Q: When do these companies next report earnings and what is expected? Do you see them beating estimates?
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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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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.45)
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Constellation Software Inc. (CSU $2,809.97)
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Descartes Systems Group Inc. (The) (DSG $113.35)
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Kinaxis Inc. (KXS $147.66)
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Open Text Corporation (OTEX $39.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $187.03)
Q: Do you have a more recent update on DOCCKS than January 2025
Q: Strong market today but KXS drops over 3%. It's been a lacklustre performer for some time. How serious a threat is AI? How strong a product do they have? KXS has been identified as a potential good performer in 2026 by some analysts. What is your take on the company? Is it worth keeping?
Q: Which one has the most growth potential in the next 2 years. DSG is cheaper and larger.
Thanks Stephen
Thanks Stephen
Q: Between these two companies, if only one is to be owned, which would you select for a long term hold? Which company has a bigger "moat" and is less likely to be disrupted?
Thanks.
Thanks.
Q: Is KXS a buy,sell, or hold?
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Descartes Systems Group Inc. (The) (DSG $113.35)
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Kinaxis Inc. (KXS $147.66)
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Open Text Corporation (OTEX $39.69)
Q: Hi 5i team,
Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.
Best,
Matt
Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.
Best,
Matt
Q: Which stock would you replace KXS for in the same sector? CND or USD. I already have SHOP, LMN, DSG, NVDA?
Thankyou for your service!
Thankyou for your service!
Q: Worth holding? What are your current thoughts? Growth outlook/valuation etc?
Q: Thoughts on earnings? Do you think KXS will start to move or is it time to pass on it?
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Descartes Systems Group Inc. (The) (DSG $113.35)
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Kinaxis Inc. (KXS $147.66)
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Open Text Corporation (OTEX $39.69)
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Canadian General Investments Limited (CGI $49.25)
Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!
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Descartes Systems Group Inc. (The) (DSG $113.35)
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Kinaxis Inc. (KXS $147.66)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $187.03)
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Topicus.com Inc. (TOI $111.65)
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Lumine Group Inc. (LMN $24.11)
Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?
Thank you for your service!
Thank you for your service!
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Constellation Software Inc. (CSU $2,809.97)
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Kinaxis Inc. (KXS $147.66)
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goeasy Ltd. (GSY $128.32)
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Boyd Group Services Inc. (BYD $228.41)
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Topicus.com Inc. (TOI $111.65)
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Lumine Group Inc. (LMN $24.11)
Q: Hello team,
I would appreciate it if you could let us know the date for each of these company's earning report.
Thanks a lot! :)
I would appreciate it if you could let us know the date for each of these company's earning report.
Thanks a lot! :)
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NVIDIA Corporation (NVDA $186.47)
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Kinaxis Inc. (KXS $147.66)
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Palantir Technologies Inc. (PLTR $167.47)
Q: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?
Thanks.
Thanks.
Q: Further to Kyles question; are either of these companies in any way utilizing AI or developing AI systems to improving shipping logistics.
Thank You for your service
Thank You for your service
Q: Hi 5i,
A little disappointed with the performance of these two stocks. Are there worth holding? What would help sway your decision one way or another?
If you had to replace them with two stocks that have a higher likelihood for better performance, which would you choose?
Thanks!
A little disappointed with the performance of these two stocks. Are there worth holding? What would help sway your decision one way or another?
If you had to replace them with two stocks that have a higher likelihood for better performance, which would you choose?
Thanks!
Q: Which stock TOI or KXS has the higher growth profile going forward, long term?
Thank you for your service!
Thank you for your service!
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Lam Research Corporation (LRCX $222.87)
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Royal Bank of Canada (RY $229.56)
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Bank of Nova Scotia (The) (BNS $103.00)
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Suncor Energy Inc. (SU $70.13)
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Sun Life Financial Inc. (SLF $86.67)
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Dollarama Inc. (DOL $190.86)
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Restaurant Brands International Inc. (QSR $92.08)
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Stella-Jones Inc. (SJ $89.66)
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TMX Group Limited (X $50.99)
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Kinaxis Inc. (KXS $147.66)
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Agnico Eagle Mines Limited (AEM $295.52)
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Alimentation Couche-Tard Inc. (ATD $75.47)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $187.03)
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Savaria Corporation (SIS $24.50)
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BMO S&P 500 Index ETF (ZSP $104.38)
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Cogeco Inc. Subordinate Voting Shares (CGO $71.26)
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Fidelity Canadian Growth Company Fund Series F (FID665 $134.25)
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Topicus.com Inc. (TOI $111.65)
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Global X Data Center REITs & Digital Infrastructur (VPN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $70.10)
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
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Kinaxis Inc. (KXS $147.66)
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Kraken Robotics Inc. (PNG $8.54)
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Celestica Inc. (CLS $308.25)
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Galaxy Digital Inc. Class A common stock (GLXY $42.89)
Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?
Thank you for your service!
Thank you for your service!
Q: Is there more growth in PNG vs KXS. I own KXS at a profit, but am considering selling some or all of KXS to buy PNG. Your thoughts?