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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: Hi Peter and Team,

I manage my son's TFSA, and have recently almost completed a more appropriate sector allocation. In the Technology space, he has a half position in KXS. What Technology company would you recommend at this point for another half position? I was thinking of CSU but I wish it would split at least 10:1. :) How about SYZ which seems to be on a tear, or do you suggest something else at this point?

Thanks in advance for your valued advice.
Read Answer Asked by Jerry on November 14, 2016
Q: I have cash to add 3 new positions to my registered investment accounts. The current holdings are listed above. This is 15% of my portfolio. The other 85% is professional managed and well diversified in mutual funds. Can you recommend some Canadian stocks (that you have reports on) and ETFs that are the best purchases today that I should look into? Thanks, Matthew.
Read Answer Asked by Matthew on November 09, 2016
Q: As a newer subscriber to 5i, i am interested in purchasing your BE portfolio. The above names have had huge run ups and I don't know how to approach them. Which ones are buyable at these levels?
Of the ones you deem buyable, can you comment, for each, as to whether a half position or full position should be taken.
And can you rank these in terms in terms of your preferences at current levels?

Thank you for your excellent service, as always.

KR
Read Answer Asked by Karim on November 03, 2016
Q: My 6 year old's RESP CSU shares are comfortably 4 baggers. I remember being so nervous buying as chart was a straight run of succes and had recently doubled from when first started watching CSU. Thank you for the CSU research and suggestion to not be afraid to buy a stock that has gone up in price. Also, I am assume some members purchased and still hold from your first recommendation are close to or in 10 bagger territory so congrats to them.
Read Answer Asked by John on November 02, 2016
Q: These stocks are all down 2 to 7 percent in the last month. Given the experience of DH should I be concerned with any of these and sell?
Read Answer Asked by Greg on October 26, 2016
Q: Hello Peter and 5i team,
I want to add a technology name to my TFSA.
Sylogist looks interesting as it has a nice dividend and the technicals look good. I am concerned it is too small and it is vulnerable to interest rate risks.
Absolute software also has a nice dividend and has no debt. Is it ready to grow?
Do you still think Constellation is doing almost everything right?
I sold Enghouse for a nice profit at higher prices. Is it time to get back into this name?
Open text has a small dividend
Which of these companies are your favourite for stability and growth .
thank you as always for your great service.
Read Answer Asked by john on October 19, 2016
Q: Hello,

A recent article by Mawer, discussing executive compensation states "Constellation Software is a good example of a company we like because it has chosen to align its managers. The CEO draws a $1 salary and they don’t use securities to link the alignment. Instead, all their key managers are shareholders with a genuine stake in the company’s success, earned through years of share-based compensation."

Could you recommend some other companies like CSU with top notch management and similar alignment?

Thank you
Read Answer Asked by Vee on October 11, 2016
Q: Dear 5i,

Recently there has been some Q&A about Canadian company shares that trade in Canada and the US, and pay dividends in US dollars. I believe CSU is one of these. I looked into a bit and it seems to trade on the over-the-counter market in the US. Is that correct? If so, would you advise journaling shares from a $CDN account to a $US account to avoid the commission on the exchange rate on the dividends paid? My understanding is the OTC market is not very liquid and is generally to be avoided.

Thank you, Michael
Read Answer Asked by Michael on September 16, 2016
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.
Read Answer Asked by Richard on September 13, 2016
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
Read Answer Asked by Eric on September 12, 2016
Q: In late July 2015 CSU peaked intraday just below $600. I sold at $574 reaping a lovely almost 500% gain. The stock bottomed just below $450 in Feb 16 and has been lurching higher since, then going on a $45 tear in the last two weeks.

Two questions:

1. Any reason you can see for the recent tear?

2. As the stock again re-approaches its all time high, and knowing you have been a longtime supporter, what are your views on the company and the stock at these levels?

Thanks

Kim
Read Answer Asked by Kim on September 06, 2016