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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: Hi, Sylogist stock is trading near its all time high, after Cormark's coverage. I am aware that a few months ago 5i sold the stock in Balanced Portfolio. However, we kept our core holding and are quite happy with it. We started a family memeber's portfolio (LIRA) recently with some cash and have invetsed in PBH, TSGI, KXS,SIS,SJ and TCL.a. Still waiting for an opportunity for CSU and BYD.un. What do you think of SYZ at current prices to be added ? Thanks
Read Answer Asked by rajeev on June 28, 2018
Q: Good morning
Could you name a few other companies that you cover that have management quality similar to CSU

Thank You
Clarence
Read Answer Asked by Clarence on June 13, 2018
Q: Hi, What would be your top five ir six companies in your portfolios with the best balance sheets and strongest management combined, to me this is an ideal combination for picking stocks, thanks?
Read Answer Asked by Pat on May 28, 2018
Q: Sylogist has been buying back shares in the market. I really don't see a big benefit in this seeing how the stock is already so illiquid, and we are already so late in a cycle. Is it really that hard to spend some of the 30million cash on something accretive where it is more beneficial to be buying back shares? Has the company stated in a conference call what they plan on doing with the cash and if they are looking to deploy it soon?
Thanks.
Read Answer Asked by Jordan on May 28, 2018
Q: Hi, I am wondering why you removed syz from your income portfolio (I believe that is where it was if I remember). It looks like today we had a bit of a break out and is making new highs. The stock doesn't seem to do anything on the flashy side on any given day, but seems to be chugging upwards with a decent dividend. Please advise on your current view and todays move through the prior highs. Could it be investors seeing potential and moving into the name after earnings? Thanks.
Read Answer Asked by Jordan on May 07, 2018
Q: Hello Peter and 5i team,
What is your view of the wine industry in general and Andrew Peller in particular? A news article says that wine prices are set to rise as bad weather brings the worst harvest in 50 years to the industry leaders in France, Spain, and Italy. California was hit by wild fires and climate change is hurting other countries. Is this a positive or a negative for the Canadian wine industry?

I hold ADW.A in myTFSA and it has risen to an 18 % weighting. If I trim some ADW.A, which of the following would be your top pick for growth: BBU.UN, ENB, SYZ, Or GUD

Thank you very much for your opinion
Read Answer Asked by john on April 30, 2018
Q: A recent article in the Globe was citing an RBC analyst as saying it was time to go underweight on tech stocks.
I have the following weightings in my portfolio -
ENGH - 6% ; SYZ, KXS and DSG 4% each.
Do you see any of these as being seriously overvalued? I have very good gains on all and have taken profits on all except KXS as they have moved up.
Any comments are appreciated.
Read Answer Asked by Robert on April 13, 2018
Q: Good afternoon:
From an income investor's point of view, could you provide recommendations of your favorite 7 to 10 companies each of which have little to no debt?
As a second question, could you also provide your top 3 to 5 growth company names, again with little or no debt.
Thank you
Ian

Read Answer Asked by Ian on March 29, 2018
Q: What are your 5 best picks for dividend growth stocks with an appropriate valuation?
Read Answer Asked by Kuldar on March 22, 2018
Q: Could you recommend 5 growth and/or income companies that are debt free? I currently hold CGY which, I believe is debt free. Thank you.
Philip
Read Answer Asked by Philip on March 12, 2018
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