Investment Q&A

Q: I am wondering if you have any estimates for earnings for SYZ? Do you think earnings or cash flow is better when analyzing this company? Do analysts typically provide cash flow estimates?
Thanks
Mike

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

Q: I understand that these 4 stocks are considered growth stocks. Presently I am negative on all four. Is patience required ( long term ?) or would you suggest to switch to other growth stocks and which ones would you recommend. Thanks.
Klaus

Q: Hi, is this press release, specifically issue of 147k stock options, of any significance ? Also, any comments about stock price stalled at $10 level, lately. Thanks

Sylogist Senior Management Change, Issues Options
17:51 EDT Monday, October 03, 2016
CALGARY, ALBERTA--(Marketwired - Oct. 3, 2016) - Sylogist Ltd. (TSX VENTURE:SYZ) ("Sylogist" or "the Company") is very pleased to confirm, following its announcement on August 12, 2016 that effective October 1, 2016, Mr. Xavier Shorter, CPA-CA (Canada) and CPA (USA), has assumed the role of Vice President, Finance and Chief Financial Officer. Concurrently, the directors of Sylogist have granted senior employees, other than existing officers, Mr. Shorter and an outside director an aggregate of 146,666 options to purchase common shares at the current market price in accordance with the Company's Stock Option Plan.

Q: Starting a new portfolio of higher risk stocks to offset my more strategic long term investments. I have listed several juniors that are either in your Growth Portfolio or have been lately receiving considerable attention. Would appreciate your comments, order of preference & recommandations. Please deduct whatever number of credits you feel appropriate. Thank you.

Q: I have a list of companies that I come across more than once by reading the questions and answers and if you seem favourable with them they go on my list. Spinmaster (toy), new flyer (NFI) and ITC and Sylogist (SYZ) meet that criteria. All fur of them are under performing the market more than normal. Is there any of these that I should get rid of? I appreciate your advice. Dennis

Q: Having hoped that SYZ would have been part of the "growth" in my portfolio, I now have to make a decision, hang on and wait for something to happen, or move on to other securities that will hopefully produce growth. What are your thoughts?

Q: Hi team, I am looking to start a position in SYZ, I have pretty well every position in the growth portfolio. I'm thinking 3% full position in one purchase . Is it a good idea?
I am thinking about the same with ESL, and have noticed the share price is lower now than a year ago. Is a full position same as above be acceptable?
Thank you as always for the service.

Q: SYZ has been weak the past few days. Anything to be concerned about? Is this a good point to buy to complete a full position?

Q: Ryan's article,"Very shareholder friendly" shows 5I has 4 of the 10 companies with SYZ as the clear winner.Last week a guest on BNN stated that SYZ is very good in maximize value of acquistions,so hope to see some deals soon.Recently signed an agreement with Microsoft.I have a 2% position so please advise if it is time to add more in this volatile market. On Sep 9,The Motley Fool recommend SJ as a top growth stock for high returns today.Have a 7% position,so it is prudent to add a bit more. Always appreciate your great services & views

Q: Can you please comment on this Seeking Alpha article from September 6th?

http://seekingalpha.com/article/4004343-sylogist-curious-buyback-behavior

Regards,

Robert

Q: SYZ and TNC both started to rollover weeks before this downturn. Now they are down considerably along with NYX and IRD. From reading all of the questions and answers pretty well everyday I have never heard anything negative about any of these, so do you think they are all good companies that will have good upside potential. Is there any preference for growth over the next six months? Thanks for your good service. Dennis

Q: Hi 5i Research team, I have a long term horizon, and more of a growth oriented investor profile. I prefer to well understand the companies I invest in. The technology sector represents a challenge for me in terms of software products, competition, rapidly changing conditions, obsolescence, variety of software portfolio, etc. So I would like to built a sector exposure based on a few companies instead of using an ETF. Based on reading 5i Research, I am thinking a combination of CSU, KXS, GIB.A, OTC, ESL, DSG, TCS, SYZ,SH. Do you agree with this strategy? Would you include some other companies in this list or replace some? In what order would you rank them in terms of total return potential over long term and overall quality? How many of them would be enough? Would you suggest another weighting than equal weight (2% each)? I also need criteria to manage this group since my understanding won't be up to par. How will I know when to sell, or when to over or underweight in some companies? I would not want to react too strongly to short term events (quarterly results). How would you suggest I implement this strategy (buying strategy)? Thank you, Eric

Q: Which of these tech stocks would you select for growth right now?

Q: What would be your order of preference for growth today for these 5 stocks (without risk and sector considerations) Thanx Robbie

Q: I need to increase my weighting in the "Technology" space and currently own equal weightings of AVO, MDA, OTC, SYZ and WSP. With $50K to spend, would you buy a new company (I am thinking DH Corp or whatever div paying company you recommend) OR would you just increase your stake in one or more of these currently owned companies. I know you have WSP and DH as "Industrials" but can it not be argued that they are "Tech"?

Q: I own DBO,PHM,PTG,QHR,SYZ and TNC in a TFSA. I am up in all but for a small loss in PHM. Without considering risk or sector I am looking to either add To my existing holdings or another stock entirely and would like to hear your unvarnished opinion. Thanx Robbie

Q: In a recent answer to a question on syz, esl and csu you said
" SYZ and ESL have historically always had high multiples. Keep in mind also that both have large cash balances which if excluded would lower earnings valuations ".
Can you clarify how large cash balances affect earnings multiples?
How would this be calculated for example with SYZ? ie how much would their current cash balance lower their P/E?

Thanks, as always, for a great service.

Rob

Q: Good Afternoon,
I am adding several positions to my portfolio. I have narrowed it down by using your reports/comments etc. . Some of the reports are dated, would like to know if you still consider these names a buy at today's level, or any other more favoured names in these sectors. Also wondering if you would recommend staggering purchases or waiting for a market pullback, realizing that some of these names are high.
All would be additions to a diversified portfolio and considered to be long term holds. Thanks for the assistance. Lavern

Q: Can you please comment on the current valuations of SYZ, ESL and CSU relative to their historical valuations and growth prospects?

Thanks.