Q: If not asked already, can we get your comments on earnings and what you think lies ahead? Does any one thing stand out?
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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.
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Constellation Software Inc. (CSU $2,499.22)
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FirstService Corporation (FSV $184.27)
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BRP Inc. Subordinate Voting Shares (DOO $84.62)
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Kinaxis Inc. (KXS $137.72)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.22)
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Aritzia Inc. Subordinate Voting Shares (ATZ $105.77)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: Hi
What industries and stocks would you recommend for the Current Market Condition?
Thanks.
What industries and stocks would you recommend for the Current Market Condition?
Thanks.
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TELUS Corporation (T $18.04)
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BRP Inc. Subordinate Voting Shares (DOO $84.62)
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Kinaxis Inc. (KXS $137.72)
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Thomson Reuters Corporation (TRI $128.04)
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Premium Brands Holdings Corporation (PBH $86.60)
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goeasy Ltd. (GSY $35.95)
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Aritzia Inc. Subordinate Voting Shares (ATZ $105.77)
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WELL Health Technologies Corp. (WELL $3.77)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.55)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $58.97)
Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.
Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).
Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].
Thank you.
Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).
Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].
Thank you.
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Sangoma Technologies Corporation (STC $5.95)
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Kinaxis Inc. (KXS $137.72)
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TECSYS Inc. (TCS $26.54)
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Converge Technology Solutions Corp. (CTS $5.99)
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Dye & Durham Limited (DND $4.40)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.
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Meta Platforms Inc. (META $593.66)
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BRP Inc. Subordinate Voting Shares (DOO $84.62)
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Kinaxis Inc. (KXS $137.72)
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Aritzia Inc. Subordinate Voting Shares (ATZ $105.77)
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ECN Capital Corp. (ECN $3.08)
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Converge Technology Solutions Corp. (CTS $5.99)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Looking at adding to the 1% or less 'toe in the water' holdings that are part of larger diversified portfolio . Anything here that you wouldn't add to or would delay adding to ? Or, any that you would sell ?
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.
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Apple Inc. (AAPL $247.99)
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NVIDIA Corporation (NVDA $172.70)
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Constellation Software Inc. (CSU $2,499.22)
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Kinaxis Inc. (KXS $137.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
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Converge Technology Solutions Corp. (CTS $5.99)
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CrowdStrike Holdings Inc. (CRWD $409.00)
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Nuvei Corporation (NVEI)
Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks
Thaks
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Constellation Software Inc. (CSU $2,499.22)
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TFI International Inc. (TFII $135.82)
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Kinaxis Inc. (KXS $137.72)
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Boyd Group Services Inc. (BYD $192.12)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.55)
Q: Hi there,
CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?
Thanks!
CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?
Thanks!
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Kinaxis Inc. (KXS $137.72)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.55)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $58.97)
Q: Can you comment on strengths/weaknesses of each. If choosing only one to add to, which and why? Looking for growth primarily over 1-2 years.
Q: Hi Gang
Can you give me your top 3 picks on AI both Canadian and US
Thanks Mike B
Can you give me your top 3 picks on AI both Canadian and US
Thanks Mike B
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Enghouse Systems Limited (ENGH $15.95)
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TFI International Inc. (TFII $135.82)
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BRP Inc. Subordinate Voting Shares (DOO $84.62)
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Kinaxis Inc. (KXS $137.72)
Q: between these 4 names which one would you think would have a greater gain in 3 to 5 years and safer as well please because it is going in to my rrsp contribution for 2022 tax season. Thank you like alway's
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.73)
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Dollarama Inc. (DOL $180.64)
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Descartes Systems Group Inc. (The) (DSG $99.63)
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Kinaxis Inc. (KXS $137.72)
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Open Text Corporation (OTEX $30.95)
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Thomson Reuters Corporation (TRI $128.04)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: I have space for 3 growth stocks in my TFSA. Looking at various sources, I found the above suggestions. Ideally, I am looking at 15-20% or more of annual earnings growth for the foreseeable future. How would you rank the above stocks, without regard for sectors, with a short explanation for the top 3. Also, any other suggestions? Thanks.
