Investment Q&A

Q: Hi, Could you please post earning estimates for Sylogist. Thanks

Q: Hi guys, thanks for the excellent service and continued improvements. I find the new Portfolio Analytics section very helpful. Long winded question here so please deduct as many credits as you see fit.

I am overweight in tech, at 40% overall. I have 40% tech in both my RRSP and TFSA.

The biggest names I have are AAPL 9%, TEAM 6%, and NVDA 6%. All of those are held in the US side of my RRSP.

I have a mix of 15 stocks in my TFSA, roughly equal weighting. The tech holdings in there are PHO, KXS, CSU, SYZ, SHOP. Each comprises about 6% of the TFSA but just over 1% of overall holdings.

I am 7-8% underweight in:
consumer defensive,
communication services,
industrials,
utilities.

I feel I should trim back or sell at least one of AAPL, TEAM or NVDA but hard to given they have all been growing and have potential to grow further. Are there any obvious choices to cut or pull back here? Can you please suggest at least one name from each of the following sectors:
consumer defensive,
communication services,
industrials,
utilities.

thanks !
Mark

Q: Was there ever news about its partnership with Microsoft?

Q: When do they report? What are expectations?
They have been quiet, and I like adding to companies in situations like these. Risk/reward prior to earning I think it quite positive. Thoughts?

Q: SYZ has been moving slowly downward the past while. Anything to be concerned with? I realize it's a low volume trader and more volatile. What will it take to kick start the stock?

Q: I have 2% position of SYZ in my portfolio and with this stock failed to gain any traction, and also dropping almost daily (I'm down 10% so far overall), would it be advisable to just sell it for a small loss and move on? Your recommendation is much appreciated.

Q: Hello Peter, Ryan, and Team

I need to raise some cash and would like to know how you would rank these stocks from "sell first" to "sell last":

BLX 1.07%
BNS 1.9%
KXS 1.35%
NFI 0.81%
PBH 1.7%
SIS 2.22%
SYZ 0.94%
TFII 0.58%

I am underwater on all of these. The number following each symbol is the stock's weighting.

Thanks for your assistance.

Q: I didn’t see Syz in any of the portfolios, is it removed from the list? Thanks

Q: At the present time I have a full position in Kinaxis, Constellation Software, and Shopify.
All 3 are in a non registered account. CSU and SHOP have done very well but KXS has been falling over the past year and I was wondering about selling it and buying one of the other 4 that I have listed. I am looking only at growth over the next one to two year time period. My risk tolerance is moderate to high. Which one would you suggest and why. Or would you just stay with Kinasix. Please deduct as many credits as you see fit. Thank you, Ian
Did

Q: At the present I have a full position in SHOP and CSU. I would like to add another full position to my technology sector. Which to the above 5 stocks would you suggest for
growth only for a 1 to 2 year holding. My risk tolerance medium high. Could you please rank them from most growth to lowest growth and your reasons. Please deduct as many credits as you see fit.
Thank you Ian

Q: I was just about to buy CSU when I noticed a good report and it shot up 12%! Is it too late? I'm looking for two long term holds, minimal volatility, for a 2.5 % position each. What two do you like and why?

Q: Hi 5i team,
Following my reading of your updated SYZ report. About the strategic partnership with Microsoft that has an end date set in August 2019: when can we expect SYZ to make an announcement if renewed, or renewed with modifications or not renewed (different date?)? What could be the impact of a « no renewal » on revenue, earnings and stock price?
Thank you for your collaboration,
Eric

Q: Any insight with management at SYZ? I can not find any reason behind the precipice drop over the last few days. I totally got it wrong and bought recently only to watch it fall off a cliff. I am out now too wild a ride for me. I am questioning whether your small caps are worth holding in these markets, no one gets them all right but this is getting painful.
Still listening but wondering if some of your response should take what seems to be a terrible space for cdn small caps into consideration and few more get out while can responses would be in order. lol ..sort of...rant is over.
Bob

Q: Hi, Could you please comment on the 1st quarter earning release of Sylogist, this morning. Thanks

Q: Two outsized moves to the downside that I don't see any news for. Your thoughts please. Thank-you.

Q: SYZ has been weak for the past couple of weeks. Seems to drop a bit every day, even on good market days. From recent questions and you responses, you seem to be comfortable with it and like it. Is the weakness an opportunity to acquire a full position? Is there anything that might temper this decision?

Q: Which of either Sylogist,(syz) or Absolute Software, (abt) do you prefer for growth for a 3/5 year horizon. I recognize that they are in different technological fields, but am leaning slightly toward Absolute.

Thank you
David

Q: technically, syz has broken support; granted on its usual low volume

question - anything that you know would be cause for concern?

looking to top up my position

thanks

Q: The market does not like these securities. 5i does like these securities. There must be better stocks on the Canadian market that you could replace these with. Thank you. Dennis

Q: Of the companies listed,SYZ has been declining while the others have been rising.It is now below its’ 150 DayMAvg.Is the price drop due to lower liquidity as SYZ has a much lower volume than the others?