Q: Can I please have your one year price target on PBH, SIS, and KXS? Thanks.
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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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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Yesterday one of your answers to a question was "We would suggest KXS, TOY and PBH for growth".
Eleven days ago my 29 year old son transferred his tfsa from all cash to 85% etfs (VGG, VEE, ZWB at your suggestion) and to 15% equities (csu, sis, pbh per my suggestion and I was looking for growth with his long term horizon).
Given your growth picks of yesterday, do you think it's worth swapping his csu and sis for kxs and toy?
Eleven days ago my 29 year old son transferred his tfsa from all cash to 85% etfs (VGG, VEE, ZWB at your suggestion) and to 15% equities (csu, sis, pbh per my suggestion and I was looking for growth with his long term horizon).
Given your growth picks of yesterday, do you think it's worth swapping his csu and sis for kxs and toy?
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Alphabet Inc. (GOOGL)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Kinaxis Inc. (KXS)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
Q: Could you name your top 5 'forever' stocks? a Mix of US and CAD would be great. I already own CAD Banks and CSU
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi team,
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane
I know this is a difficult, and perhaps speculative question; but what would be your top couple picks today for a growth stock that is capable and in your view, likely, to replicate the long term stellar performance of a stock such as CSU? I am looking for a long term, steady eddy growth that is capable of over years, producing that (000's of % return that CSU for example has done. Would you consider KXS a junior CSU? Or perhaps something such as pho? Give me your best, educated couple picks. Thanks,
Shane
Q: I'm currently invested in some "subscription model" Companies such as $APPL, $CRM, $MSFT, $AMZN.
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?
Thanks,
Valter
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?
Thanks,
Valter
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi,
Can you provide your top 3 picks for growth for my daughters RDSP.
Can you provide your top 3 picks for growth for my daughters RDSP.
Q: I sold all my Kinaxis last week for considerable capital gain - Thank you. Should I re-enter now or wait in the expectation of lower prices? Rick.
Q: Re my earlier re above,just realized that KXS was trimmed 2% & PHO 1% for port. management purposes, which likely result in hit today.Any other reason? Thanks for u usual great services & views.Have a nice weekend.
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Covalon Technologies Ltd. (COV)
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Photon Control Inc. (PHO)
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Constellation Software Inc. (CSU)
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Stars Group Inc. (The) (TSGI)
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Parex Resources Inc. (PXT)
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BRP Inc. Subordinate Voting Shares (DOO)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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Knight Therapeutics Inc. (GUD)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi,i have these 10 stocks as my TFSA holdings.Down around 7% in last couple weeks.I have long term view of 8-10 years to retirement and would like your opinion on the group as a whole and if i should stay the coarse or would you suggest any changes?
thanks,
brad.
thanks,
brad.
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Sun Life Financial Inc. (SLF)
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WSP Global Inc. (WSP)
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NFI Group Inc. (NFI)
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Parkland Corporation (PKI)
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Kinaxis Inc. (KXS)
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Magna International Inc. (MG)
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Premium Brands Holdings Corporation (PBH)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hello, 60 year old investor looking to add to rrsp and tfsa. Which stocks in the above list would you be comfortable buying now and which would you rate as watch now and maybe buy later?
Thanks, Michael
Thanks, Michael
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TELUS Corporation (T)
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Algonquin Power & Utilities Corp. (AQN)
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Kinaxis Inc. (KXS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Hi All at 5i! My niece has accumulated $10,000 and has a 15 to 20 year horizon. Could you please suggest two income and growth and two growth stocks that would make up a good core holding for that time frame ? Cheers, Tamara
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Could I have your top 3-5 Canadian stock recommendations (any sector, growth focus although dividend would be nice) for a RESP? Present value is $30k with about 50% in US/EAFE ETFs, and 10% in XIC. The rest is in Canadian banks, utilities, telecoms. No withdrawals needed for 12 yrs.
Q: I am light on technology and was looking at Kinaxis and Enghouse. With a long term horizon, would you have a preference?
Thank you.
Thank you.
Q: From Yahoo, they show the following:
KXS, 2018 EPS/.98 = PE 97.6 & 2019 EPS/1.33 = PE 71.9
Growth next 5 years est. of 19%
CSU, 2018 EPS/26.88 = PE 35.1 & 2019 EPS/31.94 = PE 29.5
Growth next 5 years est. of 16.6%
They say figures are CDN not US.
My question, what is the reason I should not sell all my KXS & buy CSU
based on above numbers?
Thank You
KXS, 2018 EPS/.98 = PE 97.6 & 2019 EPS/1.33 = PE 71.9
Growth next 5 years est. of 19%
CSU, 2018 EPS/26.88 = PE 35.1 & 2019 EPS/31.94 = PE 29.5
Growth next 5 years est. of 16.6%
They say figures are CDN not US.
My question, what is the reason I should not sell all my KXS & buy CSU
based on above numbers?
Thank You
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Covalon Technologies Ltd. (COV)
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Photon Control Inc. (PHO)
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Constellation Software Inc. (CSU)
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Methanex Corporation (MX)
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Stars Group Inc. (The) (TSGI)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Good morning 5i,
Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?
Can you please provide me with your top 10 Canadian growth companies regardless of sector or market cap?
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Covalon Technologies Ltd. (COV)
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Photon Control Inc. (PHO)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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TC Energy Corporation (TRP)
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Constellation Software Inc. (CSU)
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Stars Group Inc. (The) (TSGI)
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NFI Group Inc. (NFI)
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Kinaxis Inc. (KXS)
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BlackBerry Limited (BB)
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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Premium Brands Holdings Corporation (PBH)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Reliq Health Technologies Inc. (RHT)
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.
Feel free to deduct as many points as necessary.
Thanks,
Dan
Feel free to deduct as many points as necessary.
Thanks,
Dan
Q: Please enlighten me on my confusion.KXS had "so so" results & yet it rallied to new high today, naturally most welcomed.Thanks for u usual great services & views
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Covalon Technologies Ltd. (COV)
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Kinaxis Inc. (KXS)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: I would like to add two growth stocks to my TFSA. I would appreciate 3 suggestions to choose from. Thanks for a great service. Dan
Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks
Thanks
Q: Questions:
(1) Is there anything in the Kinaxis report that raises any red flags?
(2) Out of 1 to 10 (10 being the best) how would you rank Kinaxis' Q2 report?
(3) Does the Q2 report do anything to alter your long term view about Kinaxis?
Thanks.
John
(1) Is there anything in the Kinaxis report that raises any red flags?
(2) Out of 1 to 10 (10 being the best) how would you rank Kinaxis' Q2 report?
(3) Does the Q2 report do anything to alter your long term view about Kinaxis?
Thanks.
John