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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 purchased SYZ in December 2013 at $7.18. Despite a nice little run-up in the stock over the past year, it seems we're right back where we started 14 months ago. I am wondering if there is any compelling reason to continue to hold? With a sluggish economy in the west, I cannot foresee much demand for its services/software at this time and am wondering if that is what is being reflected now in the price. Who would be SYZ's competitors, and how are they faring? Is there another company within that space that might fare better under present conditions? Thanks.
Read Answer Asked by Sylvia on February 27, 2015
Q: Hi Peter,

Sylogist declared quite good results and they did an equity offering for 11 cad. They did a few acquistions too if I am not mistaken. Conventional wisdom states that a company grows by acquistions case in point csu,valient, Amaya so why is sylogist not following. They also increased their dividend what else do they have to do to increase their share value your
comments will be appreciated.

Thanks
Paul
Read Answer Asked by PAUL on February 25, 2015
Q: Can you please comment on Sylogist results released this evening.Do you see an improving trend ? Any thoughts on : "During the past year we deferred opportunities in our Canadian public sector unit and payment solutions operations to invest in our foundational technology, moving Sylogist products well ahead of market competitors. We are encouraged by the early financial success of these investments as noted in our MD&A"
Read Answer Asked by rajeev on February 24, 2015
Q: In their Fiscal 2014 report, the management "expected meaningful growth in fiscal 2015" and held cash per share $1.65. Given the large portion of business that comes from Western Canada what would you expect in terms of growth for 2015? Also in your October report you noted insider selling. Does this selling affect your otherwise positive opinion of management? Has that selling subsided? Would you be comfortable buying a small position here?
Sorry for the multiple questions.
Many thanks
Mike
Read Answer Asked by michael on February 18, 2015
Q: Hi Peter and Team, We have two positions of SYZ: one position in a RRIF and another position in a RRSP. We have made money in both, but SYZ has been lagging lately. How would you feel about replacing one of these positions with ABT which seems to be doing better presently?
Would it matter which position was swapped? Thanks in advance for the timely advice.
Read Answer Asked by Jerry on February 18, 2015
Q: I am trying to build a portfolio (total size about $110k) finally after 13 years of playing blindly and losing money every year and I am trying to flirt with diversification as well with positions ranging from 1% to 6%(excluding any financials and SIN stocks for religious reasons). I have the following current holdings. Can you let me know if I am diversified by sector and whether I am taking on too much risk. What would you recommend adding should I get rid of and what can I add? You don't have to do a detailed review and a brief answer will suffice. Thanks

APT.US,ACQ,BTO,RX,ZEO,CFL,CPH,CLR,CRH,DEE,DHX.B,DRT,DIV,ECI,
ET,XTC,FM,GRC,XIT,GUD,NHC,PHM,PGF,BIN,HACK,RKN,SVC,SCL,SYZ,
THO,TD-NASDAQ eFund,TGD,WEF
Read Answer Asked by Imtiaz on February 13, 2015
Q: HiPeter
I know you are high on this stock and guessing you are looking at the big drop as buying opportunity. Other than a few larger caps like CTC,MG,CNQ, I do not buy larger quantities if dividends are under 3%. That is the effective rate now at $8 per share. If the stock went back up to $10 or more,do you anticipate raising dividends to get to that rate or do you believe I will adequately rewarded otherwise(share price appreciation and dividend annually averaging more than a 5% yield on what you call an income stock)
Thanks for all you do
Dennis
Read Answer Asked by Dennis on February 02, 2015
Q: Hi Peter and Ryan,

Sorry to ask another Sylogist question.

Based on your analysis, what would you expect in terms of the FY '15 top line, earnings and cash flow? Secondly, based on these #'s and taking into account their top line growth, $1.50+ in cash, dividend, and No debt - would you find value in the share price at $8.00? Where would a good point be to increase a moderate position?

Because of the lack of analysts, and cheer leading from the company, I suspect there is a significant opportunity with the latest "bad" news report.

Thanks,

J.


Read Answer Asked by JAIME on January 27, 2015
Q: Hi, My question from Sunday appears to have been lost, so I'll try to resubmit. There has been a melt down in Sylogist stock price for past few weeks and my suspicion is that it could be due to fear of slowing regional economy due to slide in oil prices. It's a bit concerning as Technology sector, broadly has been a strong sector lately. Can you please share your thoughts on this and if Sylogist has a risk of its major customers curtail spending in IT area. Thanks
Read Answer Asked by rajeev on December 22, 2014
Q: I just re-read Ryan's excellent article highlighting stocks flying under the radar.

I believe that SYZ was one of Peter's picks 2-3 years ago for one of the many stock picking contests he has won. SYZ has gone from under $3 to $12 - and still has zero analyst coverage. I would think that kind of performance puts it into a very special category. Is the lack of coverage incompetence on the part of the analysts and their managers who run the funds, or is there something intrinsic about SYZ that keeps them away?

Thanks to you I am a well rewarded owner of SYZ, but still find the lack of coverage intriguing; but would expect this to change with even more of a share price increase in the future and am looking to add to it.

Would you concur?

Thanks - on many levels for your service.
Read Answer Asked by Donald on November 23, 2014
Q: I hold Sylogist as 5.6% of my portfolio, with a nice healthy gain (yesterday's price) of 47.7%. (Thank you!) Having hit its all time high in the early fall at $12, it can never seem to push beyond that. Is it time to claim profits and re-assign the very healthy profits to another more growth-oriented stock, or do you foresee impending catalyst to take this stock higher?

In another semi-related matter, I find it difficult to wrap my mind around what is termed "Book Value". I assumed that Book Value meant the price you paid for the stock, factoring in the trading fees, for a net purchase value. I notice, however, that Book Value fluctuates, from week to week. Am I going cross-eyed, or is there a logical explanation for the floating values? Excuse my naivety on this one, but I'm honestly perplexed. Thanks, as always, for your valuable comments.
Read Answer Asked by Sylvia on November 18, 2014
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