Investment Q&A

Q: could I please have your comments on the quarte?
Thx

Q: Howdy!
I try to be a buy and hold investor with a long-term investment horizon in my RRSP account.
I have recently joined your service and am thinking about trying to reposition my RRSP account to emulate the sector allocation in your Balanced Portfolio.
About 30% of my portfolio is sitting on cash /cash equivalent investments right now; and I have almost 0% in the Technology and Basic Materials sectors.
As such, would you recommend a position in all of the nine equities that represent the Tech and Basic Materials sectors in your Balanced Portfolio?
Or have some of them (like CCL.B) peaked /not as much room left for appreciation compared to when first bought?

Q: Hi 5i,

In rebalancing my portfolio, I find that I am sadly lacking in tech stocks. At present, I have: CSU 4%, KXS 1.5%, Shop 0.4%. Could you suggest options to bring the total up to about 15% and designating whether they would be better suited for an RRIF or TFSA account? As a senior, I should be more conservative but, at the same time, I can stand some risk.

With thanks.

Q: ENGH continues to drift down after hitting $64.00 this year. Is it just the time of year? I notice that it is still in your portfolio. I am debating what to do? Hold on or sell it and move on? What do you think? Thanks

Q: Hi Guys,

I am once again trying to clean up my portfolio and currently have no tech stocks. Can you please recommend your top 5 tech stock picks, they can be US or Canada?

Thanks

Q: I have been following your balanced portfolio. Have been reading questions and answers. Am thinking of selling a full position in Engh and purchasing otex or constellation software. What do you think? T as always

Q: Hello Peter et al,
I have a half position in both Enghouse and Open Text and want to consolidate into one position. Which would you keep for growth and why?
Thanks for your help
Dave

Q: Would really like your view on Celestica going forward and where the company stands based on valuation among their peers. And is there another tech stock one might consider which has a decent balance sheet... long term holder here.
Thxs. Kevin

Q: I am starting an RESP fund for my new son (initial investment maxed at $5000). I would like to begin with a somewhat aggressive growth-seeking small portfolio, and to then gradually add one or two stocks each year for diversification up to about 8 or 10 stocks in total. For my opening purchase, I am considering three stocks -- Kinaxis (KXS), Constellation (CSU), and Knight Therapeutics (GUD). Two questions: This seems to be a decent time to buy these particular stocks, would you agree? And would you replace any these stocks with any others? (I'm open to anything growthy, but have been considering Shopify (SHOP), Photon Control (PHO), Enghouse (ENGH).) Thanks, and great job.
PS: Should I wait to buy until a few days after the BoC rate decision, or has the market reaction more or less already played out?

Q: I am underweight in Engh and have taken a hit on it since buying in at 60+. My tech holdings are a cumulative 18%. Would you recommend a full position now ( to 20%) after the big drop or sit on the sidelines. I have a long time horizon, and am wondering if the bloom is off the rose for Engh, or should I wait for the next quarterly earnings.

Thanks as always.

KC

Q: per your latest addition to the balanced portfolio, I plan to add CAE to my portfolio. To do this, however, I need to sell one of my other tech stocks. which amongst KXS,CSU,GIB.a,DSG,ENGH,CLS,OTEX would you suggest to sell at this time. All have a 2% weighting.
thanks

Q: Starting to look attractive is this a good time to initiate a position? Thanks. Shyam

Q: First, great job 5i Team. Really have learned a lot over the years.

ENGH dropped 10.57% closing at $55.00 on Friday. Can you please provide your thoughts?

Also can you please provide your thoughts on the Canadian oil sector.

Thank you !!

Q: Enghouse off over 10% today. Apparently some analyst at Goldman Sachs suggested we might be in a tech bubble and suddenly everyone is dumping all tech stocks. What do you think?

Q: would you add on this weakness or did cc indicate ??

Q: How often does Enghouse meet their earnings expectation? Do you think this company now with the drop in share price is a buy or hold if owned?

Q: Please comment on earnings??

Q: Enghouse is down sharply this morning by almost 4%. Is there something that the large institutional investors know or is something else causing this drastic drop on no real news? The second quarter Fiscal 2017 release is scheduled after market close on Thursday, June 8, 2017. Are some large holders of the stock expecting a poor quarter result? What are your expectations for the second quarter?

Q: Engh has moved nicely in the past couple of weeks. Is there some explanation for this movement and your projections for this stock would be appreciated
John

Q: Greetings, Peter & Co.
I currently hold AGT at a profit. I would like to replace it with another agriculture stock, small cap or mid cap, that has some growth and some dividend. Failing this, I would consider a moderate sized tech company that meets these criteria.
With appreciation,
Ed