Investment Q&A

Q: These three software tech stocks have grown their dividends over the last decade plus. I'm looking at them as part of a dividend/income portfolio. Are they a buy at this time? If so at what price? PEs are all rather high. Thanks

Q: I use my TFSA to buy and hold low-debt, cash flow positive, technology companies with good long-term growth prospects. My TFSA holdings (ENGH, OTEX, SYZ, TCS, AIF, REAL and AT, ranked by weight) total about 8% of my overall portfolio. My holdings in AT and REAL have fallen to about 1% of my overall portfolio, because of their poor performance, versus 2.5% average holding for each stock in the overall portfolio. I am considering the following options:

1. Keep both AT and REAL for a long term (10+ year) hold (i.e. do nothing)
2. Sell one and consolidate into the other for a long term hold (but which one to keep?)
3. Sell both and consolidate into my other TFSA holdings (which one(s)?)

I would welcome your thoughts with respect to each option, given there is no tax loss selling benefit in a TFSA. Thanks!

Q: TFSA top up for 2023. I hold all IWO in the account currently. My crystal ball doesn't like the current USD:CAD outlook so buying USD with CAD to get IWO at the moment doesn't feel like a good move. Does anything in the balance or growth portfolio look particularly attractive as a buy? I hold OTEX and ENGH as tech stocks, both have been adequately beaten up to be buys but I hate owning the same stock in multiple accounts so would consider a different CAD stock for the TFSA account if you can think of one. So long way to ask: just suck it up and buy, IWO, buy ENGH, buy OTEX or buy ??? as it is your top pick right now. 5 year hold.

Q: HI,
sorry for the long list. could you just rate these as a buy, sell, or hold right now. I am a long term investor.

Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?

Thanks!!

Q: Hi there,

I saw ENGH put up some good numbers today. In your opinion do you think ENGH has turned up here and has room to run?

Thanks!

Q: Dear 5i,
ENGH and OTEX look pretty beat up.
I am considering purchasing a 1 to 2% TFSA position in one or both.
Do you think these are bargain prices? Do you have a preference
if one should purchase today? Can you please provide your reasons
for your preference. I expect to hold for at least 3 years but ideally
forever. thanks

Q: Besides earnings on Thurs any thing on your radar popping this today?

Thx

Q: What does the market expect next week for their quarter?

Thx

Q: Hello Peter
I am looking at adding two stocks to my TFSA. Both stocks to be income producing stock with an upside for growth.
Are there any risks with the dividend in the 6 stocks listed
How would you rank the 6 stocks listed to fulfill my goals

Thank you
Howard

Q: Please rank the following companies in order of their ability to survive a recession in 2023. Please also rank them as to whether they should be considered as Buy, Sell or Hold at current prices. Thank you.
ENGH; STC; SYZ; TOI; WELL.

Q: I hold small positions in these stocks and held these stocks for some time. All held in TFSA. Wondering should I sell some and increase my positions in just one or two. Such as CSU and or OTEX. or just continue holding all of them. Your thoughts.

Q: I would like to crystalize some Gains in KXS and reduce my holdings to a small amount (just a place holder).
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert

Q: Hi Peter and Staff

For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis

Q: Hi Peter & team:

1). Could u rank the above from most prefer to least, for a 5 yr. hold and a good growth potential with a reasonable P/E.
2). rank them for least volatile (safety) to high volatile

Thank You for your excellent service and support in these turbulent times.

Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.

As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.

Thank you
Carlo R.

Q: I plan to sell at least two of the above companies for tax loss this year. Can you list in what order you would sell first.
Best Regards,
Harold

Q: Thoughts on the quarter and going forward for the business and valuation - thanks

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


Thx

Q: Please comment on Engh's acquisition today& its impact. Txs for u usual great services & views