Investment Q&A

Q: thoughts on the quarter? Thx

Q: Just a follow-up to the question I just posed. Own SYZ for several months now and down 23%. Should I keep it going forward. Like other tech holdings - in total represent a small fraction of total assets owned.

Q: SYZ has been quite soft the past few days. Don't see any news to explain. Do you see anything? What is your outlook and when do they next report?

Q: whats causing the drop today? Thx

Q: Please list your top 5 Canadian companies with a market cap under 250 million. Looking for potential 10 baggers over the next 5 years. Also, a brief description of why you like the company.
Thanks
Rob

Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?

Q: Hi gang, which one would you buy first, to last. Thanks
Alnoor

Q: Just opening the management circular dated may 3rd. The board members are mostly fairly new. the proposed options smorgasbord looks very appetizing for insiders. Also the insiders stakes are not generally high. No wonder since they cash their options a,s,a,p,. For such a small company the executives compensations are rich. The release coincide with the start of the marked decline in stock price.
The performance over 10 years has been outstanding and the yield today is attractive, What do you think of the newer board? do you see better opportunities for growth?
Thank you.

Q: Hello. what's happening with Topicus and Sylogist both going down lately. Is it safe to buy Topicus today or wait for a better/lower price which is ? I own Sylogist, made 15% gain should I sell it ? Otherwise can you recommend today 5 good value Canadian co's. I own goeasy and thank you for your recommendation

Q: SYZ has been weak since earnings came out. as they weren't good. What do you see as the bottom trough (price) for the stock? Would you add to a position at this time?

Q: All these CAD stocks have been severely hurt today, do you know the reasons why? True that some have had worst than expected earnings releases but it looks like there has been a wholesale seller out there

Q: thoughts on the quarter please?

Q: what does the market expect from sylogist tomorrow?

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

Q: Hi, Do u think Sylogist can keep moving upwards with the recent momentum after not doing a whole lot for several years, thanks?

Q: Hi 5i

I have a 4% position in ABST and 4% position in SYZ. Looking for both income and growth. I'm considering selling all my ABST and buying more SYZ. (Dividend is higher for the latter) Is there any reason to continue to hold ABST or would the above trade make sense?

Thanks guys
Ken

Q: I currently have Manulife in my RRSP account, I am thinking of replacing it with Sylogist for a little more growth. I have no Tech stocks in my account but do have TD and BNS. Can I have your opinion on whether the switch makes sense. I appreciate your advice.
Thanks

Q: I have 15K to put to work in my TFSA. Which one would be your preference for short term growth. As usual thanks for the great service and thoughtful advice! Dan

Q: thoughts on Ian Mackinnon a CSU BOD joining SYZ. Might CSU be interested in SYZ. Thx

Q: Hello,
After the recent acquisition and subsequent stock jump, would you still keep SYZ in your portfolio or would sell it and replace it with something else? If the latter, what would a good replacement be in your opinion?
Thank you