Investment Q&A

Q: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.

CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI

Q: I have owned ENGH for several years in a non-registered account. Sitting on significant capital gains. Would you endorse a portfolio change to sell ENGH in order to buy TIXT for a long-term hold. In other words, do you like TIXT enough to take a capital gains hit in order to buy it? The TIXT conference call was impressive.

Thanks.

Q: Hello Peter and Staff

For a small starter position medium risk acceptable -5-10 year hold which of the 3 above would you recommend and why?

Also would the “runner up” be better same parameters than any of U, ENGH or SYZ already held in small positions

Thanks for all you do
Dennis

Q: Announced acquistion this morning.Please comment & its impact. Initial positive response,later turned negative.Txs for u usual great services & views

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

Q: On a 2 year horizon, (this account must close in 2 years) which has the more chances to do better? We would sell ENGH to harvest tax loss and buy TOI if the perspective in such a short time is favorable.
Thank you for your enlightening advise.

Q: How would you rank the following companies (WELL, REAL, ENGH, TOI, FLGT, ABCL) in terms of potential growth over next 3-5 years ? Are they any that you would not be keen on? If so could you provide an alternative or two?

Q: Which of these would you prefer to buy at this time?

Q: After big decline & appears to have bottomed, is this a decent entry point? Txs for u usual great services & views

Q: Add to a sector and stock in the doghouse recently or pump it into one with some recent momentum. In my registered account, +5yr hold. I own both and just need to decide where to put some cash I have in the account and too samll of an amount to add a new name. I unfortunately added engh just before the tech selloff so am down almost 20%, ENB I added in the lows back in oct and has done really well with the sector rally and paying a silly yields as well. So add to ENB and hope the ride continues or top up ENGH a well run company in a beat up sector?

Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

Q: Dear 5i,
Your ENGH report dated August 27, 2020 stated insider ownership of 22%.
I looked at the insider information on the company provided by your web site and could not find a statistic for current %insider ownership but, I did see %institutional ownership. Where can I find this information? It looks like insiders have been selling lately. Can you please tell me the current %insider ownership.

thanks

Q: Between Enghouse and Topicus, which is the better buy right now?

Q: I hold a small position in ENGH. Since peaking on Sept 4th at just over $80, it has been in a long steady decline for 9 months, to the low $50's, a drop of about 1/3 of its value. The results just released Thursday night look very weak to me, especially compared to the previous year, although covid helped their video division significantly last year, and the stock is still trading at pretty high multiples, despite the decline in the stock price. I know you have mentioned many times that you feel ENGH is a good long term steady business. Wondering if you still feel this stock is worth adding to, or is it time to sell and move on to something that offers more growth? Or do you still think there is reason to expect good revenue and income growth from ENGH over the next few years? Would you sell ENGH and add to existing positions in NVEI, TOI or DSG? Thanks.

Q: would you touch this or wait for more of a drop ? Thx

Q: Your thoughts re recent earnings please. Do the misses reflect sector issues or are they company specific?

Q: I bought shares in TFSA at ~$75 per share about one year ago.
It has fallen to ~$54 per share.
If one believes in the company should one continue to hold
or should I consider selling and looking elsewhere?
Thanks for your advice.

Q: Hi ,
Based on their risk, share price value and growth potential on a 1 to 10 scale, how would they rank?
Thank you
Ed

Q: ENGH has been dropping just before earnings release, also showing some insider selling. With the probability of earnings being "OK" and the 52 week low for this reliable company my thesis thinks there could be a short term trade here with manageable downside risk? What advice would you give to a person with such thoughts in their head?

Q: whats expected from engh next week?