Investment Q&A

Q: A recent article described Absolute Software and Sylogist as tech companies with great growth potential. Would you agree with this assessment. Thanks.

Q: Above our securities of about 45 I hold that for quite some time are terrible to look at. Which ones should I sell and replace with your picks that are doing quite well and would you sell them at the price they are now or would you pick a higher price and put them in for a few days? Thanks again

Q: Could I please have your updated opinion on Sylogist . I am not familiar with it and need guidance. Thanks Ken

Q: Looks to be some insider buying around current levels. Do you see this as well?

Q: Looking in to your crystal-ball, do you see SYZ's dividend being cut or reduced? I am looking in to the company and know they're trying to transition to a more growth-focused company. Any predictions??

Q: Have some new money for the tech sector. Would you chose ENGH or SYZ and why? Thanks Ron

Q: Big bounce today on no news! (?) I've owned this since joining 5i. It has gone in and out of market favour but I've always enjoyed the dividend. I've been picking up dividend stocks for the last year and done well but I am not expecting a lot of growth from them from here. SYZ should get some decent growth and the yield is healthy. I like the SaaS field and this being tied to government work - which seems a way to get some beta away from the market business cycle. Does it really fit this bill? Yield makes me patient how do you see it over all?

TIA

Q: Two part question. 1) What do you make of the company holding their conference call to discuss the (very poor) quarterly results FIVE days after releasing their results? You would think that management would want to get in front of these bad numbers and try to minimize the damage. 2) This company has transitioned into a turn around story with declining sales. Is this not an indication to sell?

Q: Hi

i have couple reds ( Xbc - 54%, REAL -46%, BBTV - 30%, ABCL - 25%, GUD - 16%, EGLX - 12%, MX - 11%, SYZ - 10% ) in registered account. Looking for your opinion whether to sell/hold/buy or replace with some other stocks in same sectors or any good replacement you think based on valuation irrespective of sector.

Thanks
sk

Q: Good morning. At what price would you buy back into this stock - or would you move onto a different stock
Any suggestions will be appreciated
Thank you

Q: thoughts on the quarter? Thx

Q: Just a follow-up to the question I just posed. Own SYZ for several months now and down 23%. Should I keep it going forward. Like other tech holdings - in total represent a small fraction of total assets owned.

Q: SYZ has been quite soft the past few days. Don't see any news to explain. Do you see anything? What is your outlook and when do they next report?

Q: whats causing the drop today? Thx

Q: Please list your top 5 Canadian companies with a market cap under 250 million. Looking for potential 10 baggers over the next 5 years. Also, a brief description of why you like the company.
Thanks
Rob

Q: I'm really overweight in IT. Close to 35% but I need to get down to 20% or less. IT holdings are: KXS (3.1%); SHOP (16.9%); CSU (5.2%); TOI (0.4%); DND (0.2%); LSPD (2.0%); SYZ (1.4%); PHO (1.0%); CRWD (2%); NVDA (0.7%); DOCU (1.5%).

Not sure if it makes a difference but all are in TFSA except KXS, CRWD and DOCU (cash/margin account). Due to the fact that I'm working I don't want to trigger any taxable gains if possible. Obviously I need to trim SHOP by at least 1/2.

SYZ seems to be a laggard since it has only appreciated 45% in almost 7 years so I think I should sell that. Do you agree? (assuming a balanced portfolio).

Aren't DND and PHO going to be purchased?

I'm emotionally attached to the high gains otherwise... What's your suggestion on how to bring down my IT holdings in a tax efficient way?

Q: Hi gang, which one would you buy first, to last. Thanks
Alnoor

Q: Just opening the management circular dated may 3rd. The board members are mostly fairly new. the proposed options smorgasbord looks very appetizing for insiders. Also the insiders stakes are not generally high. No wonder since they cash their options a,s,a,p,. For such a small company the executives compensations are rich. The release coincide with the start of the marked decline in stock price.
The performance over 10 years has been outstanding and the yield today is attractive, What do you think of the newer board? do you see better opportunities for growth?
Thank you.

Q: Hello. what's happening with Topicus and Sylogist both going down lately. Is it safe to buy Topicus today or wait for a better/lower price which is ? I own Sylogist, made 15% gain should I sell it ? Otherwise can you recommend today 5 good value Canadian co's. I own goeasy and thank you for your recommendation

Q: SYZ has been weak since earnings came out. as they weren't good. What do you see as the bottom trough (price) for the stock? Would you add to a position at this time?