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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: Aside from market cap, what are some of the key differences between ENGH and CSU such as each of their areas of focus, debt levels, hurdle rates of acquisition targets, cash/share deals, etc? Thanks
Read Answer Asked by Zach on June 04, 2020
Q: Hi team,

What do you think of UFO for space play? It think the space should do well in the coming years with the USA now depending on homemade solutions. If you agree, is there any company or ETF you would suggestion in place of this UFO?

P.S: I, as one of your early members, must say that I wish you would have allowed questions on US stocks much earlier. And I am relieved to hear that you are going to continue with this added value service. I keep coming to this site indeed because I want to learn from your answering questions about the US stocks. It is not a secret that Canadian Markets have hugely under-performed their US counterparts.

Thanks for all you do for us!
Read Answer Asked by Saeed on June 03, 2020
Q: I own KXS and and OTEX for the Canadian tech component of my portfolio.
1)Would you suggest adding a third company and if so what would you suggest? Or Would would you prefer adding to the position in KXS (even after the share appreciation)?

2) What is your top pick for US Tech at the moment?

Thanks
Read Answer Asked by Jeremy on June 03, 2020
Q: Is SYZ a potential take over candidate? I’m thinking about adding to a half position. Any particular reason why it trades at a p/e multiple (q1 annualized) that is significantly lower then the other software companies in Canada. Any reason you think one of those consolidators hasn’t looked at it (constellation, open text, enghouse etc)? Thanks
Read Answer Asked by Scott on June 03, 2020
Q: Hi Peter.
What is your thoughts on Evertz business and the current valuation.

They generate alot of free cash flow, have no debt, post high returns on invested capital and have shown modest growth.

Why does the market not give this tech beauty a little more love ? Seems like the price gets "stuck" and there is not a fundamental group of investors behind the equity who will bridge the value into the price. Your thoughts please.

Respect
Read Answer Asked by Patrick on June 02, 2020
Q: We have been looking at these four companies but only have resources to take positions in two of them. Which two would you consider the best choices for returns over the next couple of years?
Read Answer Asked by John on June 02, 2020
Q: Hello 5i,
Could I have you assessment of this US company please?
Thank you
Dave
Read Answer Asked by Dave on June 02, 2020
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