Q: With respect to the Obama care fiasco, it would seem CGI (GIB.A) was not provided with reasonable time to implement and try the system. Of course, CGI could hardly come forward and contradict the US and its president on the matter. This makes for a rather uneasy context, and the reflection on the company's abilities may not be fair. And the alternative to CGI (ACCENTURE) is not exactly impeccable. The dust has not settled yet.
Q: Can you offer some commentary about contract manufacturing companies that produce electronic circuit boards and other components? I am looking at companies like SMTC, SANM, ESYS, SPA and ELTK. Are there other Canadian companies (besides SMTC) worth looking at?
Q: Having the health care contract terminated by the US Government is definitely bad optics for CGI Group, GIB.A, and I know this one contract is not a meaningful size for them, but how does this affect future govt contracts Canadian and US, which I believe are a significant portion of their annual revenue? Also unnamed sources say "that CGI has not been effective enough in fixing the problems with HealthCare.gov", so in view of their high profile of this issue over many weeks and inability to solve it, could this be a cockroach we see with many others we don't as yet? Thanks, J.
Q: Hello I5 team if you could give your opinion on a couple of companies.
Transgaming(TNS) seems to be in the news as of late with some key partnerships.Could this be a catalyst for this small cap. Is cloud based gaming on your TV one of those new growth areas?
Also Boyd Income(BYD.UN) I bought this on your recommendation and have done well but at this price do I consider buying more or wait for news of some sort?
Thank you in advance for your input
Q: Kevin and Scot, thanks for the insight on self-directed RDSPs. Very helpful!!
Peter, although this may a bit beyond the mandate of 5i Research, I am very interested in 3-D printing investments. However, as it is an emerging technology with no clear winners yet, I am building a basket of 3-D printing stocks to cover all the bases and ensure that I hold the ultimate leaders in the sector. I currently hold:
3-D development, production and sales companies - 3-D Systems, Stratasys and ExOne
3-D measurement and imaging company - FARO Technologies
3-D prototype and mold production and sales company - Proto Labs
Robotics and automation - ROBO STOX ETF
I am very interested in information from 5i staff or members about any promising, emerging 3-D printing related companies that might be candidates to become viable players in this sector.
I do understand that my question may be far beyond the scope of this forum and that it may not receive any answers.
Thanks for your amazing service to retail investors.
Ed
Q: SVC
Is SVC making similar products and competing with ALLT and PKT, if so how do you think about SVC competitiveness against them. SVC seem to be more expensive than ALLT and PKT.
Q: I'm looking at purchasing MCR, SYZ or AYA for a RDSP account (earnings are tax free). Can you please rank (low to high) the risk for each company, and also rank (low to high) the growth potential over the medium term. Also, which one would you recommend?
thanks!
Q: Hi Peter,
I own a significant position in Potash which has had a nice rally lately. First any reason that you are aware of for this rally? Secondly I'm considering trimming back some POT and adding to my position in Avigilon (AVO). I think I know the answer but comparing the growth rates of both these companies I would conclude that AVO share price should greatly outperform POT over the next 3 years?? Thank-you.
I have been continuing to work towards diversification and emulating the 5i philosophy. I am thinking I could use another techology-type/growth type name. I currently have approximately a 4.0% position in Amaya Gaming AYA and have been thinking about adding to it.
However, I've also been looking at Constellation Software and read the report (am I correct that the last report was Oct. 2012?) and like it but am curious if I want to put new money to work in this name with the incredible performance its had. I was thinking of a 5.0% weighting. If not in this name, would I be better off in something like DHX Media?
Q: Hi, I know you're not big on short term trading - however, some technical analysts suggest that tech stocks peak around the time of the technology show in Vegas, which is now. With that in mind what are your thoughts on Constellation (CSU) and Amaya (AYA) in Canada and Apple (AAPL) and Electronics for Imaging (EFII) in the US?
Thanks again,
Ian
Q: Re: SYZ
Long time (close to original?) subscriber, just renewed for two more years. Thank you for providing the subscriber discount - it again shows your ethics and the fairness with which you treat your subscribers (which is in addition to the great info you provide).
Anyway, enough of the accolades.
Sylogist (a member of your portfolio) has been pretty much sideways since August. Technically, (sorry, I'm a bit of a chartist - I know you aren't) it has fallen below its 20 and 50 day moving averages and is showing significant negative divergences on both MACD and RSI. (Not good technical signs). While I appreciate you may be "comfortable" with the stock here, my question is what do you see as being necessary to move this stock upward and what might be the chances of that happening.
Though I ask very few questions, I really appreciate your responses.
Thank you
Neil