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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: I am underweight in Engh and have taken a hit on it since buying in at 60+. My tech holdings are a cumulative 18%. Would you recommend a full position now ( to 20%) after the big drop or sit on the sidelines. I have a long time horizon, and am wondering if the bloom is off the rose for Engh, or should I wait for the next quarterly earnings.

Thanks as always.

KC
Read Answer Asked by Kelly on July 07, 2017
Q: per your latest addition to the balanced portfolio, I plan to add CAE to my portfolio. To do this, however, I need to sell one of my other tech stocks. which amongst KXS,CSU,GIB.a,DSG,ENGH,CLS,OTEX would you suggest to sell at this time. All have a 2% weighting.
thanks
Read Answer Asked by David on July 05, 2017
Q: Hi Team, One of the reasons I own these stocks is that each of them does a lot of business in the U.S. and I wanted that exposure. However, with the renegotiation of NAFTA I am concerned these companies may face some headwinds maintaining and growing their respective businesses. Trump's "buy american" could certainly force some U.S. companies to start looking for U.S. based partnerships rather than Canadian. What does the staff at 5iR think? Is 5iR recommending any action at this time for these types of Canadian companies? Thanks Team Chris
Read Answer Asked by Chris on July 04, 2017
Q: I own FGD and I have made money by selling this stock quite a few times at different prices as high as 90 cents. I currently own 14000 shares which is about 3.5% of my portfolio and I am down 25%. When the price was higher the stock dod not make much revenue and the income was very low. The sales have been growing rapidly and the company is net income positive. Why would the stock tank when the news are actually more positive than before. The last time they issued stock was at 70 cents and the stock is trading at 44 cents. What are your views on this investment. Do you think it has potential like TNC. Thanks
Read Answer Asked by Imtiaz on July 04, 2017
Q: Hi, I took a position in Open Text @$45 after release of recent quarterly results. The stock has been weak since and down 15% now. It has also not followed the general strength in the Technology sector and traded lower even when its peers KXS, CSU, DSG etc have gained in value. Analysts seem to be of view that stock is undervalued and market is not recognizing its strong recurring revenue base and expected growth from recent acquisitions.

Can you help me understand, why stock has been so weak and if a recovery is expected in next 6-12 months? I also own KXS, CSU,CGI and SYZ in Tech sector in fairly large quantities. For me it's a a question of capital allocation and find better opportunities. Thanks for your insight.
Read Answer Asked by rajeev on June 30, 2017
Q: My tech sector comprises OTEX & KXS.
KXS has done very well this past year whereas OTEX is now back where it was at that time. It seemed to be on a losing trend before it acquired COVS - which only seemed to make it worse. What's your opinion, where do you think it might be heading? Anything positive to say? Your advice very much appreciated.
Read Answer Asked by Arthur on June 29, 2017
Q: I currently do not have any tech holdings. I feel like I might be late to the game here. Looking for you to convince me otherwise! I was looking at goog, kxs, orcl or if you have any suggestions as all of these have had big runs lately. thanks.
Read Answer Asked by David on June 29, 2017
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