Q: Can you let me know what you think about OTEX quarterly earnings and as a long-term holding. Looks like low on revenue but a beat on EBITDA and EPS. Plus a $310M cash acquisition. Aftermarket down over 7% (of course)... is this an over-reaction in your opinion?
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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.
- Baxter International Inc. (BAX)
- Stryker Corporation (SYK)
- Visa Inc. (V)
- Methanex Corporation (MX)
- Stars Group Inc. (The) (TSGI)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Block Inc. Class A (SQ)
- Waste Connections Inc. (WCN)
- Atlassian Corporation (TEAM)
Q: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.
For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.
For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."
Q: I noticed that insiders sold $51,322,547 worth of stock in the last 60 days. That would amount to well over a million shares in my opinion. Should I sell too?
Doug
Doug
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: These tech stocks have been under pressure recently. Is a rotation out of the Tech sector underway. Thanks.
- Parex Resources Inc. (PXT)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Exchange Income Corporation (EIF)
- iShares Diversified Monthly Income ETF (XTR)
Q: just wondering where the best place would be to put student loans with no interest owing for at least 4 years would be, out of the companies above? any other suggestions would be appreciated as well
Q: Hi 5i team:
I am looking to add to my position in the tech sector and would like to ask you to rank the following stocks: ENGH, CSU, OTEX, GIB.A. I already own SHOP, KXS, DSG. Is it a good time to add to my portfolio? Are the opportunities better in the U. S.? Thanks,
Pierre
I am looking to add to my position in the tech sector and would like to ask you to rank the following stocks: ENGH, CSU, OTEX, GIB.A. I already own SHOP, KXS, DSG. Is it a good time to add to my portfolio? Are the opportunities better in the U. S.? Thanks,
Pierre
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I need to raise a bit of cash, and would like to take it from the Tech Sector which is a 23% weighting in my portfolio. I have 9 tech stocks in total. The top 4 largest holdings (approx 15% each of my tech holdings but none of them exceed 5% of my total portfolio) are KXS, OTEX, SHOP , SYZ.
Any thoughts on which one(s?) would, at this time, be best to trim ?
As always, thanks for being there !
Any thoughts on which one(s?) would, at this time, be best to trim ?
As always, thanks for being there !
Q: Hello Peter, Comparing TC to Engh, Kxs, Otex, which would you prefer for new money. how would you rank these for future potential.
Thanks
Thanks
- Algonquin Power & Utilities Corp. (AQN)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
Q: I'm looking to add 6 Canadian stocks to my registered accounts; stocks (and if appropriate ETFs) that display good growth potential and have a bit of a dividend. I'd appreciate your suggestions, in order of preference please. Thanks as always.
- Canadian National Railway Company (CNR)
- TC Energy Corporation (TRP)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- ONEX Corporation Subordinate Voting Shares (ONEX)
- Inter Pipeline Ltd. (IPL)
- TFI International Inc. (TFII)
- Open Text Corporation (OTEX)
- Alimentation Couche-Tard Inc. (ATD)
- Premium Brands Holdings Corporation (PBH)
Q: Hello 5i, Thanks very much for all you do for your members. I look at your organization as the "Robin Hood" of the Canadian financial industry. My question today is: I sold my ECI this last week and decided to capture the gain and redistribute to one new position with the proceeds. I'm looking for another dividend aristocrat (as identified by the S&P index or one that could be as CIX will be getting the boot) I'm closing in on retirement but still like to stay in the growing type names. Not terribly worried about maximizing my income at this point. Which of my choices do you think has the most upside over the next 5 years.
- Covalon Technologies Ltd. (COV)
- Photon Control Inc. (PHO)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Constellation Software Inc. (CSU)
- Stars Group Inc. (The) (TSGI)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- BlackBerry Limited (BB)
- Magna International Inc. (MG)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Reliq Health Technologies Inc. (RHT)
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.
Feel free to deduct as many points as necessary.
Thanks,
Dan
Feel free to deduct as many points as necessary.
Thanks,
Dan
Q: I currently own PHO 3% RHT 2% AND KXS 5% I would like to add one more tech stock and wonder which would be the best fit with the 3 that I currently own. . CLS, TSGI, or OTEX.
Thanks
Thanks
Q: please comment on the latest Q.l
Q: God morning,
Is it better to own ETF XIT or own only one tech stock OTEX?
Thanks
Is it better to own ETF XIT or own only one tech stock OTEX?
Thanks
Q: At current prices, which is the better IT company to buy for medium term hold in a non-registered account?
Q: Could you please provide more details with regards to the 120 million tax assessment by the IRS? Is this a concern?
Thanks
Dave.
Thanks
Dave.
Q: Good Morning!
Please provide your analysis of Open Text for 2-3 year investment period. Is this a buy or hold at current valuations? Thank you.
Please provide your analysis of Open Text for 2-3 year investment period. Is this a buy or hold at current valuations? Thank you.
- Photon Control Inc. (PHO)
- Raging River Exploration Inc. (RRX)
- BRP Inc. Subordinate Voting Shares (DOO)
- Open Text Corporation (OTEX)
- CRH Medical Corporation (CRH)
- Trevali Mining Corporation (TV)
- New Look Vision Group Inc. (BCI)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Reliq Health Technologies Inc. (RHT)
Q: I'm thinking of following your lead and selling Stella Jones in my TFSA. Also, I have a small amount of cash to deploy. I hold the above stocks in less than full positions. Which would you add to at this point? I could also include COV although it's near a full position after it's nice rise. Also, what are the implications of holding an American growth stock in a TFSA. What would be your top 3 suggestions if you were going to add an American stock. Charge as many credits as necessary! Thanks.
Q: Hi 5i,
I have not done well in my TFSA (Other accounts doing well enough.)
I'm looking for stock(s) with good growth potential but low downside risk. I am comfort to not make great gains but don't want to keep losing in this account.
GUD seems the logical choice. Would you agree and are there other names that you would consider here even if growth potential is lower? Thank you for the great service.
Tulio
I have not done well in my TFSA (Other accounts doing well enough.)
I'm looking for stock(s) with good growth potential but low downside risk. I am comfort to not make great gains but don't want to keep losing in this account.
GUD seems the logical choice. Would you agree and are there other names that you would consider here even if growth potential is lower? Thank you for the great service.
Tulio
Q: Would you buy NFI and OTEX at these level. 5 year + hold. Thanks