Q: I seem to never take profits in my non-registered account. I currently have an unrealized gain of +69.48% on OTEX. Do you think it's wise to take all or some profits? (I do have losses in 2018.) If I sell OTEX, what is are some good growth stocks with solid financials and good growth prospects. (I happily own CSU in may TFSA.)
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.
- People Corporation (PEO)
- WSP Global Inc. (WSP)
- CAE Inc. (CAE)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: Two part question, deduct as necessary. Canadian Portfolio slightly tilted towards growth and not needing funds for long time. Looking to add one Industrial name to compliment WSP and PEO (if considered an industrial). Was thinking maybe NFI but would be interested in any other suggestions.
Also looking to add a tech name to compliment KXS, and OTEX. Having a hard time finding something different that could be a core holding for long term, only criteria would be that i am not interested in PHO.
Also looking to add a tech name to compliment KXS, and OTEX. Having a hard time finding something different that could be a core holding for long term, only criteria would be that i am not interested in PHO.
Q: I currently own CLS in a RRSP account and wonder if I should sell this stock ? If so would you buy OTEX or ET or maybe both.I have 6 years before retiring. I do hold KXS already.
Thanks
Thanks
- Open Text Corporation (OTEX)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Have $4000 to add to my RRSP - currently have BCE, T, TD, BNS, AQN, ENB, SIS, PFE - can you recommend a 3-5 companies I can take a look at ?
thanks
thanks
- Open Text Corporation (OTEX)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- CI Tech Giants Covered Call ETF (TXF)
Q: My sons who are in their 20's currently hold TXF in their TFSA's. Do you think OTEX would be a better fit in a TFSA as they will not need these funds for a very long period.
Thanks.
Thanks.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
Q: I have CSU, KXS, CSCO, QCOM + PHO (small position) IT companies that make 10% of my portfolio. I am planning to increase the IT portion to 15-20% by adding 2-3 more IT companies. Is it OK to increase the IT portion now or wait? Which one should I add, delete or swap (both US and CAN companies)? Can you please rank the above-mentioned companies? I am looking for good companies with top management but not risky small cap companies.
- Photon Control Inc. (PHO)
- Bank of Nova Scotia (The) (BNS)
- Stars Group Inc. (The) (TSGI)
- Boyd Group Income Fund (BYD.UN)
- Great Canadian Gaming Corporation (GC)
- Open Text Corporation (OTEX)
- Savaria Corporation (SIS)
- Spin Master Corp. Subordinate Voting Shares (TOY)
Q: My wife and I are 66 years old. We each have a TFSA which we are trying to maximize. These would be the last two accounts we would ever take money out of. Our children are the beneficiaries so these are long term accounts - hopefully! We each have RRSPs and share a non-registered account we use for income. We don't have any fixed income but do have enough cash to last us 3 years. No pensions, but are quite diversified in a number of blue chip stocks.
Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
Between the two of us we have PHO, SIS, TOY, BNS, TSGI. None of which has been very good lately but we are patient. We have enough money for two more positions, and think it would be prudent to add two, more stable, names. OTEX, BOYD, GC ? Suggestions?
THANK YOU !
Q: Please comment on earnings. Thanks
- Dollarama Inc. (DOL)
- Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
- Open Text Corporation (OTEX)
Q: Which of these would be a more profitable spot to drop $15000 into?
Thank you for your guidance
Thank you for your guidance
- Photon Control Inc. (PHO)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Drone Delivery Canada Corp. (FLT)
- Spotify Technology S.A. (SPOT)
- Evolve Cyber Security Index Fund (CYBR)
Q: Hi team,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%
Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.
Thank you
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%
Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.
Thank you
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: I hold CSU,DSG,ENGH is a non registered account and have done well. OTEX and KXS in a TFSA. In total all of the above are about 6.47% of my holdings. Should I consider reducing to 2 or 3 holdings or hold all five. Comments, thanks
Q: In September you were generally positive on NTAP. Like the rest of the tech sector it was hit hard during the recent downturn dropping from $88 to $52. It has recovered to $63. Would you hold it here or take a loss and move on to, perhaps, OTEX?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: Hello 5I
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks
Sylvain
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks
Sylvain
Q: I'm looking to buy either GIB.a or OTEX. Which one do you like best going forward and why? Best, Don
Q: I currently own CLS and thinking of selling this stock and buying SYZ or OTEX or would it be best to buy both? I currently already have KXS and PHO. These are the only 2 tech stocks that I will own after selling CLS. My total weight is only 5%.
Thanks
Thanks
Q: Good morning. I am looking to add to my technology and health care weightings. I’m looking more for dividend income security than growth although growth is always nice. Thanks.
Q: Is this a good stock to hold in a TFSA for a long term hold. Also hold CSU in a non registered account,
- Pfizer Inc. (PFE)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- TELUS Corporation (T)
- Cenovus Energy Inc. (CVE)
- Fortis Inc. (FTS)
- SNC-Lavalin Group Inc. (SNC)
- Open Text Corporation (OTEX)
- Quarterhill Inc. (QTRH)
- Rogers Sugar Inc. (RSI)
Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.
Q: Hi, I currently own Et ,Otex ,Pho, Shop, SYZ, and i’am thinking of selling two or three and buying Csu.
I will be doing this for a more stable and overall better portfolio if or when we get a further market downturn.
Is my strategy sound? And which two or three would you sell? I would also be open to sell four and keep two of the best if this works.
Thanks
I will be doing this for a more stable and overall better portfolio if or when we get a further market downturn.
Is my strategy sound? And which two or three would you sell? I would also be open to sell four and keep two of the best if this works.
Thanks
Q: I would like to buy NFI, but have to sell something else to do it. After looking at all of my holdings, I think it should be CSU, or OTEX. I have other tech holdings, but want to hold on to those. I am about about even with the two tech stocks so there is no tax gain/loss. I realize it is changing sectors, but I like the dividend. Do you think there would be more growth in the future by replacing one of the above tech stocks with NFI? Thanks.