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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: Pinterest and Docusign have recently replaced CEOs suggesting a need to change strategies. They, and companies like Enghouse seems to be facing uphill battles to regain the positive outlook they had a couple of years ago.

Is it worth sticking with these companies to see if they improve, or is it wiser to take my lumps in small positions in these companies and consolidate into bigger positions in companies that offer more promise going forward like GOOG and BAM?
Read Answer Asked by Kevin on July 05, 2022
Q: Dear 5i,
I am thinking of eventually purchasing ENGH in the next couple of months for a 2% position in my TFSA.
Can you comment on their balance sheet. Are they pretty much debt free?
Can you see them continuing to increase the dividend every year?
Do they have significant insider ownership and are they buying back stock?
Is the recent price of $28.43 dirt cheap?
This stock will be a good test of my patience if I purchase it.

thanks
Read Answer Asked by Ian on July 05, 2022
Q: Good Morning 5i Team,

I hold TOI, CTS, ENGH in one account as my small cap technology allocation. Price action of course has been brutal since last fall. Would you continue to hold all three names or would you recommend getting rid of one or more ?? Would you add to any ?? Do you have any alternatives that may have better risk / reward in an eventual tech recovery ?? Thanks very much for your help. DL
Read Answer Asked by Dennis on June 22, 2022
Q: In a recent question you answered that a switch from engh to syz is a good move today. Can you expand on that recommendation a bit more as SYZ doesn't appear to be a clear winner over ENGH.
1. The div is bigger but how secure based on the SYZ high payout ratio.
2. ENGH is bigger and would likely be less risky and equally benefit from the eventual stock market recovery
3. ENGH has historically been a highly rated company by 5i ( still showing as a rarified earth A-)

Unfortunately I hold ENGH in a registered account so cant justify the switch to harvest a loss. But I am wondering if it is time to move on...5 yr hold, hybrid balanced/income portfolio follower who has been slowly shifting from balanced to income. I do like high yield Canadian small caps although I find I am migrating more towards larger more stable names as I near retirement.
Read Answer Asked by Tom on June 22, 2022
Q: I have to take issue with (IMHO) inconsistencies in answers to related questions by 5i personnel. Because the answers are never signed I'm not sure who is answering what.

My issues are with my question on ENGH and a subsequent question on ENGH by Ronald

ON May 26th I questioned holding ENGH and a portion of your response stated "We continue to like the long-term prospects and we would be fine with the stock for a long-term hold. We think ENGH has a solid recovery potential, once the market calms down and inflation risks peak."

To me that was a rather generic response that I've seen you write on many stocks." Your comments were IMHO not negative on the stock, so I decided to hold.

Then on June 9 you repsonded to Ronald : "ENGH has missed a lot of its recent earnings expectations" and "We believe that time will be needed before this company reverses its momentum and it finds its footing. We would prefer to sit this one out for the time being."

Now, I realize that my question was pre earnings, I believe Ronalds' was post earnings. BUT had I had the comments you gave to Ronald I probably would have sold the position.

I found the second answer much more pertinent and salient and would have made my action very different.


Sheldon










Read Answer Asked by Sheldon on June 13, 2022
Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!
Read Answer Asked by Grant on June 13, 2022
Q: I am down about 41% with both ENGH and WELL, but 2x the dollar amount for ENGH. I am considering selling 1 or both now for a tax loss and likely buying back. Any idea what to expect with ENGH's upcoming earnings report next week? ENGH seems to be currently sitting at pre-pandemic levels and I am guessing it might be there for a while unless there is some dramatic change in the economy. Thanks for your your comments!
Read Answer Asked by Grant on June 06, 2022
Q: I know you rate this stock as an A and according to your report, think quite highly of it.

Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.

Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.

Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.

If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.

If your answer is no, why?


Thanks


Sheldon
Read Answer Asked by Sheldon on May 26, 2022
Q: Hi Peter & Team:
Can you give me some idea which of the above companies for TFSA , rank from your best and down. Thank you as always.
Read Answer Asked by DAVID on May 13, 2022
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