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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: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron
Read Answer Asked by Ronald on November 23, 2021
Q: Hello,
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.
Read Answer Asked by umedali on November 23, 2021
Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.
Read Answer Asked by Dale on November 15, 2021
Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!
Read Answer Asked by Cory on November 08, 2021
Q: I've been on the fence with this stock and was trying to decide what to do with it....I go to the 5i website and boom you've upgraded to A-. I was coming to ask if it was time to move to another tech name. I am a balanced portfolio follower slowly moving to income follower so was considering selling my ENGH and buying SYZ. I bought at $65 so am down about 15%. I take it the upgrade means you have faith even if it isn't a name you hold in the portfolios.
Read Answer Asked by Tom on October 20, 2021
Q: I am looking for technology companies that pay a dividend for an income portfolio, Sylogist is on my list to purchase however it is fairly small. Do you view the SYZ dividend as safe and would you buy today? Can you recommend another tech that pays a reasonable dividend (smaller but growing is fine)? Thank you.
Read Answer Asked by Barbara on October 13, 2021
Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.
Read Answer Asked by Keith on October 05, 2021
Q: Hello, I am cleaning up my portfolio to take advantage of YE losses... I am down about 5% on these stocks, except PINS ( I am down 20%) which one(s) would you keep and which one(s) you would sell now?
Thanks
Carlo
Read Answer Asked by Carlo on September 27, 2021
Q: My hold the following Canadian tech stocks: CSU, KXS, LSPD, ENGH, SHOP, and TOI. Based on your continued support of NVEI and DSG, I would like to add them as well. However, I would like to ensure diversification and so wish to avoid companies that are similar to those which I already own. So my question is, would owning these 8 companies provide me with a diverse mix of Canadian tech stocks?
Read Answer Asked by Dennis on September 24, 2021
Q: Just sold DND today and looking to increase tech exposure as I'm now underweight techs and industrials. Currently own LSPD and ENGH. Please suggest 2 for each industry. No US exposure. Would you buy XQQ at this point?

Thank you
Read Answer Asked by Yves on September 16, 2021
Q: As an owner of both the above companies, I wonder your thoughts of ENGH going after STC via acquisition for the UCaaS software, and spinning off the rest of the hardware and services side?

It's not their style, but I think value could be had for both here. ENGH could use debt to finance it, and use the proceeds of a spinoff to pay down / off debt.

Would a transaction like this make sense? I personally would love to see ENGH make larger buys given their cash generation.
UCaaS seems like a good opportunity to braoden for them.

Just trying to get both of these companies going again....

Read Answer Asked by JAIME on September 16, 2021
Q: Hi 5i Team: I am 8% weighting in Canadian tech with positions in LSPD and TOI. I am looking to add from DSG, ENGH, OTEX or KXS. In which order would you rank them for long term growth? Thank you for your continued excellent service.

Tom
Read Answer Asked by Tom on September 03, 2021
Q: In my TFSA I am looking to move it to a more growth oriented stance. In keeping with this I have added ENGH and LSPD already. In what order would you sell the above (other than LSPD and ENGH)? I could sell off whole positions or just reduce the holdings either is fine. Any reasoning behind the ranking would be useful too.
Read Answer Asked by Graham on August 31, 2021
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