Q: I noticed that Kinaxis is up today, on a bad day for the markets.Would you buy it or prefer to buy more Descartes on this pullback?
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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.
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Oracle Corporation (ORCL)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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SAP SE ADS (SAP)
Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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Toromont Industries Ltd. (TIH)
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Topicus.com Inc. (TOI)
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D2L Inc. Subordinate Voting Shares (DTOL)
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Lumine Group Inc. (LMN)
Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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TMX Group Limited (X)
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Toromont Industries Ltd. (TIH)
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.
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TC Energy Corporation (TRP)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Agnico Eagle Mines Limited (AEM)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I am opening a TFSA and would like to transfer some of my holdings to that account, which I know I have in my RRSP (sell and re-purchase). My thinking is holding the items which offer more growth potential. Is this a good argument in deciding where to hold various holdings? From the following names, which would you think make more sense to hold in my TFSA than in my RRSP?
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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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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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: Is XIT worth holding? Or would one be better off just buying the top 3 holdings in equal weightings. For CDN tech, what would be the best buys today for the long term?
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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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)
Q: I believe the current market downturn provides opportunity. I would like your insight into the following two questions; along the lines of "be greedy when others are fearful".
First, recognizing a 2-3 year hold is very, very short term thinking, what are 3 companies with dividend bearing stock that you feel would be in the top 10% of performers as the market recovers.
Second, what 3 companies do you feel provide the biggest stock price recovery and growth opportunity for a 5+ year hold.
Thanks as always,
Dave
First, recognizing a 2-3 year hold is very, very short term thinking, what are 3 companies with dividend bearing stock that you feel would be in the top 10% of performers as the market recovers.
Second, what 3 companies do you feel provide the biggest stock price recovery and growth opportunity for a 5+ year hold.
Thanks as always,
Dave
Q: Can you break down why DSG missed this quarter. Is there something that will cause a change with the usual predictably?
Apart from DT that is.
Thank you
Apart from DT that is.
Thank you
Q: Do you have a preference for one of these stocks an entry $ price and why? For a 3 to 5 year hold. Thanx
Q: How comfortable would you be to add to DSG in light of the recent earnings and pull back.
Q: Hi, can you please comment on their recent quarters?
Anything to be concerned about with either company going forward?
I have owned both for several years (full positions) but SIS has seen a bit of slow growth (for me) the last year and I'd like to reduce to a 1/2 position. Can you please suggest an alternate stock(s) (any sector) given today's environment that should offer better growth potential.
Cheers,
Steve
Anything to be concerned about with either company going forward?
I have owned both for several years (full positions) but SIS has seen a bit of slow growth (for me) the last year and I'd like to reduce to a 1/2 position. Can you please suggest an alternate stock(s) (any sector) given today's environment that should offer better growth potential.
Cheers,
Steve
Q: Kindly analyse DSG earnings results for us.
Thanks
Sheldon
Thanks
Sheldon
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Royal Bank of Canada (RY)
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Descartes Systems Group Inc. (The) (DSG)
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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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EQB Inc. (EQB)
Q: Assuming that the reactions to the tariffs ends up being a great buying opportunity, and also that we've probably passed the crystal ball "sell everything" point, WHEN and WHERE (industries, specific favorite stocks) would you look to put new money in please?
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Propel Holdings Inc. (PRL)
Q: These companies have pulled back. what order would you buy these names? Is there any you would not buy?
Thank you
Tim
Thank you
Tim
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Boyd Group Services Inc. (BYD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom
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Descartes Systems Group Inc. (The) (DSG)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?
Are there other small caps you prefer?
Thanks
Tim
Are there other small caps you prefer?
Thanks
Tim
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Descartes Systems Group Inc. (The) (DSG)
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Sprott Physical Gold Trust Unit (PHYS)
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Agnico Eagle Mines Limited (AEM)
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BMO Money Market Fund (ZMMK)
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Brookfield Corporation Class A Limited (BN)
Q: Let us assume there is market downturn of 20% or greater. I am a retired senior and want to be cautious. I have TBills in US and Can.;
Also some BN, DSG , AEM and bonds like ZMMK. Also 10% in ZSP and VFV , XIU.
Any red flags here and suggest some additions. TAKE AS MANY CREDITS as needed to answer this. Thanks. Helen
Also some BN, DSG , AEM and bonds like ZMMK. Also 10% in ZSP and VFV , XIU.
Any red flags here and suggest some additions. TAKE AS MANY CREDITS as needed to answer this. Thanks. Helen
Q: Is Descartes stock getting expensive or the valuation is reasonable, considering their growth prospects and US policy towards tariff / possible trade wars?
We have been wanting to own this co. for past few years, but stock keeps moving higher. Would you be comfortable starting a new position now, or wait for a pullback ?
Also can you suggest an entry level, please.
Thank You
We have been wanting to own this co. for past few years, but stock keeps moving higher. Would you be comfortable starting a new position now, or wait for a pullback ?
Also can you suggest an entry level, please.
Thank You
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Intact Financial Corporation (IFC)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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EQB Inc. (EQB)
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Sonida Senior Living Inc Com (New) (CSU)
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FirstService Corporation (FSV)
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Thomson Reuters Corp (TRI)
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Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
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TFI International Inc - Ordinary Shares (TFII)
Q: I have money to invest and I own none of these stocks. Could you list them in order that you would buy them today.
Thanks for you help.
Dorothy
Thanks for you help.
Dorothy
Q: Hi Everyone!
I am thinking of selling my Kinaxis holdings and moving the proceeds into DSG for better growth . Your thoughts?
Cheers,
Tamara
I am thinking of selling my Kinaxis holdings and moving the proceeds into DSG for better growth . Your thoughts?
Cheers,
Tamara