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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: Thanks for the new report on DSG. What do you think of a switch to DSG from ENGH? I have held ENGH for a while and it can't get any momentum. You speak positively about both these firms. What do you think of each for the next year? Thanks.
Read Answer Asked by Noel on December 01, 2016
Q: I currently hold full positions in GIB, Engh and KXS and a 1/2 position in SYZ and am looking to add another 1/2 position. I can't decide between topping up SYZ, adding a new 1/2 position in CSU or selling SYZ and go with a full position in CSU. Part of me would like to stay more concentrated (I am very comfortable with the 3 full holdings) but I guess at the end of the day, I am wondering if the hoped for outperformance of SYZ outweighs the very solid expected growth of CSU. While I like the added benefit the SYZ dividend provides, I do not currently need the income.

I am interested in your opinion as to my options. Appreciate the insight.

Paul F.
Read Answer Asked by Paul on November 24, 2016
Q: Hello 5i team,
I wanted to add a technology sector company and was wondering of the current stocks in the BE portfolio, which one has the most room to grow? They are all doing very well.
Thanks,
Andrew
Read Answer Asked by Andrew on November 17, 2016
Q: These three are all tech, but of course, in different sectors. How would you rate them in terms of risk? Which represents the most upside potential from here? What would be your top pick of the three at the moment?
thanks, Len
Read Answer Asked by Leonard on November 14, 2016
Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?
Read Answer Asked by Greg on October 26, 2016
Q: Hello Peter and 5i team,
I want to add a technology name to my TFSA.
Sylogist looks interesting as it has a nice dividend and the technicals look good. I am concerned it is too small and it is vulnerable to interest rate risks.
Absolute software also has a nice dividend and has no debt. Is it ready to grow?
Do you still think Constellation is doing almost everything right?
I sold Enghouse for a nice profit at higher prices. Is it time to get back into this name?
Open text has a small dividend
Which of these companies are your favourite for stability and growth .
thank you as always for your great service.
Read Answer Asked by john on October 19, 2016
Q: Enghouse and Allergan have been weak and range bound for some time. Is there a strategy for stocks like this? Does one lower a portfolio weighting once a stock looses momentum? My hesitation has always been that at any time these stocks can report an acquisition and open higher in the double digits. As well, I feel like a hypocrite buying for the long term only to move on when things slow only to look back years later wishing I held. Allergan is a 4% weighting, Enghouse is a 2.5% weighting. Would you consider these core holdings?
Read Answer Asked by Gooding on October 14, 2016
Q: Hi team, I am looking to start a position in SYZ, I have pretty well every position in the growth portfolio. I'm thinking 3% full position in one purchase . Is it a good idea?
I am thinking about the same with ESL, and have noticed the share price is lower now than a year ago. Is a full position same as above be acceptable?
Thank you as always for the service.
Read Answer Asked by Jacques on September 21, 2016
Q: Hi, As part of a portfolio cleanup I am considering replacing <1% positions in DSG and ESL, and adding some more cash and add a full position in OTC. Does this make sense? With the new purchase of DELL EMC enterprise..I think OTC has positioned itself for growth. Are the liabilities increasing due to this purchase? How does it plan to fund this purchase? Do you think it would be better idea to wait for the benefits/issues due to this purchase to sink in?
Read Answer Asked by Shyam on September 19, 2016
Q: Hi Team, In the recent quarter, ESL has fared better on many Key performance indicators(KPIs) and growth but the market has very negatively reacted. Is it because of the un-reasonable expectations of the analysts who mislead the public and market sentiments? And you have not answered to another readers specific question on this forum on ESL- to hold or sell?
Read Answer Asked by Sriram on September 12, 2016
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