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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: Hi Peter, Ryan, and Team,

We're currently overweight Technology. Given this information from "Simply Wall Street", is this a "red flag" for Enghouse, and might this be the one to let go? We also hold CSU, KXS, and TOI. Our gain in ENGH is 70%, which pales in comparison to CSU's gain of 401% (thank you 5i for continually recommending Constellation!) ENGH and CSU were purchased around the same time, but KXS was purchased later (up 101%) and TOI of course has been held only since the "spin-off" (but still up 39%).

Maybe I'm reading too much into this insider selling, but your opinion is important to me.

"Independent Director recently sold CA$814k worth of stock
On the 16th of March, Reid Drury sold around 20k shares on-market at roughly CA$40.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$2.4m more than they bought in the last 12 months"

Thanks for your insight and assistance.
Read Answer Asked by Jerry on March 21, 2022
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.

Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.

Are there any on the list above that you would consider selling and the reasons why.

Thank You.
Read Answer Asked by ALNOOR on March 18, 2022
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?



Read Answer Asked by Terry on March 17, 2022
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.

Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?

Thanks

Read Answer Asked by Don on March 15, 2022
Q: Hi 5i,

Can you help me understand how TSU is not an absolute tabling pounding buy here. They have been growing the top line at a 40% clip. I believe the ROE is 18 or 19%. They have a long growth run way. Yes they missed last earnings due to two things outside of their control (surety losses impacting .08 and hurricane .02). If those one time items did not occur they would have beat consensus.

They have a great track record of execution and the BAM pedigree. Please let me know if you disagree. Also, please let me know in your opinion when the stock is a) cheap and b) table pounding buy.

Thank you.
Read Answer Asked by James on March 14, 2022
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