Q: I have virtually no position in DSG. IS the current drop consists of an opportunity to start building one? Or wait to see where the price stabilises? What would be a good entry point level?
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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.
Q: Hi
In another question you indicated you’d be much more comfortable the buy instead of ENG…but how comfortable on a scale of 1 to 10 with 10 being extremely comfortable based on the results today?
Ok thanks have a great weekend!
In another question you indicated you’d be much more comfortable the buy instead of ENG…but how comfortable on a scale of 1 to 10 with 10 being extremely comfortable based on the results today?
Ok thanks have a great weekend!
Q: hi folks
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.27)
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Constellation Software Inc. (CSU $3,782.39)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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Enghouse Systems Limited (ENGH $21.09)
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Kinaxis Inc. (KXS $178.27)
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Thomson Reuters Corporation (TRI $227.55)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Q: Hi 5i,
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.27)
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Constellation Software Inc. (CSU $3,782.39)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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Kinaxis Inc. (KXS $178.27)
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Open Text Corporation (OTEX $55.10)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years
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Toronto-Dominion Bank (The) (TD $113.35)
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Bank of Nova Scotia (The) (BNS $90.68)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.27)
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Constellation Software Inc. (CSU $3,782.39)
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Dollarama Inc. (DOL $185.78)
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Intact Financial Corporation (IFC $262.70)
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WSP Global Inc. (WSP $276.16)
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Stantec Inc. (STN $156.84)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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FirstService Corporation (FSV $230.39)
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Toromont Industries Ltd. (TIH $162.61)
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Thomson Reuters Corporation (TRI $227.55)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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goeasy Ltd. (GSY $166.66)
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EQB Inc. (EQB $89.57)
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Propel Holdings Inc. (PRL $26.48)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.13)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
Q: I have had a nice run over the last 5 owning 5 of the mag 7 stocks. I have a small % of the portfolio dedicate to canadian teck. I am looking at Appel's potential headwinds with the current US administration position on trade and thinking of selling 1/2 my position and adding DSG as a replacement for a long term hold. does this make any sense to you guys?
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Salesforce Inc. (CRM $254.83)
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Oracle Corporation (ORCL $283.33)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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TECSYS Inc. (TCS $35.36)
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ServiceNow Inc. (NOW $930.17)
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Qualys Inc. (QLYS $128.05)
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Synopsys Inc. (SNPS $464.18)
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Galaxy Digital Inc. Class A common stock (GLXY $55.80)
Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.
Q: Which has greater potential for SPA over 3-5 years, and why?
Thx
Thx
Q: Can you please give me a brief fundamental analysis of DSG at this point in time (last report update was about last June). I don’t really understand technical analysis but do you see any signals technically? It is off quite a bit year to date, would you be adding here?
Q: I understand that DSG and KXS operate in different spaces, but had thought that, as the market put April 9 behind it, they would recover along similar trajectories - but KXS has clearly taken the lead, today matching its December, 2024 high. Supposing that at least some of Trump's tariff plans come to fruition, is KXS the better investment? DGS's RoC (per your database) is far more attractive.
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Constellation Software Inc. (CSU $3,782.39)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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TFI International Inc. (TFII $126.90)
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Capstone Copper Corp. (CS $11.47)
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Vitalhub Corp. (VHI $10.88)
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Galaxy Digital Inc. Class A common stock (GLXY $55.80)
Q: I started accumulating positions in these the last couple of days with intentions of adding more. Was never able to get in at decent prices ever before. They have all bounced back today and are in green quite nicely which is great but they are only small positions and I wanted to buy more. Do I wait as this mess will give another chance to get in Or do i average up ? Any issues with anything on the list ?
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Celestica Inc. (CLS $415.50)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $85.96)
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EQB Inc. (EQB $89.57)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $179.52)
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Propel Holdings Inc. (PRL $26.48)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
Q: Greetings 5i team,
I hold the securities listed above, as well as a couple of more stable ETFs and some cash in my TFSA. I am aware that things are going to be volatile at least for the near future but am wondering in what order an investor might deploy cash to any of these securities given the correction we are experiencing.
Thank you
Steve P
I hold the securities listed above, as well as a couple of more stable ETFs and some cash in my TFSA. I am aware that things are going to be volatile at least for the near future but am wondering in what order an investor might deploy cash to any of these securities given the correction we are experiencing.
Thank you
Steve P
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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Oracle Corporation (ORCL $283.33)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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Kinaxis Inc. (KXS $178.27)
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SAP SE ADS (SAP $269.55)
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 $156.84)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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Toromont Industries Ltd. (TIH $162.61)
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Topicus.com Inc. (TOI $148.31)
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D2L Inc. Subordinate Voting Shares (DTOL $18.48)
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Lumine Group Inc. (LMN $35.90)
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 $156.84)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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FirstService Corporation (FSV $230.39)
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TMX Group Limited (X $50.55)
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Toromont Industries Ltd. (TIH $162.61)
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goeasy Ltd. (GSY $166.66)
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TerraVest Industries Inc. (TVK $142.59)
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EQB Inc. (EQB $89.57)
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Topicus.com Inc. (TOI $148.31)
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Propel Holdings Inc. (PRL $26.48)
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 $70.55)
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WSP Global Inc. (WSP $276.16)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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Agnico Eagle Mines Limited (AEM $228.58)
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Thomson Reuters Corporation (TRI $227.55)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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goeasy Ltd. (GSY $166.66)
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Aritzia Inc. Subordinate Voting Shares (ATZ $95.05)
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Topicus.com Inc. (TOI $148.31)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
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 $122.27)
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Constellation Software Inc. (CSU $3,782.39)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $85.96)
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?