Investment Q&A

Q: I currently hold full positions in GIB, Engh and KXS and a 1/2 position in SYZ and am looking to add another 1/2 position. I can't decide between topping up SYZ, adding a new 1/2 position in CSU or selling SYZ and go with a full position in CSU. Part of me would like to stay more concentrated (I am very comfortable with the 3 full holdings) but I guess at the end of the day, I am wondering if the hoped for outperformance of SYZ outweighs the very solid expected growth of CSU. While I like the added benefit the SYZ dividend provides, I do not currently need the income.

I am interested in your opinion as to my options. Appreciate the insight.

Paul F.

Q: Thoughts about adding to my position in CGI. Results looked good. Net debt down to $1.3 billion or 15.8% net debt to total capitalization. Down nicely from over 40% after Logica acquisition. Company is buying back shares even though there is no dividend. Double digit eps growth over the past year.

Jason

Q: I like the IT space and in the past I have owned all 4 companies. I started to raise cash some time ago and currently own none of these Companies. I want to get back into this sector. Which of these should I focus on with a view to both safety and growth?

As always thanks for your advice

Don

Q: For the next two years, which one of the two would be best, to replace BEP.UN ? And would that be advisable ?

For the next five years, same query.

Altogether, would ATD.B be clearly a best choice ?

Q: Good Morning
I have replicated both my RRSP and TFSA accounts to hold many of the holdings in both the Balanced and Growth Portfolios save and except CGI and Cipher. I have reviewed your comments on theses companies but would like some specific advice if you think I should swap these out or continue to hold. I currently hold all your teck recommendations except OTC and have full positions in GUD and SIS
Thank you for your exceptional advice and guidance.

Q: Good Day Team; I've had a small position in CGI for a few years now, and am considering a switch to DH. Would you say that the forward growth (3-5 years) of these two companies would be comparable, and if that is true, would the additional DH dividend make a switch more attractive.

thanks,

Q: Hi 5i team, if one has to choose to buy just one of the above, which one will you pick for stability and higher long term growth potential? Thanks for past advise.

Q: Would you advise a full position for both OTC and GIB.A at this time ?

Q: Recently I've sold some non performing stocks as well as stocks that were a very small portion of my portfolio in an effort to concentrate my portfolio on some higher quality, better performing stocks and I've come up with these 6. Wondering if you could rank these based on risk from less risky to most risky. I'm fairly conservative, tend to hold good quality companies for long periods (5-10 years) and I don't like a lot of volatility - I'd rather get a 5% return and sleep at night than a 10% return and stress about it.

Q: Hi 5i Research team, I have a long term horizon, and more of a growth oriented investor profile. I prefer to well understand the companies I invest in. The technology sector represents a challenge for me in terms of software products, competition, rapidly changing conditions, obsolescence, variety of software portfolio, etc. So I would like to built a sector exposure based on a few companies instead of using an ETF. Based on reading 5i Research, I am thinking a combination of CSU, KXS, GIB.A, OTC, ESL, DSG, TCS, SYZ,SH. Do you agree with this strategy? Would you include some other companies in this list or replace some? In what order would you rank them in terms of total return potential over long term and overall quality? How many of them would be enough? Would you suggest another weighting than equal weight (2% each)? I also need criteria to manage this group since my understanding won't be up to par. How will I know when to sell, or when to over or underweight in some companies? I would not want to react too strongly to short term events (quarterly results). How would you suggest I implement this strategy (buying strategy)? Thank you, Eric

Q: Peter; Is the price drop attributable to the new President and CEO appointed this Am or is there other news? Thanks. Rod

Q: Hi team:

the tech stocks are on a uptrend recently, how would you rank the above in terms of 1) safety 2) upside potential ?
I have a half position in the above, would like to add more, thanks

Q: What is the consensus for Q3 revenue and eps?

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.

Q: Hello Peter,
I own sj, csu, esl, and gib.a. All of them are down more than 10%-15%. My weightings range from 2 to 4 percent. Is it best to just keep the weightings as they are for long term or reduce them. Much appreciated.Umed

Q: In light of the Brexit vote do you think that today or early next week would be a good time to add to my position in this security or do you feel that it has too much European exposure? Thank You. Brian

Q: I am thinking of buying the above but still may favor a u.s. equivalent. Any suggestions. I own ULTI.

Q: Can you please briefly compare the 3 tagged companies in terms of how cheap they are on a valuation basis, their international exposure, and their expected growth rates?

If you had to pick 1 or 2 of them to put money in now what would you choose?

Thank you.

Q: Can I please have your thoughts on this company's recently announced earnings. Judging by the stock's performance today the investors are not impressed. Do you like this company?

Thank You.

Q: Hello Peter and Ryan
CGI has done very well for me and I am considering trimming it and applying the funds to FLIR, a company you have frequently recommended. Could I have your opinion on this move?
Thanks for everything. ( Really like the changes! Between you and your clients I am learning daily. Also reading Market Masters. Great read.)