Q: I have held DSG for about 2 years in my RRSP and currently down about 24%. This position represents about 1.75% weight in the RRSP account and 0.48% of all investment accounts. I know 2 yrs may not a long time to give an investment a change but in this day of over performing tech stocks it seems that OTEX is not able to execute. Do you agree with this view? If I decide to exit, do you have 2 or 3 options to switch into?
Thanks for all the help.
Thanks for all the help.
5i Research Answer:
We would largely agree; OTEX has been disappointing, and its main attraction now is its very low valuation. There may be a typo in the question (we do not edit questions) but DSG is up 26% over the past year, and has almost doubled from two years ago. We would prefer it by far to OTEX. Other options would be CLS or GIB.A