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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: Based on other responses you prefer OTEX over DSG when forced to choose. I understand one reason may be valuation, but please expand on your other reasons for that preference. For example, does OTEX have a better growth outlook. If one owned DSG currently but not OTEX would you sell DSG and buy OTEX. My preference is to own one or the other and trading commissions and taxes are not an issue. Thanks for your reply.
Read Answer Asked by Christopher on February 23, 2017
Q: good day to all the team and thanks for your continuous super guidance and advice
If you had to pick one which would be your best choice and which would be the second
thanks in advance
georges
Read Answer Asked by georges on February 22, 2017
Q: Good Morning
Firstly, thank you for guiding me towards TNC. Although the premium offered is disappointing I will still book a 50% profit in my TFSA on a company that was nowhere on my radar without 5i. I've narrowed down my replacement to either OTEK or PHO. do you prefer one over the other?
Thank you for your continued guidance
Read Answer Asked by Marty on February 15, 2017
Q: Hi 5i: I split my investing between a number of different portfolios. One is a dividend reinvesting portfolio focused on dividend growers - all Canadian at the moment. My holdings consist of the usual suspects, big companies covering banks, telecoms, pipes, and utilities. I added a small position in Crius a few days ago, but I want to diversify some more. Any suggestions? I have no industrials, bio/health, consumer or info tech. I could include US stocks if necessary. If you would make a few suggestions I would appreciate it. Many thanks.
Read Answer Asked by Roland on February 06, 2017
Q: Hi 5i Team,

Could you please tell me a few good names in the Information Technology sector ? Also why you like them?

Thanks
Read Answer Asked by Keith on February 02, 2017
Q: I'm overweight in Technology.
If you could only keep one the following companies,SYZ (Sylogist)
OTC (Open Text) and CSU (Constellation Software),which one of these companies would you keep and why?

Thank you
Read Answer Asked by Frank on February 02, 2017
Q: Technology is 15% of my equity portfolio. It is made up of KXS, TNC and OTC at 27% each and ENGH at 19% of the technology component. BTW thanks so much for recommending these. ENGH is "resting" after an amazing run up to about Jan/16. I suspect it will start to move up again if I remain patient. So just asking, would you change anything here?
Read Answer Asked by Danny-boy on January 30, 2017
Q: Could I get your thoughts on the Canadian SaaS space please. I currently hold SHOP & a small position in AT, are there any others that you could recommend or are currently on your watch list?

Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Read Answer Asked by dan on January 20, 2017
Q: I have about a 4% position in each of the above. Would it be too much exposure to add a 4% position in Open Text?

Thanks

Dave.
Read Answer Asked by David on January 19, 2017
Q: I currently hold the following technology companies in the weights indicated:
CSU 4%; ENGH 2%; SYZ 1%; and GIB.A 1%. I also hold MDA at 1.4% but I am not sure it is classified as a technology company. If I include MDA my technology holdings are 8.6% of my portfolio. I would like to increase this weighting and I am considering adding OTC at 2%. I would appreciate your comments on my current balance of tech companies. Also, would OTC add diversification to my current tech holdings? Would you recommend adding to my current tech holdings?
Thank you.
Read Answer Asked by Dennis on January 18, 2017
Q: Good Day, I own these three in the same portfolio. would like to diversify, what would be your top two choices for a long term hold?
Have been considering MG or CTC or L as possible replacements, what would be your top choice between these. Thanks, Lavern
Read Answer Asked by Lavern on January 16, 2017
Q: Good Day,
Which one of the 3 companies would you buy
for growth right now and hold long term?
How do they compare?
Thank you so much.
Read Answer Asked by Uli on January 16, 2017
Q: It seems to me Open Text is one of your top technology stock pick now, and I like it very much too. The only problem for me is that the company seems like to be paying too much to stock price and playing trick with the stock price. It has a split last year, and now it is splitting again. This is in stark contrast with companies like Google, Priceline, Amazon, not to mention Birkshire, etc. Is this a warning sign? I mean two splits in less than a year.

Thanks

Shaun
Read Answer Asked by Dong Sheng on January 13, 2017
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