Investment Q&A

Q: I still own SYZ and have a 1.6% weight and would you see this as a buy if I wanted to increase my weight? If I choose to sell what tech stock would you replace this with?
Thanks

Q: Can you comment on Sylogist quarterly earnings release and the drop in stock price. Would you buy sell or hold.

Thanks

Q: Both BN and SYZ reported. Comments with emphasis on what are impacts going forward. Good, bad or indifferent? Would you buy either of them now?

Q: SYZ earnings didn't look too bad, with pretty good revenue growth. The stock was down at the open but recovered by the close. What's your take on the quarter and on SYZ future prospects?

Q: I currently own DSG,NVDA,SYZ,TOI AND TIXT. I am thinking of adding DCBO and wonder if there is is any overlap with the tech stocks that I already own or would be ok to add to this one as well?

Thanks

Q: Are there reasonable tax-loss proxies for CTS and TIXT that can be suggested? Thank you!

Q: Could you please comment on the Q4. Is the future of this company improving, do the earnings projections sighted for the next two years seem achievable?

Q: Your thoughts please on the quarter ?

Thx

Q: I know you have dropped SYZ from your income portfolio but the price is on the low end, I am looking at it for growth as opposed to income. At this price, do you think it's a good buy with growth potential

Q: My TFSA has relatively small positions in these equities for some modest income. Most of my TFSA is positioned for growth. With Sylogist's recent dividend slash and resulting price tumble, I am thinking of taking my lumps on SYZ and redeploying the cash to buy more AX.UN that is value-priced.
What is your opinion?

Q: Hi, I’m thinking of selling SYZ at a loss because I feel it may be in doghouse for quite awhile.
I would add to MG and NVEI which I have half position. Would you have any problems with my strategy, or would you just stay the course? Or maybe just add to one. Thanks

Q: I know it was removed from income portfolio but is it worth keeping as a growth stock or should I sell it ? Ty

Q: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:

1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)

I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!

Q: Looking to sell either SYZ or AQN for a tax loss (will still retain SYZ and AQN in registered accounts). SYZ in an unknown, so I am thinking it may be the better one to get sell. AQN will still pay some kind of dividend and is more likely to improve with time. Would appreciate your comments.

Q: $5.80 +11.54% on Dec 2 .Any reason,or purchase after recent big drop, or buying after finish of tax loss selling. Txs for u usual great views & services

Q: Please rank the following companies in order of their ability to survive a recession in 2023. Please also rank them as to whether they should be considered as Buy, Sell or Hold at current prices. Thank you.
ENGH; STC; SYZ; TOI; WELL.

Q: Why did this go up so much today? Any news on the company?

Q: Hi Peter and Staff

For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis

Q: I am interested in you Portfolio Change advice to sell the full position in Sylogist.

Would you consider that it has fallen in accordance to its current value?

Do you believe that the current price is not a “over-swing” of the pendulum?

Would your advice apply to both registered and non-registered holdings?

Do you see further downside to SYZ, or a shift in investment rationale and performance?

Q: Hello 5i
As a value investor, SYZ is sold with a loss. PepsiCo, bought a while ago has an increase by the same amount as the loss. The dividend is 2.6%. If I sell Pepsico what suggestions would there be to replace these that have a signficant dividend? I am a 77 year old value investor with a ten year time frame with stocks and 16 ETF's in all 11 sectors, 6 ETF's of which are covered call. Any suggestions as to this strategy would be appreciated. Please take as many credits as required.
Thank you,
Stanley