Q: Would you switch from KXS to CSU at this time?
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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.
Q: My long term hold of ENGH has done very well. Would you endorse trimming some and putting into KXS at this time? (I have a very small position in KXS already)
Q: Dont own this yet.Buy today ??
Q: How do you see the market's reaction to Kinaxis's earnings?
Thank you
Thank you
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Intrinsyc Technologies Corporation (ITC)
Q: Hi guys,
My portfolio has slowly but finally become well diversified thanks to you and your service the past couple years. Now that I am at this state I am looking for a higher risk company to invest a small amount of money in. What stock do you see as having some huge growth potential albeit risky?
Thanks again
My portfolio has slowly but finally become well diversified thanks to you and your service the past couple years. Now that I am at this state I am looking for a higher risk company to invest a small amount of money in. What stock do you see as having some huge growth potential albeit risky?
Thanks again
Q: Just joined and will be slowly adopting your balanced equity model portfolio.
I am heavily overweight in financial ( 25%) and energy ( 19%) and have very low exposure to tech ( 2%). Which 1 or 2 of the tech stocks currently in your portfolio/research would be best to add at this point in time. I will probably drop each by about 5% to get 10% into the tech stocks you suggest as a first move.
I am heavily overweight in financial ( 25%) and energy ( 19%) and have very low exposure to tech ( 2%). Which 1 or 2 of the tech stocks currently in your portfolio/research would be best to add at this point in time. I will probably drop each by about 5% to get 10% into the tech stocks you suggest as a first move.
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: good day to all the team and thanks for your continuous super guidance and advice
If you had to pick one which would be your best choice and which would be the second
thanks in advance
georges
If you had to pick one which would be your best choice and which would be the second
thanks in advance
georges
Q: Hello Peter and 5i team,
We were surprised to learn that TIO networks is being bought by pay pal. At an 86% gain we are very happy. Thank you for the recommendation. At the end of the month we will sell our holdings. It is in my wife's TFSA. Her current holdings are ET, KXS,GUD,LNR,SJ, and SYZ. This is our growth account as we have appropriate holdings of large caps and fixed income in our other accounts. In your opinion what would be a good addition to our current holdings or would you recommend adding to any of our current holdings?
thank you for the great service
We were surprised to learn that TIO networks is being bought by pay pal. At an 86% gain we are very happy. Thank you for the recommendation. At the end of the month we will sell our holdings. It is in my wife's TFSA. Her current holdings are ET, KXS,GUD,LNR,SJ, and SYZ. This is our growth account as we have appropriate holdings of large caps and fixed income in our other accounts. In your opinion what would be a good addition to our current holdings or would you recommend adding to any of our current holdings?
thank you for the great service
Q: KXS is enjoying a good run of late.. Wondering how you feel about it for a 5 - 7 year hold?
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Constellation Software Inc. (CSU)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i Team,
Could you please tell me a few good names in the Information Technology sector ? Also why you like them?
Thanks
Could you please tell me a few good names in the Information Technology sector ? Also why you like them?
Thanks
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Anfield Gold Corp (ANF)
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Kinaxis Inc. (KXS)
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Alimentation Couche-Tard Inc. (ATD)
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Knight Therapeutics Inc. (GUD)
Q: Hello,
My TFSA current composition is:
ATD.B(20%),KXS(30%),GUD(20%),NFI(20%),and YRI(10%)(Thanks 15%UP).
What changes would you make to my TFSA to make it more aggressive, I understand it also means more risk. What would you get rid off in my setup.
Muchas gracias!
My TFSA current composition is:
ATD.B(20%),KXS(30%),GUD(20%),NFI(20%),and YRI(10%)(Thanks 15%UP).
What changes would you make to my TFSA to make it more aggressive, I understand it also means more risk. What would you get rid off in my setup.
Muchas gracias!
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TIO Networks Corp (TNC)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
Q: Technology is 15% of my equity portfolio. It is made up of KXS, TNC and OTC at 27% each and ENGH at 19% of the technology component. BTW thanks so much for recommending these. ENGH is "resting" after an amazing run up to about Jan/16. I suspect it will start to move up again if I remain patient. So just asking, would you change anything here?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Enercare Inc. (ECI)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
Q: I have about 25K to invest im my TFSA. Please rank the above stock as to growth over next 3 to 5 years.
Much appreciated RAM
Much appreciated RAM
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Netflix Inc. (NFLX)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
Q: Hello Peter and Ryan
I was at todays investment seminar and i like how much information was shared .
There were many take aways from todays financial literacy.Please give me 5
new companies that i can hold for the next 10 years that has the potential of becoming a Google.I know that is impossbile to do , but based on what you know today .
Kindest Regards
Claudio
I was at todays investment seminar and i like how much information was shared .
There were many take aways from todays financial literacy.Please give me 5
new companies that i can hold for the next 10 years that has the potential of becoming a Google.I know that is impossbile to do , but based on what you know today .
Kindest Regards
Claudio
Q: Could I get your thoughts on the Canadian SaaS space please. I currently hold SHOP & a small position in AT, are there any others that you could recommend or are currently on your watch list?
Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Q: Shopify is flying even before your top pick recommendation yesterday as it was $55 a month ago and just hit $68. It's on a trajectory that may imply a financing is coming soon. What do you think and how would you compare it's potential to Kinaxis' at today's prices?
Thank you.
Thank you.
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TIO Networks Corp (TNC)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I have about a 4% position in each of the above. Would it be too much exposure to add a 4% position in Open Text?
Thanks
Dave.
Thanks
Dave.
Q: Warren Buffet is credited for investing in companies he understands. I have to be honest, I don’t understand what many of the Information Technology companies actually do, or how strong their business models are. What advice would you have with respect to understanding IT companies? Do you have a suggestion for an easy-to-understand IT company with strong earnings, growth, etc? Are CSU and KXS your top recommendations? Thanks in advance!
Q: Highest conviction on share price growth going forward on a 1,2 and 3 basis please?