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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 Team. I am so happy that i joined your team 2 years ago i stopped buying those foolish marijuana stocks. After i joined your team i am getting some of my earned money back down 11% in my overall tfsa account.
I hold as tech stocks in my account Lspd, Real, Msft i would like to add a small portion of another tech company. For a 2 year hold which one would you recommend for growth to me between DSG and ENGH. Or would you reccmend another tech stock for good qrowth. Thanks for all the help guy's .
Read Answer Asked by wilson on July 08, 2020
Q: Hi guys!

I’m here holding knight at an average cost of $7.20. It hasn’t done much and from reading your responses on their earnings, you seem less than impressed. I’m pissed at myself because I went value instead of growth (at least I hold constellation). I’m wondering with all else being equal (taxes, asset allocation, etc.) would you simply sell knight and jump onto the fast moving momentum Canadian tech names or would you stick with knight?

Read Answer Asked by James on July 07, 2020
Q: My tech exposure consists of MSFT,ENGH and ET. All have been held for many years and have become multi-baggers as well as producing growing divys. Do you see any holes in my tech coverage? Would you trim and add a new position or leave as is? Thanks Ron
Read Answer Asked by Ronald on June 05, 2020
Q: Hello,

My partner and I heard about 5i from a friend whose been using you for many years. You came with the highest recommendation.

I feel like I should be copying one of your portfolios, especially due to my lack of knowledge, but it is very important for me that my investments to follow my ethics.

I would like to know which companies on your balanced and growth portfolios would be highest on positive environmental, social and corporate governance, which are low and should be switched and for which companies. I'm happy to do research, but I'm struggling to navigate the important statistics and feeling incompetent in finding good resources. I have seen your ESG scores (https://www.5iresearch.ca/blog/ESG-tsx-companies) and would be keen to know where to find information on how they are created. I would also appreciate other resources that you think would assist in building a portfolio, or simply which companies you would put on it.

Thank-you,
Ellen Perkins
Ucluelet BC
Read Answer Asked by Ellen on June 02, 2020
Q: Hi Peter, one of my first investments after joining 5i, based on your high rating, was Enghouse. It has been a home run for me, up well over 200%! But I'm surprised that such a good stock seems so 'quiet'. I rarely read about it or hear it mentioned on BNN, for example, and see relatively few member questions on it. Does this surprise you? And while you have it B+, it is not in your portfolios and often your ranking of it seems somewhat lukewarm, at least as compared to several other tech stocks. Is this just a $3 billion+ company that is somewhat underappreciated or unknown to many investors? And for that reason or others, do you still see it as a good long-term hold?
Read Answer Asked by James on June 01, 2020
Q: Could you give me the forward PE on these companies and which looks best currently if buying ? Thx
Read Answer Asked by blake on May 29, 2020
Q: Hi Peter, Ryan, and Team

In our combined accounts, and looking at the Technology sector, I find that we have too much OTEX. Our other holdings in this sector are CSU, ENGH, KXS, and XIT. Please rank, in order of preference, where some OTEX can be sold, and one or more of the listed holdings could be purchased with the proceeds. I always value your timely advice.
Read Answer Asked by Jerry on May 20, 2020
Q: Hi, I currently hold CGI and have held it for a couple years now up 60% in registered account. I'm looking to switch to OTEX, DSG, or ENGH for more growth long term, what do you think? Can you rank these 4 stocks. I already own SHOP, KXS, LSPD, CSU and don't want too much overlapping tech. Thanks!
Read Answer Asked by Keith on May 12, 2020
Q: From CNCB: "LivePerson outfits companies with artificial intelligence-powered mobile and online messaging tools for customer service representatives, which intends to cut back on the notoriously long wait times consumers face in call center queues. The company......projects that traditional call centers will disappear within a decade."

Liveperson's revenue is essentially flat for five year, BUT, is ENGH's call centre business at risk of being massively disrupted by new technology like Liveperson?

Thanks.
Read Answer Asked by Joel on May 12, 2020
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