Investment Q&A

Q: Hi Peter, Ryan, and Team,

Quite a positive 5i report on TCS. Would you be OK with either a full switch or a partial switch from KXS (which has seemed to have 'stalled' somewhat) to TCS, which has a better one-year chart? I realize that KXS is a much larger company. I do like the fact that TCS pays a dividend (albeit a small one). What would you aim for as a good entry price for TCS, or would you just enter a market order? Thanks in advance for your continued help and advice.

Q: Your report on TCS states that KXS and DSG are close competitors. I hold both of the latter would buying TCS make sense. How do you see the growth of each in the next few years?
Thank You
Peter

Q: Thoughts on Tecsys' latest quarter and volatility? Cheers, Chris

Q: Cheers, What are your thoughts on results SaaS subcription drop?

Thanks, Chris

Q: Thoughts on 4th Q and year end results? Does Tecsys' growth warrant the current p/sales ratio? Comparing growth rate and price to KXS what do you think?

Q: This company is down 36% since its high earlier this year. Do you foresee any improvement here or is it best to take the loss and move on? Thanks.

Q: I have these tech companies in my TFSA. Can you tell me which companies you like and which you don't and why? Do you think I have too many Tech companies? I show a profit in all but KXS, CGY, NVEI. Thanks 5i.

Q: Could I have your views on the 3rd quarter results for TCS announced yesterday. Thanks

Q: How much overlap (competition) does Tecsys have with KXS? Given that TCS price has dropped after a sold quarterly report, can we expect a similar drop when KXS reports next week, regardless of strong numbers? If you were sitting at a KXS board meeting and the subject of purchasing / takeover of TCS came up... what reply would you have?

Q: Good morning,

I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.

Q: Why was TCS hit so hard yesterday?I know the whole sector was down,but TCS more so,even after coming out with,what I thought,was pretty good news.

Q: Your thoughts on one of these 4 companies for a long term hold over 5 years. Tecsys showed the highest 5 years return among the 4. Do you think that it still has a long way up?
Any other companies in similar fields that you would prefer over these 4 names.
Thank you!

Q: Current assessment of these two stocks. Mdf had a big jump today on the Aldi News. Would you recommend either of these 2 at current price.

For XBC the stock has run up a fair bit. Would you recommend a buy here or wait for a pullback

Q: Up 80% on DSG...Thinking of taking profits and purchasing TCS to diversify somewhat...3 to 5 year hold.. Your thoughts?

Q: Had a great Q resulting in a huge jump.Please comment on the Q.Is this an entry point? Txs for u usual great services & views

Q: TCS began its recent ascension in early Sep at $26.50,reaching a peak of $42.50(1 yr H) on Oct 22,then started decension till Nov 15 @ $33.59.($34.86 on Nov 20.) What is its record of Q results vs estimates? Is it time to establish a position or wait after its Q report on Dec 2? Note that U have recent favourable comments. Txs for u usual great services & views

Q: Hi Peter,
What can investors expect from TCS when they report Q2 results on Dec 3rd?

Thanks

Q: your thoughts about this company.Its been struggling after the IPO.
Are they in the same field as Acuity or TTD?
What about Martello?would you buy here?
I am looking for a growth stock that has not been recognized yet.

Q: HI the great team, please rank them in order of high potential and less risk.

Q: Over the last 10-20 years, I have found that I have done the best buying and holding several smallish, but established companies that seem to have good long term growth prospects. Have made very large gains by holding stocks like CSU, BYD, PBH, WSP and GSY for 5, 10 or more years. I am trying to identify which smallish but established companies might be the best candidates to produce some very significant gains over the next 10+ years. Would you please rank the following in order according to which you think are the most likely to generate some very significant gains over that time frame. I hold the majority of these, but not in large positions, and there are a few I do not currently hold. Also, if you have another 2 or 3 companies that you think would fit this strategy, could you indicate which ones and where they would rank in the list. I'm not worried about sector, as my portfolio is well diversified, and I am tolerant of risk. Take how ever many credits you feel this question is worth. Thank you.
ABT, DOO, ECN, ENGH, GDI, GOOS, LSPD, PEO, REAL, SIS, TCS