Q: Hi, if initiating a position today, which of these two would you prefer, and why? What would be a good entry price for both? Thank you.
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.
Q: Can you give me your updated thoughts about this enterprise? What is its specific place the ai industry development? Is it a good candidate for growth potential in the next 2-3 years?. Every other remarks about financial health or other aspects should be appreciated.
Thank you very much in advance
Thank you very much in advance
-
Descartes Systems Group Inc. (The) (DSG $138.29)
-
Kinaxis Inc. (KXS $195.99)
-
Kraken Robotics Inc. (PNG $3.49)
-
Celestica Inc. (CLS $161.03)
-
Valhi Inc. (VHI $18.04)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.25)
-
The RealReal Inc. (REAL $5.29)
-
Boyd Group Services Inc. (BYD $209.59)
-
WisdomTree International Dividend Ex-Financials Fund (DOO)
Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?
-
Intuitive Surgical Inc. (ISRG $512.06)
-
Micron Technology Inc. (MU $124.53)
-
Booking Holdings Inc. (BKNG $5,717.10)
-
Tourmaline Oil Corp. (TOU $62.27)
-
Celestica Inc. (CLS $220.38)
-
Descartes Systems Group Inc. (The) (DSG $138.29)
-
Kinaxis Inc. (KXS $195.99)
-
Thomson Reuters Corporation (TRI $272.45)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
-
TerraVest Industries Inc. (TVK $166.47)
-
EQB Inc. (EQB $100.56)
-
Aritzia Inc. Subordinate Voting Shares (ATZ $75.14)
-
Kraken Robotics Inc. (PNG $3.49)
-
Zedcor Inc. (ZDC $4.03)
-
kneat.com inc. (KSI $6.03)
-
Vitalhub Corp. (VHI $12.45)
-
CRISPR Therapeutics AG (CRSP $56.80)
-
Axon Enterprise Inc. (AXON $729.62)
-
Twist Bioscience Corporation (TWST $38.03)
-
Galaxy Digital Inc. Class A common stock (GLXY $28.25)
-
Genius Sports Limited (GENI $10.26)
-
Sportradar Group AG (SRAD $28.57)
-
Propel Holdings Inc. (PRL $36.29)
-
D2L Inc. Subordinate Voting Shares (DTOL $14.71)
-
Nebius Group N.V. (NBIS $44.30)
-
Nvidia CDR (CAD Hedged) (NVDA $37.92)
Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles
-
Kinaxis Inc. (KXS $195.99)
-
Premium Brands Holdings Corporation (PBH $83.13)
-
Savaria Corporation (SIS $19.57)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.99)
-
WELL Health Technologies Corp. (WELL $4.67)
-
CCL Industries Inc (CCLA)
-
Boyd Group Services Inc. (BYD $209.59)
Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.
Q: Would you favour DSG over KXS today? Would holding both in a portfolio be complementary or would there be too much overlap?
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.70)
-
Constellation Software Inc. (CSU $4,888.06)
-
Descartes Systems Group Inc. (The) (DSG $138.29)
-
Enghouse Systems Limited (ENGH $22.97)
-
Kinaxis Inc. (KXS $195.99)
-
Thomson Reuters Corporation (TRI $272.45)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.70)
-
Constellation Software Inc. (CSU $4,888.06)
-
Descartes Systems Group Inc. (The) (DSG $138.29)
-
Kinaxis Inc. (KXS $195.99)
-
Open Text Corporation (OTEX $38.33)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years
Q: KXS has had a good run lately. In terms of valuation LMN looks much cheaper. I was thinking I would take some profit and buy LMN. What do you think? T Stephen
-
Broadcom Inc. (AVGO $274.38)
-
Broadcom Corp. (BRCM $54.67)
-
Microsoft Corporation (MSFT $503.32)
-
Kinaxis Inc. (KXS $195.99)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM $230.40)
-
Dell Technologies Inc. Class C (DELL $126.83)
-
CrowdStrike Holdings Inc. (CRWD $478.45)
-
Nvidia CDR (CAD Hedged) (NVDA $37.92)
-
Advanced Micro Devices CDR (CAD Hedged) (AMD $27.29)
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Q: Good Morning 5i,
Which of these two would you initiate a position in today and why?
Thanks!
Which of these two would you initiate a position in today and why?
Thanks!
Q: Hi 5i,
Would you initiate a position in KXS today? Long term hold.
Thanks!
Would you initiate a position in KXS today? Long term hold.
Thanks!
Q: Which has greater potential for SPA over 3-5 years, and why?
Thx
Thx
Q: It has been awhile since Kinaxis has been at this level. I know that you like the company, but do you see any reason to trim or pull back at this time. I am at 5% but that doesn't keep me up at night.
It just seems they get a few good quarters in a row and then one bad one bumps them back down for a couple years and then they claw there way back to where they are now.
Thanks for the great service. Have a wonderful day.
It just seems they get a few good quarters in a row and then one bad one bumps them back down for a couple years and then they claw there way back to where they are now.
Thanks for the great service. Have a wonderful day.
Q: I am wondering what to do with this stock who seems to go nowhere, cut oits dividend and show s a P/E very high, which would you suggest as replacement, you seem to favour CLS?
Your advice always apreciated.
Thank you
Your advice always apreciated.
Thank you
Q: Could you give your analysis of the Q
thanks
thanks
Q: I understand that DSG and KXS operate in different spaces, but had thought that, as the market put April 9 behind it, they would recover along similar trajectories - but KXS has clearly taken the lead, today matching its December, 2024 high. Supposing that at least some of Trump's tariff plans come to fruition, is KXS the better investment? DGS's RoC (per your database) is far more attractive.
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A $137.70)
-
Dollarama Inc. (DOL $190.07)
-
Kinaxis Inc. (KXS $195.99)
-
goeasy Ltd. (GSY $169.63)
-
TerraVest Industries Inc. (TVK $166.47)
-
Endeavour Mining plc Ordinary Shares (EDV $41.84)
-
Celestica Inc. (CLS $161.03)
-
Sun Life Financial Inc. (SLF $62.10)
-
MDA Space Ltd. (MDA $38.99)
Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.
-
Suncor Energy Inc. (SU $54.87)
-
BCE Inc. (BCE $32.57)
-
TC Energy Corporation (TRP $64.78)
-
Dollarama Inc. (DOL $190.07)
-
Kinaxis Inc. (KXS $195.99)
-
Brookfield Infrastructure Partners L.P. (BIP.UN $44.29)
-
Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.99)
-
Royal Bank Of Canada (RY $131.76)
Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?
-
Intuitive Surgical Inc. (ISRG $512.06)
-
NVIDIA Corporation (NVDA $164.92)
-
Booking Holdings Inc. (BKNG $5,717.10)
-
United Rentals Inc. (URI $814.28)
-
Constellation Software Inc. (CSU $4,888.06)
-
Celestica Inc. (CLS $220.38)
-
Kinaxis Inc. (KXS $195.99)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
-
EQB Inc. (EQB $100.56)
-
Axon Enterprise Inc. (AXON $729.62)
-
Propel Holdings Inc. (PRL $36.29)
-
AppFolio Inc. (APPF $237.68)
Q: Which 5 Canadian growth stocks would you start to accumulate today? Cash account.
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks