Investment Q&A

Q: Please rank these three in terms of ability to be substantially higher in 3-5 years and perhaps a short summary as to why.

Q: Hi, Could you please post Quarterly Earning estimates for Constellation Software and Kinaxis

Q: Can you explain briefly why you think KXS is a good company for the long term.
Does it provide a service with a good moat?
Thanks, Peter

Q: If you had to pick ONE canadian growth stock for inside a TFSA for the next 3-5 years, which would you choose?

Q: In a TFSA, with a focus on growth and a timeline that can be 3 years or more. I am fine with high beta and the fact that these are all at, or close to, their 52-week highs.
I have enough cash for a new, full position in just two of these stocks. The only tech I own is LSPD, hence SHOP is not in my list of 5 potentials here.
Based on fundamentals (EPS, P/E, P/B, & ROE), GSY ranks 1st or 2nd on every metric. Which would you like for a second choice that compliments GSY?
Thx.

Q: Regarding your answer to “must owns” for Canadian growth investors - What distinguishes your list from SHOP and/or WELL. Put another way, what are SHOP and WELL missing to make your list?
Thanks. ram

Q: Which US and Canadian stocks do you think are the closest to "must owns" for growth investors today?

Q: Have KXS in my TFSA & because of more than a doubling it is slightly more than 5% of my account.I sold DND after I'd made $2000 & now want to get back in because they continue to expand. Which do you suggest I buy or neither? Thanks, as always, for your wonderful service.

Q: I hold the above companies in my tech sector. Just bought Apple last week. I would like to buy 2 more us stocks for 3+ years . What would you suggest in terms of leaders in their business that combines future growth and some good momentum. Thank you for the great service.

Q: Which of the two stocks listed would you invest in for a 5 year hold and reasons why.? If you could only own one which one offers the best prospects of growth and safety of principal.

Q: Hi Peter, Ryan, and Team,

In our combined portfolio, we own the following Technology stocks: CSU, ENGH, KXS, and OTEX. Since we hold OTEX in several different accounts within the portfolio, we were considering selling some OTEX and use the proceeds to buy some ABT. Would you be OK with such a move, or is ABT too expensive at the moment, since its RSI indicates that it may be slightly overbought? As always, your advice determines our course of action.

Q: Hi Guys, Thanks to 5i and the above companies 2020 has been very good year and would like some more ideas to go along with these above gems.

Regards
Anthony

Q: If I was going to buy one of these three which would you recommend please? Or are they not a BUY at this time. Thanks for your valued thoughts. Dam Dan

Q: I’m considering adding to my SHOP and KXS positions and initiating LSPD and CJT positions. I’m in no hurry and would like to purchase shares that have gone on sale(lol). I’d appreciate your commentary on the likelihood of the impact of two events in our immediate future and their impact on prices. My concerns involve: (1) the coming of winter and the impact on LSPD as restaurants shutter, potentially for good and (2) the impact of the US election if the result is dragged out for weeks in an ugly transition of power. I have no problem buying today, and I know you don’t recommend timing the market as there is always something to worry about, but it seems foolhardy to not consider the impact of events staring us in the face. Thanks for the guidance.

Q: In the technology sector with the increase in prices of each holding I have gone overweight. I have previously reduced weighting. Have taken profits in each of the above. Could you suggest from first to last which you would be more app to sell either all , some or none
DSG up 25%, KXS up 16%, LSPB up 38%,REAL up 15% , SHOP up 7 %
I’ve been rebalancing my portfolio as per tracking and analysis. Last piece of the puzzle.
Thanks again for your excellent service. For DIY it’s excellent esp. q&a

Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,

Q: Hi group taking everything into account in the world today appreciate your top 3 stocks from both Canada + US and brief explanation why they are your picks. Moderate risk investor

Q: Kinaxis on 9/14 it was $181.1 - 13 days ago it was $215, would this arrangement with L3Harris decision-making have anything to do with the sell-off? Real 9/14 it was $23.4 - 38 days ago (08/06) it was $33.00. Could you do a flash report about stocks performing as such. Relying on your great advice, Dennis

Q: hi, the PE on KXS is around 142 according to one source today. is this correct? historically, what PE ratio would a high growth company with positive earnings be?

Q: Can you suggest me 10 Growth stocks in Canada/US. Time horizon is 10-15 years. Investment style is BUY AND FORGET.