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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: 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!
Read Answer Asked by Alex on September 09, 2015
Q: Hi 5i team,
I'd appreciate a clarification to your response to Michele this morning. You suggested it would be okay to add to OTC but in a post a few days earlier, after the big plunge of OTC, you indicated that you may have to review it's inclusion in the growth portfolio. I'm not sure if it means you've had another look at OTC and decided it's good to hold, even given current conditions. I'd appreciate clarification since I had been thinking about purchasing more (but luckily wasn't too quick to pull the trigger since it lost significant share price).
As always, thank you for everything you do!!!
Read Answer Asked by Brenda on May 27, 2015
Q: How do you feel about Open Text (OTC) now that it appears they are going to announce their second quarter in a row with a fairly large miss? Is the growing earnings per share story broken or just taking a breather?

CIBC's Investor's Edge, has 2016 eps estimates currently at $3.91. If I lop off 30 cents of that to take into account the downward 2016 eps revisions and assume the shareprice will fall close to $55 tomorrow, I get a 2016 p/e of 15.23. Worth holding?

Whats your best ballpark "guestimate" as to the new 2016 revised earnings for OTC?

Thanks, as always.

John
Read Answer Asked by john on May 21, 2015
Q: With the many downgrades today, and the stock down sharply after earnings, is it a good time to pick some or should I wait ? I guess the stock will not do much until the next quarter results and while the valuation is cheap and you are positive, there still might be a considerable downside to the stock price in the near term. I would like to avoid buying after the stock price has rebounded. Never too easy but what would you suggest? The fluctuations are in the range of 4-5% which is significant if I can get a feel for the trend over the next two weeks or so.
Regards
Read Answer Asked by Rajiv on April 29, 2015
Q: Hi team!

I currently own Enghouse and would like to now if there is a similar company in the growth portfolio? Thinking of adding Open text(OTC) to my mix, but not if they both are too similar.

Or would maybe descartes(DSG) be a better option or something else?

ps..I don't mind riskier stocks because I am well balanced.

Thank you
Read Answer Asked by Rino on April 13, 2015
Q: On an earlier post a few weeks back you used non-GAAP earnings when commenting on the quarter 0.97 cents.
Looking at forecast estimates on the TMX website for the next quarter it seems they also must be using non-GAAP earnings. It is confusing to me when in other places EPS is shown as GAAP earnings. Why use non-GAAP? Which is better when calculating PE etc?
Read Answer Asked by Stephen on February 08, 2015
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