Q: What is your position on Kinaxsis going forward, perhaps for the next twelve months ?
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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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Sylogist Ltd. (SYZ)
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Photon Control Inc. (PHO)
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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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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I currently own DSG,KXS,LSPD,OTEX,PHO,SYZ. I know you took out SYZ some time ago and can't find what you replaced this stock with? I know you still follow SYZ and just wondered if you feel that there is a better stock than SYZ or would you continue to hold this stock with the other stock mentioned?
Thanks
Thanks
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Atlassian Corporation (TEAM)
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DocuSign Inc. (DOCU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi 5i,
I currently have shares in LSPD and RESN and looking to add two more tech oriented names, and can be either US or CAN$. Do you have two growth companies you could suggest to start new positions at current share prices, with the intention for a 5 year min hold?
Thank you
Terry
I currently have shares in LSPD and RESN and looking to add two more tech oriented names, and can be either US or CAN$. Do you have two growth companies you could suggest to start new positions at current share prices, with the intention for a 5 year min hold?
Thank you
Terry
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Sangoma Technologies Corporation (STC)
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Photon Control Inc. (PHO)
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FLIR Systems Inc. (FLIR)
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Roper Technologies Inc. (ROP)
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Air Canada Voting and Variable Voting Shares (AC)
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CAE Inc. (CAE)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Exchange Income Corporation (EIF)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Real Matters Inc. (REAL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Boyd Group Services Inc. (BYD)
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RTX Corporation (RTX)
Q: Hi 5i,
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.
1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?
2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?
3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?
Please subtract credits as you find appropriate. Thanks!
Based on your input, I'm looking to stack up on Industrials, Tech, and C. Discretionary. I have a 5-10 year+ timeframe and have a huge focus on outsized YoY revenue growth / returns for my portfolio. I can tolerate a lot of volatility and risk.
1. For Canadian industrials, what would be your top growth picks? Also looking to get one aviation exposure, what would be the best one out of AC, CAE, EIF?
2. For Canadian Tech, I currently have SHOP, KXS, LSPD, REAL. As you can see I'm aiming for outsized YoY Revenue Growth. Can you suggest other names? How does PHO and STC compare with them?
3. I have BYD, DOO, and GOOS. Can you name two MUST HAVES for Consumer Discretionary/Cyclical in the US?
Please subtract credits as you find appropriate. Thanks!
Q: i predicted shop would do a secondary and sold all my shop 2 days ago.
and i now predict kinaxis does a secondary any day now. i also sold all my kinaxis.
please comment
dave
and i now predict kinaxis does a secondary any day now. i also sold all my kinaxis.
please comment
dave
Q: Hi Peter and 5i:
Thanks you for all your sage advice during the C19 situation. The question and answer part of your website is invaluable. Also thanks for the special reports you've issued.
I have almost a full position in KXS with the gains from the past year. It is in my TFSA. I'm starting to build a position in DSG with my TFSA yearly contributions. With the run up of KXS would you trim a bit and put the proceeds to DSG. Or just let it run? I know you still like it a ton.
Thanks you for all your sage advice during the C19 situation. The question and answer part of your website is invaluable. Also thanks for the special reports you've issued.
I have almost a full position in KXS with the gains from the past year. It is in my TFSA. I'm starting to build a position in DSG with my TFSA yearly contributions. With the run up of KXS would you trim a bit and put the proceeds to DSG. Or just let it run? I know you still like it a ton.
Q: Your thoughts on KXS earnings. Top line beat but earnings were less than expected. Which one wins out and how should this affect valuation?
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Kinaxis Inc. (KXS)
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The Trade Desk Inc. (TTD)
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WELL Health Technologies Corp. (WELL)
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Rapid7 Inc. (RPD)
Q: Hello 5i
From a pure growth perspective what order would you rank these stocks over the next few years?
Thank you
Dave
From a pure growth perspective what order would you rank these stocks over the next few years?
Thank you
Dave
Q: Hello 5i Research
I have less then a 5% position in both or these stock , is it still buyable after the price increase today ?
Thanks
Claudio
I have less then a 5% position in both or these stock , is it still buyable after the price increase today ?
Thanks
Claudio
Q: Estimates please. Thank you.
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Kinaxis Inc. (KXS)
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Knight Therapeutics Inc. (GUD)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Slack Technologies Inc. Class A (WORK)
Q: This is a follow up question to my earlier question.
From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
From a risk profile point of view, please classify each of the above companies as:
Low risk, average risk, high risk or speculative. Charge as many questions as you feel appropriate.
Thanks. RAM
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Microsoft Corporation (MSFT)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
Q: Hi Everyone at 5i! The market has surely been a rollercoaster ride over the last few months. I have 40K US to deploy and am looking for a solid growth stock or two with a good moat. Right now might not be the time to invest but I have time. Do you have a few stock suggestions for me for now or in the near future? Thank you , Tamara
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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goeasy Ltd. (GSY)
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Boyd Group Services Inc. (BYD)
Q: At today's prices, what Canadian stocks look most attractive to you for a long-term hold?
Q: Has had such an amazing run, I think I should protect into earnings. Do you agree?
When is the earnings announcements date? Before or after Mkt close?
Thanks
Sheldon
When is the earnings announcements date? Before or after Mkt close?
Thanks
Sheldon
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3M Company (MMM)
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WSP Global Inc. (WSP)
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CAE Inc. (CAE)
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ATS Corporation (ATS)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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Atlassian Corporation (TEAM)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Rapid7 Inc. (RPD)
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Boyd Group Services Inc. (BYD)
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RTX Corporation (RTX)
Q: Hi Ryan and Peter.
The gov'ts are talking about reopening Economy soon. A lot of stocks (except for the high techs) are still 50% less than the recent highs. Which industries or companies do you think will benefit from the reopening? Can you please provide 2-3 names in the US and Canada? I would like to move some money into my TFSA.
Thank you,
Yiwen
The gov'ts are talking about reopening Economy soon. A lot of stocks (except for the high techs) are still 50% less than the recent highs. Which industries or companies do you think will benefit from the reopening? Can you please provide 2-3 names in the US and Canada? I would like to move some money into my TFSA.
Thank you,
Yiwen
Q: Is Descartes debt free? And Kinaxis? How much cash do they have.
Q: hi Guy
Is management going to be selling a lot of shares in may
Bob
Is management going to be selling a lot of shares in may
Bob
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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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DocuSign Inc. (DOCU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: What is your current best pick (or top 5) for pure growth over 1-3 year term?
Q: Jumped on Kxs re:March 9th Report, at 99 You guys are Awesome!! Keep up the fantastic work and keep safe. Thank You 5i !!!
Q: Trust me I am not complaining, but what is behind KXS’s amazing run lately?