Investment Q&A

Q: Q2 looks like an across-the-board blowout.
Did you see anything negative?

Q: Aside from market cap, what are some of the key differences between ENGH and CSU such as each of their areas of focus, debt levels, hurdle rates of acquisition targets, cash/share deals, etc? Thanks

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

Q: If ENGH is expensive as your previous comment then KXS and SHOP must be super expensive. Comments please.

Q: Over the past year ENGH has done much better than OTEX. I need two tech stocks. After CSU which one would you recommend?

Q: what is expected from ENGH next week for earnings? Thx

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?

Q: Could you give me the forward PE on these companies and which looks best currently if buying ? Thx

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.

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!

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.

Q: Tom

Q: Thank you for your wonderful service and great advice.
Would you be able to give me your thoughts on TC, STC, ENGH, ADCO, VHI?
Could you pick your top 3 from the group that you would add to at current market prices given a 3-5 year term. Does the balance sheet of some of the smaller cap companies scare you?
Thank you kindly

Q: I have room in my TFSA for one of DSG, ENGH, or KXS. Which would you choose and why. I'm in my late 80's so my time frame is 3 to 5 years.

Q: Which of these 3 companies have the type of business that will thrive post COVID 19 and would it be a buy recommendation?
Thank you

Q: I am looking at Enghouse as a possible investment. While I believe it to be a good company, I am wondering if 5i thinks it is a good investment at current price level? or do you think a lower entry price (10-20%) is a very real possibility before we get through the effects of Covid 19 ?

Q: The financial people keep on saying they are looking first at the company`s Balance Sheet. Therefore which, Stocks have the strongest and best Balance Sheet? Also, include US stocks as well as Canadian stocks, because I do hold both.

Q: Hi- CSU or ENGH to start a position today for 5+ year hold

Q: Do you have a sense of how the Covid crisis will impact the earnings of ENGH over the next few quarters and longer term?

Thank you very much..

Q: Thanks for your flash report. Much appreciated.
Without doing a full review, which of the above would risk being downgraded if you were to do a full review? Thanks. Your service is great!