Q: Please comment on earnings. Which one(s) would you add new money coming into a portfolio to? Thanks
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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: Hello,
Could you please comment on KXS Q3 results and valuation compare to its peers.
Thanks
Victor
Could you please comment on KXS Q3 results and valuation compare to its peers.
Thanks
Victor
Q: Which would you buy now and why please? Thanks so much!
Q: Hi, Could you please post street estimates for this quarter. Thanks
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Bank of Nova Scotia (The) (BNS)
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TC Energy Corporation (TRP)
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Fortis Inc. (FTS)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
Q: Hi Peter, Ryan and Team,
I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?
Thanks.
I hold BNS, BEP.UN, FTS, KXS, PBH and TRP in my child's RESP account and it has been performing quite well. With another 8 years to go, should I just add to the existing positions or add something else?
Thanks.
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People Corporation (PEO)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Parkland Corporation (PKI)
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Boyd Group Income Fund (BYD.UN)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello 5i, the S&P/TSX30 is based on growth over past three years . Looking forward what would be your top 8 for growth over the next three years?
I realize this is a bit of crystal ball work but I would like to hear your thoughts!!
Regards Dave
I realize this is a bit of crystal ball work but I would like to hear your thoughts!!
Regards Dave
Q: Are you seeing any news on kxs today. Just thinking of buying the dip
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Boyd Group Income Fund (BYD.UN)
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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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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: i often see you use the following phrase :
“it is not a must own in our view”
so in your view give me 7-10 stocks for growth that are a must own in your view,i am assuming the above 5 make the list. dave
“it is not a must own in our view”
so in your view give me 7-10 stocks for growth that are a must own in your view,i am assuming the above 5 make the list. dave
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Bank of Nova Scotia (The) (BNS)
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Cineplex Inc. (CGX)
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Enghouse Systems Limited (ENGH)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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Precision Drilling Corporation (PD)
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Surge Energy Inc. (SGY)
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Premium Brands Holdings Corporation (PBH)
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Knight Therapeutics Inc. (GUD)
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Currency Exchange International Corp. (CXI)
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High Liner Foods Incorporated (HLF)
Q: I have the above losing stocks in my rrsp. Do you see any that I should let go and replace with something else? Sgy and pd are particularly painful to look at! The ok stocks I have in it are bns, engh and pbh. A good few years before I start cashing in. Thank you.
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Savaria Corporation (SIS)
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goeasy Ltd. (GSY)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi,
I've already have a position in SIS, CSU, TOY, GSY and KXS in my TFSA.
Between GC, AW-UN, PBH, MX, GIL or any other compagnie for long term (10+ years) with growth potential, which one will you add next ?
I've already have a position in SIS, CSU, TOY, GSY and KXS in my TFSA.
Between GC, AW-UN, PBH, MX, GIL or any other compagnie for long term (10+ years) with growth potential, which one will you add next ?
Q: "Descartes Launches Advanced Analytics Solution Using Microsoft Power BI for Logistics and Supply Chain Operations"
This looks like DSG is moving directly into the same space as KXS, could you comment on this news.
This looks like DSG is moving directly into the same space as KXS, could you comment on this news.
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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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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Lspd,kxs,gsy all long time holdings
Gsy hit a 52 week high last week and finally seems to be getting the recognition it deserves
Kxs keeps winning new contracts
Lspd keeps getting hammered
My question is what is going on with lspd, i get it is expensive but so is kinaxis and shop
With 190 million in cash, over 50,000 customers where do you feel support is on lspd, and shop down from 545 to 405 in 5 weeks, i want to step in on both but need some guidance. Dave
Gsy hit a 52 week high last week and finally seems to be getting the recognition it deserves
Kxs keeps winning new contracts
Lspd keeps getting hammered
My question is what is going on with lspd, i get it is expensive but so is kinaxis and shop
With 190 million in cash, over 50,000 customers where do you feel support is on lspd, and shop down from 545 to 405 in 5 weeks, i want to step in on both but need some guidance. Dave
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Gildan Activewear Inc. (GIL)
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Methanex Corporation (MX)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
Q: Hello Peter, I called in BNN market call but could not ask the question. Good show.
