Investment Q&A

Q: Hi, I started a position on OTEX when stock dropped on earnings miss, recently. In past, this stock recovered smartly within a few days, after any such miss, but not this time. Instead it has lost more ground, almost every day. Any reasons or comments, in your view ? Thanks, as always for your valued advice.

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

Q: Open Text is very cheap, even before it dropped on recent earnings- Why?
Does the street not have much of a positive opinion on them?
Thanks

Q: greetings,

So open text has missed expectations and is down significantly. Is the earnings miss their usual miss that happens regularly with this company or is more going on here. I have usually bought this stock on the dips but the miss was more that just a minor miss this time. Your thoughts.

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.

Q: based on today's weakness, some research, and 5i positive opinion of the company i have waded in with a new position in OTEX worth 2.5% of my portfolio. hopefully 2 years from now this would be considered a good entry point.

Q: Of these 2 which would you pick going forwards and why?

Q: Could I please have the earnings estimates for sis and pbh. What do you think about open text's quarter? Buying opportunity?

Thank you

Q: Thoughts on Open Text's earnings?

Is a dip an opportunity to add to long term holdings? If so how long does one wait before making a purchase?

Q: Based on available historical data, the above have compounded earnings > 10%. I intend to put these good companies into a RRIF to boost the return of a mostly bond/gic content.

In your opinion would you regard each of the above as a good company that should be able to provide a relatively stable future annual return of 8% to 10% with the exception of a market meltdown. Looking for some reassurance regarding the picks. Thank you.

Q: Would you buy open text today? Any thoughts about this co. Thanks. Alnoor

Q: You have received several inquiries about Constellation Software in regard to whether or not it has lost its shine in that it is becoming more difficult to grow by acquisition. Would the same reasoning apply to Open Text? Thank You.

Q: Hello
I want to add 2 growth stocks to my portfolio. Of the listed stocks can I please have your 2 top choices.
Thanks

Q: What would be a few names you might suggest to replace RDM ( either growth or growth plus income) Thanx Robbie

Q: Hello 5i,
If you had to choose between Enghouse and Open Text today which would you choose for growth over the next 2-3 years. I own a small amount of each and want to consolidate.
Thank you
Dave

Q: I am selling my DH holding in the very near future, and want to replace it with another company in the technology sector. I plan to take about a 4% position with my proceeds from the DH sale along with some additional uninvested capital. Along with my plan to increase my holding in ABT to about 2%, this move would increase my technology holdings to about 6%. I would strongly prefer to buy one company rather than two, and I am debating between KXS and OTEX. I know that KXS appears poised for further growth, while OTEX is more of a mature company, with a track record to support it. If you had to choose one, would you go with the proven entity in OTEX, or the company that appears poised for significant growth in KXS; or would you split the investment and buy both? I am trying to limit my holdings, as I have found that I had too many small positions that didn't really add to my bottom line while increasing my bookkeeping efforts. I would like to take the position some time next week, as I have learned that timing the market does not prove to be as valuable in the long run as spending time in the market. Thanks for reading, and I look forward to your response.

Q: We have zero exposure to this space, could you rank these stocks for us please as I would like to pick up two or three names. Any others to consider?
Thanks,
Ted

Q: Hi, I had to sell some Enghouse for portfolio rebalancing and would like to stay in same sector or with a similar company. Would Open Text be a good replacement? Thanks, Bill

Q: I am considering selling DH now rather than wait for closing of the sale. I would like to replace it with 1 of the 3 mentioned. Which of these 3 would you suggest or do you have another good alternative. I am thinking that my replacement would likely make up for the amount lost by not waiting for the closing of the DH sale. It does not have to be a Dividend payer.
Thanks 5i for the great information and advise that you give. It has certainly been very helpful and profitable for me.
John

Q: in your answer to neil you say open text might not have the same potential as shopify or kinaxis, i own lots of all 3 ,but why do you say that.
in a software stock i wants lots of risk and loads of potential.dave