Q: Any particular reason for DSG’S drop in stock price today?
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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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Descartes Systems Group Inc. (The) (DSG $141.28)
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Kinaxis Inc. (KXS $187.00)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Topicus.com Inc. (TOI $165.01)
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Nuvei Corporation (NVEI)
Q: Looking for guidance on 2022 TFSA contribution. Currently have partial positions in these Tech companies of roughly equal amounts. Could you rank in order of best investment opportunity from current levels?
Do any of these companies overlap in their target market and if so which one should I focus on for better opportunity.
Do any of these companies overlap in their target market and if so which one should I focus on for better opportunity.
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Descartes Systems Group Inc. (The) (DSG $141.28)
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ATS Corporation (ATS $38.18)
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BRP Inc. Subordinate Voting Shares (DOO $88.99)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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WELL Health Technologies Corp. (WELL $4.72)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $165.01)
Q: Season's Greetings 5i team,
We will be making a 6k contribution to each of our TFSAs in the New Year. The two accounts hold the following securities:
TFSA1: ATA, DSG, WELL and TOI
TFSA2: ATZ, BAM.A, DOO, NVEI and TOI
In what order might you invest the $ in the securities in each of the two accounts? (Given the relative size of this investment, overall diversification (across all accounts), size of holdings and industry allocation will not be affected).
Thank you for your dedication and all of the great work you do for us DIY investors. Merry Christmas and HNY!
Steve
We will be making a 6k contribution to each of our TFSAs in the New Year. The two accounts hold the following securities:
TFSA1: ATA, DSG, WELL and TOI
TFSA2: ATZ, BAM.A, DOO, NVEI and TOI
In what order might you invest the $ in the securities in each of the two accounts? (Given the relative size of this investment, overall diversification (across all accounts), size of holdings and industry allocation will not be affected).
Thank you for your dedication and all of the great work you do for us DIY investors. Merry Christmas and HNY!
Steve
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Intel Corporation (INTC $24.77)
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QUALCOMM Incorporated (QCOM $161.22)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.26)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Open Text Corporation (OTEX $51.88)
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Pure Storage Inc. Class A (PSTG $86.76)
Q: Please list around 5 TECH stocks that you like in US or CAD that are not 'expensive' when compared to the high fliers with little to no earnings. Please exclude the FB, GOOG, APPL, AMZN, NVDA and MSFT.
Thank you.
Thank you.
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Alphabet Inc. (GOOG $251.76)
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Intuitive Surgical Inc. (ISRG $433.99)
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NVIDIA Corporation (NVDA $177.75)
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QUALCOMM Incorporated (QCOM $161.22)
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Pfizer Inc. (PFE $23.97)
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Verizon Communications Inc. (VZ $43.87)
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Toronto-Dominion Bank (The) (TD $106.96)
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Sun Life Financial Inc. (SLF $82.21)
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WSP Global Inc. (WSP $288.09)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Whitecap Resources Inc. (WCP $10.65)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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goeasy Ltd. (GSY $209.20)
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Hydro One Limited (H $48.87)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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ECN Capital Corp. (ECN $3.05)
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Stelco Holdings Inc. (STLC $68.14)
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NV5 Global Inc. (NVEE $22.56)
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DexCom Inc. (DXCM $75.58)
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Ultra Clean Holdings Inc. (UCTT $25.72)
Q: I'm in the process of rebuilding my portfolio for 2022. It would be helpful if you could share with me a list of both Canadian and American companies that meet the following criteria:
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.
Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,
1. They are some of your favourite companies from a fundamental perspective
2. They are currently buying back their own shares.
3. They offer a decent dividend.
4. They run businesses that offer good growth prospects for next year.
5. They currently offer good value.
6. These companies are so solid they would classify as 'core ' holdings.
At least six companies in each list would be appreciated.
Finally, I would like to express my gratitude for the support and ideas you have shared this past year. Definitely one of the best advisory services available to Canadians,
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Meta Platforms Inc. (META $764.70)
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Alphabet Inc. (GOOG $251.76)
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Intuitive Surgical Inc. (ISRG $433.99)
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Booking Holdings Inc. (BKNG $5,559.83)
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AbbVie Inc. (ABBV $217.61)
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The AES Corporation (AES $13.03)
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Duke Energy Corporation (Holding Company) (DUK $122.37)
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Home Depot Inc. (The) (HD $422.71)
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Hess Corporation (HES)
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JPMorgan Chase & Co. (JPM $308.90)
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Medtronic plc. (MDT $93.43)
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Mosaic Company (The) (MOS $34.05)
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Morgan Stanley (MS $156.64)
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Prologis Inc. (PLD $113.26)
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PPG Industries Inc. (PPG $109.45)
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Public Storage (PSA $286.56)
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Sherwin-Williams Company (The) (SHW $357.08)
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Stryker Corporation (SYK $377.11)
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TJX Companies Inc. (The) (TJX $141.17)
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Verizon Communications Inc. (VZ $43.87)
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Exxon Mobil Corporation (XOM $112.35)
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Xylem Inc. New (XYL $141.74)
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Bank of Nova Scotia (The) (BNS $88.16)
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Suncor Energy Inc. (SU $58.13)
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BCE Inc. (BCE $32.65)
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Canadian Natural Resources Limited (CNQ $44.15)
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Loblaw Companies Limited (L $54.20)
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Sun Life Financial Inc. (SLF $82.21)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.26)
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TELUS Corporation (T $22.02)
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Dollarama Inc. (DOL $190.10)
