Investment Q&A

Q: I would like to buy Kinaxis but it is near the 52 week high. What are your thoughts? In general when a you know a company is a good company, would you still invest when near its 52 week high or do you hope for a pull back?
Thank you
Heather

Q: I see that SHOP is going through a pull back today (Mar 30). Do we know what kind of agreement or contract that Shopify has with Amazon regarding their working relationship? If so, how long is the agreement/contract for?

Q: Do you know of any reason for 4% drop today? Downgrades?

Q: I am considering selling DH now rather than wait for closing of the sale. I would like to replace it with 1 of the 3 mentioned. Which of these 3 would you suggest or do you have another good alternative. I am thinking that my replacement would likely make up for the amount lost by not waiting for the closing of the DH sale. It does not have to be a Dividend payer.
Thanks 5i for the great information and advise that you give. It has certainly been very helpful and profitable for me.
John

Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?

Thanks.

Paul F.

Q: I see Peter was on BNN and highlighted pbh, mx and zcl. ZCL is in the growth model, but I can't find any 5i reports on it when typing company name or symbol. Am I missing something? Thanks.

Q: Why the big drop in BCI yesterday and how do you view it's future?
Thanks

Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help

Q: What is going on with Enghouse today? Down over $4.00? Is there a problem?

Q: Goodday guys. Have 2500 shares of sis and up 13K shouldI sell a thousand anddiversify bought @ 8.30 .. No need oil . Would appreciate your advice, Thanks for all you do. Maybe you should start a shriners fund in your name for KIds and we could donate. Thanx again.Cliff

Q: I know from your many answers of late that you have confidence in CXI and its management team long term.

Are concerned about the recent resignations of the CFO and now another director; if not, how do you get comfortable with developments like these - do you talk to the departing employees?

Q: If you had to choose one of the above for a long term hold in a growth portfolio, which would it be and why?
Thanks

Q: It seems like PUR is on a rip lately (at last) on small volume.

Care to speculate why?

Sheldon

Q: Do you think the stock price will come down after payment of the special dividend of .65$ as usually happens or can the fundamentals override this adjustments ?
Thanks, appreciate the more elaborate answers skewed towards education, things you cannot find in books!

Q: I haven't seen any news today, yet the stock is up 5-6%. Is this just a post-Market Call affect or did I miss something?

Q: thanks again for the service you provide. my question is this I held engh for a long time and sold it and replaced it with abt - gps - also msft and csco in the u.s. because they tended to perform better than engh until it's latest rise. other than this stock I own all of the balanced portfolio in the proper percentages. do you think that I should still own engh considering the above. thank you

Q: Hi Guys,

Can we assume that the money generated by selling Cineplex will be put to work in early April?

thanks
Jim

Q: The TMX Money site does not seem to have any company profile (or sector information) listed for ZCL Composites. Do you know what sector it falls under and how does 5i classify it in your growth portfolio.
Thanks

Q: Is ZCL a company that you would be comfortable in going from a 3% position to full 5% position in. Total portfolio value of 140,000 split between TFSA's and RRSP's.
Thank You again

Q: Good morning Peter and Team,

My wife holds DH in her TFSA and her average purchase price was $28.08 per share (not ideal timing). It's only 0.38% of our overall portfolio. In the Technology sector, across all accounts, we own CSU (4.07%), ENGH (1.02%), KXS (0.68%), and OTEX (1.82%). What stock(s) in the same sector would you recommend to replace DH? I realize that our larger positions in CSU and OTEX probably eliminate further purchases, but would you say that adding to ENGH and KXS would be advisable? Or are there other Tech sector stocks we should consider? (We haven't yet decided to wait until DH is taken over and tender our shares, or to sell now if there are compelling reasons.)

Thanks as always for the valued advice.