Investment Q&A

• Sylogist Ltd. (SYZ $3.90)
  • $3.90 Cap: $91M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Is it reasonable to assume these 2 co.'s would investigate
the blockchain area & could be players?

Upvote 0

Read Answer Asked by Joseph on March 13, 2018

• Sylogist Ltd. (SYZ $3.90)
  • $3.90 Cap: $91M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Winpak Ltd. (WPK $47.24)
  • $47.24 P/E (TTM): 14.59X Cap: $2.86B
  • View WPK Profile
  • View Questions on WPK
  • View Reports on WPK
• Evertz Technologies Limited (ET $14.53)
  • $14.53 P/E (TTM): 17.73X Cap: $1.09B
  • View ET Profile
  • View Questions on ET

Q: Could you recommend 5 growth and/or income companies that are debt free? I currently hold CGY which, I believe is debt free. Thank you.
Philip

Upvote 0

Read Answer Asked by Philip on March 12, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $100.25)
  • $100.25 P/E (TTM): 67.52X Cap: $4.41B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $25.50)
  • $25.50 P/E (TTM): 29.28X Cap: $1.78B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 25.09X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: What stocks would you recommend for a person in their early 20s, who is starting a TFSA, with about $30000 to deploy? Thanks

Upvote 0

Read Answer Asked by Dave on March 07, 2018

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $131.36)
  • $131.36 P/E (TTM): 9.39X Cap: $2.06B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: I have some money to add to 2 of the listed companies. Please rank them according to safer growth prospects (with your rationale).
Much appreciated as usual. RAM

Upvote 0

Read Answer Asked by Ray on March 05, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $112.92)
  • $112.92 P/E (TTM): 15.38X Cap: $24.30B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $34.26)
  • $34.26 P/E (TTM): 12.08X Cap: $8.63B
  • View OTEX Profile
  • View Questions on OTEX
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.84)
  • $51.84 P/E (TTM): 14.32X Cap: $23.47B
  • View XIC Profile
  • View Questions on XIC

Q: My question is regarding someone with a substantial US portfolio who wants to invest in some Canadian companies. He is thinking of investing in a few Canadian growth Tech companies and a couple of blue chip ETF's. Can I please have your thoughts on this and some recommendations? Thank you.

Upvote 0

Read Answer Asked by Lois on March 05, 2018

• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $192.27)
  • $192.27 P/E (TTM): 41.47X Cap: $52.94B
  • View DOL Profile
  • View Questions on DOL
• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $100.25)
  • $100.25 P/E (TTM): 67.52X Cap: $4.41B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• iShares Russell 2000 Growth ETF (IWO $339.48)
  • $339.48 P/E (TTM): 22.36X Cap: $12.91B
  • View IWO Profile
  • View Questions on IWO
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.84)
  • $51.84 P/E (TTM): 14.32X Cap: $23.47B
  • View XIC Profile
  • View Questions on XIC
• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 25.09X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Sleep Country Canada Holdings Inc. (ZZZ $34.99)
  • $34.99 P/E (TTM): 16.54X
  • View ZZZ Profile
  • View Questions on ZZZ
• Vanguard Dividend Appreciation FTF (VIG $229.53)
  • $229.53 P/E (TTM): 25.07X Cap: $104.49B
  • View VIG Profile
  • View Questions on VIG

Q: Hi 5i, 2018 is off to a intereting start!
Thanks for your great service and guidence in these uncharterted times, it is much appreciated!
I have 100,000. to invest in my RRSP acct looking for 7 etf' or stocks, am intereted in CSU however with the high $ run do you think it is still a buy.
Thanks PS

Upvote 0

Read Answer Asked by Paulette on March 05, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: What would be the main discrepancy that causes Adjusted EBITDA to increase 73% but cash flow to decrease 27%?

Upvote 0

Read Answer Asked by Christopher on March 02, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Comments on Q4? Yikes.

