Q: Hi, in my RRSP I hold most of the Model Portfolio holdings and I also hold 2 of the Growth stocks , XTC and DBO ,.....XTC Ive had for over a year now without much movement on the upside , I"d like to replace it with another of the Growth names, which ones would ou recommend, its worth appox $1300.00..........Thanks,
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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: Hello, I've noticed that Open Text is in the Growth Portfolio and Kinaxis is in the Balanced Portfolio. I would have guessed they would be the other way around. Do you believe OTC has more growth potential than KXS?
Thank you!!
Dave
Thank you!!
Dave
- Constellation Software Inc. (CSU)
- Concordia Healthcare (CXR)
- Magna International Inc. (MG)
- Open Text Corporation (OTEX)
Q: I checked my Scotia itrade account after reading your answer regarding Canadian companies paying $US dividends. My account states states that MG, OTC, CSU, CXR and BEP.UN are all paying Dividends in $US and then converting it into $CA. I am going to assume that they are charging me for that conversion each time which goes against my strategy to pay as little as possible in fees. What is my best solution to this problem. I do have a US trading account with BMO investorline. Would it be best to buy these stocks in $US to eliminate conversion fees. Any other insights or solutions would be appreciated. Thank you.
Q: In my RRSP account,I had double position in ESL, I sold half today, and thinking to add another Tech company for diversification. Which one you prefer, SH ,OTC, FB or other name. I already have KXS, DH, SIS.
Thanks
Kuldip
Thanks
Kuldip
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Open Text Corporation (OTEX)
Q: I know that BEP.UN pay their cash distribution in US$ are there any other companies that are in your portfolios that pay in US$ or is BEP.UN the only company.
Thanks
Thanks
Q: How did their Q3 stack up against the consensus estimates?
What do you think of the latest acquisition including paying over 3 times revenue?
What do you think of the latest acquisition including paying over 3 times revenue?
- NFI Group Inc. (NFI)
- Raging River Exploration Inc. (RRX)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
Q: Hi 5i, I'm investing on my NEW TFSA, the stocks I'm thinking on choosing from are: PBH KXS ATD.B GUD NFI RRX OTC.
I would like to reduce the number of stocks to 4. Which one would you suggest I go with, for a 5 year investment, I would like to max my growth and I do not mind taking some risk.
Thanks
I would like to reduce the number of stocks to 4. Which one would you suggest I go with, for a 5 year investment, I would like to max my growth and I do not mind taking some risk.
Thanks
Q: Thoughts on purchase of software from HP? Thanks. Chris
Q: Hi Peter, I need to take some profit off the table. I am up on these names. Can you please suggest which of these I can sell now among these 3?
OTC
BCI
PLI
I meant which of these among 3, does not have a huge catalyst in short term and more riskier?
OTC
BCI
PLI
I meant which of these among 3, does not have a huge catalyst in short term and more riskier?
Q: I currently have a 19% weighting in Technology and a 14% weighting in Industrials, and looking to even this out. Would you sell Open Text (OTC) to buy AirBoss (BOS) at a discount? My position in OTC is about 3% of my portfolio.
Q: Good Morning Peter, Ryan, and Team,
I have been looking at ESL, CSU, SYZ, and OTC and comparing them using the metric "Free Cash Flow Yield" (Trailing 4 quarters of operating cash flow, minus capex, divided by shares outstanding, divided by yesterday's share price) According to my very crude calculations ESL = 9%, CSU = 8.7 %, SYZ = 9%, and OTC = 14 %. OTC in particular looks to be getting pretty cheap. Is this a good way to look at these types of companies and what other metrics do you use in your analysis of info tech businesses ?? Thank you for your sage opinion. DL
I have been looking at ESL, CSU, SYZ, and OTC and comparing them using the metric "Free Cash Flow Yield" (Trailing 4 quarters of operating cash flow, minus capex, divided by shares outstanding, divided by yesterday's share price) According to my very crude calculations ESL = 9%, CSU = 8.7 %, SYZ = 9%, and OTC = 14 %. OTC in particular looks to be getting pretty cheap. Is this a good way to look at these types of companies and what other metrics do you use in your analysis of info tech businesses ?? Thank you for your sage opinion. DL
Q: pls. comment on their latest Q including consensus estimates of US $revenue and eps.
thanks
thanks
Q: What is going on at OTC
Q: Would OTC be considered a dividend growth stock and would it be a good candidate in a canadian diversified portfolio for tech exposure over the long term?
Q: I currently own a 1/2 position in OTC and was thinking of bumping it up to a 3/4 position. Any concerns with this?
Best,
Carla
Best,
Carla
Q: Please comment earnings report for above three and forward guidance. Thanks. C
Q: Hi team:
the peak season for tech stocks starts in late fall
I have full position in CGI.a; with a small position in ESL, KBL
I would like to add to ESL and KBL, would OTC be a better choice or all 3?
thanks!
the peak season for tech stocks starts in late fall
I have full position in CGI.a; with a small position in ESL, KBL
I would like to add to ESL and KBL, would OTC be a better choice or all 3?
thanks!
Q: I am looking at three buys over the next while. They are OTC, PHM and DRT. I realize that I am trying to get maximum mileage out of my last question for the year, but I hope this is OK. Would you rank these in order of both which is the best buy and which order you would buy them in. No need to consider my portfolio as a whole but do consider me an aggressive investor with patience. If any of these companies have red flags please mention that also. Thank-you for a great first year!
Q: Hi Peter and Staff
Small positions in OTC,ESL,GIB, DSG and Kinaxis
Long term which one would you add to and why
Thanks for all you do
Dennis
Small positions in OTC,ESL,GIB, DSG and Kinaxis
Long term which one would you add to and why
Thanks for all you do
Dennis
Q: Hi Team,
Given OTC's recent weakness and perhaps your knowledge of their management team, do you think it is starting to look like a takeover candidate? If so, any idea who the potential suitor(s) might be.
Thanks for your great service.
Michael
Given OTC's recent weakness and perhaps your knowledge of their management team, do you think it is starting to look like a takeover candidate? If so, any idea who the potential suitor(s) might be.
Thanks for your great service.
Michael