Investment Q&A

Q: Can I get your updated opinion.

Q: Given the comparable valuations would it make sense to sell my position in Enghouse and buy an equal weighting in Descartes so as to remain in the tech sector? That is to say does Descartes have a larger gain ahead of it over the next 1-2 years?

Thanks
Robert

Q: Team,

*Please count this as 4 questions*

Can I get your updated opinion on the following 4 US companies, all of which has had recent dips / corrections.

I own an avg. position in each as part of a balanced portfolio, thinking of adding more to each name, do you have a higher degree of confidence in any of these names more than the other? Thanks.

1. UTX
2. CSX
3. MRK
4. PG

Q: I've held this since IPO and have been happy to collect the dividend. Now the stock is trading bellow the IPO cost that I paid and I am wondering if I should sell or continue to hold. Is there much more downside risk from here and are there any positives that will help the company to increase revenues and earnings in the next 12 months.

Q: WI-LAN has cut it's div.s and stocks drop like a stone do you think it has a chance to rebound . Please give your take on this company .

Thanks JIM

Q: I am under weight in the technology sector. From your portfolios what technology stocks might you recommend at this time (I own DH)? I am good with either income or growth stocks.

Is there a stock not in your portfolios that you may recommend over the others?

Thanks
Paul

Q: With the ISIS news stories, I would think that aerospace and defence stocks would be an area to look at. Do you have a suggestions of stocks in this sector ? Are there canadian dollar stocks that you could recommend?

Thanks

PS- Love the site

Q: any reason why BB is strongly up today?

Q: Can I get your opinion on the quarter? If you were to rate using your A B C system, what rating would you give this stock.

Q: Hi, can you please comment on Carmanah and the QR? Still thinking about covering it? Thx, Dom

Q: I'm looking to increase my exposure to the U.S. technology sector. Which of these etf's would you recommend for a Canadian investor. What are respective advantages and disadvantages?
As always, thanks for your much appreciated guidance.

Q: I have not reduced my position in csu and was wondering whether a reduction in csu and an addition to my portfolio of gib would make sense at this time...not that i dislike csu and not that i have 23% in the information tech sector, i just think that there may be a better long term investment in a lower priced tech stock like gib...could i have your valuable advise on this matter and thank you for a great service

Q: Hi, what are your comments in CGI earnings ? Looks like a nice beat on all metrics. Based on the current bookings and backlog, do you think, company is showing positive signs of stable growth? Last quarter, stock sold off due to market concerns about future growth !!! Thanks

Q: It looks as though the purchase price is in USD. If the USD appreciates with an increase in U.S. Interest rates, could this increase in CAD the amount shareholders receive for Com Dev?

Thanks

Q: What are your thoughts on this company and thoughts around future performance?

Q: The other day, I listened to a webinar put on by the Motley Crew. They highly recommended Sierra as the next big stock in the Internet for all space. They also would give other recommendations if your subscribe to the service at a special price. To-day I noticed sierra down substantially, good thing I didn't buy in. What is your view on sierra?? Is it worth buying now?? or is this better left till it starts to becomes the star Motley thinks it will become??

Thank you

Steve

Q: So Mitel reported non GAAP earnings of .12 but GAAP loss of .07.
They congratulated themselves on beating Street estimates of earnings of .08.
Does The Street consider both types of earnings equally valid? Are the self congratulations in order?
Thanks

Q: I am looking to purchase an equity in a USD account in the tech area for a long term hold. Currently no tech exposure in the account.
FB or APPL ?.......or would you have a better recommendation. Thank you.....Jim

Q: I already own CGI which has finally moved a bit: I was thinking of buying OTEX FPE of 13 - really beat last Q EPS. Being a CDN co. is it listed on the TSX? And, given it's recent results is it a buy - does it's business overlap that of CGI?

Q: I am a retired, mostly conservative dividend-income investor with a pension, CPP and annuities. My asset mix is 65% equities and 35% fixed income. My holdings include AD, ALA, AQN, BNS, BCE, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, ZLB, XIT and Sentry Cdn Income, Sentry REIT, TD Health, RBC Cdn Equity Income.

Within my equity portfolio, my tech exposure is 8% with 3/4 of that being XIT. Seasonality is in its favor right now.

Within my equity portfolio, my healthcare exposure is 4%, with 3/4 of that being TD Health. Bad current news environment and bad seasonality, but beaten down.

I am interested in topping up either XIT or TDB976. Which one is more conservative, could use the topping up and has the most upside?

Thanks,
Steve