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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: Hello -- Am looking for a technology equity that has good growth over the past 1-3 years and is projected to continue on that path, with an associated dividend. Between the two mentioned, which would be the best choice for my TFSA. Also, it you think these are not worth considering, what would your recommendation within their current value? Thank you for your excellent coverage and support. Much appreciated. Jim Alsop
Read Answer Asked by James on April 13, 2015
Q: Hi 5i Team, Thanks for your expertise. In our TFSA's (we are retired in our 70's & deriving income from portfolios) we hold 10 securities ABT 6.7%, AYA 12.48%, BAD 4.79%, DHX.B 10.5%, ERF 5.1%, XTC 8.37%, IT 8.53%, LNR 14.23%, TOG 0.7%, WCP 10.57%. We have $10M cash available. Only names duplicated in other accounts are AYA and WCP. We are overweight Consumer Cyclical (18%) and Financials (incl REITS) 21% Underweight Materials 5.1% and Telecom 3.0% and Healthcare 3.9 %. We have 54 securities total and 85% equity. We have $10M available to invest in TFSA's. Sorry for the long question, But would like to invest TFSA money as we wait for portfolio review. Thanks in advance.

Ted

Read Answer Asked by Ted on February 20, 2015
Q: ABT - Absolute software. Its agreement with Samsung has not been as profitable as hoped. Given the following stories, does ABT look better to you now?
http://www.huffingtonpost.com/2013/12/12/absolute-software-stolen-smartphones_n_4415003.html
http://www.nytimes.com/2013/12/11/technology/new-york-asks-cellphone-carriers-to-explain-why-they-rejected-antitheft-switch.html?src=recg
Read Answer Asked by Kurt W on December 20, 2013
Q: Hi Peter and 5i: Can you please update your comments from last May on Absolute Software (ABT) and maybe expand on the suggestion that their "space" may not be as attractive as they think it is? You indicated that they have a long term view and a definite niche but I'm wondering about whether their stock makes sense as a long term hold. Thanks.
Read Answer Asked by Lance on February 13, 2013
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