Investment Q&A

Q: For an angreswive investor, where would you put new money. Can you rank them in terms of how compelling they are at their current prices ?
Thanks

Q: Recognizing the substantial market cap differences between the much larger csu and gib.a, vs the smaller otex and dsg , in what order would you rank the four in terms of the usual metrics used for tech growth companies . I currently hold gib.a and otex and am looking to either add to existing positions or add something new. If you have another growth company in this space , pleased to hear it and why.

Q: Hello 5i, the S&P/TSX30 is based on growth over past three years . Looking forward what would be your top 8 for growth over the next three years?
I realize this is a bit of crystal ball work but I would like to hear your thoughts!!
Regards Dave

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.

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.

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.

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

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.

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

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

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

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

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

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!

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

Q: Is there a price attached to Descartes share offering?