Q: These three software tech stocks have grown their dividends over the last decade plus. I'm looking at them as part of a dividend/income portfolio. Are they a buy at this time? If so at what price? PEs are all rather high. Thanks
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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'm looking for some of your expert advice. I am down in OTEX which I own in a taxable account. It is currently yielding a decent dividend. I am thinking of selling it after the X dividend date for the capital loss, and perhaps buying GIB.A. The latter does not pay a dividend but the stock is performing better. Do you sanction both parts of this trade? Do you think the OTEX dividend will be safe in the future?
Thanks, as always, for your advice.
Ian
Thanks, as always, for your advice.
Ian
Q: If I wanted to buy stock in a Canadian software company with general information management services for business and a cyber security arm, is OTEX a buy given it’s being beaten down over its new acquisition. Or, are there better companies to consider in the current market? If there are, what are the better options in your view?
Q: I'm thinking the drop in OTEX price is making it look attractive. The current P/E of 24 looks reasonable for this company but I'm seeing a range of forward P/E of 14 to 55 for OTEX. Are you aware of any concerns over future earnings? Do you consider
CSU:CA as more attractive for a 5 year hold?
CSU:CA as more attractive for a 5 year hold?
Q: Would you consider OTEX in your list of favorite (hammered )divy payer for bottom fishing?
- Amazon.com Inc. (AMZN)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: I hold the above positions in a TFSA in the respective % amounts: 5.2, 5.5, 4.1, 1.93. I am considering selling GIB.A and AMZN and acquiring either TOI or perhaps for a little more torque LSPD. Which of the 2 would you suggest or any other proxies?
- Algonquin Power & Utilities Corp. (AQN)
- Open Text Corporation (OTEX)
- Restaurant Brands International Inc. (QSR)
- TFI International Inc - Ordinary Shares (TFII)
Q: Which of the following companies pay their dividends in USD? Algonquin Power, Open Text, Restaurant Brands, TFI Intl. ?
- Agnico Eagle Mines Limited (AEM)
- Algonquin Power & Utilities Corp. (AQN)
- Magna International Inc. (MGA)
- Open Text Corporation (OTEX)
- Nutrien Ltd. (NTR)
- TFI International Inc - Ordinary Shares (TFII)
Q: Hi Peter, Ryan & 5i,
I am looking for seven great Canadian dividend stocks that are listed on US exchanges that pay their dividends in US $. I have about 70K US$ to invest.
Much appreciated and thanks for the great service. Ivan
I am looking for seven great Canadian dividend stocks that are listed on US exchanges that pay their dividends in US $. I have about 70K US$ to invest.
Much appreciated and thanks for the great service. Ivan
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: Hi 5i Team: I am 8% weighting in Canadian tech with positions in LSPD and TOI. I am looking to add from DSG, ENGH, OTEX or KXS. In which order would you rank them for long term growth? Thank you for your continued excellent service.
Tom
Tom
- Mission Ready Solutions Inc. (MRS)
- Dollarama Inc. (DOL)
- BRP Inc. Subordinate Voting Shares (DOO)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- EQB Inc. (EQB)
- ECN Capital Corp. (ECN)
- Viemed Healthcare Inc. (VMD)
- Open Text Corporation (OTEX)
- Spartan Delta Corp. (SDE)
Q: I am looking at acquiring 5 stocks based on potential long term return (5 year minimum). From your growth portfolio looking at AT, DOL, DOO, ECN, GDI, MRS and OTEX. Three others I am looking at are EQB, SDE and VMD. In what order would you purchase them and would you purchase them now?
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Sonida Senior Living Inc Com (New) (CSU)
- Open Text Corporation (OTEX)
- Lightspeed Commerce Inc. Subordinate (LSPD)
Q: Hello 5i
How would you rank the listed companies?
I would like to add NVIE. ,but also need to either sell one of the listed companies or reduce all equally.
The companies are equally owned.
Your opinion is appreciated.
Thanks
Cal
How would you rank the listed companies?
I would like to add NVIE. ,but also need to either sell one of the listed companies or reduce all equally.
The companies are equally owned.
Your opinion is appreciated.
Thanks
Cal
Q: Hi 5i,
I will use OTEX for my question but any interlisted company with US$ revenue will do say SHOP.
With the CDN$ raising how does this impact canadian share price? Is it possible that this represents a headwind? Wouldn't it be prudent now to journal/convert CDN shares into US shares. If CDN$ strengthens my canadian share values my decline if the company revenue is mostly US$. If CDN$ weakens that is ok I will make bigger profit if i convert back to CDN$. Am I correct?
I will use OTEX for my question but any interlisted company with US$ revenue will do say SHOP.
With the CDN$ raising how does this impact canadian share price? Is it possible that this represents a headwind? Wouldn't it be prudent now to journal/convert CDN shares into US shares. If CDN$ strengthens my canadian share values my decline if the company revenue is mostly US$. If CDN$ weakens that is ok I will make bigger profit if i convert back to CDN$. Am I correct?
- Welltower Inc. (WELL)
- Kinaxis Inc. (KXS)
- Calian Group Ltd. (CGY)
- TECSYS Inc. (TCS)
- CAE Inc. (CAE)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate (SHOP)
- Dye & Durham Limited (DND)
- Lightspeed Commerce Inc. Subordinate (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I have these tech companies in my TFSA. Can you tell me which companies you like and which you don't and why? Do you think I have too many Tech companies? I show a profit in all but KXS, CGY, NVEI. Thanks 5i.
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi team,
I currently have small positions in both OTEX and ENGH. I would like to add a position in either DSG or LSPD. Which do you think would be the better choice for a 3-5 year hold, looking for growth with some stability. If you could also provide the reasoning behind your choice and whether you would add to these at current levels or wait for a pull back I would appreciate it.
Regards,
Paula
I currently have small positions in both OTEX and ENGH. I would like to add a position in either DSG or LSPD. Which do you think would be the better choice for a 3-5 year hold, looking for growth with some stability. If you could also provide the reasoning behind your choice and whether you would add to these at current levels or wait for a pull back I would appreciate it.
Regards,
Paula
- Microsoft Corporation (MSFT)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Atlassian Corporation (TEAM)
- Open Text Corporation (OTEX)
Q: I want to consolidate my smallest 5 holdings into 2. Using long term share appreciation as the only factor which two would you choose.
- KKR & Co. Inc. (KKR)
- Icahn Enterprises L.P. (IEP)
- Blackstone Inc. (BX)
- Apollo Global Management Inc. (APO)
- Carlyle Group Inc (The) - Ordinary Shares (CG)
- Open Text Corporation (OTEX)
Q: Which companies are competitors of OTEX ?