Q: I own dsg and i am thinking of selling and buying byd.un. What do you think of this switch. How do you rate these two stocks for growth.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Northland Power Inc. (NPI)
- Descartes Systems Group Inc. (The) (DSG)
Q: I already own BAM, RY, T, BOYD Income, and ZLU, but I'm looking for another lo -volatility dividend stock with some growth. What do you think of my adding NPI or BEP? Is there another choice you like?
Q: "Descartes Launches Advanced Analytics Solution Using Microsoft Power BI for Logistics and Supply Chain Operations"
This looks like DSG is moving directly into the same space as KXS, could you comment on this news.
This looks like DSG is moving directly into the same space as KXS, could you comment on this news.
- Macro Enterprises Inc. (MCR)
- Questor Technology Inc. (QST)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Badger Infrastructure Solutions Ltd. (BDGI)
Q: Hello, I sold Descartes DSG quite a while back when you indicated that it was very expensive (and kept Enghouse ENGH), now that you have added DSG to the portfolio I'm wondering if I should sell ENGH and buy DSG back. Or are they 6 of one and half a dozen of the other going forward. In balancing my portfolio I trimmed some CSU because it was up around 17%, so now I do not want to invest in a much lesser quality technology company with the proceeds. Second somewhat related part to this question: I once owned QST, MCR, and BAD and sold them also quite a while ago. Now that you have renewed interest in them and added them to the portfolios I'm feeling a bit reluctant to add them back, I guess because I once sold them. Obviously you have renewed confidence in them. And I'm trying to keep to my principle of following the portfolios. Can you help me regain confidence in these three names. Thanks for great service, as always.
- Toronto-Dominion Bank (The) (TD)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
The listed stocks are held in our grandsons RESP. (Age 6) .We have some cash that we would like to deploy. We originally thought People Corp would be a good addition but you warned it is a thin trader and could be volatile. In your opinion what would be your top 3 ideas for a new position.
Thank you
- Descartes Systems Group Inc. (The) (DSG)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Peter, Ryan and Team,
There are two questions in my query today. Please charge me the appropriate number of credits.
I am looking to open a new long-term position in my TFSA. Can you rank the following stocks. LSPD, DSG, TOY
In my RRSP, I want to get some US exposure. Can you recommend a stock or ETF that is for a long-term hold.
Thanks.
There are two questions in my query today. Please charge me the appropriate number of credits.
I am looking to open a new long-term position in my TFSA. Can you rank the following stocks. LSPD, DSG, TOY
In my RRSP, I want to get some US exposure. Can you recommend a stock or ETF that is for a long-term hold.
Thanks.
- People Corporation (PEO)
- Toronto-Dominion Bank (The) (TD)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Alimentation Couche-Tard Inc. (ATD.A)
Q: Hi Peter and 5i team,
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
We have some cash in our grandsons RESP. He is 6 yrs old. Having read your update today, we were wondering if People Corp would be a good fit as a new holding?
Thank you as always for your opinion
Q: Would have been a great move if you had recommended DSG before the 10% jump yesterday.A little reluctant to buy it today.
Q: Your comments on DSG earnings please
Sheldon
Sheldon
- Dollarama Inc. (DOL)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- Kinaxis Inc. (KXS)
- Premium Brands Holdings Corporation (PBH)
- goeasy Ltd. (GSY)
Q: Hi Gang,
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.
Thank you Anthony
I already own many of your balanced and growth funds stocks and have some cash to put to work. Can you rate the above going out 12-24 months out.
Thank you Anthony
Q: Hi, I am looking to add a position in either DSG or LSPD to my RSP. I am looking at these to add some growth as I have a number of bank and utility stocks in my RSP now, which provide dividends but not a lot of growth. Can you please advise which you would recommend, including your reasons and also how they compare from both a risk and growth perspective.
thanks for your advice.
Paula
thanks for your advice.
Paula
- Enbridge Inc. (ENB)
- Descartes Systems Group Inc. (The) (DSG)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: My son is a 22 year old student who would like to start investing his money. He has $2000 to invest within a TFSA and intends to add annually with a long term outlook (he doesn't need the money). Could you please suggest some options that are growth oriented (not averse to risk) and some safer dividend payers, either in Canada or the US?
Q: Is it time to let these two go or are they still a hold?
Lyle
Lyle
Q: Hi, Thank you for your timely commentary on the company (and the secondary offering). We bought an initial position (1.75%) today at $49.39 and $50.22. Is it fine to Top up to 3%, right now? Looks like, you like the company. Could you please be kind enough to provide some more details as to its growth trajectory, revenue model (recurring/licensing etc), competition, debt, acquisitions approach and target market etc.. Which are the closet comparable companies in Canada and US? What is insiders/institutions ownership? What will be a possible 5i rating and will you own it in the Growth portfolio today, if had cash? Too many questions, so please deduct credits as you wish. Thanks
Q: Hi there,
Now that the pricing of the shares has been announced, would you take this opportunity to start a position in the name? What percentage of a portfolio would be best suited for DSG?
Thanks!
Now that the pricing of the shares has been announced, would you take this opportunity to start a position in the name? What percentage of a portfolio would be best suited for DSG?
Thanks!
Q: Regarding the share issue, where is this announced?
I can not find it on the web site, it seems to be a very unfriendly investor move that is not very public. I like the company alot but this is very annoying. I am still not clear about what will happen tomorrow, How many shares will be issued and how much dilution will occur.
Thanks, Peter
I can not find it on the web site, it seems to be a very unfriendly investor move that is not very public. I like the company alot but this is very annoying. I am still not clear about what will happen tomorrow, How many shares will be issued and how much dilution will occur.
Thanks, Peter
Q: Is there a price attached to Descartes share offering?
Q: Could yo comment on Descartes share offering announcement and why they would go public without pricing the offering before hand. Seems like a counter productive move in view of the current price drop.
Mark
Mark
Q: Descartes has dropped about 10% in 5 days, I thought the last quarter was good. Is there something that is not obvious going on? thanks, Peter
Q: comments please on the quarter and what weighting would you keep ?