Q: You had been recommending KXS previously; however, I have noticed that you are recommending CSU, SHOP and DGS lately among the Canadian IT companies. Is KXS still a buy and how do you rank KXS, CSU. SHOP, ENGH and DGS? Thank you.
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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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Kinaxis Inc. (KXS $128.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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Real Matters Inc. (REAL $7.21)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.53)
Q: What companies on your radar have the strongest balance sheets? Thanks.
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BRP Inc. Subordinate Voting Shares (DOO $106.86)
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Kinaxis Inc. (KXS $128.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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goeasy Ltd. (GSY $128.32)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.26)
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Real Matters Inc. (REAL $7.21)
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WELL Health Technologies Corp. (WELL $4.06)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.53)
Q: These seem to be some of your favorite Canadian growth names - very different in terms of sectors, vol and size, however can you please rank them in terms of growth outlook for next 3-4 years to add some torque to a portfolio.
Thank you
Thank you
Q: How big a deal is it forming a partnership with pactera.
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Sangoma Technologies Corporation (STC $6.62)
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Photon Control Inc. (PHO $3.60)
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NVIDIA Corporation (NVDA $188.54)
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Constellation Software Inc. (CSU $2,440.00)
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Enghouse Systems Limited (ENGH $18.01)
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Kinaxis Inc. (KXS $128.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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Atlassian Corporation (TEAM $92.92)
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Real Matters Inc. (REAL $7.21)
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DocuSign Inc. (DOCU $47.62)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.53)
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Dye & Durham Limited (DND $3.77)
Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.
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Sangoma Technologies Corporation (STC $6.62)
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Photon Control Inc. (PHO $3.60)
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Toronto-Dominion Bank (The) (TD $133.64)
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Dollarama Inc. (DOL $188.42)
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Brookfield Renewable Partners L.P. (BEP.UN $41.89)
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Air Canada Voting and Variable Voting Shares (AC $20.16)
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CAE Inc. (CAE $44.13)
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Kinaxis Inc. (KXS $128.05)
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InterRent Real Estate Investment Trust (IIP.UN $13.35)
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Real Matters Inc. (REAL $7.21)
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WELL Health Technologies Corp. (WELL $4.06)
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Berkshire Hathaway Inc. (BRK.B $500.30)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.53)
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Boyd Group Services Inc. (BYD $245.52)
Q: Hi i5,
According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?
According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?
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Microsoft Corporation (MSFT $413.27)
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NVIDIA Corporation (NVDA $188.54)
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Constellation Software Inc. (CSU $2,440.00)
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Descartes Systems Group Inc. (The) (DSG $94.09)
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Kinaxis Inc. (KXS $128.05)
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Open Text Corporation (OTEX $35.27)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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Real Matters Inc. (REAL $7.21)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.53)
Q: Hi Guys,
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
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Apple Inc. (AAPL $273.68)
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Amazon.com Inc. (AMZN $206.96)
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Kinaxis Inc. (KXS $128.05)
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iShares Russell 2000 Growth ETF (IWO $341.28)
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Veeva Systems Inc. Class A (VEEV $186.99)
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Vanguard Growth ETF Portfolio (VGRO $44.30)
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iShares Micro-Cap ETF (IWC $169.95)
Q: Good Morning! I have a new great granddaughter and I am in the process of setting up an RESP for her. Obviously, a long time horizon! Could you recommend 2-3 stocks/ETFs with growth in mind?
Thanks for your help, Michael
Thanks for your help, Michael
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Apple Inc. (AAPL $273.68)
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Kinaxis Inc. (KXS $128.05)
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goeasy Ltd. (GSY $128.32)
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Veeva Systems Inc. Class A (VEEV $186.99)
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Real Matters Inc. (REAL $7.21)
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The Trade Desk Inc. (TTD $28.13)
Q: 2 questions - what's you outlook for gold / silver moving fwd after the blood bath today ? will the price recover or are we headed back down below $2000 or?- what's the general feeling amongst the gold bugs
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit
Thanks for your help its appreciated
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit
Thanks for your help its appreciated
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Apple Inc. (AAPL $273.68)
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Activision Blizzard Inc (ATVI)
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Kinaxis Inc. (KXS $128.05)
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Alteryx Inc. Class A (AYX)
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Fastly Inc. (FSLY $9.09)
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Datadog Inc. (DDOG $129.67)
Q: Hello,
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help
For a TFSA with a long term horizon (5+ years) would you please rank these companies, keeping in mind their current valuation?
