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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: I am interested in adding to my technology holdings and am considering CGI or Open Text. CGI seems a little less volatile but Open Text pays a dividend. Do you have a preference for one over the other at this time. Perhaps there is a different Company that you would prefer to either of these. I also wanted to ask if you had a preference for buying in Canada or the US?

Thank you as always.

Don Schurman
Read Answer Asked by Donald on July 13, 2017
Q: I'm helping my 65-year-old mother reallocate some funds (mostly diversifying and ditching debilitated oil stocks and mutual funds). Using about 3% of her funds, she would like to make a tech purchase (her first) for a long-term investment (5+ years) aiming at growth for this particular position. Following your recommendations, we are considering (a) Constellation (CSU), (b) Kinaxis (KXS) or (c) a mix of both. These are two great stocks and this is a nice moment to buy tech in general, but which of these three scenarios would be best right now?
Read Answer Asked by Christopher on July 11, 2017
Q: Hi 5i team,
You recently mentionned that you expect the downturn in the technology sector to be short lived, because it is one sector where investors can find growth, and that the down trend could/would/should be reversed when second quarter results start to be released. What companies (presumably in the USA) will start this release period in the technology sector and at what dates? Thank you, Eric
Read Answer Asked by Eric on July 10, 2017
Q: I am underweight in Engh and have taken a hit on it since buying in at 60+. My tech holdings are a cumulative 18%. Would you recommend a full position now ( to 20%) after the big drop or sit on the sidelines. I have a long time horizon, and am wondering if the bloom is off the rose for Engh, or should I wait for the next quarterly earnings.

Thanks as always.

KC
Read Answer Asked by Kelly on July 07, 2017
Q: per your latest addition to the balanced portfolio, I plan to add CAE to my portfolio. To do this, however, I need to sell one of my other tech stocks. which amongst KXS,CSU,GIB.a,DSG,ENGH,CLS,OTEX would you suggest to sell at this time. All have a 2% weighting.
thanks
Read Answer Asked by David on July 05, 2017
Q: Hi Team, One of the reasons I own these stocks is that each of them does a lot of business in the U.S. and I wanted that exposure. However, with the renegotiation of NAFTA I am concerned these companies may face some headwinds maintaining and growing their respective businesses. Trump's "buy american" could certainly force some U.S. companies to start looking for U.S. based partnerships rather than Canadian. What does the staff at 5iR think? Is 5iR recommending any action at this time for these types of Canadian companies? Thanks Team Chris
Read Answer Asked by Chris on July 04, 2017
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