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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 5i team,
I'd appreciate a clarification to your response to Michele this morning. You suggested it would be okay to add to OTC but in a post a few days earlier, after the big plunge of OTC, you indicated that you may have to review it's inclusion in the growth portfolio. I'm not sure if it means you've had another look at OTC and decided it's good to hold, even given current conditions. I'd appreciate clarification since I had been thinking about purchasing more (but luckily wasn't too quick to pull the trigger since it lost significant share price).
As always, thank you for everything you do!!!
Read Answer Asked by Brenda on May 27, 2015
Q: How do you feel about Open Text (OTC) now that it appears they are going to announce their second quarter in a row with a fairly large miss? Is the growing earnings per share story broken or just taking a breather?

CIBC's Investor's Edge, has 2016 eps estimates currently at $3.91. If I lop off 30 cents of that to take into account the downward 2016 eps revisions and assume the shareprice will fall close to $55 tomorrow, I get a 2016 p/e of 15.23. Worth holding?

Whats your best ballpark "guestimate" as to the new 2016 revised earnings for OTC?

Thanks, as always.

John
Read Answer Asked by john on May 21, 2015
Q: With the many downgrades today, and the stock down sharply after earnings, is it a good time to pick some or should I wait ? I guess the stock will not do much until the next quarter results and while the valuation is cheap and you are positive, there still might be a considerable downside to the stock price in the near term. I would like to avoid buying after the stock price has rebounded. Never too easy but what would you suggest? The fluctuations are in the range of 4-5% which is significant if I can get a feel for the trend over the next two weeks or so.
Regards
Read Answer Asked by Rajiv on April 29, 2015
Q: Hi team!

I currently own Enghouse and would like to now if there is a similar company in the growth portfolio? Thinking of adding Open text(OTC) to my mix, but not if they both are too similar.

Or would maybe descartes(DSG) be a better option or something else?

ps..I don't mind riskier stocks because I am well balanced.

Thank you
Read Answer Asked by Rino on April 13, 2015
Q: On an earlier post a few weeks back you used non-GAAP earnings when commenting on the quarter 0.97 cents.
Looking at forecast estimates on the TMX website for the next quarter it seems they also must be using non-GAAP earnings. It is confusing to me when in other places EPS is shown as GAAP earnings. Why use non-GAAP? Which is better when calculating PE etc?
Read Answer Asked by Stephen on February 08, 2015
Q: Hi guys,

I would like to start dipping my toe in any of these names, the only thing that is stopping me is that I am worried about valuation. I need some exposure to consumer staples/discretionary and healthcare however, I would not like to buy at high multiples if possible.

I would like to know if I should wait for a little pullback OR buy now and if there is a pullback add to a position. Could you comment on the future prospects on them if you can, it will help my decision.
Feel free to suggest any other names that might be a better substitute.
Thanks, keep up the great work, it truly helps alot !!!!
Read Answer Asked by Marie on January 28, 2015
Q: Hi,

I am planning on adding a tech stock to my portfolio.

Between qcom, open text and cgi which would be your preferred stock. I am already overweight CSU in the portfolio.

The correction in qcom makes it attractive in terms of valuation, OTC had a fabulous quarter and cgi has a promising outlook.

Thanks for your response.
Read Answer Asked by Hari on August 11, 2014
Q: Hi team, would this be a good time to "double up" on OTC Open Text. The stock seems very cheap right now with quarterly numbers soon coming out. I have a full position right now in the stock with a well diversified 20 name portfolio. I'll be adding to the other existing names after in the near future and my risk tolerance is good when being overweight in good quality companies. I did this last year in CSU Constellation and it worked out great.
Read Answer Asked by SHANE on July 26, 2014
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