thx

Q: Hello team,

I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?

Thank you so much,

Q: Do you think Descartes will take a hit today?
They did not meet the revenue estimated but eps were in line. Assessment please of earnings.
Thanks.

Q: Hi 5i,
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry

Q: Can you please comment on these two companies recently announced earnings. Thank You.

Q: Could you recommend some Technology stocks, they seem to be popular these days, Shopify is to pricey for me.

Q: Which company in your opinion would be the best investment presently? And why? Thanks

Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)

Q: If a new investor had a $100, 000 to invest in Canadian & US Equities what would be the TOP 10 Stocks to invest today for the next 3 to 5 years.

Thanks Valter

Q: Which 3-5 growth stocks on the Canadian or American exchange are you most bullish on their long term potential?
Thanks

Q: Which do you currently like better for growth. I must admit hearing that SHOP has started down the POS road makes me slightly nervous about LSPD. On the other hand LSPD has a lot of cash DSG a little debt. We also own SHOP, KXS,TEAM,NVDA,CSU,AYX in the tech space. Would be selling LSPD for a tax loss if you think DSG is better.

Q: Hi, I currently hold CGI and have held it for a couple years now up 60% in registered account. I'm looking to switch to OTEX, DSG, or ENGH for more growth long term, what do you think? Can you rank these 4 stocks. I already own SHOP, KXS, LSPD, CSU and don't want too much overlapping tech. Thanks!

Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.

Q: I have a full position in kxs partial position in otex and a small position in lspd. I am looking to add more tech to my tfsa and considering either gib.a or dsg. Which would you recommend and is there much overlap between what I already have and dsg and gib.a? Thank you.

Q: I currently own DSG,KXS,LSPD,OTEX,PHO,SYZ. I know you took out SYZ some time ago and can't find what you replaced this stock with? I know you still follow SYZ and just wondered if you feel that there is a better stock than SYZ or would you continue to hold this stock with the other stock mentioned?
Thanks