Q: Re: Kinaxis KXS and Descartes DSG: I have owned these two Canadian tech stocks for getting onto a decade and have done well with both. My question: at their current valuations are they still a buy? KXS is up 21% this year and DSG 16%. They both have an RSI of 61, high but not crazy high. Thanks for your thoughts!
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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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Intuit Inc. (INTU $656.96)
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Eli Lilly and Company (LLY $695.33)
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CrowdStrike Holdings Inc. (CRWD $418.83)
Q: Good Morning,
For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
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NVIDIA Corporation (NVDA $179.81)
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QUALCOMM Incorporated (QCOM $156.42)
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Salesforce Inc. (CRM $247.87)
Q: You have generally been positive on QCOM but the share price seems to be range bound. Do you see prospects for the price to move? Any catalyst in sight? I own it as well as Nvidia; is there much duplication there? I am considering switching out of QCOM into CRM; can you please comment on this idea. Many thanks for your excellent service.
Q: I own both of these in small positions. I want to sell one and add to the other. Long term hold. Which would you recommend to keep.
Q: Looking to invest in shop for a 3-5 year hold. What is a good entry point? Is there a company you would recommend with high upside over them?
Q: is it worth holding on to it?
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Aritzia Inc. Subordinate Voting Shares (ATZ $78.70)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.33)
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Snowflake Inc. (SNOW $194.68)
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Mitek Systems Inc. (MITK $10.01)
Q: Good Morning 5i,
We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ
Thank you
Debbie and Jerry
We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ
Thank you
Debbie and Jerry
Q: Greetings,
What do you think about recent QST earnings? Looks to me to be making decent progress. The project in Mexico seems to be less than a big success though. Looks to me like they booked all the revenue but are still running up costs. How serious does that look to you? Thanks.
What do you think about recent QST earnings? Looks to me to be making decent progress. The project in Mexico seems to be less than a big success though. Looks to me like they booked all the revenue but are still running up costs. How serious does that look to you? Thanks.
Q: How would you compare TIXT vs KXS today for long-term growth?
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Fortinet Inc. (FTNT $77.64)
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Palo Alto Networks Inc. (PANW $184.55)
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Evolve Cyber Security Index Fund (CYBR $55.05)
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CrowdStrike Holdings Inc. (CRWD $418.83)
Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.
Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
Q: Good day ,
What would be a good entry for topicus .. the plan would be to hold this name for 3-5 years … and would you advise to buy lumine and topicus or just hold one of these names ..
thx
What would be a good entry for topicus .. the plan would be to hold this name for 3-5 years … and would you advise to buy lumine and topicus or just hold one of these names ..
thx
Q: This company jumped 20% on Wednesday!! Is there any news which would explain this move? What is you opinion on this stock?
Q: I've never been able to justify buying MSFT purely on valuation. How does the current valuation compare to historical valuation and when looking at a stock like MSFT, what valuation metrics are most important to look at to determine is this a good time to buy or not?
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Constellation Software Inc. (CSU $4,470.99)
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Topicus.com Inc. (TOI $176.83)
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Lumine Group Inc. (LMN $47.41)
Q: Hi Peter, Ryan, and Team,
A 5i member (Rajeev) stated in a recent question that he had an overweight core ownership of Constellation Software. We agree with you about the benefits of keeping the "free" TOI and LMN shares we received from these CSU spinoffs. However, does your answer imply that since we are presently overweight in Technology (largely because of CSU) should we consider reducing exposure to CSU? This would be a very hard thing to do, so it's a dilemma, to say the least!
As always, thanks for your insight.
A 5i member (Rajeev) stated in a recent question that he had an overweight core ownership of Constellation Software. We agree with you about the benefits of keeping the "free" TOI and LMN shares we received from these CSU spinoffs. However, does your answer imply that since we are presently overweight in Technology (largely because of CSU) should we consider reducing exposure to CSU? This would be a very hard thing to do, so it's a dilemma, to say the least!
As always, thanks for your insight.
Q: Hello, after 2/3 weeks of trading, Lumine shares flirted with a low of $14 and now appears have bounced back above $15.50. Trading volume also appears be declining now. ( Initial few days traded a few millions shares each day ). Do you think, selling by Index funds/ETF's is almost done ? if so, would you still wait to buy/add until shares trade down to $12.50 - $13.50 level or $14 could be the near term floor ? Thank You
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Constellation Software Inc. (CSU $4,470.99)
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Topicus.com Inc. (TOI $176.83)
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Lumine Group Inc. (LMN $47.41)
Q: Hi, What % of TOI and LMN common shares are owned by CSU ( including any preferred or other class to be converted to common, in future ). Also, what % of market capitalization of CSU, the two companies make up, respectively, based on current values. I guess, what we are trying to assess is that, to what extent and why it makes sense to own TOI and LMN shares, while already having an overweight core ownership of Constellation Software. Thank You
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NextEra Energy Inc. (NEE $75.32)
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Quanta Services Inc. (PWR $378.31)
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Toyota Motor Corporation (TM $198.37)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $46.46)
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ChargePoint Holdings Inc. (CHPT $11.52)
Q: hi folks:
1) what is your opinion of the long term viability of this company?
2) do you have any other companies in mind that would be competitors (direct or indirect)
3) are you familiar with other well run electrical/ component/ grid/ transmission companies that are leading in the drive towards the inevitable electrification of the world?
thanks
1) what is your opinion of the long term viability of this company?
2) do you have any other companies in mind that would be competitors (direct or indirect)
3) are you familiar with other well run electrical/ component/ grid/ transmission companies that are leading in the drive towards the inevitable electrification of the world?
thanks
Q: Good morning, I'm down on zip, keep or sale?
Mrty
Mrty
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Apple Inc. (AAPL $227.16)
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Alphabet Inc. (GOOGL $208.49)
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Illumina Inc. (ILMN $99.66)
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Microsoft Corporation (MSFT $504.26)
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Booking Holdings Inc. (BKNG $5,703.60)
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Visa Inc. (V $348.82)
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Constellation Software Inc. (CSU $4,470.99)
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Crocs Inc. (CROX $86.29)
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Axon Enterprise Inc. (AXON $763.52)
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Lantheus Holdings Inc. (LNTH $56.16)
Q: Hi folks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,
I am looking to add 3 of CSU, AAPL, MSFT, GOOGL or VISA for some growth to my otherwise conservative RRSP portfolio. May I have your 3 recommendations that could add some "zip" to my RRSP account. Looking at a 10 year time frame.
Thanks,