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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: $64.27 p/p of ENGH,1.25% position,19% loss.Almost straight drop to current $52.04 from $62.94 on Mar 22. Thinking of switching to better potential,in particular, DSG &/or u suggestions. Note that U are positive on both but DSG is one of u top favourite stocks & a suggested alternative.Please comment Txs for u usual great services & views
Read Answer Asked by Peter on May 17, 2021
Q: Hi, I own these 3 stocks, long term hold. Is it a good time to add and if so in which order? Thank you,
Read Answer Asked by Pierre on May 13, 2021
Q: I know you are positive on Enghouse, and would appreciate your thoughts on the competitive position of their Vidyo conferencing business. All I ever hear about is Zoom and Microsoft Teams. Does Video have a meaningful part of the market, and does 5i view that it has solid growth potential versus competitors in this sector?
Thank you for your comments.
Edward
Read Answer Asked by Edward on May 12, 2021
Q: Choosing between ENGH, TOI or CSU, what will be the name to add to at the moment?
Read Answer Asked by Eugene on May 10, 2021
Q: Long term holder of CGI in RSP account, and although it’s performed decent enough, I’m looking for more growth. Which of DSG or ENGH would you recommend switching to, or would 1/2 position in both make more sense?
Thank you.
Read Answer Asked by Tony on April 19, 2021
Q: These are the 4 losing stocks in my long term hold portfolio. I am considering to sell them because I start to doubt my original thesis of owning them. Please rank in selling order if a better buying opportunity becoming available. Thank you. Bill.
Read Answer Asked by Bill on April 12, 2021
Q: hi, are you still comfortable with these 2 for longer term holds? also, what are your thoughts on Docebo as a buy at these prices?? and while I am on a question asking roll, what about Palantir??
Read Answer Asked by chris on April 01, 2021
Q: Need to add one of the above tech stocks to a TFSA. Only room for one. Suggestions as to which one should be added. Long term hold. Thanks
Read Answer Asked by David on April 01, 2021
Q: Hello Peter and co,

I am doing a bit of overdue portfolio clean-up in a TFSA. (long time horizon) - considering selling these holdings and would like your thoughts:

GUD - loss of 28%, but it has moved up significantly the last few days. Keep, Sell now, or Wait (if it has further upside)?

FRII - 80% loss (ouch), but is up 65% since late Oct 2020. Keep, Sell now, or Wait?

FTG - 5% loss after years of holding, but is up 40% since late Oct 2020. Keep, Sell now, or Wait?

VSR - 40% loss, thought its prospects were compelling, but disappointed so far. Keep, Sell now, or Wait?

ENGH - 122% gain, but it has drifted lower since summer 2020. Keep, Sell now, or Wait?

Thanks again for your excellent service!
Read Answer Asked by Ed on March 27, 2021
Q: Today TD is removing these tech stocks from its small cap portfolio and adding to its positions in CF and EQB.As you often state,”this is what makes a market”.How do you view these actions?Thanks for your ongoing advice.
Read Answer Asked by Allen on March 22, 2021
Q: I’m adding to a partially established portfolio (growth-oriented, long-term). I’m interested both in taking advantage of the recent tech downturn (although not too much, as I’m already somewhat tech-heavy) and in further diversifying. Two questions:

1. I own partial positions in the following securities and am looking to add more. Could you rank them in your order of preference for purchasing now? Any you’d avoid buying now?

WELL, SHOP, ATZ, STC, PHO, ENGH, KXS

2. I’m considering buying positions in the following new securities (not easily comparable, I know), with a view to diversity and growth, as well as US exposure. Could you rank them in order of preference for purchasing now? Any you’d avoid buying now?

BNS, SLF, PLC, MG, LAC, REAL, TFII, NVDA.US, ROKU.US, SQ.US

Thanks for your great work and please feel free to dock me for two questions.

Chris
Read Answer Asked by Christopher on March 22, 2021
Q: Hello Peter,
I have several 'half positions' in my TFSA and new cash to top up a few. While I know these are very different companies (APR.UN, AVLR, EGLX, PHO, XBC, FVI and ENGH), if you were investing with a 5 year time frame and had a 7 or 8 out of 10 comfort level with risk, in what order would you top these up, with the goal of best total return (not necessarily 'home runs'). Thanks in advance!
Read Answer Asked by James on March 01, 2021
Q: Hello,
I have new money to allocate. Which ones of these are your favorites for 5 year + hold notwithstanding they have different risk profile and in different sectors (best overall risk / reward. I am underweight small cap). I already own KXS and ENGH but i could add to existing positions. Thank you!
Read Answer Asked by Pierre on February 25, 2021
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