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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 5i Research team, I have a long term horizon, and more of a growth oriented investor profile. I prefer to well understand the companies I invest in. The technology sector represents a challenge for me in terms of software products, competition, rapidly changing conditions, obsolescence, variety of software portfolio, etc. So I would like to built a sector exposure based on a few companies instead of using an ETF. Based on reading 5i Research, I am thinking a combination of CSU, KXS, GIB.A, OTC, ESL, DSG, TCS, SYZ,SH. Do you agree with this strategy? Would you include some other companies in this list or replace some? In what order would you rank them in terms of total return potential over long term and overall quality? How many of them would be enough? Would you suggest another weighting than equal weight (2% each)? I also need criteria to manage this group since my understanding won't be up to par. How will I know when to sell, or when to over or underweight in some companies? I would not want to react too strongly to short term events (quarterly results). How would you suggest I implement this strategy (buying strategy)? Thank you, Eric
Read Answer Asked by Eric on September 12, 2016
Q: I need to increase my weighting in the "Technology" space and currently own equal weightings of AVO, MDA, OTC, SYZ and WSP. With $50K to spend, would you buy a new company (I am thinking DH Corp or whatever div paying company you recommend) OR would you just increase your stake in one or more of these currently owned companies. I know you have WSP and DH as "Industrials" but can it not be argued that they are "Tech"?
Read Answer Asked by Sandy on September 07, 2016
Q: In late July 2015 CSU peaked intraday just below $600. I sold at $574 reaping a lovely almost 500% gain. The stock bottomed just below $450 in Feb 16 and has been lurching higher since, then going on a $45 tear in the last two weeks.

Two questions:

1. Any reason you can see for the recent tear?

2. As the stock again re-approaches its all time high, and knowing you have been a longtime supporter, what are your views on the company and the stock at these levels?

Thanks

Kim
Read Answer Asked by Kim on September 06, 2016
Q: It seems that 5i and company have the power to move markets with ABT and TOY both up today!

I have 15% allocated to 4 tech companies - CSU, MNW, ENG and OTC - all in fairly equal amounts within a diversified portfolio. Would you endorse a switch out of MNW and into KXS for better potential growth with reduced risk or do you feel their profiles are similar? Would adding a fifth holding be better and if so, should I increase the tech percentage or reduce one or all equally?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 01, 2016
Q: Re Sierra Wireless.. please tell your opinion an reasons for:
1. How 'safe' this stock is
2. What probality it has for price increase
3. What is the PE today and projected and how significant this is
4. What growth potential it has
5. What slice of the 'internet of things' business it has and
6. What other similar stocks are similar but better for price & growth
Thank you. I much appreciate your insights
Read Answer Asked by lyle on August 18, 2016
Q: Hey 5i,
Can you provide your analysis on YFI.v after the recent news and shareprice appreciation. I own shares with some "play" money in my TFSA. After basing for a long period in the 20 cent range it has essentially doubled in price to coincide with some news that validates their technology. Understanding the risk involved, do you ride out the momentum?
Seamus
Read Answer Asked by Seamus on August 12, 2016
Q: Intrinsyc Technologies reported yet again another stellar quarter of both revenue growth and profits. This company's stock seems really cheap compared to other small tech companies and given this stock trades in $C and and results are reported in $US. Shouldn't this stock get much more attention given the space they are in, the growth, the profits and the strong balance sheet?
Read Answer Asked by Charles on August 12, 2016
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