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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: Good morning. I will need to raise some cash soon. I have picked AW, ATH, CPD and SYZ to head to the chopping block. In what order would you sell? Thanks for everything you do for us.
Read Answer Asked by Frank on February 10, 2025
Q: Hello 5i
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.

Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?

With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?

Thank
Read Answer Asked by David on January 13, 2025
Q: I am thinking of starting a position in ATD, given its current weakness, as I am underweight consumer discretionary. As usual it is also difficult to know what to sell, but I am thinking of selling one or two of my small cap technology stocks, namely AIF and SYZ. Selling one would give me a half position in ATD and selling both would give me a full position. There are no capital gains implications as the stocks are in my TFSA. With regard to quality of the companies and their growth prospects, would you advise me to make this trade? If so, which of AIF and SYZ would you sell or would you sell both?
Read Answer Asked by David on October 28, 2024
Q: You recently said that trimming the weeds in a portfolio is something to believe in. Is SYZ a weed? I have held this stock for more than ten years and 5i's coverage of it was one of the reasons for my original subscription. I like the unique sector SYZ operates in and its growth potential, but I am losing patience and wondering if it is time to move on. If I sold SYZ I would add to my other Canadian software holdings, namely OTEX, ENGH, TCS and AIF, but I hesitate because SYZ provides diversification and may yet turn around. As always, I welcome your insight.
Read Answer Asked by David on May 14, 2024
Q: Good morning. I hold the above stocks in my TFSA. Together they now account for approx. 6% of my TFSA. I am thinking I'd like to consolidate them into one or possibly two positions. Which would you choose to keep if you went that route. Alternatively can you suggest one or two Canadian and one or two American growth stocks to take their place. I already hold full positions of CSU, LMN, TOI, NVDA, and SHOP. Thanks for your advice, Rod
Read Answer Asked by Rod on March 11, 2024
Q: Hi Peter, Hi have listed my big loosers and will appreciate you opinion for clean up purpose. 1. Can go right away 2. There is some hope so hold on 3. add more
Read Answer Asked by S on December 20, 2023
Q: I was just about to give up on Sylogist because of its downward trend over the past 5 weeks in a strong market. Then I discovered that CFRA rates it a Strong Buy!! I know that their report is algorithm-generated, but still! I checked out other CFRA algorithm-generated reports for other small-cap Canadian tech stocks and couldn’t find another Strong Buy (lots of sells). I originally signed up for 5i Research because you cover small Canadian companies. SYZ never issues stock, so there's no analyst coverage. Only algorithms. So how much credence would you put on CFRA's algorithm? What is causing it to generate a Strong Buy for SYZ?
Read Answer Asked by David on December 11, 2023
Q: I'm late to the party with TCS, CTS and SYZ. I don't own any of them and wonder if they still have "legs" or have they had their runs. Looking for other small Canadian Tech you find interesting.
Read Answer Asked by Neil on November 14, 2023
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