Investment Q&A

Q: Hi 5i Team,
I was able to build up a half a position of WELL before it took off on me and have roughly a 150% profit on the position. I can't help but think the stock is a bit overvalued at this point and I have been pondering what, if anything, would be the best move long term in a TFSA account?
I was thinking of trimming the WELL position to bring it back to what I consider a normal full position and put the proceeds into either TCS and bring it to a full position or add to a SYZ position bringing it to .5 weighting?
Another possibility is just to let WELL run until I rebalance due to its weighting in my total portfolio which is my usual system of rebalancing.

Thank you for the advice and have a great weekend!

Q: I just read your report on ABT thank you for that. I would like to know which you think has better prospects over the next 3-4 years SYZ or ABT.
Keith

Q: I recently sold ET and wondered if buying SYZ would be a good replacement for a RRSP or is CSU a better replacement. I currently own KXS ,DSG,CGI.A,LSPD
Thanks

Q: I finally got around to using Portfolio Analytics on myself. Biggest perk was the totalling of my expected yearly dividends. Mystery solved!
Unsurprising was the overweight tech at 45%.
When one looks at the difference between REAL and SYZ (as examples of software tech) I have to wonder just how useful that advisement is as a total? It seems in software you could have proxies (almost) for the entire market!

Q: Hello 5i Team,

I currently have small positions in each of the above stocks as holdings in a diversified small cap portfolio and I would like to add to each position over the next 12 months.
Could you please give me your current outlook for these stocks? Are there any you would avoid? How would you rank these stocks at their current prices?

Thank you for the great service!
Colin

Q: These two companies have either raised money recently or did a shelf prospectus in anticipation I think of raising money?
Could these two companies be in play to he bought out or are they mainly interested in growing their companies? Which company could be interested in buying them?

Q: Hello,

I'm looking to invest in some Canadian small cap growth stocks with long term positions.

Would you be comfortable starting positions in the above companies today and are there some you prefer more (I already have a position in WELL)?

Thank you for your response and valuable information,

Stefan 

Q: Which one for a new 3-5 year hold?

Q: My questions pertain to SYZ. I am a long time investor in this company and generally really appreciate the shareholder friendly actions the company takes (dividend increases and buybacks).

I also am thrilled at their new approach to the market (investor presentation on their website now, willing to leverage and add growth...). All of these things add up to an accelerated compounder for the future.

The one lingering question I have is what if this new approach is not adopted by the eventual new CEO and yet a new strategy gets employed? What would be your odds on this scenario?
Also, have you spoken recently with management? Is the company open to an outright sale as part of the CEO search?

If this strategy does indeed have legs and they buy their way to rapid growth, do you foresee, given their cash generation a mini Enghouse or Constellation in the making?


Thanks in advance,

Q: So with on line learning for kids here to stay for now, what Canadian companies are to benefit.
Is Absolute at the forefront? How about Sylogist?
Which companies are putting out the elearning platforms?
Thank you.

Q: In Sylogist’s recent AGM PR there is a statement that reads: "Resolutions to approve the Company's stock option plan and its proposed amended by-law, did not pass." What was the proposed stock option plan and its proposed amended by-law? I am a bit worried after the massive payout to insiders awhile back. Thanks

Q: I have these shares in a tfsa. Do you see any sells in this list and can you please suggest a couple of additions? Thank you.

Q: Hi, Could you please comment on the Quarterly results released this morning. How do rate the outlook and increased dividend ? Thanks

Q: Hi, Any comments or read into the 4 large block trades/cross with a total of 759,700 shares by Acumen Capital, Thursday ? On Wednesday also, there was a large trade of 34,200 shares. For a thin trader like Sylogist, it's a bit out of norm. Someone, building a large position or NCIB buybacks by the company ? Thanks

Q: I am thinking of adding to SYZ after their recent credit facility announcement. Talking about having 80 million available for aquisitions (40 from the credit facility with good terms). This seemed to be a past knock on the company (not as much top line growth and not putting cash to work). What do you think? Thanks

Q: This is a follow up question to my previous one, If I don’t add to any of my underweighted companies I could initiate a position in one of the named companies above. I would appreciate your rankings with some insight.
Thanks again. ram

Q: Why is sylogist down 5% today. Is it a good company?

Q: These five stocks make up my small cap portfolio that is by design fairly concentrated and aggressive. I recently added QST on the significant pull back. I’m thinking that it can weather the down turn (great balance sheet) and will likely be a 2x bagger minimum when things turn around. Are there any other small cap names like it, that have been hammered, will survive, and that you could see moving significantly in the next 12-24 months? Thanks

Q: Afternoon 5i,

I am wondering for a longterm hold in an RESP.
Without worrying about sector as it's well diversified mostly through index etf's.
What would your top canadian small cap picks be?
That you would trust with the greatest growth, security and longevity.

As always thanks for the valuable insight.

Q: SYZ is up about 5% but I can't find any news. Do you have any insight to offer?