Investment Q&A

Q: Which stock has the most upside over the next two years and which one do you think has the least downside from where we are today? Thank you.

Q: 1.5% position @ $64.27 plus $1.50 sp. div. $59.87 current price. What is an attractive price to add? Or u prefer DSG or others? Thanks for u usual great services & views

Q: Hi team,
I currently have small positions in both OTEX and ENGH. I would like to add a position in either DSG or LSPD. Which do you think would be the better choice for a 3-5 year hold, looking for growth with some stability. If you could also provide the reasoning behind your choice and whether you would add to these at current levels or wait for a pull back I would appreciate it.

Regards,
Paula

Q: Your thoughts on one of these 4 companies for a long term hold over 5 years. Tecsys showed the highest 5 years return among the 4. Do you think that it still has a long way up?
Any other companies in similar fields that you would prefer over these 4 names.
Thank you!

Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

Q: Hi 5i group,
I bought ENGH back in November 2020 and it’s been on a downward trend. Can you give me you opinion on the company and should I hold to to it or just take my 4% loss and put that money to better use.
Thanks
Joe F

Q: Hi Peter, Ryan, and Team,
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.

Q: XBC $9.56-0.85,P/P $4.47, 2.5% position ENGH $58.72 - 1.93, P/P $64.27 1.5% position Any recent declines on both.Should I add. Thanks for usual great services & views

Q: What do you see hapening to engh in the next 3-6 months. I sold it for a good gain in my unregistered account at the recent highs. I bought back in ( in a registered acccount) after the pullback and when I started seeing what I thought was a bottom earlier this month. However the slow decline seems to be continuing...Have I missed something driving the price down? You seem to be favouring other tech names these days which is partially why I sold it. The plan was to buy back in, havest the yield from the special and feb div and hopefully get a small price gain as well in the next few month then swicth to one of your recent more favoured tech stocks ( likely lspd). If you see no strong reason for the recent pullback I will hold ( my feeling) , if you think the decline is cause for concern ( I've missed some news or issue) I woull likely sell and move another name now.

Q: I've owned ENGH for over a year and disappointed at its lack of traction. Would you do a flip of ENGH (closed at $61.85 as of 1/26) for NVEI (closed at $68.26 as of the same day) as a better name for a long term hold? If not NVEI can you recommend other names. Thanks.

Q: Please rank these CDN tech stocks for 1) growth and 2) value. Thank you.

Q: Enghouse is a good steady tech holding in my TFSA account that has done well over the years. Do you see it as a good future holding or are there more dynamic options, in Canada or US. I have Can$ and US$ TFSA accounts.
Thanks

Q: Thanks for all your excellent work. Having recently moved to the US and opted to convert my young-ish Nova Scotia pension account to an RRSP and a LIRA, I’m looking to invest the ~100k in these accounts. Horizon: at least 5 years, but probably much more (I’m 40). Having narrowed down a tentative list of names (see below – tech-heavy, I realize), and with a focus on growth, I’m hoping to sort out the best buying strategy. Specifically: (1) At this moment, does the conventional wisdom to buy each stock gradually makes sense to you as good rule of thumb (e.g., over the course of a year, for each stock, adding a quarter of the total intended position once every few months or so)? (2) Also: I’d greatly appreciate seeing a ranked list of, say, which five of these stocks you think it would be especially wise to start with (i.e., buy now, or buy more of sooner) and which five you think I should wait to buy. Feel free to dock me for two questions! Thanks a ton, Chris

CSU, SHOP, LSPD, XBC, SYZ, BEP.UN, PHO, KXS, ENGH, WELL, GUD, EGT, SJ, BNS, WSP, STC, ATZ, LAC, BYD, REAL

Q: The market seems to be shifting to value stocks. I am overweight many tech stocks. Should I sell some of the tech stocks and buy value stocks?

Q: Would you please rank these tech stocks for a long term buy at current prices, 5+ years, total return, growth-oriented portfolio. Thanks. NVEI, DCBO, ENGH, DND, KXS, OTEX.

Q: Your thoughts on recent acquisition by Enghouse... No hurry on response.
Thanks.
Robert

Q: Hi everyone!

I have a 2% weighting in technology. I am deploying a lump sum from a real estate sale and so far I've deployed 35% of my total, with 1% each in Kinaxis and Lightspeed, although Lightspeed is now probably a 2% position with its advance. Looking to exchange some money to U.S. dollars and was looking at the Companies above. My target weighting for technology is 14% so I can add a few companies. Which are your favourites? Any others to add to the list?

Thanks,
Jason

Q: Seasons greetings, everyone.

Question: I am trying to get my head around ENGH's eps expectations. Thomson Reuters has ENGH's 2021 consensus estimate at $1.75 with the high being $1.93. Thomson Reuters also has 2022 consensus estimate at $1.83 with the highest estimate being $1.99. However, on Scotia's ENGH report, they have their 2021 estimate at $1.95 and their 2022 eps estimate at $2.37, both higher than what Thomson says is the highest ENGH estimate. Any insight as to this inconsistency?

Also do you think consensus estimates or Scotia's 2021 and 2022 eps estimates will prove to be more accurate?

Lastly, what weighting would you be comfortable with, if you were presently building a position in ENGH?

Thanks.

John

Q: Hi,
Is it a good time to start a position in ENGH? Half or full position? Long term hold in registered account.

Also, would you have some buy recommendations / favorites for mid to large cap names. 4 to 5 names, no specific sectors, 10 year+ hold. Thank you.

Best wishes to the team for the holiday season!

Q: Hi guys
I wondered if you listened to the earning call for ENGH. And if so, how that flavoured your interpretation of earnings and the next few years?

I greatly appreciate your service. All the best to 5i staff and family. You folks were such a steady hand in this difficult year.

Stuart