Q: Please comment on earnings
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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 Peter,
What are Nvei's and CSU's estimates? Also, for lower volumes stocks like csu, and topicus, how does a manager sell them? For example, I was trying to sell 10 shares of csu at price x and 100 shares of toi at price y, i placed a limit order for a period of time. On many occasions, the stock hit those limit prices, but i never got them filled. I checked with the brokerage and i was informed that there were not many shares traded at that time so did not fill. Hence, how would a large institution sell a large block when a retail person can't even fill smaller shares due to lower volumes.. What would you suggest a sell or buy strategy for lower volume shares? Thanks very much
What are Nvei's and CSU's estimates? Also, for lower volumes stocks like csu, and topicus, how does a manager sell them? For example, I was trying to sell 10 shares of csu at price x and 100 shares of toi at price y, i placed a limit order for a period of time. On many occasions, the stock hit those limit prices, but i never got them filled. I checked with the brokerage and i was informed that there were not many shares traded at that time so did not fill. Hence, how would a large institution sell a large block when a retail person can't even fill smaller shares due to lower volumes.. What would you suggest a sell or buy strategy for lower volume shares? Thanks very much
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks
Also which companies have the widest moats or even monopolies?
Thanks
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Constellation Software Inc. (CSU)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: Hello Team,
Could you rank these three securities for growth going forward. Would you expect Constellation to continue to grow as it has in the past, given it's now large size. I would expect it to be the safest of the three. Your comments on that as well please.
Thank You,
Barry
Could you rank these three securities for growth going forward. Would you expect Constellation to continue to grow as it has in the past, given it's now large size. I would expect it to be the safest of the three. Your comments on that as well please.
Thank You,
Barry
Q: Whats expected from these 2 this quarter?
Thx
Thx
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Topicus.com Inc. (TOI)
Q: I need to reduce my technology holdings to balance to the Portfolio Analytics suggested weights. In tech I am biased towards growth and strong fundamentals. Which of the above listed would you sell (if any). Are there any companies in technology that you would consider "must own" names in such a portfolio?
Deduct as many points a you wish.
Many Thanks for you help
John
Deduct as many points a you wish.
Many Thanks for you help
John
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Unity Software Inc. (U)
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Topicus.com Inc. (TOI)
Q: What technology stocks would you recommend investing in right now, US and Canada?
Q: Between TOI and CSU, which one is better buy today in terms of long term growth/return and which one has lower risk?
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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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)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: Can you please rank these companies in terms of your preference, with a growth perspective in mind, starting from most preferred first?
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Open Text Corporation (OTEX)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Docebo Inc. (DCBO)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: HELLO 5i TEAM, I'm looking to add a couple of tech stocks after this down draw is past. Please advise the "NET DEBT" for each of the above companies, and which 5i would recommend a buy in a month or so.
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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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: What are your thoughts on the most compelling buys today regardless of sector or country?
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Five Below Inc. (FIVE)
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Roblox Corporation Class A (RBLX)
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Global-E Online Ltd. (GLBE)
Q: I'm thinking that there's probably not a better time to enter some stocks I don't hold but want to own, than during the turbulent September / October timeframe.
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Thanks for your input
Are there any of the above you would stay away from at current prices due to (over)valuation, downside risk, potential implosion.
Unfortunately, I have previously owned stocks that have left a huge scar (Nortel, NIKO Resources, Poseidon Concepts, Concordia), and want to avoid a similar fate with current high flying stocks.
Thanks for your input
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Stella-Jones Inc. (SJ)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Good morning, 5 i team!
Your thought on a list of all your A graded companies covering almost all sectors for a TFSA account, equal weighted, long term hold. We will review periodically based on your report monthly.Thank you!
Your thought on a list of all your A graded companies covering almost all sectors for a TFSA account, equal weighted, long term hold. We will review periodically based on your report monthly.Thank you!
Q: In a recent answer you were ok with BAM.A up to 10% of portfolio. Does that mean 10% of total stock holdings or 10% of all investable assets(including bonds , GIC’s). Are there any other Canadian stocks which you have similar conviction? Thx
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: Looking for 3 companies to buy during a pull back, what companies do you suggest and at what price?
Q: Which of the two would you buy today for
longterm growth?
Thank you
longterm growth?
Thank you
Q: Hello 5i Research
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard S&P 500 ETF (VOO)
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iShares Biotechnology ETF (IBB)
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INVESCO QQQ Trust (QQQ)
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First Trust ISE Cloud Computing Index Fund (SKYY)
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Berkshire Hathaway Inc. (BRK.B)
Q: If you had to pick only ten stocks or ETF's to hold forever which would they be?
Thanks
Thanks
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Constellation Software Inc. (CSU)
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FirstService Corporation (FSV)
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ATS Corporation (ATS)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).
Please suggest entry points for each of the companies. Thanks!
Please suggest entry points for each of the companies. Thanks!
Q: Should I start taking profit? Has it peaked?