Investment Q&A

• Eli Lilly and Company (LLY $906.86)
  • $906.86 P/E (TTM): 42.21X Cap: $847.56B
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• Toronto-Dominion Bank (The) (TD $113.56)
  • $113.56 P/E (TTM): 9.72X Cap: $196.63B
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• WSP Global Inc. (WSP $264.25)
  • $264.25 P/E (TTM): 43.63X Cap: $34.94B
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• CAE Inc. (CAE $38.37)
  • $38.37 P/E (TTM): 30.53X Cap: $12.45B
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• ATS Corporation (ATS $37.74)
  • $37.74 Cap: $3.70B
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• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
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• Alimentation Couche-Tard Inc. (ATD $68.80)
  • $68.80 P/E (TTM): 18.77X Cap: $65.47B
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• Premium Brands Holdings Corporation (PBH $95.12)
  • $95.12 P/E (TTM): 46.49X Cap: $4.35B
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• Tamarack Valley Energy Ltd. (TVE $6.11)
  • $6.11 P/E (TTM): 13.26X Cap: $3.17B
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• Major Drilling Group International Inc. (MDI $11.82)
  • $11.82 P/E (TTM): 51.46X Cap: $999M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $96.15)
  • $96.15 P/E (TTM): 40.99X Cap: $11.08B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.21)
  • $64.21 P/E (TTM): 107.18X Cap: $144.05B
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Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.

Upvote 0

Read Answer Asked by john on January 17, 2023

• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
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Q: Hello
Kinaxis dropped loke a rock this morning. I couldn't find any news. Do you what caused this sudden drop and moderately larger volume to day as well compared to the last couple of weeks

thank you

Steve

Upvote 0

Read Answer Asked by Steve on January 12, 2023

• Adobe Inc. (ADBE $335.35)
  • $335.35 P/E (TTM): 21.83X Cap: $141.26B
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• NVIDIA Corporation (NVDA $198.69)
  • $198.69 P/E (TTM): 57.69X Cap: $5.02T
  • View NVDA Profile
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• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
  • $227.23 P/E (TTM): 97.75X Cap: $315.69B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $46.32B
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• Veeva Systems Inc. Class A (VEEV $293.49)
  • $293.49 P/E (TTM): 59.92X Cap: $48.10B
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• Roku Inc. (ROKU $106.10)
  • $106.10 Cap: $15.67B
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• DocuSign Inc. (DOCU $70.81)
  • $70.81 P/E (TTM): 54.99X Cap: $14.24B
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• Antero Resources Corporation (AR $32.93)
  • $32.93 P/E (TTM): 17.75X Cap: $9.84B
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• Digital Turbine Inc. (APPS $5.92)
  • $5.92 Cap: $682M
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• Topicus.com Inc. (TOI $136.03)
  • $136.03 P/E (TTM): 65.72X Cap: $11.19B
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Q: I'm looking at your answer to Shane's Jan 5 question about your caveats on recovery of stocks. Do you see any of the stocks listed here whose recovery may be limited and if so, which ones and based on which caveats? Thank you.

Upvote 0

Read Answer Asked by William on January 09, 2023

• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
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• goeasy Ltd. (GSY $166.41)
  • $166.41 P/E (TTM): 10.14X Cap: $2.69B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.56)
  • $47.56 P/E (TTM): 20.73X Cap: $19.75B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $39.34)
  • $39.34 P/E (TTM): 14.83X Cap: $1.04B
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• Vanguard S&P 500 Index ETF (VFV $169.33)
  • $169.33 P/E (TTM): 27.07X Cap: $27.47B
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• Vanguard Total International Stock (VXUS $73.85)
  • $73.85 P/E (TTM): 0.75X Cap: $82.07B
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• Boyd Group Services Inc. (BYD $223.50)
  • $223.50 P/E (TTM): 432.03X Cap: $4.79B
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Q: Hi Peter.
Can you suggest a few stocks/ETF's with good long term potential ?

