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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: Peter & Team; what are good aggressive picks now for 21 yr old's new FHSA with a home purchase timeline in 5-6 years ? LMN ? NXE ? A combo ? Any other aggressive picks you like given the timeline ? What would be a 1 stock more conservative pick for the same account ? Thank you.
Read Answer Asked by Paul on December 11, 2023
Q: I am considering adding to current positions in these companies. I know timing is impossible to predict but which of these companies would you be adding to now and which would you wait given that we are heading in to end of year selling<

Thanks
Tim
Read Answer Asked by Timothy on December 08, 2023
Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.
Read Answer Asked by Dan on December 06, 2023
Q: Docebo Inc. hereby offers to purchase from shareholders up to 1,818,181 common shares of the Company at a price of USD$55.00 per Common Share, for an aggregate purchase price not exceeding USD$100,000,000, upon the terms and conditions set forth in this Offer to Purchase, the accompanying Issuer Bid Circular, the related Letter of Transmittal and the Notice of Guaranteed Delivery.
Do you have any comments or advice here.
Read Answer Asked by Shelley on November 30, 2023
Q: CLS, DCBO and TOY are trading at a 5% discount of the price of the shares over the last 2 days. LMN is trading at a premium share price in the same amount of time. I have all 4 of them. Which one would you add to of the 4. One of those on sale or LMN with a better track record?
Thank you,
Read Answer Asked by Dennis on November 27, 2023
Q: Hello 5i,
Given that interest rates appear to have peaked, please rank the above list for:
1. Growth only
2. Your buying preference.
Thank you
Dave
Read Answer Asked by Dave on November 16, 2023
Q: I'm late to the party with TCS, CTS and SYZ. I don't own any of them and wonder if they still have "legs" or have they had their runs. Looking for other small Canadian Tech you find interesting.
Read Answer Asked by Neil on November 14, 2023
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
Read Answer Asked by Andrew on November 13, 2023
Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!
Read Answer Asked by Curtis on November 08, 2023
Q: When the "take it private" chatter was happening I ended up with too large of a DND position which I have been (too) patient with as I understand that the macro economics involved are challenging and until that changes there is little to do but wait. But it is getting a little crazy at this point (even dead cats should bounce).

If I wanted to hedge my bet and sell some are there few other beat up names that you feel have a similar or better recovery potential?
Read Answer Asked by Graham on October 25, 2023
Q: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.

I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.

Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer

Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
Read Answer Asked by Donald on October 24, 2023
Q: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? I'm leaning toward Descartes Systems but their P/E is fairly high compared to peers and the industry. Thanks.
Read Answer Asked by Kevin on October 13, 2023