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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: Could you please provide your top 5 picks from within the 5i watchlist that have committed to share buybacks.

Thanks for your excellent service!
Read Answer Asked by dan on July 15, 2016
Q: I have 15% of my well diversified portfolio in Tech stocks. I am thinking of consolidating my 7 stocks into a smaller number of stocks - perhaps down to 5. I have 2%-3% in all the mentioned companies except SYZ at 1%. Any suggestions as to which companies to sell and which ones to "top up" would be appreciated, or maybe just leave as is.
Read Answer Asked by David on July 11, 2016
Q: I'm trying to understand SYZ. It's a fabulous company but little known. There is strong insider buying and the company is aggressively buying back shares. The share price has moved steadily from $6.60 to the $10.50 range. It isn't widely followed by the market. 5i has been the big supporter to date. My concern with the stock is that the upward movement in the share price appears to be directly due to the company buying back shares. If the company stops buying, what happens next? I guess the question is how does a small company get broader recognition and a wider following to push the price higher on pure market conditions? When the company isn't buying shares, the trading volume is usually very low.

thank you
Read Answer Asked on July 07, 2016
Q: 3 excellent stocks in your potfolio.Note that recently the advances of Cgx & SJ stalled @ $52-52.50 & $50 respectively.Please explain.On the other hand,Syz took its time to break the $8 & $9 resistances,now just on top($10.08) of the $10 resistance with next resistance @ $11.It could be a multi bagger as previously suggested. Thanks for your usual great services & opinions.Looking forward to seeing Ryan,ex Vancouverite this Friday on Bnn
Read Answer Asked by Peter on June 23, 2016
Q: Hi, Sylogist continues to buy back its stock significantly under new NCIB, most recent being 99,700 shares for $9.99 on June 17. I know it's a solid vote of company's confidence in its own stock being undervalued. So, is it a good strategy to add to my position alongside the company at current levels $10. My second question is if Sylogist prefers using its cash chest to buy its own stock, does it indicate that new acquisitions are not near the horizon ? Thanks
Read Answer Asked by rajeev on June 20, 2016
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Read Answer Asked by Dathan on June 07, 2016
Q: Hi Peter & Ryan,

While the results looked decent at SYZ; I was caught off guard by the following statment in the the dividend release. "Jim Wilson, President & CEO of Sylogist commented "Moving forward, we can foresee that prudent capital allocation may dictate adjusting our dividend downward to allow us to invest directly in business acquisitions where the opportunity to increase our share's intrinsic value exceeds the value of a pre-tax return of cash to shareholders."

It was also noteworthy that they broke their mini streak of raises every two qtrs. Seems to me by my simple analysis that a very large acquisition is in the works that may eat in to the some or all of the cash pile. Am I reading the tea leaves correctly? Would they really cut, instead of just keeping it flat?

Part of the attraction to this company has been the way the add value to shareholders; so I would defer to management to do what they seem fit to add value; but a potential cut seems to send the wrong message.


Thanks,
J.
Read Answer Asked by JAIME on May 11, 2016
Q: I had to try out your new question format. If you had emoji's I would give it a happy face.
I would like to know which of these two companies you would pick for a 1 year hold or less. Capital appreciation, short term hold would be the push into one or another. Could you treat this as a trade over an investment. Also some of the reasoning behind your decision. I feel that they are at different ends of the spectrum in liquidity, value, type of business, technical, etc.. I am just looking for insight in how you might first make a decision to further research/purchase a stock for a trade (and/or for an investment), but mostly a trade. If you have another name you want to represent here over or instead of the two provided...Please feel free to do so. Thank You J
Read Answer Asked by Jeremy on April 18, 2016
Q: I noticed Sylogist has a strange looking chart where there is a distinct upward trend from early October. You can almost draw a support line from the lows of about $6. It also hit a new 52 week high today. I'm not sure if this is significant from a technical analysis point of view, or if your team even thinks technicals are worth looking at. Any comments?
Read Answer Asked by Mike on April 07, 2016
Q: I currently owe NYX (NYX Gaming Group) at 3.3% weight and would like to add another technology stock. From your model portfolio would SYZ,DSG or ESL be preferred? I do like the dividend of SYZ but since NYX is considered high risk I would preferred the 2nd technology stock to be stock that I can hold for the long term and is low risk. I don't intend to keep NYX for a long term.
Thanks
Dolores
Read Answer Asked on March 14, 2016
Q: Hello.
Would you please comment on Insider Buying of SYZ.
Reports show CEO buying most of the shares traded on Jan 25 (37K against total 54K) and a standing order at start of the day today indicates either company or potential insiders continuing to buy.
Should an astute investor be buying with SYZ company purchases or let them hold up the market price and see what happens when company buying backs away?
For broader reference, clearly buying is positive but how dependable is this form of activity toward a positive individual investor outcome?
Thanks for your thoughts on this.
Dave
Read Answer Asked by David on January 27, 2016
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