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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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Crocs Inc. (CROX)
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Docebo Inc. (DCBO)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.
Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?
Thank You
Tim
Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?
Thank You
Tim
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Canadian General Investments Limited (CGI)
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Open Text Corporation (OTEX)
Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter
Q: So what gives with kxs? 5i gave it good reviews on earnings (which appeared to be strong), but it's down over 3% as of 11am. I realize it's a down market day but with good earnings, it shouldn't be leading the pack downward. So what gives?