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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: Would appreciate your take on the Tech Sector for 2017. Which of the above do you favour for growth with the most solid fundamentals? Or is there another one you would prefer? Thanks and Merry Christmas.
Read Answer Asked by Arthur on December 21, 2016
Q: My IT sector weighing is 8% of total portfolio and consists of three equality weighted equities, SYZ, OTC, and ENGH. Long term holdings and have been happy with overall performance, but I wonder if they are diversified enough across their business segments. I would like to keep OTC, but what other two IT sector equities would you recommend to complete the trio?

Regards,

Robert
Read Answer Asked by Robert on December 12, 2016
Q: Peter, these are stocks that I believe you have recently suggested for growth. Some have had decent pullbacks in price. Can you please rank these, based on today's prices, for purposes of long-term capital and income gains in a TFSA. And, if you have an alternative current favourite to add, please add it to the rankings. Thank you!
Read Answer Asked by James on December 05, 2016
Q: I currently hold OTC and KXS but am considering switching to EBIX, for two reasons. One is that I like the EBIX model, everything is in the insurance industry, any acquisitions can be integrated into improving existing products unlike say CSU where everything remains independent. The second, is that insurance will benefit from rising rates. I figure that rates will rise significantly in the next five years as a result of a shrinking labour force, aging population, resulting in wage inflation. The only negative is that EBIX is expensive following a stellar year. What are your thoughts.
Read Answer Asked by Leo on December 05, 2016
Q: I was looking up the ROE for OTC as of Sept 30, 2016. My first look was in Yahoo Finance where the ROE is given as 49.3% ttm (trailing 12 months). Sounded high, so I checked Reuters Investment Profile via my BNS site, for the same date, where the number shown is 14.94 MRI ( Most Recent Interim). HUGE DIFFERENCE!!! What am I to believe?
Can you please explain how this could happen...give me your opinion of the quality of YF data...and advise the best source for 3 yr avg ROE data. (Sure be nice if I could find it here)
Thank you.
Brian
Read Answer Asked by BRIAN on December 01, 2016
Q: At the recommendations of 5i I purchased these stocks in April/16 for my TFSA account. I have additional funds of $11000 to add. Would you recommend adding to these positions or purchase other stocks? My return has been in excess of 30% and therefore value 5i opinions. Thanks for your excellent service.
Read Answer Asked by David on November 29, 2016
Q: I'm planning to purchase 1 or 2 of the following stocks after the US election. Could you rate these 4 stocks in the order that you would recommend them at today's prices. Also which one is more under valued?
Read Answer Asked by Adam on October 20, 2016
Q: Hello Peter and 5i team,
I want to add a technology name to my TFSA.
Sylogist looks interesting as it has a nice dividend and the technicals look good. I am concerned it is too small and it is vulnerable to interest rate risks.
Absolute software also has a nice dividend and has no debt. Is it ready to grow?
Do you still think Constellation is doing almost everything right?
I sold Enghouse for a nice profit at higher prices. Is it time to get back into this name?
Open text has a small dividend
Which of these companies are your favourite for stability and growth .
thank you as always for your great service.
Read Answer Asked by john on October 19, 2016
Q: I am in my early 30's and wanting to start a TFSA growth portfolio (modeling 5i growth portfolio). I am looking to invest 10,000 today, and 10,000 subsequent years. What names would you suggest to start with today?
Read Answer Asked by Loren on September 26, 2016
Q: Hi, As part of a portfolio cleanup I am considering replacing <1% positions in DSG and ESL, and adding some more cash and add a full position in OTC. Does this make sense? With the new purchase of DELL EMC enterprise..I think OTC has positioned itself for growth. Are the liabilities increasing due to this purchase? How does it plan to fund this purchase? Do you think it would be better idea to wait for the benefits/issues due to this purchase to sink in?
Read Answer Asked by Shyam on September 19, 2016
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