Q: At this time, are you recommending holding TOI? It is up quite a bit - wondering whether there is still runway or whether it is sell time. Thanks!
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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.
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.
I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?
I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?
- DuPont de Nemours Inc. (DD)
- Air Canada Voting and Variable Voting Shares (AC)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- Xebec Adsorption Inc. (XBC)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- MEDIFAST INC (MED)
- Stewart Information Services Corporation (STC)
- Pinterest Inc. Class A (PINS)
- Fiverr International Ltd. no par value (FVRR)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- C3.ai Inc. Class A (AI)
Q: Hello 5i,
Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?
PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI
Thank you for your insight.
Cheers,
Debbie and Jerry
Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?
PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI
Thank you for your insight.
Cheers,
Debbie and Jerry
- Mission Ready Solutions Inc. (MRS)
- Sangoma Technologies Corporation (STC)
- Miscellaneous (MISC)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
Q: Hello 5i team,
What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,
Wes
What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,
Wes
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- TFI International Inc. (TFII)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I'm looking to start/add to two positions in a well diversified taxable account. The above list of stocks, from a review of the questions, are some of your current favourites. Would you please add two additional names to the above list that I have not listed and then provide me with your current ranking of the stocks for investment purposes in the next week or two.
Thanks,
Terry
Thanks,
Terry
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: Good morning 5i
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
- Stella-Jones Inc. (SJ)
- goeasy Ltd. (GSY)
- Logistec Corporation Class B Subordinate Voting Shares (LGT.B)
- Topicus.com Inc. (TOI)
Q: Should I sell my Stella Jones and Logistec stocks in order to purchase Topicus and Goeasy? I have a 10+ year horizon and want to maximize growth.
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- INVESCO QQQ Trust (QQQ)
- Vanguard Information Technology ETF (VGT)
- Pinterest Inc. Class A (PINS)
- TD Global Technology Leaders Index ETF (TEC)
- Topicus.com Inc. (TOI)
Q: What technology stocks or ETF would you suggest for a TFSA? It can be either Canadian or USA.
Thank you.
Thank you.
Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you
Q: Dear 5i team,
My TFSA is not well balanced, and I am also trying to get the allocation mix correct in my RRSP too.
I have MX in my TFSA which is $1000 in the red. I have no technology in my TFSA- would it be smart to take the MX loss to take advantage of TOI’s likely growth - while getting to a better balance in sectors at the same time?
Thank you for your thoughts on this possible tactic, appreciated!
My TFSA is not well balanced, and I am also trying to get the allocation mix correct in my RRSP too.
I have MX in my TFSA which is $1000 in the red. I have no technology in my TFSA- would it be smart to take the MX loss to take advantage of TOI’s likely growth - while getting to a better balance in sectors at the same time?
Thank you for your thoughts on this possible tactic, appreciated!
Q: Good morning all, your thoughts on new tfsa money split into the above companies? Is it too late to get into them? Thanks again as always.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOGL)
- International Business Machines Corporation (IBM)
- Topicus.com Inc. (TOI)
Q: Hello,
I am looking to purchase a stock for my RRIF. I would like to have something fairly safe.
With Amazon/Google being so expensive I would only be able to purchase a small number of shares but with Amazon having recently pulled back is now a good time to start a position? Where it is a RRIF would the dividend of IBM be a better choice or TOI for growth?
Thanks very much.
I am looking to purchase a stock for my RRIF. I would like to have something fairly safe.
With Amazon/Google being so expensive I would only be able to purchase a small number of shares but with Amazon having recently pulled back is now a good time to start a position? Where it is a RRIF would the dividend of IBM be a better choice or TOI for growth?
Thanks very much.
Q: Any idea if TOI or CSU will issue a T5 for the spinout value of TOI shares?
- Roper Technologies Inc. (ROP)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Teledyne Technologies Incorporated (TDY)
- Tyler Technologies Inc. (TYL)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: CSU has been an amzing investment and thank you for your long standing recommendation. What would you consider the next most "CSU-like" company in terms of management and growth in any sector? Could you please provide one in Canada and one in US? Thanks so much. Please do not include TOI in your answer.
Q: I am wondering what your thoughts are on the earnings release. I have read your response to a similar question on revenues being up, cash flow, ... but I was hoping to hear if you were happy or not with the results and why. Personally, I was a little disappointed but I would prefer to hear your opinion. And do these results in any way change your opinion of the company. Thank You.
- The Trade Desk Inc. (TTD)
- Magnite Inc. (MGNI)
- Palantir Technologies Inc. (PLTR)
- Topicus.com Inc. (TOI)
Q: Hi team. Two of my most "unsure" holdings are pltr and mgni. I was wondering how you feel about these long term. Would you continue to hold them? I was considering adding to TOI with the proceeds if I were to sell one, or both of them. What would be your suggestion for the long term here? Or is there any other of your absolute favourites at the moment that I should be buying today instead of holding pltr and mgni? Note that I already own TTD (same sector as mgni). Thanks for your input.
Q: Can you give your thoughts on Topicus earnings release? Rev growth was good but the decreasing free cash flow and CFO, is that normal from a company in their position? Did they beat or miss expectations? Thx
Q: Hello Team,
What are the potential benefits forToi in remaining in the Venture exchange as opposed to migrating to the TSX?
Could you briefly describe their debt picture- by all means delay your answer until after the second Quarter financials.
What are the potential benefits forToi in remaining in the Venture exchange as opposed to migrating to the TSX?
Could you briefly describe their debt picture- by all means delay your answer until after the second Quarter financials.
Q: Hi the great 5i team, if one starts a new position of the two companies, which one will you buy and why? thanks.
Q: Hi 5i
I would appreciate your overview of the Topicus (TOI) and Vela Software purchase of CGG GeoSoftware business? Also, given TOI share of the purchase is 60% and Vela 40 is there %a potential roll out from Constellation of Vela to TOI in the future? Thanks
I would appreciate your overview of the Topicus (TOI) and Vela Software purchase of CGG GeoSoftware business? Also, given TOI share of the purchase is 60% and Vela 40 is there %a potential roll out from Constellation of Vela to TOI in the future? Thanks