Investment Q&A

Q: I realize that you are not much of a fan of DCBO these days given your preference for DTOL and that you removed it from your growth profile. But I'm wondering if this company might be looked at as a potential takeover candidate. Three points to consider:

1. There have been recent articles indicating that the next 18 months could see a real pickup in M&A activity within the Canadian software sector;

2. Following recent earnings, analysts revised their targets for DCBO downwards. Notwithstanding this, the average target is still $72.17, almost 70% higher than our current share price; and

3. Most significantly, two weeks ago, Warburg Pincus LLC anted up over $5.4M to purchase 118K shares (@$45.49) and they now own 12% of the company.

As always, would appreciate your viewpoint.

Q: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.

Q: hi,
just curious as to the sell full DCBO in growth portfolio? March 17 answer to "Andrew" in question section you had it ranked very highly in the list of growth stocks for long term hold?
cheers, Chris

Q: In what order would you purchase these stocks. What is a good entry price. In this volatile time would you purchase now or hold off
Thank you again for your good service and await your answer.

Earl

Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX

Q: Hi 5i,
Could you provide your opinion of the likely direct and indirect impact of the promised US tariffs (or just the threat of same even if they don't ultimately come to pass) on the 1-to-2-year SP of the five noted names? I 'm not confident in my ability to discern which companies have a significant degree of immunity (although I think these 5 may).
Thanks,
Peter

Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:

CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR

Thank you!

Q: Any stocks dropping that you feel represent a good buying opportunity? Perhaps something being sold that is an ‘overreaction’ or will look like a good buy in a year or so from now? Thanks

Q: DCBO is down 20 percent today, after reporting earnings. Can you please comment on their earnings report?

Would you view this drop as a buying opportunity or would you wait to see if revenue improves?

Q: Please rank the above companies for total return over the next three years. For the top two companies, please advise why you prefers them.

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks

Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!

Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?

Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!

Q: How would you rank the following four companies at current valuations? Which ones would you be comfortable buying a full position in?

Q: Greetings 5i Team and HNY,
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?

Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?

Thank you very much.

Steve

Q: What would your top 5 small cap stocks be to buy right now in order of 1st pick being your top pick

Q: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?

Thank you and deduct appropriately.
Tim

Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.

What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?

Thank you;
Tim

Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe