Investment Q&A

Q: have a little money since I sold TOY do not have above stocks. Following your balanced portfolio. Should I buy 1 rebuy TOY or hold? Also what are the future prospects of SHOP

Q: When is SYZ reporting & expectations?Thanks for u usual great services & views

Q: Are there any other names on your radar currently that might resemble a young SYZ or SIS ? Thanx Robbie

Q: SYZ has been a long time winner for me. What are some of the reasons no analysts follow this stock while there are a lot of " dogs " out there that are being followed ? Thanx Robbie

Q: Hi, Any comments on the today's NR for dividend increase and 2018 outlook ? Is it time to add to our 5% position ? Thanks

Q: These four losing stocks of low weighing in my portfolio. Please advise if they are worth holding for recovery. CXI, SYZ and KBL are thinly traded. Thank you.
Bill

Q: Do you have a small cap replacement suggestion for DRT in a TFSA ? Thank you

Q: SYZ finally spent some of their money on an acquisition a couple of weeks ago and the stock ticked up a bit. What will it take to really move the stock price. I have a full position and am content waiting but sometimes it's a very slow wait.

Q: Hi, Our investment portfolios across family are made up of a combination most companies from Balanced Portfolio, some from Income portfolio and a few others like CM(10%- reasons of affiliation), TD (3.5%), CWB(1.5%), JWEL(1.5%), RPI.un(2.5%). Objective is Mostly growth and income.
I am grateful to 5i research team for recommending companies like CSU,PBH,TOY,SIS, KWH.un and CCL.b and providing timely and consistent updates, resulting in substantial gains. Many of these successful companies would have escaped my attention, if not for your valuable advice.

My question is about a few stocks, listed in subject line, which, during my YTD review, continue to show decline in value (although we have in built gains in all of these). Except SYZ and ENB others are inside RRSP's. Does it make sense to liquidate a part of these holdings and deploy capital elsewhere ? Total value of above is about 15% of my portfolio with SYZ being the largest, 6% and GUD being the smallest,1%.

Thanks again for the excellent service !!

Q: Hi, Sylogist, after a long time made an acquisition, as per following NR,this morning. Any comments !! Should it help stock price recover, in time ? Thanks

Monday, October 23, 2017

"Sylogist’s "Serenic Software" division enters the United States educational market; Acquires K12 Enterprise and Sunpac assets
08:00 EDT Monday, October 23, 2017
CALGARY, Alberta, Oct. 23, 2017 (GLOBE NEWSWIRE) -- Sylogist Ltd. (TSXV:SYZ) (“Sylogist” or the “Company”), a provider of enterprise information management solutions, is pleased to announce that its subsidiary, Serenic Software Inc., has acquired the assets of K12 Enterprise (K12E) and Sunpac Systems (Sunpac), both providers of ERP (Enterprise Resource Planning) solutions to the kindergarten to grade 12 local education authorities marketplace in the United States."

Q: I would like to add to one or two of the above stocks with my gains from Shopify. In a well diversified portfolio I am looking for dividend income with some growth. I hold all of the above just slightly less than a 2% allocation in the portfolio.

Many thanks for your continued support, education, advice and suggestions. I have done well under 5i direction since 2013. Thank you.

Q: Good morning...current thoughts on these today please...

Q: Sylogist and K-Bro Linen, two stocks have been quite boring for a while, do you know of any catalysts that could move these to the upside, possibly before the end of the year, thanks?

Q: I am under water on these three stocks. I am looking for best possible growth. Risks are fine.
Keep any of these three stocks or replace with stocks offering better growth? Your suggestions please. Thanks.

Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve

Q: Hi 5i team,

Based on current valuations what are your favorite canadian tech names for the long term?

Thanks

Q: Hi, There are a number of stocks in the 5i balanced portfolio that I don't have yet. If I were to buy only three from the following list, which three would you pick for its growth and its value? My portfolio is well diversified so the sector allocation isn't a big concern:

GC, AIF, BYD.UN, CAE, CLS, PKI, SYZ, or GSY, PHO, ECN,

thanks

Q: Howdy!
I try to be a buy and hold investor with a long-term investment horizon in my RRSP account.
I have recently joined your service and am thinking about trying to reposition my RRSP account to emulate the sector allocation in your Balanced Portfolio.
About 30% of my portfolio is sitting on cash /cash equivalent investments right now; and I have almost 0% in the Technology and Basic Materials sectors.
As such, would you recommend a position in all of the nine equities that represent the Tech and Basic Materials sectors in your Balanced Portfolio?
Or have some of them (like CCL.B) peaked /not as much room left for appreciation compared to when first bought?

Q: Please help me to understand why SYZ is not going up after a solid Q.Thanks for u usual great services & views. Looking forward to seeing Peter on BNN on Aug 22

Q: On July 26th there was a 2.3 MM share sell-off (I wasn't paying attention so I missed it). Unusual to say the least when the 100 day average is about 50,000 shares. There was little if any effect on the price and there was no comment in this section that I could find. Do you know what happened?