skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Morning 5i Team,

I currently hold a full position in OTEX and am thinking of switching to either GIB or ENGH.

I would like to get your thoughts on this and which one of GIB and ENGH would be your choice if I indeed decided to switch. Or are there others options (regardless of sectors) that would be your choice.
Cheers,
H
Read Answer Asked by Harry on December 09, 2021
Q: Hello 5i,

Could you please list your top 10 stocks (rank in order 1st to 10th) in Canada and the US to purchase now for a 3-5 year hold when considering current and future values?

Thank you
Cheers,
Read Answer Asked by Jerry on December 06, 2021
Q: please rate these companies for 1. capital appreciation (next 3 years). 2. risk 3. best current entry price thanks Richard
Read Answer Asked by richard on December 03, 2021
Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron
Read Answer Asked by Ronald on November 23, 2021
Q: Hello,
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.
Read Answer Asked by umedali on November 23, 2021
Q: I am looking to offset some capital gains received this year from PEO and PHO (thanks!). Currently I have the following holdings in a loss position, in order of dollars down: TDOC, TV, XBC, HAL, XEG, NFI, SQ, TECK.B, XTC, WELL, ENGH, PLTR. I would need to sell the first six to fully offset the gain, or could sell more if using those in a smaller loss position. How would you rank these holdings in order of selling, and which of these would you look to buy back after 30 days (if any)? Note that these are held within a broad portfolio that I am also looking to consolidate.
Read Answer Asked by Dale on November 15, 2021
Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!
Read Answer Asked by Cory on November 08, 2021
Q: I've been on the fence with this stock and was trying to decide what to do with it....I go to the 5i website and boom you've upgraded to A-. I was coming to ask if it was time to move to another tech name. I am a balanced portfolio follower slowly moving to income follower so was considering selling my ENGH and buying SYZ. I bought at $65 so am down about 15%. I take it the upgrade means you have faith even if it isn't a name you hold in the portfolios.
Read Answer Asked by Tom on October 20, 2021
Q: I am looking for technology companies that pay a dividend for an income portfolio, Sylogist is on my list to purchase however it is fairly small. Do you view the SYZ dividend as safe and would you buy today? Can you recommend another tech that pays a reasonable dividend (smaller but growing is fine)? Thank you.
Read Answer Asked by Barbara on October 13, 2021
Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.
Read Answer Asked by Keith on October 05, 2021
Q: Hello, I am cleaning up my portfolio to take advantage of YE losses... I am down about 5% on these stocks, except PINS ( I am down 20%) which one(s) would you keep and which one(s) you would sell now?
Thanks
Carlo
Read Answer Asked by Carlo on September 27, 2021
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!