Investment Q&A

Q: In a well diversified portfolio which one of these three companies would you choose for a long-term hold and with a view of an increased probability for a recession by the end of 2019? Can you please comment on your investment rationale?
Thanks

Q: I'm looking to add a stock to my TFSA. Thinking of KXS-T. Do you agree or have another suggestion. Thanks

Q: I note a recent article in the Globe to the effect that the OTEX CEO sold nearly 40% f his holdings and 3 other executives also reduced considerably. Any reason for this or cause for concern?? Than ks Jim.

Q: My question is regarding someone with a substantial US portfolio who wants to invest in some Canadian companies. He is thinking of investing in a few Canadian growth Tech companies and a couple of blue chip ETF's. Can I please have your thoughts on this and some recommendations? Thank you.

Q: Hi 5i,
I have a pretty balanced RRSP with these stocks and FUND. I am only up with the FUND and BEP.UN. I have about $10, 000 to add to the mix. Should I buy in to any of the losing stocks, add a new one or wait and see . Possibly ranking the "losers" might help me.
Many thanks. I enjoy the Q & A daily.
Great coverage.
Cheers
Paul

Q: What would be your preference between these two stocks? I own neither. With Thanks, Bill

Q: Of the three stocks mentioned above, which two would you choose and would you have a specific entry point, or go ahead now to purchase?

Q: Any cause for concern about the massive insider selling at OTEX? It seems insiders are selling every rally, and I don't think it can be attributed to rebalancing (as in KXS case), since the share price has been relatively flat over the last year.

Q: I plan on buying a half position in each of the companies in question (WSP, OTEX, SLF, CCL.B & SJ) Could you tell if they should be in my taxable account or TFSA?
Thank You, Jim

Q: I would like to buy one of the above companies. DSG's share price is expected to go up nicely in the next year, but it does not appear to have the push the other two have. What would you recommend?

Q: Hi 5i team,

I currently owned these technology stocks: Shopify, CGI, Kinaxis. I am looking to add Opentext, CSU, or Sylogist. Which two out of these three are your top picks for earnings growth, financial stability and capital gain? Thanks.

Q: Can you please comment on the earnings for $OTEX. Thanks Valter

Q: I have a small position in otex and I am considering selling for a position in kxs. What is your outlook for each of these stocks for 3 to 5 years? What might be specific risks for each of these companies? What is their financial health and insider ownership? Thanx.

Q: Do you have any projections on what is expected with OTEX when they report tomorrow
Thank You

Q: Thanks for the quick answer, further, then to trimming. If you suggest a 20% total in the sector, would you suggest 5% in each holding, or some 6 and some 3? Thanks for the detail!

Q: Am I correct in being a bit nervous about the tech sector getting ahead of itself? I own the above stocks in tech. I have trimmed SHOP from about 12% down to 7%, and I own about 6% in the others, (all with good gains). So - still about 25% tech. I've thought of selling all tech and sitting on the sidelines for a few months, or, just making a trim to reflect a balance. How would you suggest I proceed to further? Thanks, as always.

Q: Is Open Text a good investment for my TFSA?

Q: can you compare similarities and differences between DSG /OTEX. also compare prospects to BB

Q: As a follow-up to your Jan 12 reply to Elmer: I bought OTEX a couple of years back partly based on a very low PE in the 6-7 range (Thompson-Reuters stock info in National Post). Same source now has PE at 80. Your response says: the stock is cheap at 13X earnings. I'm confused. Could you explain? Should investors ignore the Thomp-Reuters numbers, or how can they be used?
Thnx in advance.

Q: OTEX has been on a downward trend since its high on May 8, 2017. Today @ $41.79 its below SMA (9), (50), and (200). Parabolic SAR (0.01, 0.1) is 41.56 but still showing some upward movement. MACD is trending down, currently 0.3 and below the signal line. The Histogram is below the zero line and trending lower. The Price ROC has trended down from 70+ late in December. Now it's at 0.34%. RSE has followed PROC and has fallen to 43.82 from 70+. What is the cause of this poor performance? Has their marketing strategy tanked? Has the competition found of way of beating them at their own game? Has management tired of doing a good job? Is the company in financial trouble? Is operating cash low? Debt too high? Please give me some reason to hold this stock.

Elmer