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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: 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, 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 own SHOP, KXS and PHO but want to add one more tech stock to bring my tech weighting up to about 15%. I was thinking about adding CLS or OTEX. Which would you prefer as more of a growth stock or do you have another suggestion?
Read Answer Asked by Paul on June 26, 2017
Q: In my technology sector I hold CSU, ABT,ITC, KXS, MDA and OTEX. These stocks share equal weights except for Constellation (CSU) is up more than 300% and is now taking up 30% of my 15.5% weighting in this sector. Although I do not want to sell CSU, should I be looking at rebalancing and replacing perhaps half of my CSU with another tech stock? If so, would you suggest a new one or recommend adding to one or more that I already have. Thank you for your views on this.
Read Answer Asked by Terry on June 22, 2017
Q: I hold the above in a RIF and have weighted to cover the required withdrawal amount with dividends. Does this sound appropriate and if not, would appreciate your thoughts. Do you see a major loss of principal if markets continue its downward trend. Thanks for all your help.
Read Answer Asked by diane joan on June 16, 2017
Q: My tech sector consists mainly of these three stocks which I knew was too heavily weighted - but I did not want to jump off the bandwagon.. Today that weighting is about 17% of my portfolio - going down. What percent weighting would you advise now? And would you advise reducing all three across the board by the same percent or treat each differently? Or maybe dump one?
Read Answer Asked by Arthur on June 13, 2017
Q: Hi Peter &Ryan
I am currently sitting on about 30% cash as I just had a pref called on the US side .
Would you sit on cash right now or jump back into the market and if so could I have some names of Can. domiciled companies that trade in US $.
The balance of my porfoilo is reasonably balanced so I could add to any sector.
I am looking for div stocks and capital preservation over growth.
Kind Regards
Stan

Read Answer Asked by Stan on June 13, 2017
Q: Is there a better deal out there for Sandvine or should I sell it now? I was thinking of putting the proceeds into Open Text or Shopify now that it has sold off.

Thank you.
Read Answer Asked by Mark on June 12, 2017
Q: Hello Peter, being now within a few years of retirement, we are managing to put extra money into a non-registered account on top of our diversified RRSPs. The idea is that we will build a portfolio of full positions in a variety of solid companies for long-term income and growth. To date, we have ATD.B, ENB, L, FTS, CGX, T and CXI. I'd next like to add two tech stocks, as we currently have no representation from that sector. Can you please suggest two top picks. (While irrational, CSU would psychologically be a tough one for me to buy, as it came within pennies of my order price under $500 last summer! But if that's one of them, so be it.) I've also considered OTEX. Will appreciate your suggestion.
Read Answer Asked by James on June 09, 2017
Q: In my daughter TFSA she currently own Photon and this is the tech stock she owned.From both the balanced and growth portfolio which would be your next 2 tech stock recommendations.
Thanks
Read Answer Asked on June 09, 2017
Q: Following your balanced portfolio for 4 months and done well. Did buy shop as the only stock out of portfolio. It has done very well and now makes up 9%. Holding for the long term, but wondering if I should continue to ride the wave or sell 2% and buy another tech stock. Hard to sell when it keeps climbing. If so what tech stock. Right now I do not have syz. T as always you guys are the best.
Read Answer Asked by Stephen on June 05, 2017
Q: more attractive tech stocks

are OTEX and GIB.A more attractive for 3-5 year hold {US$} than BB , or possibly another suggestion - please explain preference -thanks



Read Answer Asked by don on May 18, 2017
Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my technology sector (17% weighting). Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.
Read Answer Asked by Terry on May 16, 2017
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