Upvote 0

Read Answer Asked by HARRY on January 09, 2023

• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
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• Thomson Reuters Corporation (TRI $206.63)
  • $206.63 P/E (TTM): 42.46X Cap: $98.66B
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• goeasy Ltd. (GSY $166.41)
  • $166.41 P/E (TTM): 10.14X Cap: $2.69B
  • View GSY Profile
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  • View Reports on GSY

Q: I would like to add to my existing positions. Is it too early for KXS and GSY? Is it too late for the TRI (just reached a new high today).
What is your opinion.
Thank you for your help
Regards
Albert

Upvote 0

Read Answer Asked by ALBERT on January 06, 2023

• Constellation Software Inc. (CSU $3,507.03)
  • $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
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• Descartes Systems Group Inc. (The) (DSG $119.63)
  • $119.63 P/E (TTM): 52.3X Cap: $10.65B
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• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
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  • View Reports on KXS
• Open Text Corporation (OTEX $52.44)
  • $52.44 P/E (TTM): 23.27X Cap: $13.64B
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• Thomson Reuters Corporation (TRI $206.63)
  • $206.63 P/E (TTM): 42.46X Cap: $98.66B
  • View TRI Profile
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• Topicus.com Inc. (TOI $136.03)
  • $136.03 P/E (TTM): 65.72X Cap: $11.19B
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Q: Hi 5i,
I’m working through an audit of my technology positions for year end. Would you rate each position as a buy, sell or hold for your own portfolio today?

Thank you!

Upvote 0

Read Answer Asked by Greg on December 22, 2022

• Air Canada Voting and Variable Voting Shares (AC $18.76)
  • $18.76 P/E (TTM): 5.01X Cap: $5.58B
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• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
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  • View Reports on KXS
• Tamarack Valley Energy Ltd. (TVE $6.11)
  • $6.11 P/E (TTM): 13.26X Cap: $3.17B
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Q: I am selling one or all of TVE,AC,KXS for tax loss. All are down similar amount . Would you please list from first to last your preference for disposal.

Upvote 0

Read Answer Asked by Colleen on December 20, 2022

• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
  • $227.23 P/E (TTM): 97.75X Cap: $315.69B
  • View SHOP Profile
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  • View Reports on SHOP

Q: Hi, if I were to sell SYZ for a tax loss, would you replace it with SHOP or KXS ? Or simply buy back SYZ. Who do you like for a long term hold. I also have CSU.
Thanks, Merry Xmas, looking forward to 2023

Upvote 0

Read Answer Asked by Brad on December 19, 2022

• Bank of Nova Scotia (The) (BNS $92.68)
  • $92.68 P/E (TTM): 17.69X Cap: $114.67B
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• Constellation Software Inc. (CSU $3,507.03)
  • $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
  • View CSU Profile
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  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $119.63)
  • $119.63 P/E (TTM): 52.3X Cap: $10.65B
  • View DSG Profile
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  • View Reports on DSG
• TFI International Inc. (TFII $126.19)
  • $126.19 P/E (TTM): 23.36X Cap: $10.33B
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• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
  • $227.23 P/E (TTM): 97.75X Cap: $315.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Aritzia Inc. Subordinate Voting Shares (ATZ $96.15)
  • $96.15 P/E (TTM): 40.99X Cap: $11.08B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Topicus.com Inc. (TOI $136.03)
  • $136.03 P/E (TTM): 65.72X Cap: $11.19B
  • View TOI Profile
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Q: Hi Guys,

If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks

Upvote 0

Read Answer Asked by jim on December 15, 2022

• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• goeasy Ltd. (GSY $166.41)
  • $166.41 P/E (TTM): 10.14X Cap: $2.69B
  • View GSY Profile
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• ECN Capital Corp. (ECN $2.77)
  • $2.77 Cap: $779M
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• Axon Enterprise Inc. (AXON $706.13)
  • $706.13 P/E (TTM): 181.07X Cap: $56.84B
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• InMode Ltd. (INMD $14.63)
  • $14.63 Cap: $1.02B
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• Celsius Holdings Inc. (CELH $59.56)
  • $59.56 P/E (TTM): 158.5X Cap: $15.36B
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Q: What are your top 3 small and top 3 mid cap stocks that you would buy today with great 12-24 mth potential?

