Investment Q&A

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.

Q: Hey Peter and team

Can I get your opinion on sev.v as a small cap tech stock. Looking to add a growth tech stock to the portfolio and willing to take on risk.

Thanks

Q: Peter and Team,

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?

Your thoughts are appreciated.

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: Do you guys have any comment positive or negative about ENW Enwave?

Q: Hi Peter and Team, what is the street consenssus for SVC earnings, and also your opinion on the stock?

Thanks

Q: Hi Peter and good crew. I bought some MNW and am watching it slide . Is there any current news re. this or is it just profit taking?

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

Q: I am running out if gas with sylogist, i have owned it since the 3.35 range ,made a ton of money, but the last 3 months have been a big zero with syz. There are so many great companies out there, so my question where do you rate sylogist today on a scale of 1 to 10 for agressive growth. I am not looking for stability.dave

Q: Hi,

If you select your top 10 stocks for the year, would MNW fall anywhere. What do you see with respect to MNW during 2014. Also it is been slipping recently maybe because it went up so much. Do you think there would be any issues to holding this for long term. Thanks

Q: Zix Corp ZIXI I noticed some Q's on internet security stocks. I own a bit of ZIXI. I thought it might be unfamiliar to your members. What do you think of it?

Q: Could I please have your opinion on Com Dev. It was down sharply today.

Q: Hi Peter and 5i Team,I know that you like companies that start a dividend policy. AXX (Axia Net Media) is starting a dividend at the end of January. Can you please give me your additional comments wrt AXX

Darcy

Q: Axia was expected to initiate a special dividend due to the excess cash on the balance sheet associated with the sale of some non-core assets, instead the company has initiated a "small" quarterly dividend and they have renewed their share buy back in December. You've previously said you view the initiation of a dividend as very positive. I believe they are trying to signal their long term intentions to the market and based on their cash position and their projected income levels they have ample room to grow the dividend over time. What are you thoughts about this move by Axia? Do you think this is the right move as opposed to initiating a special dividend? Are they being too conservative with returning capital?

Thanks,
Rob

Q: Peter & company ... keeping with tech as possible leader this year ... does a balance between - DSG, MNW, ESL offer possible returns .. is there one of these MORE preferred by your analysis ..thx

Q: I have been considering Enghouse (ESL) as I can now put some money in my TFSA. However, I noticed Descartes (DSG)and started comparing to ESL. I read your previous comments and they do not indicate any leaning to one or the other. The market caps are similar but ESL has a lower P/E. What is your opinion of these two? Thanks in advance.
Gary

Q: Please take a second look at SW (Sierra Wireless). Its embedded chip technology has wide usage and stock rise is almost parabolic. Is it a one hit wonder or it has legs. Thank you and Happy New Year.

Q: What is your opinion of solarcity symbol scty and sunpower symbol spwr. Is there something else you would like in the solar space besides these two.dave

Q: Could you recommend 2 stocks from the 5i model portfolio to hold in a TFSA, the other 18 stocks would be in a regular non sheltered trading account.

Q: Feye
Hi Peter
Fire eye had an ipo recently . It has skyrocketed .. I know you are not that well versed in the us stocks. But I value your opinion on this company and their tecknology .should I continue to hold or is it too speculative. .secuiity seems to be so important today .
Candi