Investment Q&A

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

Q: Hi Peter, Ryan, and Team,

We're currently overweight Technology. Given this information from "Simply Wall Street", is this a "red flag" for Enghouse, and might this be the one to let go? We also hold CSU, KXS, and TOI. Our gain in ENGH is 70%, which pales in comparison to CSU's gain of 401% (thank you 5i for continually recommending Constellation!) ENGH and CSU were purchased around the same time, but KXS was purchased later (up 101%) and TOI of course has been held only since the "spin-off" (but still up 39%).

Maybe I'm reading too much into this insider selling, but your opinion is important to me.

"Independent Director recently sold CA$814k worth of stock
On the 16th of March, Reid Drury sold around 20k shares on-market at roughly CA$40.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$2.4m more than they bought in the last 12 months"

Thanks for your insight and assistance.

Q: All three reported tonight (March 3). What are your thoughts on the results and would you rate them a buy/sell/hold and why? If a hold, what would you see as a catalyst to get each of them moving? Thanks for all you do.

Q: Enghouse has been mercilessly and relentlessly whacked all the way back down to near its March 2020 covid-panic-selling lows, a feat unmatched by most of the hardest-hit tech stocks. At what point (price) do you think it could be considered attractive on valuation? I can withstand the volatility, but given its global exposure (especially Europe) do you think it is prudent to crystallize a 20% tax-loss on it at this point in time?

Q: This company is at March 2020 lows. Do you have conviction in this name or would you suggest putting sale proceeds into DSG, PBH or CAE for instance? I have plenty of IT exposure already. Thank you.

Q: Your thoughts on earnings released and overall on ENGH, please.

Q: What order would you add these stocks to the tech part of a portfolio at the current time?

Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??

Q: Engh basically did not participate in recent market rally,but engaged in the downfall. It appears to me that he is somewhat similar to Goodman of GUD( finally acquired a co in Latin America but no positive impact on its price) living on its past success & dare not make an acquistions, maybe fearful of too pricey. Anyways,do U think that Engh will recover without any acquistions? Also.is this a decent entry point? Txs for u usual great services & views

Q: Morning 5i team: Which would you buy today and why?Or neither or another? Tks. Larry

Q: Thank you for helping us navigate through the volatility with a cool head. I have 2 questions.

In a long term horizon 3 years and more for the above list could you separate them into 3 buckets and identify 1 group for which you would add funds, 1 group to keep and 1 group to sell? All stocks mentioned are now reduced to 1% or less in a non-taxable portfolio.
XBC -20%
AT -15%
CARE -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

My 2nd question:

For the following securities in a corporate account with a 2-year horizon. Do the same exercise and separate into 3 buckets which ones you would add funds to, which ones are keepers and which ones you sell.
AT -50%
LSPD -45%
DOC -60%
WELL -30%
EGLX -30%
ENGH -30%

Thanks again

Q: As noted in my previous question on the drop in Lnr re:the headwinds it faces and at my book at 70$.Would you consider that going forward in 22 that at a price of say 43$ that ENGH has more upside potential? Make any sense to swap or hold? Tks.Larry

Q: Hello Peter and Team

I have above stocks in my TFSA account. I am down CAE 10%, NVEI 47%, ENGH 17%, KXS 24%, LSPD 12%, QIPT 18%.

Normally I will consider all of them as good growth stocks but with the rotation now hapening in the market, I am wondering if I should keep them for the next 12 months or I should switch to more value stocks.

I value you opinion

Raouf