Question is about adding new money on a regular basis. What do you suggest adding to - positions that are lagging ( and thus are at the lower weight now - some listed above) or picking ones with most attractive outlook (from fundamental perspective).
Can you please suggest top 2-3 names in each portfolio at this time.
Thanks
Question is about adding new money on a regular basis. What do you suggest adding to - positions that are lagging ( and thus are at the lower weight now - some listed above) or picking ones with most attractive outlook (from fundamental perspective).
Can you please suggest top 2-3 names in each portfolio at this time.
Thanks
Q: Looking for investment info on KINAXIS, out of Ottawa
Q: I have watched KXS for a long time and have traded in and out of this name in the last two years. Right now I'm out. This is one frustrating stock to own, so much promise and yet delivered so little. I thought the previous "announced" deal with Toyota was going to be KXS's "company maker", yet we never hear anything on it again (what happened to that deal, anyway). Now we have the Honda announcement of the very same kind of deal. Will it frizzle out like the Toyota deal? Or this one is for real? What's you take on KXS overall? Can I give it another try? Are there other promising tech stocks you can recommend? I just clear out of my SHOP position and have quite a bit of cash waiting to be re-deployed. Thanks.
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Toronto-Dominion Bank (The) (TD)
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CAE Inc. (CAE)
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Descartes Systems Group Inc. (The) (DSG)
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NFI Group Inc. (NFI)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
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People Corporation (PEO)
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Toronto-Dominion Bank (The) (TD)
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CAE Inc. (CAE)
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Descartes Systems Group Inc. (The) (DSG)
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NFI Group Inc. (NFI)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
Q: PLC and KXS - two stocks that you promote have fallen quite rapidly over the last while. This rally we have had over the last few days - they have not participated in. I am thinking of replacing them with stocks which have more upside potential - PIF is one of them with a 7% dividend. What are your thoughts on that? On another note - I was logging into one of the model portfolios and it asked me for a user ID and password which I have not come across before and I wasn't able to get in -- even though I put a user ID and password in, it didn't seem to allow me to go in. Thank you Dennis
Q: I know you are positive about the future for KXS, (recently chosen as a top pick on one of the BNN Market Call shows). Just wondering what it is that makes you so positive about its prospects. Also, do you know of any catalyst/s that might help it to move higher in the next few months.
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Covalon Technologies Ltd. (COV)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Meta Platforms Inc. (META)
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Intel Corporation (INTC)
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Bristol-Myers Squibb Company (BMY)
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The Walt Disney Company (DIS)
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International Business Machines Corporation (IBM)
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PPL Corporation (PPL)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Canadian Natural Resources Limited (CNQ)
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Saputo Inc. (SAP)
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Constellation Software Inc. (CSU)
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Vermilion Energy Inc. (VET)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Premium Brands Holdings Corporation (PBH)
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Knight Therapeutics Inc. (GUD)
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goeasy Ltd. (GSY)
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NorthWest Healthcare Properties Real Estate Investment Trust (NWH.UN)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Alimentation Couche-Tard Inc. (ATD.A)
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Smart Real Estate Investment Trust 5.45% Conv Unsecured Sub Deb 6/30/2018 (SRUDBA)
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Brookfield Infrastructure Partners LP Limited Partnership Units (BIP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Corteva Inc. (CTVA)
Q: With the world feeling a little uneasy about a pending recession, I want to keep only holdings that will weather a downturn. I'm not trying to time the market, and want to hold stocks, that while they may dip, have good balance sheets, good management, and will likely see a recovery. Others I will sell and hold the cash. Above are my current holdings. Do you see any that may be susceptible to excessive weakness in a recession and would therefore meet my sell criterion? Thanks,
Kim
Kim