Q: what are thoughts on earnings. are you still bullish as a top pick.
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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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Descartes Systems Group Inc. (The) (DSG $88.14)
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Kinaxis Inc. (KXS $125.12)
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TECSYS Inc. (TCS $23.22)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.97)
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Topicus.com Inc. (TOI $86.47)
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D2L Inc. Subordinate Voting Shares (DTOL $10.65)
Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".
Please provide 3 to 5 companies that meet the above response, thx.
Please provide 3 to 5 companies that meet the above response, thx.
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Royal Bank of Canada (RY $230.49)
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Toronto-Dominion Bank (The) (TD $130.18)
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Bank of Nova Scotia (The) (BNS $103.28)
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Bank of Montreal (BMO $190.78)
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Canadian Imperial Bank Of Commerce (CM $129.78)
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National Bank of Canada (NA $172.25)
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Constellation Software Inc. (CSU $2,300.49)
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Intact Financial Corporation (IFC $260.40)
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Descartes Systems Group Inc. (The) (DSG $88.14)
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Kinaxis Inc. (KXS $125.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Q: How significant is the news release this morning.
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Alphabet Inc. (GOOG $309.37)
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NVIDIA Corporation (NVDA $186.94)
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Constellation Software Inc. (CSU $2,300.49)
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Kinaxis Inc. (KXS $125.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.97)
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CrowdStrike Holdings Inc. (CRWD $411.54)
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Unity Software Inc. (U $19.65)
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Topicus.com Inc. (TOI $86.47)
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Nuvei Corporation (NVEI)
Q: I own these stocks as part of my technology sector. Do you see any overlap in any of these names? Particularly between SHOP, LSPD and NVEI, or are they different enough to own all? Also if you were to choose to high grade 1-2 names, what would you choose if any? Thanks!
Q: I might have missed it, but everytime you are asked for the best X number of Canadian stocks to buy for a certain period of time I never see you mention KXS as a good buy.
So, what is you feeling on KXS and why do you rarely or never suggest it?
Sheldon
So, what is you feeling on KXS and why do you rarely or never suggest it?
Sheldon
Q: With the great relief rally over the past 3 days, KXS has gone down about the same %.
Is there something that we are missing? Can't blame it on the market right now.
Sheldon
Is there something that we are missing? Can't blame it on the market right now.
Sheldon
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Alphabet Inc. (GOOG $309.37)
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Kinaxis Inc. (KXS $125.12)
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goeasy Ltd. (GSY $121.54)
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ECN Capital Corp. (ECN $3.04)
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NV5 Global Inc. (NVEE $22.56)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.97)
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CrowdStrike Holdings Inc. (CRWD $411.54)
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InMode Ltd. (INMD $14.30)
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Boyd Group Services Inc. (BYD $223.39)
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Lantheus Holdings Inc. (LNTH $68.72)
Q: With regards to Peter’s article titled Five Ways To Set Up Your Investments For Inevitable Recovery Of Market, he recommends investing now in growth stocks & small & mid-cap stocks. For each of those two categories could you please recommend 5 stocks for each group that meet the parameters Peter mentioned in the article. Thanks … Cal
Q: KXS seems to be dropping excessively. Any reason?
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Park Lawn Corporation (PLC $26.48)
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Descartes Systems Group Inc. (The) (DSG $88.14)
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FirstService Corporation (FSV $204.51)
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Parkland Corporation (PKI $39.84)
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TFI International Inc. (TFII $157.10)
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Kinaxis Inc. (KXS $125.12)
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Premium Brands Holdings Corporation (PBH $103.93)
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goeasy Ltd. (GSY $121.54)
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Boyd Group Services Inc. (BYD $223.39)
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.
Thank-you.