Upvote 0

Read Answer Asked by Chris on December 15, 2022

• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• goeasy Ltd. (GSY $166.41)
  • $166.41 P/E (TTM): 10.14X Cap: $2.69B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• ECN Capital Corp. (ECN $2.77)
  • $2.77 Cap: $779M
  • View ECN Profile
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• WELL Health Technologies Corp. (WELL $4.96)
  • $4.96 Cap: $1.30B
  • View WELL Profile
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• Axon Enterprise Inc. (AXON $706.13)
  • $706.13 P/E (TTM): 181.07X Cap: $56.84B
  • View AXON Profile
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• InMode Ltd. (INMD $14.63)
  • $14.63 Cap: $1.02B
  • View INMD Profile
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• Azenta Inc. (AZTA $30.18)
  • $30.18 Cap: $1.36B
  • View AZTA Profile
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• Sensus Healthcare Inc. (SRTS $3.48)
  • $3.48 Cap: $52M
  • View SRTS Profile
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Q: In anticipation of a January small cap bounce, please recommend 4 Cnd and 4 US stocks to start to track now. Thanks for your continued guidance,

Upvote 0

Read Answer Asked by Rob on December 15, 2022

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
  • View PLC Profile
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• TMX Group Limited (X $51.70)
  • $51.70 P/E (TTM): 31.35X Cap: $14.44B
  • View X Profile
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• TFI International Inc. (TFII $126.19)
  • $126.19 P/E (TTM): 23.36X Cap: $10.33B
  • View TFII Profile
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  • View Reports on TFII
• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: 1. PLC is in the highest red in my RRSP, If to sell what stock would you suggest as a replacement for better recovery?
2. Own 1/2 position of Hydro. Would you suggest buying more at today's price?
Thanks

Upvote 0

Read Answer Asked by Hali on December 08, 2022

• Constellation Software Inc. (CSU $3,507.03)
  • $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• BlackBerry Limited (BB $6.56)
  • $6.56 Cap: $3.98B
  • View BB Profile
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• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
  • View SW Profile
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• Docebo Inc. (DCBO $34.62)
  • $34.62 P/E (TTM): 35.83X Cap: $994M
  • View DCBO Profile
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Q: Can you please name your favourite single stocks in Canada that are in the really future-oriented disruptive tech sectors (AI, quantum, 5G, genomics, others)?

Upvote 1

Read Answer Asked by Chris on December 06, 2022

• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TECSYS Inc. (TCS $35.30)
  • $35.30 P/E (TTM): 197.22X Cap: $529M
  • View TCS Profile
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Q: Hello Peter,
Could you please comment on Tecsys results? The stock is in the dumps which is surprising as the company is in supply chain area which is a good place to be, and the results did not seem that bad. Does it compete with Kinaxis? Thanks very much

Upvote 0

Read Answer Asked by umedali on December 05, 2022

• Bank of America Corporation (BAC $53.54)
  • $53.54 P/E (TTM): 14.6X Cap: $391.12B
  • View BAC Profile
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• JPMorgan Chase & Co. (JPM $309.25)
  • $309.25 P/E (TTM): 15.95X Cap: $850.63B
  • View JPM Profile
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• Lowe's Companies Inc. (LOW $237.76)
  • $237.76 P/E (TTM): 19.53X Cap: $132.15B
  • View LOW Profile
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• Pfizer Inc. (PFE $24.30)
  • $24.30 P/E (TTM): 13.11X Cap: $140.20B
  • View PFE Profile
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• Target Corporation (TGT $89.98)
  • $89.98 P/E (TTM): 10.79X Cap: $41.55B
  • View TGT Profile
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• Bank of Nova Scotia (The) (BNS $92.68)
  • $92.68 P/E (TTM): 17.69X Cap: $114.67B
  • View BNS Profile
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  • View Reports on BNS
• Brookfield Renewable Partners L.P. (BEP.UN $44.05)
  • $44.05 Cap: $28.98B
  • View BEP.UN Profile
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• Maple Leaf Foods Inc. (MFI $26.30)
  • $26.30 P/E (TTM): 18.99X Cap: $3.29B
  • View MFI Profile
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• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $95.12)
  • $95.12 P/E (TTM): 46.49X Cap: $4.35B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
  • $227.23 P/E (TTM): 97.75X Cap: $315.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Savaria Corporation (SIS $21.62)
  • $21.62 P/E (TTM): 28.58X Cap: $1.58B
  • View SIS Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.30)
  • $6.30 P/E (TTM): 20.29X Cap: $675M
  • View FSZ Profile
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  • View Reports on FSZ
• Dream Industrial Real Estate Investment Trust (DIR.UN $11.96)
  • $11.96 P/E (TTM): 25.19X Cap: $3.49B
  • View DIR.UN Profile
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  • View Reports on DIR.UN
• Digital Turbine Inc. (APPS $5.92)
  • $5.92 Cap: $682M
  • View APPS Profile
  • View Questions on APPS
• Unity Software Inc. (U $35.87)
  • $35.87 Cap: $15.15B
  • View U Profile
  • View Questions on U
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Can you supply a few suggestions of dividend stocks that may be good to purchase during tax loss selling? Canadian and US if possible.
A few growth stocks would be a good balance to this question as well! Thanks, James

