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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 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
Read Answer Asked by Jason on December 29, 2020
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
Read Answer Asked by john on December 24, 2020
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!
Read Answer Asked by Pierre on December 24, 2020
Q: Good morning, ENGH announced a special dividend of $1.50. I believe this amounts to ~ $83 million, representing ~ 34% of their Oct/20 year-end cash balance. One might have hoped the ENGH Board foresaw 'better' ways to use this cash to advance the firm's market position. 5i has been positive on ENGH for some time. Does this large dividend change 5i's views on ENGH in any meaningful way as a solid investment going forward? Thank you. Edward
Read Answer Asked by Edward on December 21, 2020
Q: I know it’s a good problem to have but my listed tech stocks have done really well thanks in part to recommendations from 5i. So much so that I now have 41% in the tech sector. Since selling my mutual funds and establishing my own portfolio, your guidance and suggestions have been so much appreciated. It seems that other sectors may be the place to be as we come out of the pandemic. The issue is that these are for the most part proven quality stocks. I’m not keen on selling any of these. Does one bite the bullet and sell some ? If so suggestions are appreciated? Or does one just trim profit and migrate into other sectors and buy more of companies like DOO GSY and WELL? Thanks
Read Answer Asked by Dennis on December 14, 2020
Q: could you name 3 0r 4 canadian cimpanies that have increased there earnings by 20 per cent or more over the last 3 years thanks
Read Answer Asked by terrance on December 09, 2020
Q: Hi there
When you took ENGH out of model portfolio I bought OTEX which has outperformed it by quite a bit in the last 3 years. I still really like ENGH too and it has come off quite a bit lately. I am wondering looking out another 3 years which you would prefer, in terms of current valuation and prospects, if you could just buy one of these stocks. And your rationale.

Much thanks

Stuart
Read Answer Asked by Stuart on December 03, 2020
Q: WHICH 2 WOULD YOU SUGGEST FOR A 5YR+ HOLD IN A TFSA, NO OTHER FACTORS JUST 2 BEST HOLDS.
Read Answer Asked by Dave on December 01, 2020
Q: I hold the above companies in my TFSA and they represent my Tech holdings. I am getting a little overweight in my tech sector and am wondering if any of my holdings are in essence duplications. If so could you recommend which ones to sell.
I have a list of buys, including CAE, TFII, XBC, GOOS, and would redeploy the capital plus some of my cash to these positions. Of my potential buys in what order would you see as the best opportunities.
Read Answer Asked by Bruce on November 27, 2020
Q: I need to raise some cash. Could you recommend which 6 of the above list you would sell first. Keeping in mind that I would be rebuying some of those as cash again becomes available.
Thanks for your advice.
Read Answer Asked by Rod on November 27, 2020
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