Investment Q&A

Q: I would like to capture a tax loss on Otex. Would Engh be a good proxy while I wait to decide whether to rebuy Otex. As always, thanks for your help.

Q: I have to take issue with (IMHO) inconsistencies in answers to related questions by 5i personnel. Because the answers are never signed I'm not sure who is answering what.

My issues are with my question on ENGH and a subsequent question on ENGH by Ronald

ON May 26th I questioned holding ENGH and a portion of your response stated "We continue to like the long-term prospects and we would be fine with the stock for a long-term hold. We think ENGH has a solid recovery potential, once the market calms down and inflation risks peak."

To me that was a rather generic response that I've seen you write on many stocks." Your comments were IMHO not negative on the stock, so I decided to hold.

Then on June 9 you repsonded to Ronald : "ENGH has missed a lot of its recent earnings expectations" and "We believe that time will be needed before this company reverses its momentum and it finds its footing. We would prefer to sit this one out for the time being."

Now, I realize that my question was pre earnings, I believe Ronalds' was post earnings. BUT had I had the comments you gave to Ronald I probably would have sold the position.

I found the second answer much more pertinent and salient and would have made my action very different.


Sheldon

Q: After selling ENGH yesterday, I am reviewing the above holdings and only want to keep stocks that have a potential to generate decent future income, over the next 5 years or may be acquired by another company. These are long-term holdings and I don't need the cash, but could use the tax loss. Don't want to sell any company with a positive future. Any of the above holdings that you would sell now?
Thanks!

Q: Would you have a proxy for ENGH and would you buy it back in 30 days? If not which stock(s) in the same sector would you recommend that is also beaten down but has good upside potential going forward?
Thanks for your service?

Q: Add to a small position in ENGH or sit this one out?
Thanks Ron

Q: I know it is being hurt with all tech stocks. But still, an A- company (05 Oct 2021 report) after their latest report?

Q: your take on their earnings and the forward outlook please


Sheldon

Q: I am down about 41% with both ENGH and WELL, but 2x the dollar amount for ENGH. I am considering selling 1 or both now for a tax loss and likely buying back. Any idea what to expect with ENGH's upcoming earnings report next week? ENGH seems to be currently sitting at pre-pandemic levels and I am guessing it might be there for a while unless there is some dramatic change in the economy. Thanks for your your comments!

Q: You mentioned recently that did not need to have both DSG and KXS. Which would you prefer and why? How would you rate ENGH against the other two and why?

Q: What does the market expect from ENGH next week?

Thx

Q: I know you rate this stock as an A and according to your report, think quite highly of it.

Well I've held this stock for 4 years and it is at the same level today as it was Jan 2019. It's down approx 40% since Jan 22.

Basically dead money. Other than the 2% dividend, I could have done as well in a 5 year GIC.

Is it time to throw in the towel. I believe I am a patient investor, but like you patience does run out.

If your answer is yes what is your top TSX listed NON TECH suggestion to replace it.

If your answer is no, why?


Thanks


Sheldon

Q: I think alot of investors are awaiting news of the continuance of acquisitions before buying the stock. If they announce an accretive acquisition, do you expect a huge pop in the stock so better buy before or do you think in this market you can wait? Thanks.

Q: Hi Peter & Team:
Can you give me some idea which of the above companies for TFSA , rank from your best and down. Thank you as always.

Q: Both of these companies have corrected significantly in last few months. Do you think seeing their future prospects time frame 3-5 years, shall i buy more

Q: I own half positions in all three and am trying to decide what to do. Over the past 12 months ENGH has materially underperformed KXS and DSG, so I'm considering dropping it. At this time, do you feel the underperformance gives ENGH a greater potential to rebound, or is it the one to cut while increasing the other two (or adding different name in the sector)?

Thanks

Q: Hello 5i team,

Based on growth of revenue and income and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Q: Any reasons for this dog to drop 5.11% on Apr.14.It is in a big downturn. Has the cash to make acquisition but did not do so in up or down markets.In my humble opinion,magagement is not performing & may have lost its touch.The consenous is that it has to make good acquisitions for growth. Is it timely to switch some better stocks,& please suggest some alternatives. Txs for u usual great services & views

Q: Looking to lighten the load on above names. In terms of growth please rank their prospects over at least 3-year time horizon. Thanks.

Q: Hi Peter and 5i Team
Have held ENGH for several years in a LIF. I like the dividend of SYZ for income and am considering switching mainly for the dividend. I believe you rate ENGH higher than SYZ but like them both. Which do you think will make a better recovery? Is this a reasonable move?
Thanks
Gary

Q: I tend to hold either 3% or 5% positions in companies I own. If you were to own the above companies, which ones would you be inclined to own at a 3% level and which ones at a 5% level? If you would not be inclined to hold one or more of these companies at all, please indicate.
Thanks for a great service and have a well deserved weekend break. ram