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Adobe Inc. (ADBE $262.50)
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Alphabet Inc. (GOOG $309.37)
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Microsoft Corporation (MSFT $401.84)
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NVIDIA Corporation (NVDA $186.94)
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Constellation Software Inc. (CSU $2,300.49)
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Kinaxis Inc. (KXS $125.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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TECSYS Inc. (TCS $23.22)
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Advanced Micro Devices Inc. (AMD $205.94)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Q: I need to take some profits to cover a margin balance. Which makes more sense to sell? GSY or KXS?
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.42)
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Air Canada Voting and Variable Voting Shares (AC $19.52)
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CAE Inc. (CAE $42.65)
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Kinaxis Inc. (KXS $125.12)
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Agnico Eagle Mines Limited (AEM $279.62)
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Savaria Corporation (SIS $24.71)
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Balanced Equity Portfolio (BEPORT)
Q: I follow your Model Portfolio and want to add CDR Stocks - (AAPL, NVDA, GOOG, AMZN, META, DIS, and V) since I want to keep 25 stocks. Which one would you suggest selling from Balance Equity Portfolio and replacing it with 7 CDR stocks?
Thanks for the great service
Thanks for the great service
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Apple Inc. (AAPL $261.73)
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Microsoft Corporation (MSFT $401.84)
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WSP Global Inc. (WSP $221.48)
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ATS Corporation (ATS $41.94)
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Kinaxis Inc. (KXS $125.12)
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Atlassian Corporation (TEAM $86.48)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.97)
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Dye & Durham Limited (DND $3.65)
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Topicus.com Inc. (TOI $86.47)
Q: What would you consider good entry points for the attached stocks.
Thanks
Tim
Thanks
Tim
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Costco Wholesale Corporation (COST $998.86)
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Suncor Energy Inc. (SU $74.90)
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Dollarama Inc. (DOL $188.78)
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Superior Plus Corp. (SPB $7.62)
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Kinaxis Inc. (KXS $125.12)
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Agnico Eagle Mines Limited (AEM $279.62)
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goeasy Ltd. (GSY $121.54)
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WELL Health Technologies Corp. (WELL $3.92)
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DocuSign Inc. (DOCU $43.74)
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PENN Entertainment Inc. (PENN $12.41)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.97)
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Newmont Corporation (NGT $116.00)
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
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Suncor Energy Inc. (SU $74.90)
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Dollarama Inc. (DOL $188.78)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.42)
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Tourmaline Oil Corp. (TOU $61.87)
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TFI International Inc. (TFII $157.10)
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ATS Corporation (ATS $41.94)
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Kelt Exploration Ltd. (KEL $8.13)
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Kinaxis Inc. (KXS $125.12)
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Agnico Eagle Mines Limited (AEM $279.62)
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Maverix Metals Inc. (MMX $6.53)
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WELL Health Technologies Corp. (WELL $3.92)
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Boyd Group Services Inc. (BYD $223.39)
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Dye & Durham Limited (DND $3.65)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
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Anaergia Inc. (ANRG $2.03)
Q: Without concern for sector or diversification what would be your top 2 choices of the above names for long term (10+ yrs) growth potential for TFSA? Of those 2 choices what is a good entry point??
Q: How did they do with earnings? Would you add?
Q: When to they announce and is it pre or post?
Sheldon
Sheldon
Q: kms dropped a lot today (Tuesday), I think they report this week. anything you see that might explain the drop. could some bad news have leaked out. what do you expect from kxs earnings. is there anything to be concerned about.
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Kinaxis Inc. (KXS $125.12)
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Premium Brands Holdings Corporation (PBH $103.93)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
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Balanced Equity Portfolio (BEPORT)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.63)
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Boyd Group Services Inc. (BYD $223.39)
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Topicus.com Inc. (TOI $86.47)
Q: Hi there,
I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.
Thanks!
I'd like to start a concentrated version of your balanced equity portfolio that is focused on growth. What are your top 6 ideas from the portfolio are you most bullish on, sector agnostic? The purpose would be concentrated growth.
Thanks!