Investment Q&A

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

Q: Hi, Hope you are able to provide your opinion on this company, after the CC and reviewing today's price action with about 20% drop on large volume. We have owned this stock for income for several years even with poor performance, lately, but liquidated half of our holding at the open today, with a small loss. ( at least capital loss can be harvested). Is there any rationale to continue to own the company, for Growth and if so, what is the level of your conviction with management's plan ? Thank You

Q: I am a 60+ retired income investor,

I consider the above noted equities to be my riskiest holdings.

About 1,000 each - mostly in my cash account.

I understand SYZ reduced its dividend today and of course the issues with AQN.

Still up on AQN. Underwater on all the rest.

Looking for some advice - sell or hold by holding?

And of course any general comments would be appreciated.

Thanks very much.

Q: Sylogist has been a bad investment since I bought it. I’m ready to capitulate, although a bit late. Can you recommend a replacement to try and recoup some of the damage? Thanks team. Bill.

Q: Which stocks would you replace with SYZ?

Thanks for your service!

Q: Would you consider SYZ a growth stock now that it has virtually cut its dividend. Would you buy once the dust settles? If not, what growth stock would you replace it with?

Thanks for your service!

Q: After 12 years of dividend increases they are cutting the dividend to approx 1/12. AND they announce a buy back. Call me cynical but it seems they are anticipating a big reward in cheap shares after all the dividend investors bail. That vented, my question is; is it about time to take this out of the income portfolio?

Q: safe to say this will be dumped from the income portfolio. its no longer an income stock, thoughts

Thx

Q: I have heard it said that "the first dividend cut" will not be the last. Is this the case for SYZ? Would you recommend a HOLD or a SELL?

Thanks for your service!

Q: Your view on the latest Q results of SYZ,as well as u view on the co. Add,Hold or Sell. Txs for U usual great services & opinions

Q: Good day, please what is the short position on Syz and is it significant
Thank you

Q: What do you expect from SYZ when it reports on Nov.14? It has been on a downtrend since 1yr H of $13.24 in Jan.Dropped 3.4% to $5.68 on Nov 4 despite strong N.American markets. Your view on the co. Txs for u usual great services & views

Q: Good Evening
SYZ has not cut their dividend since 2010.
Can you provide your valuable insight with respect to the sustainability of their dividend going forward?
Thanks

Q: Hello, I sold SYZ a month ago for tax-loss purposes. I thought I would buy it back if the share price was below what I sold it for (it is). I hesitate to buy it because I worry the co will cut its dividend to fund growth and/or reduce debt, which would hurt the share price quite a bit. Should I wait until the 3rd quarter reporting in November in the hope that the co will be clearer on its intent to keep the div as is? Thanks.

Q: Is it timely to average down on these 3 stocks? Please provide short comments, and good entry prices for each. Txs for u usual great services & views

Q: syz not doing all that well. markets are bad but is there anything particular that is causing deep drop. do you still recommend it. what will it take to get things going.

Q: In SYZ's recent conference call, the CEO suggested that servicing enhanced SAAS offerings would require re-allocating capital currently funding the dividend. How would the market likely react to a dividend cut? Is any part of the current price action attributable to this announcement?

Q: Their recent quarter was very good and since then the sp has come off substantially. Why do you think this has happened.
Perhaps a good time to add?
Do you think that the generous dividend is safe?
Thank you

Q: I have taken a look at my distribution of investments, and determined that I have more room to enter an additional position in the technology space. I was gung-ho on starting a position with Google, until I discovered that Sylogist is currently paying a 6.86% dividend (as of yesterday's closing share price). I currently lean towards investing in more established companies that have been able to maintain market share in their area of operation, and Google definitely fits that description. Would the dividend offer by Sylogist, along with the potential upside, be a more prudent investment with someone who has a five-year time horizon, or is the steady-as-it-goes approach with Google the safer approach? As always, I look forward to your comments and insight. Thanks so much!

Q: Ignoring company size and sector diversification, can you please rank these stocks on a best to worst risk / reward basis for long term hold. I own them all in various accounts with a half position or less so my plan would be to let some go and increase position in others with better potential. Any of them you consider good buy at the moment? Thank you!