Investment Q&A

Q: Can you give me names of 10 companies - CDN and U.S - that you feel have:
* strong balance sheets,
* a strong likelihood to survive or thrive in the current environment
* appear to be of good current value with an eye on a potentially strong rebound given a bit of time.
Your opinion is greatly appreciated.
Thanks

Q: I picked up a 2% position in SYZ in March which has moved very quickly to a 3.5% postion. I own CSU 7% and ENGH 4%. as my other tech holdings What would you do? SYZ is smallish market cap to me but I think that has worked for me. I also like the divvy. I am thinking of trimming back to 2% but also like the momentum. Thoughts Thx

Q: Looking for insider ownership for SYZ .
Total shares about 29 M.
Mene insider ownership is 81%. But the float is still I think about 40 M, please correct me.
Is there such a thing as too much insider ownership ? What is the best percentage for insider ownership or is this something worth considering ? Please comment.

Q: I currently own DSG,KXS,LSPD,OTEX,PHO,SYZ. I know you took out SYZ some time ago and can't find what you replaced this stock with? I know you still follow SYZ and just wondered if you feel that there is a better stock than SYZ or would you continue to hold this stock with the other stock mentioned?
Thanks

Q: Hi Peter and Staff
I know calculations depend on what goes into them but I would like your comments on an article by Just Wall Street I just read.

It claims Sylogist paid out over 400% of its free cash flow last year ?

Thanks for all you do
Dennis

Q: Hi, Results look solid, this morning. Any comments, please . Thanks

Q: 1)QST.Please comment announcement after close that it reduced staff to only essential ones & expect to cut fixed costs by 20% year over year 2)SYZ. Nice to hear of the $3.5m cash acquisition. CIBC has a tech.target price of $10.90-11.40.Please comment. 3)STC.After close,stated a newest cloud services:video meeting. Please comment on its impact

Q: What do you think of SYZ's announcement this morning that they made an acquisition? Looks like it's right up their alley (good fit) but not sure how material it is.

Q: SIS closed @ $11.25 up 0.70 & SYZ $9.00 up 0.75.Any news? As per u advices to keep good & bigger cap stocks,should I be holding this 2? Txs for u usual great views & services,

Q: Hi guys, I am looking for small and mid-cap companies with a great balance sheet and high likelihood of sustaining their dividends. Would Evertz and Corby fit the bill? Also, any others that you like for that criteria? Thanks Rob

Q: Thank you to all at 5i for all your efforts and guidance.
I am contemplating some tax loss selling and would like your input regarding the following,
sell ENB, PPL, SYZ and replacing in order with TRP, KEY and ABT. After 30 days I will consider (and probably) revert back to ENB and PPL. Not sure if I will do the same with ABT back to SYZ.
Comments, suggestions input please (suitability of replacements, plan to revert back, etc.) that will help me move forward. I like to buy, hold and rebalance as necessary but I can use the tax losses to good advantage. Retired income investor with 3 to 4 years already covered as this plays out.
Thank you so much for your help!

Q: Management's poor bonus decision aside. What are your thoughts on Sylogist at the $8.00 level?

Q: I feel that management deceived their shareholders. "The Company has agreed to the buy-out of the contractual bonus compensation arrangements with the CEO". He took a huge payment. "These executives will remain in their respective positions, with current base salaries and benefits continuing, along with a new bonus plan." That is an outright lie. No sooner did he get his huge payment then the CEO announces his retirement. Really deceitful. Time to hang up on this company?

Q: Please comment on Ceo's resignation of fiscal year & strategic review. P/P $9.48, 1.5 position in Tfsa. Add,sell or hold.

Q: I am a recently retired investor who has held SYZ for a while; ridden it up and appear to now be riding it down. I see that insiders seem to be starting to buy again. At what price do you think it becomes a compelling opportunity? (I do love my dividends!)

Thanks for your help

Q: I’m looking at starting a position in SYZ to go along my holdings of IBM and Cisco, can I have your thoughts?

Q: Can you provide comments on SYZ financials released Feb 13. How does the one time big compensation payments affect share price in the future? Is SYZ a sell, hold or buy and why.

Q: Please comment on Q1 results released today & its effect on share price going forward.Txs for u usual great views & services

Q: Hi 5I,

I need some clarification on your view of Syz. On Jan 29 a question from Rod on Syz top up yielded a "hold" response, and same type of question asked by Pierre on Jan 28 yielded a cryptic "fine" response. I too am looking at adding to my position (within target %) and came across an article in today's Globe stating CEO bought over $300k of shares in January. It would be great if your answer could delve into the potential of adding too/holding this company for 5+ years.

Thanks,
Chris M.

Q: My husband has some old capital losses that I think we should start to be using now in the event of any possible future rule changes. He has a 10 position unregistered account in which there are 3 equities with substantial gains from 125% to 1350%, i.e.: WSP, ENGH and CJT.
There are 2 equities with 50% and 70% gain, i.e. SYZ and WPM and 1 equity with 35% gain, i.e. KXS. The remaining 4 have small profit or loss, i.e. CAE, MCR, CCL.B, PBH.
Looking at selling WSP, ENGH, CJT, SYZ ,WPM and perhaps KXS to apply some of the old losses. What would you recommend to buy for replacement (a 1st and 2nd choice if you could) and would you move back into the original equity after 30 days or would you just stick with the replacement ? A dividend would be nice but not mandatory. Also, any thoughts on timing considerations or other issues ? We have diversified RIFs and TFSAs in addition to the above.
Many thanks.