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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: Both KXS and MANH offer software solutions to manage supply chains.

KXS has low single digit operating margins and ROIC.
MANH has high operating margins (20%+), and high ROIC (40%+).

They have similar gross profit margins (~50-60%), and in fact, KXS is the higher of the 2. In comparison, is KXS "bleeding" money on certain expenditures that MANH is not, or why does MANH screen so much better? What is MANH doing different that has allowed its stock to grow over 3x the CAGR of KXS over the past 5 years?

If your investable universe included US stocks, would you side with MANH going forward as a replacement to KXS in your model portfolio?

Thanks,
Read Answer Asked by Adam on June 04, 2024
Q: Hello. I’ve held Algonquin Power & Utilities Corp. (AQN) for quite some time now. Unfortunately, all the gains have vanished, and the investment has turned negative in my non-registered account. Should I sell, hold, or consider other options? I also have Brookfield Renewable Partners (BEP.un), Brookfield Infrastructure Partners (BIP.un), Fortis, Enbridge, Telus, BCE, TD, SLF, NWC, BAM, PFE and Exchange Income Corp in my portfolio. As a retiree, do you have any suggestions for a dividend portfolio replacement? Thank you.
Read Answer Asked by Esther on June 03, 2024
Q: Can you please list in order your top 5 Canadian and top 5 US stocks in order based on conviction? Please also list a management rating, 10 being the highest.
Time frame 5+ years
Thanks
Read Answer Asked by Nick on June 03, 2024
Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?

Carl
Read Answer Asked by Carl on June 03, 2024
Q: My current exposure to the US market is through, ZQQ, VFV, VUN, VGG, and GOOG, AMZN, CVS, and BRK CDR’s. I would like to increase my US weighting and have CAD$150,000 to invest and am considering dividing this into equal amounts in V, MA, UNH, PFE, ADBE, and MSFT. Your thoughts on this approach and any other suggestions (5+ year holding period). Thanks!
Read Answer Asked by Don on June 03, 2024
Q: Recently FIX has been very favourably mentioned in the Q + A. I have been holding TT for some time (and wow, thanks very much 5i for referring to this). Are the 2 very similar or can both be held? And if only one, which would you see as having the better total return performance going forward? Thank you for the excellent service.
Read Answer Asked by Leonard on June 01, 2024
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