Q: Good morning 5i team
I have a 1/2 holding in Enghouse and am considering adding. On the positive side, Enghouse increased its hosted and maintenance services revenue, increased margins and reduced costs in Q1 2021, and made an acquisition in Portugal. On the negative side, I wonder how much damage Enghouse caused with many investors with its special $1.50 dividend, and how long this negativity may impact them. Would you support increasing a position at this time, or biding time and waiting? Thank you.
Edward
Q: What does the 5I Team make of Score these days ? Has it settled down enough to buy a bit. The NHL is looking at the potential in single event betting on games
Thank You
Q: Hi there
Do you see the recent passing of the "Make PPE in America Act" , which looks to have a minimum 3 year duration, as a significant tailwind for MRS? Or is it just a small win in the big picture.
Thanks
Marc
Q: What is happening with this company, my holding" vanished" from my on line portfolio and I'm unable to get details.
thank you for your excellent service.
Heidi ( Rust)
Q: How would you go about identifying a proxy to the Canadian residential real estate market? Ultimately, I would like to short the real estate market but can't seem to design the trade. Any guidance would be helpful.
Q: Long time holder of V since the IPO and have done well with this name as a core position. Currently have a 3% position. Have some more USD to invest currently, what are your thoughts on reducing V down to 2% and allocating 1% to start a new position in either PYPL or SQ for more growth or add more to V? Looking for long term growth. Would you pick PYPL or SQ today? Thanks!
Q: I am planning to purchase equal amounts ($) of the above. Do you consider these companies do be reasonably safe investments over a 3-5 year period?
Would you suggest a replacement or deletion for any of these companies? I am over 80 and am hoping to have a reasonable return from this investment.
And hopefully I will still be around to spend the gains.
Q: Hello. what's happening with Topicus and Sylogist both going down lately. Is it safe to buy Topicus today or wait for a better/lower price which is ? I own Sylogist, made 15% gain should I sell it ? Otherwise can you recommend today 5 good value Canadian co's. I own goeasy and thank you for your recommendation
Q: Teck lost 12% in 2 days. It's seams to be related to the Chili issue or is it? Management claim that they have an agreement with the government. ''TORONTO, May 18 (Reuters) - Canada’s Teck Resources sees little risk of higher taxes in copper powerhouse Chile due to a stability agreement that shields the company's massive Quebrada Blanca Phase 2 copper project from higher levies for 15 years, Chief Executive Don Lindsay said on Tuesday.'' What do you think? I'm a long term investor but find the drop steep and wonder if there is not anything else. We know politics have little effect long term but a change in leadership in Chili may change all previous agreements. It wouldn't be the first time we witness a government scrap a contract with a miner. Your take please.
Q: With CP stepping out of the way and opportunity for synergies and growth shouldn't this news provide a tail wind for CNR stock price? CNR continues to fall on the news.
Understanding that timing the market can be difficult and trying to follow your recommendations for the most part has been very useful information. Thank you
I am looking to “lie low” through what I believe to be a coming correction and wish to invest in ETFs with some protection
I am looking at ZDY ZLU ZLB ZEB as a 20 % of my portfolio over the summer. Your comments please and so you have other etfs that might be of interest... Icahn comes to mind