Q: I bought some Kxs at $206. Since many are leaving the tech sector, is it safe to hold this position in KSX and do you foresee a long road back to the high? I want growth at a reasonable risk. Helen
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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: Regarding KXS's drop, this seems like it could be an oppurtune time to add to an existing position? Nothing has actually changed with the company right (besides an investor shift from tech stocks)? Or would you wait and see if there are more declines?
Q: Hello everyone, any news on Kinaxis today, dropped a large amount since last week, is it just profit taking, and rotation out of tech?
Thanks
Thanks
Q: Hey Team 5i,
I was thinking of asking the same question every quarter: "Taking into account the current investing horizon for the next quarter (Q4 2020), what sectors do you think will thrive and can you give two top Canadian companies that may have the most return potential being ok with small to mid cap companies with good fundamentals.
I was thinking of asking the same question every quarter: "Taking into account the current investing horizon for the next quarter (Q4 2020), what sectors do you think will thrive and can you give two top Canadian companies that may have the most return potential being ok with small to mid cap companies with good fundamentals.
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Kinaxis Inc. (KXS)
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Veeva Systems Inc. Class A (VEEV)
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WELL Health Technologies Corp. (WELL)
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DocuSign Inc. (DOCU)
Q: Generally, is this a good time to buy on the tech stock dip? Names like KXS, WELL in Canada, DOCU, VEEV in U.S.
Q: Good morning. I'm just listening to the Kinaxis Q3 CC with interest. It sounds/feels that the analysts questions and comments are perhaps more concerned with customer retention, or reduced opportunity for growth, than in previous calls? The positive Q3 financials, and company outlook certainly suggest that growth will not be significantly impacted going forward. Assumes major Covid disruption will be avoided. Assume you are listing to the call, do you get the same sense? THx Steve
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Sylogist Ltd. (SYZ)
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Photon Control Inc. (PHO)
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Veeva Systems Inc. Class A (VEEV)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I recall 5i stating in 2020 that DSG, KXS and PHO, all have no debt and significant cash reserves. Can you recommend 3 other good Canadian and 3 American growth stocks in a similar position.
Thanks you.
Thanks you.
Q: Thoughts on latest quarter.
Q: Please comment on their earnings releases. Thank you.
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Apple Inc. (AAPL)
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Biogen Inc. (BIIB)
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Kinaxis Inc. (KXS)
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Tesla Inc. (TSLA)
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WELL Health Technologies Corp. (WELL)
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Kingman Minerals Ltd. (KGS)
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Unity Software Inc. (U)
Q: Dear Amazing 5i Team: I would like to take a small position in one more growth stock in my TFSA. Currently own KXS, WELL, APPL and TSLA in TFSA. Took your advice to hold growth stocks in TFS and doing v well with KKS and WELL thanks to your picks.
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
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?
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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goeasy Ltd. (GSY)
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Boyd Group Services Inc. (BYD)
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.
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.
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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WELL Health Technologies Corp. (WELL)
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
Thanks. ram
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Kinaxis Inc. (KXS)
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goeasy Ltd. (GSY)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Roku Inc. (ROKU)
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.
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Atlassian Corporation (TEAM)
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DocuSign Inc. (DOCU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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.