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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: Hi, Could you please post street estimates for the quarterly results expected during this week. Thanks
Read Answer Asked by rajeev on July 30, 2018
Q: Hi there,

Outside of your Balanced Equity Portfolio, what would be your top 5 ideas for growth today?

Thanks!
Read Answer Asked by Michael on March 12, 2018
Q: My question is regarding someone with a substantial US portfolio who wants to invest in some Canadian companies. He is thinking of investing in a few Canadian growth Tech companies and a couple of blue chip ETF's. Can I please have your thoughts on this and some recommendations? Thank you.
Read Answer Asked by Lois on March 05, 2018
Q: Hey guys great job. Could you rank these companies from best to least best for a long term hold in either an RRPS or TSFA 10 years + hold. If you had to pick one which would it be. Thanks and keep up the great work. KXS,CSU,OTEX,GIB.A (CGI Group 'A'),ABT (Absolute Software),CRM (Salesforce Com)
Read Answer Asked by Kolbi on February 05, 2018
Q: Hi 5i Crew,

I am considering a entry position in CGI Group. I like the sector for future growth and am a believer that "buying at all time high" is a good strategy. My reservation is that it does not generate a dividend. I think if it did, 5i would be more favorable to the company (as I believe you are strong supporters of dividend stocks - for many good reasons). Question. Do you think CGI would consider initiating a dividend in the near term ?
Read Answer Asked by Jim on February 01, 2018
Q: I have long watched CGI Group as an investment based on the advice of Jason Donville on BNN. He was always hyping to ROE being so high and seemed to have good results until he disappeared from the air in the wake of the Valeant and Concordia falls. CGI Group though seems to get lots of "Top Pick" calls on the shows but hasn't really done much. The RSI is down in the 30 range and I'm wondering if company fundamentals combined with the shares being oversold make this a good "trade" or a good opportunity to buy and hold?
Read Answer Asked by Tim on January 16, 2018
Q: Greetings 5i team:
I own CGI Group in a non-registered account. Without regard to tax implications or trading costs, just looking at the fundamentals and expectations for each company, would you make a switch to either Open Text or Descartes assuming a 3 year or greater time frame?

Thanks as always for your analysis.
Read Answer Asked by Stephen R. on January 05, 2018
Q: On December 22, 2017 the 3 stocks concerned concluded the day at $8.28, $767.34, and $68.92. I assume all should be kept for the future. Only GUD is presently is at problematic value. In agreement ?
Read Answer Asked by Serge on December 26, 2017
Q: Hi 5i: I want to buy SHOP, but am somewhat overweight in tech. I am considering selling either CGI Group or Decarte Systems (in which I have a double), or a bit of both, to make room. What would you advise? Many thanks. Roland
Read Answer Asked by Roland on December 18, 2017
Q: Morning 5i,

I've been keeping my eye on GIB for a while now and, to me it's looking like its on the verge of a breakout. For the last two years the stock has been trading more or less sideways. I now little about technical analysis, but I've heard the longer the consolidation period, the bigger the breakout. At least thats the theory as I understand it.

My first question is, do you view the behavior of this stock as a possible break out opportunity?

Second, if you were to move into the name, would you buy a half position now, and then wait for positive confirmation before purchasing the second half position?

Thanks again for the great service!
Read Answer Asked by Tristan on October 27, 2017
Q: Hi Peter and team
I need cash from our LIF/RIF accounts and need to decide which stocks to pare. Considering future growth, should I sell equal amounts from ENGH / GIB'A or sell only one , and MG / PBH for another account? Appreciate your help.
Gary
Read Answer Asked by Gary on October 27, 2017
Q: Howdy! The Kiki Delaney chapter in "Market Masters" has inspired me to invest more in Quebec-based equities. I already have BCE, CAE, CNR & GUD. Please rank the top 3 in this list (or other Quebec-based equities that I didn't list) to add right now purely on long-term (3-5 yrs) appreciation (value + dividends).
Thank you,
David L
Read Answer Asked by David on October 17, 2017
Q: Hello 5i team,
My holdings in the technology sector represent 23% of my portfolio; they consist of CLS, CSU, DSG, ENGH, GIB.A, KXS, OTEX, PHO and SHOP. I wish to shed at least 2 of them; which would you suggest?
Thanks,
Antoine
Read Answer Asked by Antoine on September 29, 2017
Q: Would you purchase CSU at the current level to replace ENGH?

As well, is CSU an appropriate addition to my current holdings (OTEX, GIB and KXS)?

Thanks

Sylvain
Read Answer Asked by Sylvain on September 21, 2017
Q: Each of the above stocks I have owned for a number of years and am enjoying a good profit. However, in the past year they have just drifted and are simply no longer growth stocks. I am considering selling all or parts of these positions. Could you rank order them for me in terms of what would you sell first and what % of the position. I understand you might also suggest not to sell any of them and in fact add to them. This type of reassurance would be welcome as clearly I have lost conviction in these names. There is no rush here and I don't need to raise capital for other purchases.
Read Answer Asked by Chris on September 20, 2017