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Kinaxis Inc. (KXS $137.72)
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Open Text Corporation (OTEX $30.95)
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Datametrex AI Limited (DM $0.05)
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Docebo Inc. (DCBO $26.62)
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Absolute Software Corporation (ABST $15.20)
Q: Hi 5i: Do you have any suggestions regarding Canadian AI and cyber security opportunities. Thank You.
Tom
Tom
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Constellation Software Inc. (CSU $2,499.22)
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Descartes Systems Group Inc. (The) (DSG $99.63)
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TFI International Inc. (TFII $135.82)
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Kinaxis Inc. (KXS $137.72)
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Aritzia Inc. Subordinate Voting Shares (ATZ $105.77)
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Brookfield Corporation Class A Limited Voting Shares (BN $52.55)
Q: Hi please name 5 top growth stocks with high earning increase . Thanks.
Q: When will earnings be announced and will that be pre or post market?
Thanks
Sheldon
Thanks
Sheldon
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Constellation Software Inc. (CSU $2,499.22)
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Descartes Systems Group Inc. (The) (DSG $99.63)
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Kinaxis Inc. (KXS $137.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
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CI Tech Giants Covered Call ETF (TXF $21.94)
Q: Good day all!
We currently have the above stocks on the tech side of our registered and non-registered portfolios. Looking to bring our portfolio in balance with recommended weights.
Can you please suggest 2 new stocks each for non registered and TFSA account that are good buys now. Dividends welcomed but not necessary.
Thank you
Roger
We currently have the above stocks on the tech side of our registered and non-registered portfolios. Looking to bring our portfolio in balance with recommended weights.
Can you please suggest 2 new stocks each for non registered and TFSA account that are good buys now. Dividends welcomed but not necessary.
Thank you
Roger
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Kinaxis Inc. (KXS $137.72)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $97.51)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
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Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
Q: Have just sold MAGT after the news of the takeover. Looking to use the funds to top up one of 4 smaller technology positions, KXS, NVEI, TIXT and TOI. Already have full positions in CSU and DSG. How would you rank KXS, NVEI, TIXT and TOI for an add now, and I would appreciate a couple of reasons for the one or two you like best. Thanks.
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Constellation Software Inc. (CSU $2,499.22)
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Descartes Systems Group Inc. (The) (DSG $99.63)
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Kinaxis Inc. (KXS $137.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
Q: I currently have no tech holdings. Could you please give your 3 top recommendations given current conditions and if it would be best to take full positions now or maybe average in over the year.
thanks
thanks
Q: Hi, Most of Quality companies' stocks in Technology sector have bounced back nicely, during the first 2 weeks in January. But Kinaxis has not moved at all and still stuck around $140 level. We have held on to a 2% position, based on 5i' conviction as being one of the best in supply/logistics software sector, similar to Descartes. Any reasons for the lagging performance ? Is it time to move on and allocate the capital to better use elsewhere ? Thank You
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Kinaxis Inc. (KXS $137.72)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
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Aritzia Inc. Subordinate Voting Shares (ATZ $105.77)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $14.81)
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Dye & Durham Limited (DND $4.40)
Q: Hi 5i Team,
Do you see any small cap names that are looking especially attractive at the moment?
Thanks!
Do you see any small cap names that are looking especially attractive at the moment?
Thanks!
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Kinaxis Inc. (KXS $137.72)
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goeasy Ltd. (GSY $35.95)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.57)
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Aritzia Inc. Subordinate Voting Shares (ATZ $105.77)
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Dye & Durham Limited (DND $4.40)
Q: What are your top 5 Canadian growth small cap picks for a TFSA? and why (what makes each of them worthy)?