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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: I am considering moving some or all of these from a cash account to a TFSA. Would you agree with this move and if so is there a particular order or any that you would leave out. Thanx Robbie
Read Answer Asked by Robert on December 19, 2016
Q: My IT sector weighing is 8% of total portfolio and consists of three equality weighted equities, SYZ, OTC, and ENGH. Long term holdings and have been happy with overall performance, but I wonder if they are diversified enough across their business segments. I would like to keep OTC, but what other two IT sector equities would you recommend to complete the trio?

Regards,

Robert
Read Answer Asked by Robert on December 12, 2016
Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services
Read Answer Asked by Peter on December 12, 2016
Q: Good day to Pete and Ryan,

A few questions:

1. Does SIS SYZ and ET offer dividend reinvestment plans? I can't seem to find anything on this, so I am assuming not. However, could you please confirm on this?
2. If you had a 10-20 year timeframe, what would be your top pick of these three for a buy and hold strategy?
3. Sylogist vs. Evertz - which one do you prefer?

Thanks guys!

Aaron
Read Answer Asked by Aaron on December 06, 2016
Q: Hello 5i
I have been reading a great deal of your responses that include comments implying a short term top developing in many 2016 good stocks.
Rotation out of the winners.
Year end Selling
Manger Positioning
Easy to sell winners for cash

And on the other side, 5i continues to recommend many of these names as investable today.

How is an investor to reconcile buy recommendations(at what feels like short term high) with declining stock prices and the scepter of a January pull back after the 2016 tax year passes.....and when the typical selling period begins for previous year winners?

If one is not a trader, what investor action is to be taken to ensure long term success with volatile names that appear to be in decline today?

(as a note: I may not be in some of these names without 5i.....good(a few nice gain positions-thanks) and bad(dealing with volatility)

Thanks
Dave
Read Answer Asked by Dave on December 05, 2016
Q: For some of the larger cap more established companies listed on the venture, what are the requirements to be upgraded to the TSX? Do you see the example companies as being likely candidates in the coming 12 months?
Read Answer Asked by Renata on November 24, 2016
Q: Hello 5i team,
I wanted to add a technology sector company and was wondering of the current stocks in the BE portfolio, which one has the most room to grow? They are all doing very well.
Thanks,
Andrew
Read Answer Asked by Andrew on November 17, 2016
Q: Hi Peter and Team,

I manage my son's TFSA, and have recently almost completed a more appropriate sector allocation. In the Technology space, he has a half position in KXS. What Technology company would you recommend at this point for another half position? I was thinking of CSU but I wish it would split at least 10:1. :) How about SYZ which seems to be on a tear, or do you suggest something else at this point?

Thanks in advance for your valued advice.
Read Answer Asked by Jerry on November 14, 2016
Q: Hello Peter and 5i team,
I want to add a technology name to my TFSA.
Sylogist looks interesting as it has a nice dividend and the technicals look good. I am concerned it is too small and it is vulnerable to interest rate risks.
Absolute software also has a nice dividend and has no debt. Is it ready to grow?
Do you still think Constellation is doing almost everything right?
I sold Enghouse for a nice profit at higher prices. Is it time to get back into this name?
Open text has a small dividend
Which of these companies are your favourite for stability and growth .
thank you as always for your great service.
Read Answer Asked by john on October 19, 2016
Q: SYZ, ZZZ, CZO, TNC, NFI, PBH and ITC These are all stocks that have been down considerably over the last month. They are stocks that 5i customers have or did have. Meanwhile, the TSX 60 has been flat for the last month. So I am wondering if the members are selling out on these stocks and possibly putting the money into oil which has been up for the last month or so. Should I have been getting out of some of these stocks over the last while and putting my money into oil which is one sector that is doing quite well and probably the reason the TSX is not losing ground this month. Thank you. Dennis
Read Answer Asked by Dennis on October 12, 2016
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