Upvote 0

Read Answer Asked by Greg on March 01, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• ECN Capital Corp. (ECN $3.03)
  • $3.03 P/E (TTM): 109.24X Cap: $853M
  • View ECN Profile
  • View Questions on ECN

Q: Please comment on earnings. Thanks :)

Upvote 0

Read Answer Asked by Jeremy on February 28, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: please comment on earnings

Thanks!

Upvote 0

Read Answer Asked by David on February 28, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Why is Kinaxis up so much this morning? - thanks - Karen

Upvote 0

Read Answer Asked by Karen on February 28, 2018

• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.91)
  • $85.91 P/E (TTM): 18.26X Cap: $14.52B
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $100.25)
  • $100.25 P/E (TTM): 67.52X Cap: $4.41B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $25.50)
  • $25.50 P/E (TTM): 29.28X Cap: $1.78B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 25.09X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi 5i,
I have aprox. 20k in cash in my RRSP. I am trying to decide in what to invest it in. I am turning 37 years old this year. Should I be leaning towards a growth portfolio like I am doing with my TFSA?

What would be your top 5 stocks you would start your RRSP US or CDN with $20k cash?

I also have aprox $160k in a LIRA right now. How should i go about investing this money? Can you recomend me specific stocks or ETF's?

Thanks so much for your insight.

Upvote 0

Read Answer Asked by D on February 28, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Savaria Corporation (SIS $25.50)
  • $25.50 P/E (TTM): 29.28X Cap: $1.78B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi guys, $20000 catch up in wife’s dividend income to conservative growth TFSA. Which two companies do you like the best.

Upvote 0

Read Answer Asked by Cameron on February 28, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Which of these two represents a more compelling buy at this time ?
Thanks
Karlm

Upvote 0

Read Answer Asked by Karim on February 26, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $100.25)
  • $100.25 P/E (TTM): 67.52X Cap: $4.41B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Savaria Corporation (SIS $25.50)
  • $25.50 P/E (TTM): 29.28X Cap: $1.78B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS

Q: Hi Peter and company,

I have a small TFSA ($9,000 invested in: SLF, AQN, ABT, PHO & PEO). Will be adding $20,000 within the next couple of months and $10,000 in each of the next 3 years, which will take me to age 65, which is when I expect to retire. I will have a comfortable pension when I retire.

Would appreciate your suggestions on where to deploy the $20,000.

Thank you.

Larry

Upvote 0

Read Answer Asked by Larry on February 26, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Savaria Corporation (SIS $25.50)
  • $25.50 P/E (TTM): 29.28X Cap: $1.78B
  • View SIS Profile
  • View Questions on SIS
  • View Reports on SIS
• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 25.09X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: I am looking to add a growth stock to my TFSA.
Please list your top three candidates at this point in time.
Much appreciated
RAM

Upvote 0

Read Answer Asked by Ray on February 26, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: In a recent reply you advised growth stocks as opposed to dividend in a TFSA. Appreciate any suggestions. Thanks

Upvote 0

Read Answer Asked by Laverne on February 22, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $34.26)
  • $34.26 P/E (TTM): 12.08X Cap: $8.63B
  • View OTEX Profile
  • View Questions on OTEX
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Of the three stocks mentioned above, which two would you choose and would you have a specific entry point, or go ahead now to purchase?

Upvote 0

Read Answer Asked by Wendy on February 21, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hi 5i,

KXS reports after close today, what are you expecting from them in terms of numbers?

Thanks!

Upvote 0

Read Answer Asked by David on February 21, 2018

• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Spin Master Corp. Subordinate Voting Shares (TOY $19.69)
  • $19.69 P/E (TTM): 25.09X Cap: $1.98B
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY
• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
  • View RHT Profile
  • View Questions on RHT

Q: What are your favourite 3-4 high growth companies right now?

Upvote 0

Read Answer Asked by Arthur on February 16, 2018