Q: Leaving personal portfolio situations aside...based on current market environment would 5i buy either of these companies at current levels...or do you consider them overbought...and lastly, would you buy one over the other. Let's assume a 12 month time horizon.
Many thanks as always for your great insight.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Just a follow up to my prior question. I was under the impression that Kxs is very expensive . Can you please give me an idea of whether you would consider if it was or not and what the numbers tell you.
Also, when you answer questions about stocks to buy you rarely mention TRI. This stock also has done amazingly well this 12 months +15%. How do you rate TRI as a buy at these prices and compared to other stocks you like?
Thanks
Sheldon
Q: Chart is certainly upwards to the right after earnings.
Anything else powering this forward other than upgrades and earnings.
Although that surely is enough.
Sheldon
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Kinaxis Inc. (KXS)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.
Read AnswerQ: I need to trim my technology exposure. Can you please rank CSU, GOOG and KXS for a one to two year period, and advise what percentage of a portfolio you would allocate to technology at this time?
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Nuvei Corporation (NVEI)
Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential
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Q: Your comments please on the latest earnings from 2 of your favourites. Kinaxis and Descartes.
Thank you
Q: If not asked already, can we get your comments on earnings and what you think lies ahead? Does any one thing stand out?
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Constellation Software Inc. (CSU)
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FirstService Corporation (FSV)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Dream Industrial Real Estate Investment Trust (DIR.UN)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi
What industries and stocks would you recommend for the Current Market Condition?
Thanks.
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TELUS Corporation (T)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Thomson Reuters Corporation (TRI)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.
Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).
Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].
Thank you.
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Sangoma Technologies Corporation (STC)
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Kinaxis Inc. (KXS)
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TECSYS Inc. (TCS)
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Converge Technology Solutions Corp. (CTS)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.
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Meta Platforms Inc. (META)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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ECN Capital Corp. (ECN)
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Converge Technology Solutions Corp. (CTS)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Looking at adding to the 1% or less 'toe in the water' holdings that are part of larger diversified portfolio . Anything here that you wouldn't add to or would delay adding to ? Or, any that you would sell ?
ATZ, CTS, DOO, ECN, KXS, NVEI, META
Thank you , as always.
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Converge Technology Solutions Corp. (CTS)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation (NVEI)
Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks
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Constellation Software Inc. (CSU)
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TFI International Inc. (TFII)
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Kinaxis Inc. (KXS)
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Boyd Group Services Inc. (BYD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi there,
CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?
Thanks!
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Kinaxis Inc. (KXS)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Can you comment on strengths/weaknesses of each. If choosing only one to add to, which and why? Looking for growth primarily over 1-2 years.
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Q: Hi Gang
Can you give me your top 3 picks on AI both Canadian and US
Thanks Mike B
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Enghouse Systems Limited (ENGH)
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
Q: between these 4 names which one would you think would have a greater gain in 3 to 5 years and safer as well please because it is going in to my rrsp contribution for 2022 tax season. Thank you like alway's
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Dollarama Inc. (DOL)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Thomson Reuters Corporation (TRI)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I have space for 3 growth stocks in my TFSA. Looking at various sources, I found the above suggestions. Ideally, I am looking at 15-20% or more of annual earnings growth for the foreseeable future. How would you rank the above stocks, without regard for sectors, with a short explanation for the top 3. Also, any other suggestions? Thanks.
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Datametrex AI Limited (DM)
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Docebo Inc. (DCBO)
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Absolute Software Corporation (ABST)
Q: Hi 5i: Do you have any suggestions regarding Canadian AI and cyber security opportunities. Thank You.
Tom