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Fortis Inc. (FTS $68.02)
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ARC Resources Ltd. (ARX $24.19)
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WSP Global Inc. (WSP $288.09)
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Algonquin Power & Utilities Corp. (AQN $7.70)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.72)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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TFI International Inc. (TFII $130.28)
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Whitecap Resources Inc. (WCP $10.65)
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ATS Corporation (ATS $38.18)
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BRP Inc. Subordinate Voting Shares (DOO $88.99)
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Primo Water Corporation (PRMW $37.40)
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Premium Brands Holdings Corporation (PBH $93.50)
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Knight Therapeutics Inc. (GUD $6.35)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY $209.20)
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InterRent Real Estate Investment Trust (IIP.UN $13.35)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.60)
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Profound Medical Corp. (PRN $5.65)
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Boralex Inc. Class A Shares (BLX $27.05)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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CubeSmart (CUBE $40.81)
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Nutrien Ltd. (NTR $78.65)
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Alimentation Couche-Tard Inc. (ATD.A)
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Extra Space Storage Inc (EXR $143.73)
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MEDIFAST INC (MED $14.22)
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T-Mobile US Inc. (TMUS $239.74)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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CrowdStrike Holdings Inc. (CRWD $444.77)
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Jacobs Solutions Inc. (J $146.74)
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Trane Technologies plc (TT $402.44)
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Celsius Holdings Inc. (CELH $56.07)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.49)
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Topicus.com Inc. (TOI $165.01)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
Q: Is it time to buy DSG & KXS here & please provide short reasons or U have alternative if appropriate.Txs for u usual great services & Views
Q: Good morning,
Can you please provide your take on the latest Q?
Cheers
Can you please provide your take on the latest Q?
Cheers
Q: When do they report earnings next?
Thanks
Sheldon
Thanks
Sheldon
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Kinaxis Inc. (KXS $187.00)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
Q: Morning:
I've got some cash to top up one of my tech holdings.
Which of theses 3 do you feel has the best growth potential at current valuations over a 5 year timeline.
Thanks in advance,
Greg.
I've got some cash to top up one of my tech holdings.
Which of theses 3 do you feel has the best growth potential at current valuations over a 5 year timeline.
Thanks in advance,
Greg.
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CAE Inc. (CAE $36.83)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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BRP Inc. Subordinate Voting Shares (DOO $88.99)
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Thomson Reuters Corporation (TRI $235.79)
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Alimentation Couche-Tard Inc. (ATD $73.21)
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Leon's Furniture Limited (LNF $29.06)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Greetings 5i team,
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP
From the list of (diverse) companies can you please: 1. List them in the order in which you might start a position today and 2. List them in order of highest to lowest risk.
Thank you as always for your awesomeness (sp?)
SP
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Kinaxis Inc. (KXS $187.00)
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goeasy Ltd. (GSY $209.20)
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CrowdStrike Holdings Inc. (CRWD $444.77)
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Topicus.com Inc. (TOI $165.01)
Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks
Q: 2 of u favourities,DSG & KXS have a terrific run,with each hitting recent new highs. Is it time to take some profit. Q4 is said to be usually good for tech,but this time around there is a threat of a potential rate hike.While Powell re nomination is largely welcomed by the markets he is perceived to be more hawkish than Brainard,the other candidate,. As a result the tech sector in US & canada were hit hard today including DSG & KXSW.As well DJ only
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.
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Descartes Systems Group Inc. (The) (DSG $141.28)
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goeasy Ltd. (GSY $209.20)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $165.01)
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Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
Q: These stocks have been on my radar for some time and they, except GSY and DSG, have dropped significantly. What price levels should I start accumulating them and in what sequence? Thank you.
Q: Which of the above 2 companies do you think have the best combination of growth and safety over the next two to three years and why. Thank you. Ian
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Amazon.com Inc. (AMZN $231.43)
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Alphabet Inc. (GOOGL $251.61)
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NVIDIA Corporation (NVDA $177.75)
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PayPal Holdings Inc. (PYPL $67.11)
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Visa Inc. (V $339.05)
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Bank of Nova Scotia (The) (BNS $88.16)
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Sun Life Financial Inc. (SLF $82.21)
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Constellation Software Inc. (CSU $4,301.83)
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Brookfield Renewable Partners L.P. (BEP.UN $35.52)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Enghouse Systems Limited (ENGH $21.00)
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Kinaxis Inc. (KXS $187.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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Berkshire Hathaway Inc. (BRK.B $491.54)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Pinterest Inc. Class A (PINS $36.26)
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Airbnb Inc. (ABNB $120.37)
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Topicus.com Inc. (TOI $165.01)
Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!
Q: I’m getting a bit Descartes valuation. P/E of around 80 for 20-25% earnings growth going forward. Am I better to switch to Google for a five year hold, just in terms of share price gain potential? Thx.
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Kinaxis Inc. (KXS $187.00)
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TECSYS Inc. (TCS $33.39)
Q: Your report on TCS states that KXS and DSG are close competitors. I hold both of the latter would buying TCS make sense. How do you see the growth of each in the next few years?
Thank You
Peter
Thank You
Peter
Q: I hold both at 1% positions. Which one would you increase to 3% currently, or would you add to both here?
Q: After reaching $111 H in mid sept,DSG has dropped back to trade sideways,basically in a range of some $98 to $104. Thinking of taking profit as bought at $70 on U recommendation in this volatile market, & buy back later.Your View please. Txs for u usual great services & view