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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: Why does the market seem so apathetic about this company's consistently excellent financial results. I've held the stock over 3 years during which time the EPS has increased about 50%, and yet the stock price is roughly the same. There has also been two dividend increases.

Do you think the company could eventually be taken private if the market will not give the company a fair valuation.

Read Answer Asked by Chris on August 05, 2016
Q: Hi Peter and 5i Team.

I have one account (representing about 20% of my overall portfolio) where I hold only the Balanced Equity Portfolio. KXS is pushing 7% of this account, so I was thinking of trimming it back to about 5%. All other positions in the account are at about 4% to 5%, except HCG, NFI, and PKI, each at about 2%.

Do you think I should top up one of the half-positions, keep some cash handy for future purchases, or leave well enough alone and keep KXS at 7%? (Note: I also own smaller positions in KXS in a couple of TFSA accounts.)

Thanks,

Scott
Read Answer Asked by Scott on August 04, 2016
Q: STN down 5%, WSP up 5% - were their respective quarterly reports that bad and that good? Is it an opportunity to buy STN and sell WSP, or perhaps the reverse? What is your favorite between these companies now that their prices have had big changes today?
Read Answer Asked by David on August 04, 2016
Q: Hi, Attached is a press release from Today. Do you think it is expected to benefit Sylogist, in a material way? Thanks

"Sylogist Signs Global Agreement for Public Sector with Microsoft" 16:14 EDT Tuesday, August 02, 2016
CALGARY, ALBERTA--(Marketwired - Aug. 2, 2016)

Sylogist Ltd. (TSX VENTURE:SYZ) ("Sylogist" or the "Company"), through its Serenic Software operating division, is pleased to announce that it has amended its Solution Provider Agreement, providing a long term, worldwide commitment, with Microsoft Corporation. The new agreement addresses the large opportunity emerging in the public sector ERP marketplace, with particular emphasis on the North American mid-markets.

Read Answer Asked by rajeev on August 03, 2016
Q: Good Morning Peter, Ryan, and Team,
One of my accounts mirrors the Balanced Equity Portfolio very closely and has nicely chugged higher over time. (Thank you for that) I took a half position in NFI after it was added to the Balanced Equity Portfolio. The only company missing completely from my account is Magna (MG-TSX). My question is
because I have limited cash (just at present) should I add to New Flyer to make it a full position or initiate a position in
Magna ??? Magna looks very cheap after coming way down post Brexit but New Flyer looks very good from a momentum prospective. Thank you as always for your sage advice. DL
Read Answer Asked by Dennis on August 02, 2016