Q: I am wondering what to do with this stock who seems to go nowhere, cut oits dividend and show s a P/E very high, which would you suggest as replacement, you seem to favour CLS?
Your advice always apreciated.
Thank you
Q: Earnings look ok to me... but here we are down 6%. Is there anything in the earnings that disappoint or is this drop all about the scary market jitters?
Q: Good morning. I will need to raise some cash soon. I have picked AW, ATH, CPD and SYZ to head to the chopping block. In what order would you sell? Thanks for everything you do for us.
Q: Hello 5i
Since last earnings and most recent Q&A in 5i (Nov 7) this share price has been falling.
Is the price action related to the previous earnings miss or earnings growth expectations changing due to business or Tariff concerns?
With a 5 year view on this name, does one just continue to hold through the downside volatility with anticipation for better future earnings and share price?
Q: could I get your take on earnings? This is a company in transition, as the CEO states “Our Q3 performance further validates our successful transition to a SaaS-driven enterprise,”
Which metrics of the Q3 are most important to validate the above claims... how successful is the transition going?
Q: I am thinking of starting a position in ATD, given its current weakness, as I am underweight consumer discretionary. As usual it is also difficult to know what to sell, but I am thinking of selling one or two of my small cap technology stocks, namely AIF and SYZ. Selling one would give me a half position in ATD and selling both would give me a full position. There are no capital gains implications as the stocks are in my TFSA. With regard to quality of the companies and their growth prospects, would you advise me to make this trade? If so, which of AIF and SYZ would you sell or would you sell both?
Q: You recently said that trimming the weeds in a portfolio is something to believe in. Is SYZ a weed? I have held this stock for more than ten years and 5i's coverage of it was one of the reasons for my original subscription. I like the unique sector SYZ operates in and its growth potential, but I am losing patience and wondering if it is time to move on. If I sold SYZ I would add to my other Canadian software holdings, namely OTEX, ENGH, TCS and AIF, but I hesitate because SYZ provides diversification and may yet turn around. As always, I welcome your insight.
Q: Earnings out early this morning (Thursday). Can you comment after call at 8:30. Results appear to be good but I'll leave it to the experts (and market) to determine. What should they mean going forward? Is it what 5i expected?
Q: Good morning. I hold the above stocks in my TFSA. Together they now account for approx. 6% of my TFSA. I am thinking I'd like to consolidate them into one or possibly two positions. Which would you choose to keep if you went that route. Alternatively can you suggest one or two Canadian and one or two American growth stocks to take their place. I already hold full positions of CSU, LMN, TOI, NVDA, and SHOP. Thanks for your advice, Rod
Q: Hi Peter, Hi have listed my big loosers and will appreciate you opinion for clean up purpose. 1. Can go right away 2. There is some hope so hold on 3. add more