Q: From the 5i balanced PF . . . If you were starting to build this PF today what would your first ten stocks be in order of preference and what % dollar wise allocation would you assign?
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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: This company has been on a fairly continual slide for a year now. I am just about break-even in a TFSA, I have had a bad habit in the past of being impatient and because room in the TFSA is limited I have sometimes sold things for the next shiny object and regretted the decision years later as the original holding finally takes off.
Analysts following the stock seem to still expect significant upside, what do you see in terms of potential and also risks?
Analysts following the stock seem to still expect significant upside, what do you see in terms of potential and also risks?
Q: Hi Peter, Ryan, and Team,
I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?
https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex
Thanks as always for your insight.
I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?
https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex
Thanks as always for your insight.
Q: Good morning... your thoughts on the RBLX quarter. Would you be buyers or sellers? Too much risk for this market?
thx. M
thx. M
Q: With the big drop in APPS today, do you find it attractive and recommend starting a position in it? Is the Google Sandbox Privacy news that significant to APPS?
Thanks for the amazing work you and your team does!
Thanks for the amazing work you and your team does!
Q: Thoughts on the latest quarter and future potential please. Give this some time or move on ?
Q: Is there any news on APPS. Why it is dropping this much?
Thanks,
Milan
Thanks,
Milan
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Freeport-McMoRan Inc. (FCX)
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Magna International Inc. (MG)
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Blink Charging Co. (BLNK)
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MP Materials Corp. (MP)
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ChargePoint Holdings Inc. (CHPT)
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Proterra Inc (PTRA)
Q: Can you recommend a company or companies that should benefit from the shift to electric vehicles. Thank You.
Q: Hello,
What are your thoughts on SHOP results? Thanks. Shyam
What are your thoughts on SHOP results? Thanks. Shyam
Q: Hello 5i,
Could I have your assessment of MDRX please? Would you be a buyer today?
Thank you
Dave
Could I have your assessment of MDRX please? Would you be a buyer today?
Thank you
Dave
Q: Good morning
as a follow-up to my question yesterday if you were to pick only one US stock and one Canadian stock to purchase that you think will have the biggest upside what would your recommendations be ?
Ty
as a follow-up to my question yesterday if you were to pick only one US stock and one Canadian stock to purchase that you think will have the biggest upside what would your recommendations be ?
Ty
Q: Could you please comment on Rapid's earnings?
Also, do you still like it as a long term hold?
Also, do you still like it as a long term hold?
Q: I follow bl and see it down big today. Is this an opportunity to start a position? Were earnings all that bad?
Q: Your comments on the latest report of TIXT would be appreciated. Thanks for all your hard work
Dave
Dave
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Topicus.com Inc. (TOI)
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Nuvei Corporation (NVEI)
Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks
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Amgen Inc. (AMGN)
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AbbVie Inc. (ABBV)
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Freeport-McMoRan Inc. (FCX)
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Merck & Company Inc. (MRK)
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Pfizer Inc. (PFE)
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Roper Technologies Inc. (ROP)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Bank of Montreal (BMO)
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Manulife Financial Corporation (MFC)
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Canadian Imperial Bank Of Commerce (CM)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Granite Real Estate Investment Trust (GRT.UN)
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Tamarack Valley Energy Ltd. (TVE)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Profound Medical Corp. (PRN)
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Nutrien Ltd. (NTR)
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NV5 Global Inc. (NVEE)
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Digital Turbine Inc. (APPS)
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Jacobs Solutions Inc. (J)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Neighbourly Pharmacy Inc. (NBLY)
Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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CrowdStrike Holdings Inc. (CRWD)
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Digital Turbine Inc. (APPS)
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Airbnb Inc. (ABNB)
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TELUS International (Cda) Inc. Subordinate (TIXT)
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Doximity Inc. Class A (DOCS)
Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.
Q: What is the long term outlook for this stock? Bought at $40 and missed the opportunity to sell when it reached the high $40's. Does it still have potential to go back into high $40 range. If so, what will it take to do so. Or should one consider getting out at current price.
Thanks
Thanks
Q: Just did a nice roller coaster ride with these two ; worth holding for another 5 years in a registered account ?
Q: I went back to Constellation Software’s old reports to compare results to Topicus’ current results. Constellation had similar revenue ($891m USD) in 2012 to Topicus in 2021 ($846m USD).
Here are the revenue growth rates for those years:
CSU : 15%
TOI: 50%
Here are the acquisition amounts in those years:
CSU: $141m USD
TOI: $385m USD
By the numbers, it would seem that Topicus is significantly more aggressive in terms of growth by acquisition than Constellation was when it was the same size back in 2012.
My question is can Topicus keep this rate of acquisition up over the next five years or so, or are they picking off the low hanging fruit and things will get much more difficult down the road? Thanks
Here are the revenue growth rates for those years:
CSU : 15%
TOI: 50%
Here are the acquisition amounts in those years:
CSU: $141m USD
TOI: $385m USD
By the numbers, it would seem that Topicus is significantly more aggressive in terms of growth by acquisition than Constellation was when it was the same size back in 2012.
My question is can Topicus keep this rate of acquisition up over the next five years or so, or are they picking off the low hanging fruit and things will get much more difficult down the road? Thanks