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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: It has been awhile since Kinaxis has been at this level. I know that you like the company, but do you see any reason to trim or pull back at this time. I am at 5% but that doesn't keep me up at night.

It just seems they get a few good quarters in a row and then one bad one bumps them back down for a couple years and then they claw there way back to where they are now.

Thanks for the great service. Have a wonderful day.
Read Answer Asked by Colin on May 09, 2025
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.
Read Answer Asked by John on April 30, 2025
Q: I have some money to invest. Could you please let me know, in order of best stocks to buy.
Read Answer Asked by Dorothy on April 25, 2025
Q: I need to liquidate a portion of a portfolio holding the 8 stocks listed. Can you please rank them in the order you would sell (first to last) based on potential for total return over the next 3-4 years?
Read Answer Asked by Chris on April 23, 2025
Q: Which 5 Canadian growth stocks would you start to accumulate today? Cash account.
Which 5 USA growth stocks would you start to accumulate today? Cash account.
Five year hold.
Thanks
Read Answer Asked by Lawrence on April 09, 2025
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
Read Answer Asked by richard on April 02, 2025
Q: I have held Kinaxis for a few (disappointing) years now. This is a logistics/ risk management software company as I understand it.
If what there were a time to succeed in this environment, it would be this- I mean the only thing more timely might be a German weapons maker in terms of sector demand.
Is there reason to believe that KXS has a useful downstream growth story to justify holding?
Read Answer Asked by Peter on March 18, 2025
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!
Read Answer Asked by Kim on March 07, 2025
Q: Assuming that the reactions to the tariffs ends up being a great buying opportunity, and also that we've probably passed the crystal ball "sell everything" point, WHEN and WHERE (industries, specific favorite stocks) would you look to put new money in please?
Read Answer Asked by Andrew on March 05, 2025
Q: Good morning 5i team,
In today's market, would you add/start to a full position on these four names?
Looking to hold EQB, KSI, KXS and VBNK for 5-10 years.
Thank you for your advice,

Stephan
Read Answer Asked by Stephan on March 04, 2025
Q: A recent article in the Globe postulated that M & A activity in the Canadian tech sector could increase in 2025. Some of the reasons given were the delayed implementation of the increase in capital gains taxation, the low Canadian dollar and tariffs.

Are there tech companies you would view as potential take-over targets in 2025?

Thanks for the great service!

Ian
Read Answer Asked by Ian on March 03, 2025
Q: All three companies reported yesterday. Can you review results for each with special attention to any strengths/weaknesses? Any surprises? Outlook for stock performance going forward? How strong is 5i's conviction in each (rate out of 10).
Read Answer Asked on February 27, 2025
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