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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 would like to add another tech stock or ETF to my portfolio.I have 10% total in KXS,MSFT, & AAPL. I have been looking at SYZ,ENGH, CSU and Intel.I would like to know which of these stocks held up well during the recent correction.
Thank you for your invaluable service.
Read Answer Asked by Allen on January 14, 2019
Q: Hello 5i team,

I have 1/2 position in each of the names listed above in a TFSA and have funds to top up two of them to full positions. Objective is growth with long time frame and OK with risk.
Which two would you recommend and why?

Thanks and Happy New Year!
Read Answer Asked by Bekaye on January 10, 2019
Q: Hi Peter and Team,

The Info Tech component of equities in all our accounts is 16.2%. The following stocks and ETFs are held, followed by their weightings:

CSU 7.1%
ENGH 1.4%
KXS 2.2%
OTEX 2.3%
SYZ 1.0 %
TXF 1.9%
XIT 0.3% (used to put small amounts of cash since there's no commission with iTrade)

Would it be prudent to trim CSU, and if so, to what level?
What is your opinion of the other holdings, and are their weightings appropriate?
Are the Info Tech holdings too high a percentage of the overall portfolio?

Thanks in advance for your valuable guidance. Please deduct as many credits as you deem necessary.
Read Answer Asked by Jerry on December 12, 2018
Q: Hi, Sylogist share price has retreated to $12.50 level, from the high of $14.50, a few weeks ago. Company increased the quarterly dividend by 18.75% recently and had positive notes on its outlook. It also continues buy back its shares, gradually ( in addition to small insider buying). Cormark bumped its price target to $18 and upgraded stock to Top Pick in September, 2018. What's your current view on the company ? Should the recent softness be attributed simply to markets and low liquidity of the stock ? Is it a good candidate to add for dividend and growth ? Thanks
Read Answer Asked by rajeev on December 12, 2018
Q: Not a lot of questions/comments on this one and the last report is June 2017 (unless I have missed something).
It continues to fall. I have been able to sell half of my position so far (liquity). I still have a significant gain on the second half. Should I hang on to this other half or will the likelihood "that earnings will likely taper in 2019" as referenced consensus states, contribute to or cause a stall in the stock's momentum and therefore best set aside this stock for a quarter or two?

As always, Thank You
Read Answer Asked by Stephen on November 29, 2018
Q: Hi,

I am observing SYZ break out nicely this week. (and btw- thanks to 5i for its coverage of this company). I am curious if you would want to comment on the company at this time. I assume you would maintain at least a B- rating. The trading volume remains low, but perhaps it is becoming a bit more visible and may attract analyst coverage. Thanks for your opinion. Jim,
Read Answer Asked by Jim on November 07, 2018
Q: hello, when do the above report and what are the eps/ rev expectations? Thanks
Read Answer Asked by Jordan on November 01, 2018
Q: Hi, In addition to reason cited for recent spike in stock price, per your response to John's question, Sylogist was also upgraded by Cormark (the only brokerage covering this co.) on Sep 18 to Top Pick from Buy and price target raised to $18 from $16. The analyst also raised the full year EPS forecast to $0.50 for FY2019 and $0.62 for FY2020. Thanks
Read Answer Asked by rajeev on September 21, 2018
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