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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, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks
Read Answer Asked by rajeev on February 13, 2017
Q: In reference to a question from Peter concerning Enghouse and Boyd, when or how do you determine winners(former?) are no longer winners? I have a few positions in which I have done quite well and despite nothing materially changing in the company, the stock price has stagnated or has been range bound for months.
I am reluctant to change companies just for the sake of change or to try to chase returns but often I am enticed by companies that seem to have momentum But this often throws off sector weighting?
Read Answer Asked by Marty on February 08, 2017
Q: Hi 5i Team,

Could you please tell me a few good names in the Information Technology sector ? Also why you like them?

Thanks
Read Answer Asked by Keith on February 02, 2017
Q: Hello Peter,
Facebook announced great results;however, the stock hardly moved. Any comments? For gold, would you consider kirkland lake and detour as long term holds in that sector. Also, constellation software after the article in the globe has taken a step back. Is it good time to add more? Thanks very much
Read Answer Asked by umedali on February 02, 2017
Q: I'm overweight in Technology.
If you could only keep one the following companies,SYZ (Sylogist)
OTC (Open Text) and CSU (Constellation Software),which one of these companies would you keep and why?

Thank you
Read Answer Asked by Frank on February 02, 2017
Q: Hello Peter, I know you like all three of these companies. My RRSP and TFSA are already well-diversified. On top of that, I'm now trying to build a non-registered account for long-term holdings (mostly solid, 'steady Eddy's' such as ATD, ENB, T, FTS). I'd like to add 2 full positions to the account. Which two of CSU, WSP and CGX would you suggest adding at this point for long-term gains, factoring in a 'sleep at night' element. (No concern over dividend rates.) Thanks for the continually excellent service! James
Read Answer Asked by James on January 20, 2017
Q: Could I get your thoughts on the Canadian SaaS space please. I currently hold SHOP & a small position in AT, are there any others that you could recommend or are currently on your watch list?

Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Read Answer Asked by dan on January 20, 2017
Q: Warren Buffet is credited for investing in companies he understands. I have to be honest, I don’t understand what many of the Information Technology companies actually do, or how strong their business models are. What advice would you have with respect to understanding IT companies? Do you have a suggestion for an easy-to-understand IT company with strong earnings, growth, etc? Are CSU and KXS your top recommendations? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.
Read Answer Asked by David on January 13, 2017
Q: I have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?

Thank you, Peter
Read Answer Asked by Peter on January 11, 2017
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