Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John
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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 Team,
I have small position of SOY and SYZ at 50% & 36% lost in registered account. Do you think they have chance to rebound at all ?
Your comment is highly appreciated.
Thanks as always,
Tak
I have small position of SOY and SYZ at 50% & 36% lost in registered account. Do you think they have chance to rebound at all ?
Your comment is highly appreciated.
Thanks as always,
Tak
Q: Has anything changed at Sylogist that may explain its continuing decline?
How would you evaluate its current price in relation to its value?
How would you evaluate its current price in relation to its value?
Q: 5i income portfolio holds about 2% SYZ. Would you be comfortable starting a full 5% position, if SYZ is bought below $10? Thanks
Q: 1% position ,p/p $10.32.Thinking of adding some. U view please. Txs for u usual great services & views
Q: Hi Peter and 5i Team
Have held ENGH for several years in a LIF. I like the dividend of SYZ for income and am considering switching mainly for the dividend. I believe you rate ENGH higher than SYZ but like them both. Which do you think will make a better recovery? Is this a reasonable move?
Thanks
Gary
Have held ENGH for several years in a LIF. I like the dividend of SYZ for income and am considering switching mainly for the dividend. I believe you rate ENGH higher than SYZ but like them both. Which do you think will make a better recovery? Is this a reasonable move?
Thanks
Gary
Q: Syz.,what is happening here?This company is totally out of favor.
What is the market telling us?
They aren't earning enough to pay the dividend.And really, why is a growth company even paying a dividend? That doesn't make much sense.
Please can you shine some light on this.As well as Cliq,what is the story here?Its very confusing to me
What is the market telling us?
They aren't earning enough to pay the dividend.And really, why is a growth company even paying a dividend? That doesn't make much sense.
Please can you shine some light on this.As well as Cliq,what is the story here?Its very confusing to me
Q: syz is now at year low. 5i says this is a good growth stock. can you explain why you feel this way and why it continues to drop. at what point is it a buy? I'm tempted to buy but have thoughts this could become another wilan or knight, lots of potential only on paper.
Q: Any reason for the recent abnormal wide swings in SYZ? Hold or add to my 1% position? AT appears to be basing last few days .Down 77% hold or add to my 0.5% position? Txs for u usual great services & views
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Sylogist Ltd. (SYZ)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
Q: Hello,
I would like to rebalance my technology exposure.
You mentioned putting in stink bids to pick up bargains.
Could you tell me what you suggest for stink bids on SHOP, LSPD, TOI and SYZ.
Thank you very much
I would like to rebalance my technology exposure.
You mentioned putting in stink bids to pick up bargains.
Could you tell me what you suggest for stink bids on SHOP, LSPD, TOI and SYZ.
Thank you very much
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Sylogist Ltd. (SYZ)
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Chartwell Retirement Residences (CSH.UN)
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A&W Revenue Royalties Income Fund (AW.UN)
Q: In an income portfolio, currently hold CSH.UN at full position and thinking to sell outright to replace with 1/2 positions in AW.UN and SYZ to replace yield and add diversification. What are your thoughts on the move? Does it increase risk?
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Sylogist Ltd. (SYZ)
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Park Lawn Corporation (PLC)
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Sun Life Financial Inc. (SLF)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Leon's Furniture Limited (LNF)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Trisura Group Ltd. (TSU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Anaergia Inc. (ANRG)
Q: Like a previous subscriber wrote, we also appreciate your most recent report: specifically, the numeric historical context of this current correction, the sectors affected and those most likely to benefit.
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
We are invested in each of the three of the 5i portfolios and over the next 1-2 months plan to make staggered and targeted contributions.
Could you suggest 3 or 4 companies from each portfolio where the winds of sentiment are excessively negative and would be attractive to purchase with this approach?
This is for a 5+ years hold.
Thank you
Q: Hi guys, which one company would you put your money on. I am buying for dividends and little some capital gains. Are divided safe ? Or any other suggestions. Thanks
Alnoor
Alnoor
Q: I am curious about the Dividend with SYZ. Very few Tech Co.'s have any dividends and those that do are usually less than 3%. So why does a smaller tech Co. have such a large dividend? Appreciate your comments. Is their Div sustainable and would this be a good choice for an income investor. Thanks!
Q: Would you add to a half position today? Thanks.
Q: Portfolio Analysis is suggesting I need more Tech and was going to purchase more in my RRSP. Right now I have a full position in KXS,ET and ABST. Half position in LSPD,APPS, AT, MSFT and ENGH. Quarter position in TOI and CSU. I was looking to add SYZ or any other stock you think. Maybe add to my 1/2 or 1/4 positions. Is there any overlap within this sector. Looking for some stability and some growth.
Thanks Greg
Thanks Greg
Q: Dear 5i team.
Looking to add to my SYZ position, but have a couple of questions.
1) Why do you show NR in your recent portfolio update as at Feb 10 but your March 21 co. report you gave it a B+?
2) Who are it's competitors and please give a brief comparison in terms of where SYZ fits on the list if stack ranked?
3) Would it make sense for them to acquire any of them in terms of synergies?
I am considering adding to my position given the market weakness and the stock current negative momentum, but wanted your input first.
Many thanks.
Looking to add to my SYZ position, but have a couple of questions.
1) Why do you show NR in your recent portfolio update as at Feb 10 but your March 21 co. report you gave it a B+?
2) Who are it's competitors and please give a brief comparison in terms of where SYZ fits on the list if stack ranked?
3) Would it make sense for them to acquire any of them in terms of synergies?
I am considering adding to my position given the market weakness and the stock current negative momentum, but wanted your input first.
Many thanks.
Q: You answered a question earlier. You recited the results. Can you add some colour to them. Gross margin fell to 65% from 73%. EDITDA fell from $4.9M to $3.7M. How important are these and what's the possible impact? The market doesn't like the results so far today. What do you see looking ahead?
Q: I saw your comments on SYZ's results today which were quite positive. However stock price took a hit of nearly 6% - any idea why??
Thanks
Thanks
Q: Hi, Could you please comment on Sylogist results. Also trends on Recurring revenue, organic growth and profitability, please. Thank You