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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: Please provide me with your 5 of your best Industrial companies and Tech companies
Read Answer Asked by Donna on March 05, 2024
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Read Answer Asked by Timothy on February 14, 2024
Q: What would you consider a good entry point for these companies?
Read Answer Asked by Gordon on February 14, 2024
Q: This question concerns the technology sector in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

The current technology holdings are CSU, SHOP, DSG and KXS. With the exception of KXS, the holdings are all positive. We are considering replacing KXS with LMN.

For a long term hold, which of KXS and LMN would you prefer and why?

Thank you,

Peter.
Read Answer Asked by Peter on February 07, 2024
Q: I have owned KXS for several years and although I am not unhappy with its performance it is rather volatile. DSG which is in a similar business seems to experience more price stability. I am ok with volatility and tend to hold equities for the long term. Using long-term growth prospects and current valuations as a guideline would you favor one over the other to any great extent? Taxes are not an issue so I could easily switch to DSG if the metrics suggest this is the better stock.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on February 02, 2024
Q: Dear 5i,
I own CSU (10%), LMN (2.5%) and SHOP (4%) in my TFSA.Is it a good idea for me to increase LMN to 5% and SHOP to 6% to increase weight in the technical sector? Is it better to start a new position(s) such as KXS, DSG, or TOI? This is a small diversified TFSA, and protecting the portfolio with some growth is the main goal.
Thank you.
Read Answer Asked by Hali on January 23, 2024
Q: Looking to add to my TSFA, working on following the Balanced Portfolio, am missing these stocks. which and in what order would you add these?
Thank you, Shane
Read Answer Asked by Shane on January 08, 2024
Q: Hello, I have the following in my TFSA: GIB.A, OTEX, NVEI, KXS, DSG, DOL, NXR.UN, with more or less the same weight. I am under water with NVEI, KXS, NXR.UN. Should I just sell OTEX, DSG and GIB.A and buy XIT instead and wait for NVEI and KXS to break even before selling them and buy XIT? I know XIT has 50% in SHOP and CSU and 5i likes CSU very much. I am less sure about SHOP. What is your opinion of SHOP for a long term hold? I did not fully understand their recent change of strategy. FYI, I have US tech names in a cash account, that’s why I am looking at CDN names in my TFSA. Thanks.
Read Answer Asked by Martin on January 08, 2024
Q: I need to gradually raise cash over the next 6 months and am operating on the assumption that interest rates will begin a to decline in late Q1, I would only like to sell those holdings that are less likely to do well in a declining interest rate environment. Please rank each of these holdings from "Sell Now - least likely to benefit from a declining rate environment" to "Avoid Selling - should do very well in a declining rate environment". AQN, BCE, BN, BNS, DSG, ENB, GSY, KXS, NTR, PBH, TCN, TD
Thanks...Glenn
Read Answer Asked by Glenn on January 02, 2024
Q: From this list of companies could any be a take over target in the next five years using your crystall ball
No commentary is required
Merry Christmas
Read Answer Asked by Marcel on December 21, 2023
Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<

Thanks
Tim
Read Answer Asked by Timothy on December 08, 2023
Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.
Read Answer Asked by Dan on December 06, 2023
Q: Would the 5i team be aware of any stock that would have a growth rating of 6 and higher along with a risk rating of 4 and lower. I'm needing to add 2 or 3 stocks (gems if any exists) to portfolio.
Thanks for your valuable service.
Gilles
Read Answer Asked by Gilles on November 21, 2023
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