Investment Q&A

Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.

Q: How would you rate and rank these technology stocks as to growth and investment potential for 3 to 5 years?
Thank you, as always, excellent advice!

Q: Hi Peter & 5i team,
These are the current holdings in our grandsons RESP ( age 5). We are adding new money. Could you please give your opinion on our current holdings and what suggestion would you have on acquiring a new stock or alternatively topping up an existing one.
Thank you very much.

Q: Hi Group - assuming this market stays choppy and unpredictable it appears the the tech sector may be a good start to generating some cash (I have profits in CSU + DSG + a loss in FB - My question is do I sell now hoping to buy back later a lower price - presently I only have 5% cash in a portfolio worth $1.2 million and am feeling very vulnerable to losing more (presently I am down 18% overall. Is it too late to preserve cash or?

Q: Would you buy constellation or kinaxis ? Or share the allocation 50 / 50 between the 2 ? Buy and hold for 10 yrs. Can you please also explain why ?

I have owned Descartes for a few years and did well.... tks to you ! Is it a good time to add ? Or should i just buy more of constellation or kinaxis ? Thank you for your comments and happy holidays to the team !

Q: Your comment on earnings would be appreciated.

Sheldon

Q: I currently have a small position in DSG and am wondering:
1. Would you add at this time?
2. To what percentage of a portfolio would you recommend holding DSG?

Thanks,

Q: As a logistics company largely relying on international trade and the movement of goods, I'm surprised you did not comment specifically on the potential impact of US/China tarrifs on DSG (you did mention changes in global trade).

While obviously negative to DSG, are you able to quantify what the impacts of the tariffs might be?

Thx.

Q: I am considering adding alaris royalty , Descartes systems or ats to my portofolio, what are your thoughts, I know you have recommended these in the past . brenda

Q: could I please have your take on the quarter. Thx

Q: reports tmw I think . Do you know what the market estimates are? Thx

Q: I'm currently invested in some "subscription model" Companies such as $APPL, $CRM, $MSFT, $AMZN.
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?

Thanks,

Valter

Q: Good morning Team! I would like to thank you all for the amazing technical work that you do for me! I work full time and it would be impossible to spend the time required to research companies.(even though I would love to) Above is a portfolio that I started and I am wondering what you would suggest to add? Investment timeline 10+ yrs.

Q: Which one would you pick today?

Thanks for all your support,
Mark

Q: Goodmorning
I currently have a 2% position in dsg and am thinking of taking it to 5%
I do not have a position in engh but considering initiating a 2% position
Which strategy would you be more comfortable with ?
Thks Marcel
Thks for all you do

Q: Good Morning,

My daughter's RESP has the following stocks. I have added some CSU because I simply can't pass up the buy opportunity on this weakness. I am overweight in IT now, what would you recommend for an 8 yr horizon please.

Current holdings:
BNS, CSU, DSG, DHX, ENB, ECI, HR.UN, KBL, MUX, RHT, STN, SLF, TSGI. She also has 3 ETF - US Dividend, Emerging Markets, Nasdaq Indexed all equal weight.

Thanks for all you do!!

Eric

Q: Hello 5i team,

Today's Globe & Mail:
http://gold.globeinvestor.com/servlet/ArticleNews/story/RTGAM/20180531/ellipsis_OK5KOAGTGVAVZNM33Q4DTLYU4U/stocks/news

Two analysts re-rated Descartes Systems following release of 1st Qtr earning. One analyst (Laurentian Bank), re-rated the stock to "Hold from Buy" on valuation concerns and a slight miss on adjusted earning while all other metrics were higher than analysts' estimates, and then went on and commented on the company's strong potential growth going forward and increased his target to US $32.50. The other analyst (Canaccord), rated the stock a "Buy" and increased his target to US $35.00 from US $34.00. The analyst commented on the company's consistency, M&A activity providing the company's with faster growth segments with expected EBITDA growth of 15% suggesting the stock deserves a premium. Meanwhile the market reacted by selling down the stock with a mid-day drop of CAD $2.00. What gives? Please help me understand what drives markets in the short term and what is your recommendation on Descartes going forward.

Thank you!

Q: Hi there,
DSG has quietly reached all time highs. I am concerned that the stock is ahead of its growth profile and earnings. It has always been expensive but i have it showing at 88X current earnings. Your thoughts on this one?
Cheers

Q: Could I please have your thoughts and analysis on these two companies recently announced earnings. Thank you.

Q: A recent article in the Globe was citing an RBC analyst as saying it was time to go underweight on tech stocks.
I have the following weightings in my portfolio -
ENGH - 6% ; SYZ, KXS and DSG 4% each.
Do you see any of these as being seriously overvalued? I have very good gains on all and have taken profits on all except KXS as they have moved up.
Any comments are appreciated.