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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: Of the companies listed,SYZ has been declining while the others have been rising.It is now below its’ 150 DayMAvg.Is the price drop due to lower liquidity as SYZ has a much lower volume than the others?
Read Answer Asked by Allen on February 05, 2019
Q: Hello 5iR Team, Many brokerage houses have developed the portfolio structure of identifying a short list of their "Highest Conviction" stock picks. Then they separate them from all of their other "BUY" rated stocks and/or stocks they have selected to put in a portfolio.
Yes, I know you have your three model portfolios but choosing a few stocks from these portfolios or something different forces everyone to concentrate and co-operate to develop the ultimate 5iR focus list.
Is this a concept the 5iR team has considered?
Would it be possible to ask at this time can the team give me what 5iR thinks are its' Highest Conviction ideas for 2019? Thanks Team. Cheers, Chris

Read Answer Asked by Chris on February 04, 2019
Q: I hold CSU,DSG,ENGH is a non registered account and have done well. OTEX and KXS in a TFSA. In total all of the above are about 6.47% of my holdings. Should I consider reducing to 2 or 3 holdings or hold all five. Comments, thanks
Read Answer Asked by David on January 31, 2019
Q: I learned from TD Waterhouse that Enghouse did a 2 for 1 stock split in December. I discovered it when I saw, what I thought, was a drastic fall in the share value to $37. My question is: should I not have received some sort of advise about the stock split from the Company?? To my knowledge I did no receive any such advice. And, also can you give me some background about the split?? Thanks
Read Answer Asked by Bob on January 29, 2019
Q: Hello 5I
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks

Sylvain
Read Answer Asked by Sylvain on January 23, 2019
Q: How would you rate and rank these technology stocks as to growth and investment potential for 3 to 5 years?
Thank you, as always, excellent advice!
Read Answer Asked by Sigrid on January 14, 2019
Q: Could you please explain the process of and the reasons , including pros/cons, for the ENGH stock split that was announced later in December. What actually is going to happen - I don't understand exactly what they mean by doing it by way of paying a dividend ? Isn't a stock split usually done to increase the number of shares available .
I hold the stock and have been very happy with its performance but find this confusing and am not sure what I will end up with.
Many thanks, as always.
Read Answer Asked by Alexandra on January 14, 2019
Q: I would like to add another tech stock or ETF to my portfolio.I have 10% total in KXS,MSFT, & AAPL. I have been looking at SYZ,ENGH, CSU and Intel.I would like to know which of these stocks held up well during the recent correction.
Thank you for your invaluable service.
Read Answer Asked by Allen on January 14, 2019
Q: Both appear to be solid performers over time...which of these two would you buy today and for what reasons? Are they different enough that one could buy both without being in the same niche?

C.
Read Answer Asked by Cameron on January 11, 2019
Q: I am now down to three companies that are under a 2.5% weighting. I would (as usual) appreciate your thoughts about these three. Thanks. RAM
Read Answer Asked by Ray on January 02, 2019
Q: Hello, 5i
Sometimes entry price counts....
I have followed CSU over a few months now.
I know that you are very reluctant talking prices makes this question probably frustrating
So this is my question:
/Which of csu or engh do you prefer?
If you prefer csu,
1/ do you think it is over/under or properly valued at $886
2/ in case of a economy/ markets breakdown, from your experience, can it drop another 20%
Thanks
Read Answer Asked by claude on December 20, 2018
Q: Hi guys,

I look to hold companies that are able to maintain a reasonable ROE despite being debt-free. Some of the companies that I currently hold that meet this criteria are ENGH, TOY, CSU (pretty close), RCH, VCI (very small cap).

Can you suggest 5-10 more debt-free companies that screen well to you guys?

Thanks!
Read Answer Asked by Michael on December 18, 2018
Q: My weightings in each of the listed companies is less than 2.5%. I wish to eliminate some and build up others to the 2.5% level. What are the strongest candidates to keep and what are the weakest candidates to get rid of. As always, I appreciate your responses. RAM
Read Answer Asked by Ray on December 12, 2018
Q: Hi Peter and Team,

The Info Tech component of equities in all our accounts is 16.2%. The following stocks and ETFs are held, followed by their weightings:

CSU 7.1%
ENGH 1.4%
KXS 2.2%
OTEX 2.3%
SYZ 1.0 %
TXF 1.9%
XIT 0.3% (used to put small amounts of cash since there's no commission with iTrade)

Would it be prudent to trim CSU, and if so, to what level?
What is your opinion of the other holdings, and are their weightings appropriate?
Are the Info Tech holdings too high a percentage of the overall portfolio?

Thanks in advance for your valuable guidance. Please deduct as many credits as you deem necessary.
Read Answer Asked by Jerry on December 12, 2018
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