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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.

Read Answer Asked by Ian on November 28, 2022

Q: Please provide your top five Canadian and top five U.S companies that you consider to have superior pricing power. Thanks

Read Answer Asked by Greg on November 16, 2022

Q: If the fear of higher interest rates was causing the share prices of tech companies to fall, why would share prices rise today (April 13) with the announcement of a 0.5% rate increase?

Read Answer Asked by Stephen on April 13, 2022

Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?

Read Answer Asked by cal on January 27, 2022

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?

Read Answer Asked by John on January 04, 2022

Q: Would you swap a position in CGI for ACN ( I hold in a registered account)? CGI's price appreciation has been underwhelming over the past 5 years compared to ACN.
Anything in particular about ACN's services or management quality that allows it to dominate CGI?

Read Answer Asked by Albert on December 20, 2021

Q: Please list around 5 TECH stocks that you like in US or CAD that are not 'expensive' when compared to the high fliers with little to no earnings. Please exclude the FB, GOOG, APPL, AMZN, NVDA and MSFT.
Thank you.

Read Answer Asked by Mike on December 17, 2021

Q: Morning 5i Team,

I currently hold a full position in OTEX and am thinking of switching to either GIB or ENGH.

I would like to get your thoughts on this and which one of GIB and ENGH would be your choice if I indeed decided to switch. Or are there others options (regardless of sectors) that would be your choice.

Read Answer Asked by Harry on December 09, 2021

Q: I have been holding both GIB.A and OTEX for years. They are slow growth amount the tech sect. I would like to increase my growth and wonder if I drop one and replace it with more growth name. Which one would you suggest to drop and replace with ?. Your guidance on this matter is much appreciated. Thanks.

Read Answer Asked by Lin on September 16, 2021

Q: Good afternoon,
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.

Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.



Read Answer Asked by Joe on August 27, 2021

Q: Hi Peter & Ryan,
As a long-term holder of CGI accrued solid returns past 5 years. When compared against competitor Accenture CGI is a laggard. I'm considering swapping GIB.A for ACN. What's holding me back is the higher valuation multiple on ACN. Arguably GIB.A is better value but... Some of my holdings are in registered accounts so tax is not a consequence. As always your wisdom-filled feedback on the potential of this trade is welcome. TIA for commentary.

Read Answer Asked by Maury on June 16, 2021