skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I am getting to an inflection point with Sylogist as my portfolio has grown but it has declined. I like to keep holdings at a 2% minimum so at this point do I sell or add to it? I am a long term investor. If the dividend is considered safe, I would consider adding new money and ride out the investor indifference although I know you generally don't like investing into a declining stock. I would consider this holding as higher risk within my portfolio but I would be comfortable staying with it as well.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on January 10, 2020
Q: I am thinking of replacing TOY with either PEO or GDI. What is your opinion on this idea? Do you prefer one over the other?
Thanks. Peter.
Read Answer Asked by Peter on January 10, 2020
Q: Hi 5i Team:
I have a healthy appetite for risk looking at a 5+ year timeline and want to start a new half weight position in one of these two in my RRSP. Which would you give the nod to for best capital appreciation going forward given the current market & their valuations.
Thanks in advance,
Greg.
Read Answer Asked by Greg on January 09, 2020
Q: Hi 5i,
Happy New Year.
In the original asset allocator there was a suggested portfolio in ETFs. Mine has vanished! I was trying to look up possible ETFs in European or International small caps.
Are there any? Or would GIB, WSP,Altus or CAE count as international as well as Canadian?
Constance
Read Answer Asked by Constance on January 09, 2020
Q: NFI had fair bit of news over the holidays. The market seemed reasonably happy with it all. Could you give some colour to all the new bus contracts? Also, somebody on BNN was expressing concern about the competition opening up in the EV category and NFI's ability to compete. Do you have anything to add to that? I noticed one of the contracts included EV's from NFI.

TIA
Read Answer Asked by Gerald on January 08, 2020
Q: Hi 5i
I seem to be really lacking in the Industrial sector. Do you have a few good suggestions to look at. I do like dividends.
Thanks
Read Answer Asked by Ron on January 08, 2020
Q: Hi, Enghouse shares shot up 3% on Tuesday, with large volume. Do you think that shares are being rerated after staying quiet for a long period? I have read your views on the company and it appears that it's one of your longtime favorites (also included in your list of Top 10 companies to own for next 10 years). Is it reasonable to start a new position 1-2%, at current levels ? We also own CSU as a large holding (10%). How does ENGH valuation compare with CSU ? Thank You
Read Answer Asked by rajeev on January 08, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!