Upvote 0

Read Answer Asked by JAMES on November 28, 2022

• Constellation Software Inc. (CSU $3,507.03)
  • $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• CAE Inc. (CAE $38.37)
  • $38.37 P/E (TTM): 30.53X Cap: $12.45B
  • View CAE Profile
  • View Questions on CAE
  • View Reports on CAE
• BRP Inc. Subordinate Voting Shares (DOO $87.14)
  • $87.14 Cap: $6.39B
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $95.12)
  • $95.12 P/E (TTM): 46.49X Cap: $4.35B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
  • $227.23 P/E (TTM): 97.75X Cap: $315.69B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $136.03)
  • $136.03 P/E (TTM): 65.72X Cap: $11.19B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
  • View NBLY Profile
  • View Questions on NBLY

Q: In my TFSA I have 3 big winners CSU GSY KXS and a few lossers AT NBLY TOY. Keeping as objedtive GROWTH what titles would you suggest adding or departing in the upcoming months?

Upvote 0

Read Answer Asked by Yves on November 28, 2022

• Constellation Software Inc. (CSU $3,507.03)
  • $3,507.03 P/E (TTM): 89.98X Cap: $75.96B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.3X Cap: $1.15B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $52.44)
  • $52.44 P/E (TTM): 23.27X Cap: $13.64B
  • View OTEX Profile
  • View Questions on OTEX

Q: I hold small positions in these stocks and held these stocks for some time. All held in TFSA. Wondering should I sell some and increase my positions in just one or two. Such as CSU and or OTEX. or just continue holding all of them. Your thoughts.

Upvote 0

Read Answer Asked by David on November 24, 2022

• NVIDIA Corporation (NVDA $198.69)
  • $198.69 P/E (TTM): 57.69X Cap: $5.02T
  • View NVDA Profile
  • View Questions on NVDA
• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
  • View KXS Profile
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Shopify Inc. (SHOP $160.94)
  • $160.94 P/E (TTM): 97.75X Cap: $226.06B
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• Lightspeed Commerce Inc. Subordinate (LSPD $11.30)
  • $11.30 Cap: $1.55B
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Q: How would you guys rate the above tech companies going out 3 years, I want to do some rebalancing by selling some shares of the weakest and putting the proceeds into the strongest. Thank you

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Read Answer Asked by Anthony on November 23, 2022

• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
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Q: Appreciate the updated report on this stock I've held for a long time on your recommendations.

I was struck at how different the gross profit and net profit margins were (62.25% : -0.46%) as stated in your latest report.

Has KXS addressed how they intend to improve their net profit margin?

Thx,

Cam

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Read Answer Asked by Cameron on November 23, 2022

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.3X Cap: $1.15B
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• Kinaxis Inc. (KXS $168.08)
  • $168.08 P/E (TTM): 140.91X Cap: $4.81B
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• goeasy Ltd. (GSY $166.41)
  • $166.41 P/E (TTM): 10.14X Cap: $2.69B
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• Lithium Americas Corp. (LAC $6.50)
  • $6.50 Cap: $1.73B
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• Tamarack Valley Energy Ltd. (TVE $6.11)
  • $6.11 P/E (TTM): 13.26X Cap: $3.17B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $96.15)
  • $96.15 P/E (TTM): 40.99X Cap: $11.08B
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Q: I would like to crystalize some Gains in KXS and reduce my holdings to a small amount (just a place holder).
I would like to add to the others listed above in the order of your preference.
All stocks in my TFSA.
Thank you!
Albert

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Read Answer Asked by ALBERT on November 23, 2022