Investment Q&A

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.)

Q: I believe the last question answered on GIB was before their recent financials. Would you please comment on their latest release? Thank you.

Q: I am thinking of adding to CGI to bring it up to a full position. What do you think of this stock for the next year or two?

Q: What do you currently think of CGI Group currently? It some numbers that disapointed but it is now off by about 18%.

Q: Could you please look into the numbers released by CGI. Do you think looking past the 50 and 200 day moving average would be a better gauge for a purchase since it has broken through both? Many have thought we would have heard of a fairly large acquisition by now...any thoughts on this as well?
Thank you as always Jason N

Q: Hi 5i, What do you think about CGI Group on this pull back, is it a buy? Jeff

Q: You just answered a question for Doris on the relative merits of CGI and Enghouse. You were quite definite in your opinion on the superior quality of ESL management, but you lost me after that. The wording of your answer implied that a large backlog for ESL was not a good thing to have. More importantly however, on valuation, I am getting much higher P/E values and much lower Growth/P/E values for ESL from my usual financial information source.
Am I misunderstanding your answer, or is your valuation based on parameters that I have not considered?

Q: Hi there,

GIB.A seems to be a favorite among analysts on BNN with numerous "Top Pick" designations in the past month. ESL looks pretty nice on it's chart but is less talked about. Would you recommend one over the other for someone needing exposure to this sector? If you could answer which is your preferred and why it would be a big help.

Q: Hi Peter, which one would you choose between GIB.A (CGI) and CTSH (Cognizant)? Thanks

Q: What is going on with this stock to-day? It is going down a fair bit-insider selling maybe?

Q: I've been watching this stock since last yr when it was $39.00 and was reluctant to buy because I am retired and usually buy only stocks that pay a div. & have a history of incr. same. I am sitting on a lot of cash & since I hold all the blue chip financials and a few oil stocks perhaps I should bite the bullet and buy CGI? Is it too expensive now? I have a separate USD portfolio and would not put more money in there as our $ is too low right now.

Q: Hello, every one, Could you please help me to understand the current earning report of GIB.A, in which earnings expanded, but revenue was slightly shy of expectations. Since this is a growth stock, I thought missing revenue estimates would have negative impact on it. But the stock rose upon earning release. Your thoughts please. In addition, what is your view of this company? Also the company's debt level is high, will they issue more shares to acquire other companies in the future, if yes, how will this affect the stock?

Thanks,

Lin

Q: One pundit who is long CGI Group, as am I, thinks 2015 is the year this company makes a large takeover which ought to give the stock a big boost. How likely is that and how much cash are they sitting on since they pay no dividend yet seem to have been profitable for many years? I've held this stock since 2013 in US $ which of course has limited the appreciation and I'm wondering if I should continue holding for this possible event or fold sale proceeds into one of the current tech holdings and if the latter, which 1 or 2? Current p/f weight of GIB is 1% and other tech holdings (total 12%) are CSU 4% AYA 3% ESL, MDA, AAPL all 1% and SYZ and AVO 0.5%. We are in our late 60's, retired, but can take some risk in this area. Thanks to 5i for the handsome gains in most of these names except AVO (so far), J.