Also, are there any that you would shy away from/not consider?
Thanks for your help
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Sangoma Technologies Corporation (STC $6.62)
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Photon Control Inc. (PHO $3.60)
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Constellation Software Inc. (CSU $2,440.00)
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Kinaxis Inc. (KXS $128.05)
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BlackBerry Limited (BB $4.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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Real Matters Inc. (REAL $7.21)
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WELL Health Technologies Corp. (WELL $4.06)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.53)
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Dye & Durham Limited (DND $3.77)
Q: Hi 5i,
I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
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Kinaxis Inc. (KXS $128.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $172.54)
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Real Matters Inc. (REAL $7.21)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.53)
Q: Up some 30% on LSPD in my TFSA. Considering selling and replacing with either REAL, KXS. or SHOP. Would you hold the course with LSPD? If not, which of the three would you replace it with? Thank you.
Maureen
Maureen
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Badger Infrastructure Solutions Ltd. (BDGI $69.09)
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Kinaxis Inc. (KXS $128.05)
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Real Matters Inc. (REAL $7.21)
Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?
Q: Kinaxis had a great report the other day, and is now down 5%. CSU is also down 5%. Is there a particular reason or is this just a "we hate Canadian tech" day?
Q: Looking to clean mine and my wifes TFSA(s) up and move the US stocks to my RSP and then relocate / New a cdn stock(s) back to my TFSA due to tax withholding moving forward (lesson learned). Thoughts on KXS, LSPD, others (cdn) for my TFSA moving forward?
Q: Please comment the Q2 reports for both companies and compare with What the street was expecting.
Thank you for your wise suggestions.
Yves
Thank you for your wise suggestions.
Yves
Q: What do you think of latest quarter.
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Parkland Corporation (PKI $39.84)
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Kinaxis Inc. (KXS $128.05)
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Premium Brands Holdings Corporation (PBH $100.73)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.53)
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Boyd Group Services Inc. (BYD $245.52)
Q: Hi, Could you please post earning estimates for these companies for the quarter. Thanks
Q: When do these companies report next?
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QUALCOMM Incorporated (QCOM $140.09)
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Prudential Financial Inc. (PRU $103.33)
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Bank of Nova Scotia (The) (BNS $105.46)
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Bank of Montreal (BMO $197.49)
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Enbridge Inc. (ENB $69.25)
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TELUS Corporation (T $19.42)
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Kinaxis Inc. (KXS $128.05)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
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TC PipeLines LP representing Limited Partner Interests (TCP $30.21)
Q: Firstly, thank you for your outstanding guidance.
The first 3 stocks haven’t bounced back yet and are still quite a bit down. My question is -would it be better to try and recover $ in the Growth stocks listed below the 3 or reinvest with A&W, BMO, PRU and wait it out for another year.
I have positions in the growth stocks that could be deeper in BNS, Telus, Enbridge, TCP, Kinaxis, Qualcomm. And if you suggest that the growth stocks make more sense to recoup money faster, could you rank these from strongest to weakest-(Potential for growth). Thank you.
Bruce
The first 3 stocks haven’t bounced back yet and are still quite a bit down. My question is -would it be better to try and recover $ in the Growth stocks listed below the 3 or reinvest with A&W, BMO, PRU and wait it out for another year.
I have positions in the growth stocks that could be deeper in BNS, Telus, Enbridge, TCP, Kinaxis, Qualcomm. And if you suggest that the growth stocks make more sense to recoup money faster, could you rank these from strongest to weakest-(Potential for growth). Thank you.
Bruce