Investment Q&A

Q: We own DSG in a non-registered account.
We own ENGH in an RRSP account.
(Both are relatively equally in weight.)
We'd like to sell one of these, and subsequently rebalance the overall portfolio by adding a Consumer Cyclical in the corresponding account. With a long term view in mind, risk is not a consideration.

Q1: Which of these would you currently recommend to sell?
Q2: What would you consider your top 3 Consumer Staples to purchase?

Thanks in advance.

Q: Which is the better buy for growth going forward?

Q: My husband has some old capital losses that I think we should start to be using now in the event of any possible future rule changes. He has a 10 position unregistered account in which there are 3 equities with substantial gains from 125% to 1350%, i.e.: WSP, ENGH and CJT.
There are 2 equities with 50% and 70% gain, i.e. SYZ and WPM and 1 equity with 35% gain, i.e. KXS. The remaining 4 have small profit or loss, i.e. CAE, MCR, CCL.B, PBH.
Looking at selling WSP, ENGH, CJT, SYZ ,WPM and perhaps KXS to apply some of the old losses. What would you recommend to buy for replacement (a 1st and 2nd choice if you could) and would you move back into the original equity after 30 days or would you just stick with the replacement ? A dividend would be nice but not mandatory. Also, any thoughts on timing considerations or other issues ? We have diversified RIFs and TFSAs in addition to the above.
Many thanks.

Q: Hi
If you were to list these companies percentage wise for growth in the next 2 to 3 months. Based on your analys, which company would rank number 1 and so on.
Thank you.

Q: I own CSU, DSG, ENGH, OTEX, SHOP, LSPD, KXS and STS and was thinking of adding GIB.A once the stock settles down a bit. I'm looking to increase my tech sector . Would you add to the existing holdings or would you recommend adding GIB.A to take advantage of the recent pullback?
Thanks for your service.

Q: I want to start a new position in one of the above for a TFSA. Which has the best growth prospect?
Thanks

Q: In an article d/d Jan 22,you stated that CSU & ENGH are your favourities.On Jan 23 on BNN your top picks were KXS,LSPD & CAE. Please rank your top 5 tech stocks starting with the best to buy today.Thanks for u usual great services & views. Peter,you were great on BNN on Jan 23

Q: When looking at these stocks in terms of management team, growth, potential, and outlook for 5-10 years+, how you would rank them in order starting with the best and why?

Q: I am assuming that a company with lots of cash can withstand a major pullback better that a company carrying a lot of debt. could you give me 5 or 6 companies any sector with lots of cash that could withstand a market correction with less impact to their share value?.

thanks Dave

Q: I have no positions in any of the companies highlighted. I do want to add 3 of the 4 companies to my diversified growth portfolio over the next 30 day's.
Which 3 and why?
Thank you

Q: Given the number of questions you've entertained on ENGH, your subscribers should be aware that the company has had multiple upgrades since the beginning of the year. Thanks for your service.

1/10/2020 TD Securities Boost Price Target
Buy C$53.00 ➝ C$59.00
1/7/2020 CIBC Boost Price Target C$54.00 ➝ C$59.00
1/7/2020 Scotiabank Boost Price Target C$47.00 ➝ C$54.00
1/3/2020 RBC Boost Price Target Outperform C$53.00 ➝ C$57.00

Q: Using a crystal ball (my favourite market tool!!), do you see it as a decent possibility that ENGH is a possible takeover candidate? Why or why not? Thank you for all your great work.

Q: Hi 5i Team:
I have a healthy appetite for risk looking at a 5+ year timeline and want to start a new half weight position in one of these two in my RRSP. Which would you give the nod to for best capital appreciation going forward given the current market & their valuations.
Thanks in advance,
Greg.

Q: Looking at a 3 to 5 year time horizon, please rank the above companies as to total growth prospects.
Thanks again. RAM

Q: For a long term hold, what would be your pick for growth, KXS or ENGH?

Thanks Valter

Q: Hi, Enghouse shares shot up 3% on Tuesday, with large volume. Do you think that shares are being rerated after staying quiet for a long period? I have read your views on the company and it appears that it's one of your longtime favorites (also included in your list of Top 10 companies to own for next 10 years). Is it reasonable to start a new position 1-2%, at current levels ? We also own CSU as a large holding (10%). How does ENGH valuation compare with CSU ? Thank You

Q: I had a good year with Enghouse and am considering selling and moving to Descartes.

Thoughts please?

Q: I have some additional funds to add to one of the above companies. Which one seems better and why?
Much appreciated as usual. RAM

Q: BNN had a list of the top 10 stocks of the past decade. This include Constellation Software, Kirkland Lake Gold, Alimentation Couche-Tard, Interrent, Enghouse, Boyd Group, Dollarama, Cargojet, Air Canada and Auora Cannabis. Of this list of 10 names, please rank them(best to worst) from your view of their chances to make the list for the next decade. Thanks

Q: There wasn't much info given on Enghouse's purchase of Dialogic. They acquired it for 1 times sales which seems low. Do you know if the low on that metric is offset by something like low or no profitability, slowing sales, etc?