Q: Estimates please. 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 $194.59)
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Knight Therapeutics Inc. (GUD $6.45)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.05)
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Slack Technologies Inc. Class A (WORK $45.20)
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 $507.23)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Kinaxis Inc. (KXS $194.59)
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Atlassian Corporation (TEAM $170.79)
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Veeva Systems Inc. Class A (VEEV $290.86)
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Roku Inc. (ROKU $94.22)
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DocuSign Inc. (DOCU $74.81)
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 $66.33)
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Constellation Software Inc. (CSU $4,549.91)
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Great Canadian Gaming Corporation (GC $44.98)
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Kinaxis Inc. (KXS $194.59)
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goeasy Ltd. (GSY $209.13)
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Boyd Group Services Inc. (BYD $224.13)
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 $158.72)
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WSP Global Inc. (WSP $285.87)
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CAE Inc. (CAE $37.84)
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ATS Corporation (ATS $38.06)
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Great Canadian Gaming Corporation (GC $44.98)
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Kinaxis Inc. (KXS $194.59)
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Atlassian Corporation (TEAM $170.79)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $16.05)
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Rapid7 Inc. (RPD $20.75)
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Boyd Group Services Inc. (BYD $224.13)
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RTX Corporation (RTX $156.24)
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 $140.22)
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Kinaxis Inc. (KXS $194.59)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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DocuSign Inc. (DOCU $74.81)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
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?
Q: Im intrigued by Kinaxis and have been looking at it as a way to increase my Canadian tech exposure. How were you able to get confortable with Kinaxis' very high valuation? How would you recommend initiating a position given the recent run in its share price?
Q: Hi, i have been patiently waiting for Kinaxis to retreat somewhat, but it keeps hitting new highs every day. My time frame is roughly five years, should i bite the bullet and go ahead and buy, and give up waiting for a pullback, thanks?
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Enghouse Systems Limited (ENGH $22.78)
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Kinaxis Inc. (KXS $194.59)
Q: I have room in my TFSA for one of DSG, ENGH, or KXS. Which would you choose and why. I'm in my late 80's so my time frame is 3 to 5 years.
Q: I think that this crisis might have an impact on supply chains, accelerating the globalization pendulum swinging in the opposite direction. I'm assuming KXS could benefit from more supply chains moving back to domestic markets like the USA - do you agree?
Q: I have held Kinaxis for a few years and it has always been fairly steady with growth. For the last few months it has really moved up. From your previous comments you indicate it has been adding new contracts with existing customers to explain this. My question is how could this cycle be disrupted. I feel comfortable not trimming on a stock like this.
What are your thoughts
Thank You, Peter
What are your thoughts
Thank You, Peter
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Apple Inc. (AAPL $227.76)
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Meta Platforms Inc. (META $754.79)
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Alphabet Inc. (GOOG $206.72)
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Enghouse Systems Limited (ENGH $22.78)
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Kinaxis Inc. (KXS $194.59)
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Winpak Ltd. (WPK $42.34)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Veeva Systems Inc. Class A (VEEV $290.86)
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CrowdStrike Holdings Inc. (CRWD $420.55)
Q: The financial people keep on saying they are looking first at the company`s Balance Sheet. Therefore which, Stocks have the strongest and best Balance Sheet? Also, include US stocks as well as Canadian stocks, because I do hold both.
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Meta Platforms Inc. (META $754.79)
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Alphabet Inc. (GOOG $206.72)
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Xilinx Inc. (XLNX)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
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Constellation Software Inc. (CSU $4,549.91)
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Kinaxis Inc. (KXS $194.59)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
Q: I own all these as part of my tech sector which has now grown to 26.57% (getting a bit high I think)
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%
SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?
Thanks!
CGI-1.5%
SHOP-11.77%
KXS-3.27%
CSU-3.7%
LSPD-2..21%
FB-1.05%
GOOG-1.81%
XLNX-1.25%
SHOP position has grown a bit larger recently, how would you balance this out? If I trim back SHOP a few %, what other names here would you increase right now?
Thanks!
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People Corporation (PEO $15.21)
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WSP Global Inc. (WSP $285.87)
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CAE Inc. (CAE $37.84)
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Kinaxis Inc. (KXS $194.59)
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Alimentation Couche-Tard Inc. (ATD $69.70)
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Premium Brands Holdings Corporation (PBH $95.72)
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goeasy Ltd. (GSY $209.13)
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Boyd Group Services Inc. (BYD $224.13)
Q: Morning:
I own equal weightings of these equities in my TFSA. I have some cash to invest, which one of these would you buy more of at their current market valuations? Looking for capital appreciation over the next 8 to 10 years. Thanks!
I own equal weightings of these equities in my TFSA. I have some cash to invest, which one of these would you buy more of at their current market valuations? Looking for capital appreciation over the next 8 to 10 years. Thanks!
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Constellation Software Inc. (CSU $4,549.91)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Kinaxis Inc. (KXS $194.59)
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Boyd Group Services Inc. (BYD $224.13)
Q: Hi guys,
In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks
Jim
In today's environment, would you be more inclined to let these names grow a little larger than normal ie: instead of selling the stock when it grows to 7% (back to 4%) of your portfolio, let it get to 10%.
Thanks
Jim