Investment Q&A

Q: I am a bit surprised at the stock reaction to the earnings report, expecting it to work its way up. The only thing I see is that insiders have sold 600,000 shares in the last six months. Could I have your thoughts on this? Thanks

Q: Hi Guys,

I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?

thanks
Jim

Q: Please comment on earnings

Q: I own the following 6 tech names (ROP is technically an industrial but fast moving into software) in my RRSP, each at about 2% weighting. I am thinking of gradually adding one or two FANG names to round this up. I am looking at MSFT and/or GOOG. If these makes a good complement, do you consider one or the other a better buy today?

Q: Hi Gang
Do you think open Text is a take over target
And who would it be interested if so

Thanks Mike B

Q: I gave up on this stock WPK after several years in Tfsa. I am in early 60’s so don’t wish to go too far up risk scale, however our portfolio is fortunately quite significant so can take some risk.Hold BYD and Kinaxis. Do you have one or two other suggestions? Thanks, Bill

Q: Hello, I have a small position in above 4 companies and would like to accumulate to ~ 5% on a market pull back. DSG, ENGH, KXS, OTEX
In terms of : PEG and P/E ratios, management, earnings growth , revenue going forward: say from 2019 to 2021E, and in the current work from home, e-commerce, cloud infrastructure, which one(s) offers the best return?
Also, could you comment on what these companies do? who do they help? small or large enterprises?
Thanks for all your help.
Carlo

Q: I own Gib its okay. is otex or acn a better choice

Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,

Q: I would like to add two companies to my portfolio to increase my US dividends. What would you pick from these 5? Currently NTR and QSR have a higher yield. Does this indicate a higher risk and should I look at a lesser Yield in order to preserve capital?

Q: Hi Guys
Would you view all the recent insider selling as a concern.
thanks

Q: I have room for 5 or 6 more companies in my RRSP account. I am looking to add dividend paying stocks with some growth as I will not be needing this money for 10 years or so - thinking of AT&T, Pepsi, Sysco, Sylogist and OTEX - what do you think of these AND can you recommend any others that I can consider ? Your opinion is greatly appreciated.
Thanks

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

Q: Hello,

My partner and I heard about 5i from a friend whose been using you for many years. You came with the highest recommendation.

I feel like I should be copying one of your portfolios, especially due to my lack of knowledge, but it is very important for me that my investments to follow my ethics.

I would like to know which companies on your balanced and growth portfolios would be highest on positive environmental, social and corporate governance, which are low and should be switched and for which companies. I'm happy to do research, but I'm struggling to navigate the important statistics and feeling incompetent in finding good resources. I have seen your ESG scores (https://www.5iresearch.ca/blog/ESG-tsx-companies) and would be keen to know where to find information on how they are created. I would also appreciate other resources that you think would assist in building a portfolio, or simply which companies you would put on it.

Thank-you,
Ellen Perkins
Ucluelet BC

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?

Q: Over the past year ENGH has done much better than OTEX. I need two tech stocks. After CSU which one would you recommend?

Q: I have had these 2 stocks for the last 3 and 5 respectively. Regardless of sectors, I am thinking of selling both and buy for a 3 year period at least Docusign. Your opinion on future growth for this move? Is it worth it?
Thank you again.

Q: I am looking to add 2 dividend paying Tech stocks with some growth, to my RRSP account. Can you give me some names I can take into consideration both in Canada and the U.S.
Thanks

Q: Which company in your opinion would be the best investment presently? And why? Thanks

Q: Hi Peter, Ryan, and Team

In our combined accounts, and looking at the Technology sector, I find that we have too much OTEX. Our other holdings in this sector are CSU, ENGH, KXS, and XIT. Please rank, in order of preference, where some OTEX can be sold, and one or more of the listed holdings could be purchased with the proceeds. I always value your timely advice.