Q: Your thoughts on the just-released results, please.
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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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Descartes Systems Group Inc. (The) (DSG)
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Parkland Corporation (PKI)
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Open Text Corporation (OTEX)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A)
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Trisura Group Ltd. (TSU)
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DRI Healthcare Trust (DHT.UN)
Q: Hi 5i Team,
I'm looking at some of my losers and pondering either getting rid of the or adding to them.
DHT.UN, HMM, OTXT, TSU
With some room freed up I was thinking of starting positions in PKI and DSG
What are your thoughts on the 4 stocks I'm down on? Would you add to any of them or look to sell for better opportunities? How would you rank them if you were to sell?
What are your thoughts on DSG and PKI? Do you view them as buyable now for 5-10 year holds?
This is in a TFSA which aims to balance growth and income.
Thanks for the Great Service!
Colin
I'm looking at some of my losers and pondering either getting rid of the or adding to them.
DHT.UN, HMM, OTXT, TSU
With some room freed up I was thinking of starting positions in PKI and DSG
What are your thoughts on the 4 stocks I'm down on? Would you add to any of them or look to sell for better opportunities? How would you rank them if you were to sell?
What are your thoughts on DSG and PKI? Do you view them as buyable now for 5-10 year holds?
This is in a TFSA which aims to balance growth and income.
Thanks for the Great Service!
Colin
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Parkland Corporation (PKI)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Open Text Corporation (OTEX)
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iShares S&P/TSX SmallCap Index ETF (XCS)
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iShares Core S&P Small-Cap ETF (IJR)
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Boyd Group Services Inc. (BYD)
Q: Interesting comments in your latest Market Update about small caps. In addition to any potential upside in 2025, we are close to the possible annual January “bounce”. If you had to pick 5 (ranked) Canadian small caps to take advantage, which 5 equities would you lean towards? Also, is there an ideal ETF that would cover all the small cap basics? (2 questions)
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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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)
Q: Hi Guys
Thanks for all the amazing work you do to support us investors. Putting new money to work and looking out on at least a 3 year (tend to be a buy and hold investor) which of the four stocks would you buy today looking at total return? If you could rank them from your most strongest being 1st that would be great.
Thanks
Stuart
Thanks for all the amazing work you do to support us investors. Putting new money to work and looking out on at least a 3 year (tend to be a buy and hold investor) which of the four stocks would you buy today looking at total return? If you could rank them from your most strongest being 1st that would be great.
Thanks
Stuart
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Parkland Corporation (PKI)
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ATS Corporation (ATS)
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Open Text Corporation (OTEX)
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Premium Brands Holdings Corporation (PBH)
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InterRent Real Estate Investment Trust (IIP.UN)
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MTY Food Group Inc. (MTY)
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Boyd Group Services Inc. (BYD)
Q: Im looking for a list of companies that might get a bump in January after tax loss season.
Thanks Steve
Thanks Steve
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Pfizer Inc. (PFE)
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Methanex Corporation (MX)
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ATS Corporation (ATS)
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Open Text Corporation (OTEX)
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Nutrien Ltd. (NTR)
Q: All of these companies have really high debt levels, could you comment on their prospects and whether you would buy, hold or sell. Thanks!
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Pfizer Inc. (PFE)
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Northland Power Inc. (NPI)
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Enghouse Systems Limited (ENGH)
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TMX Group Limited (X)
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Toromont Industries Ltd. (TIH)
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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Thomson Reuters Corporation (TRI)
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Premium Brands Holdings Corporation (PBH)
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Nutrien Ltd. (NTR)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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A & W Food Services of Canada Inc. (AW)
Q: hi, I am down on all these names. I am considering adding to (some of?) them. I am looking for some growth in share price ( to match or beat inflation ) and a consistent growing dividend ( matching or beating inflation ). I also don't want to end up with another AQN or BCE scenario. could you kindly give us your advice on these names and include your thoughts on whether they are a buy (add to ), sell, or hold please.
cheers, Chris
cheers, Chris
Q: Hi folks, loved the report on DOCCKS with stats...just wondering how OTEX/t got added as you show 1 year Rev E at -8%, & 1 year EPS E is -12%....been a choppy 2024 & few years for Open Text, with regularly missing Q estimates....what did 5i like about Otex to include it in Canada's version of "Mag 7"....thanks, jb
Q: As a follow up to my previous question on OTEX, I would also ask that you comment on analysts downgrades related to OTEX moving towards organic growth and away from growth by acquisition. Isn’t this simply a function of its low stock price relative to earnings and cash flow? If a growth-by acquisition company like CSU bought OTEX then it would be immediately accretive to earnings because CSU trading at a high PE multiple. The same analysts would applaud CSU for its ability to grow by acquisition and call the stock a buy. I am not saying that CSU is a bad company, far from it, but I am wondering if analysts would better serve investors by focusing more on the organic growth of a company and not on what it might acquire in the future.
Q: By my calculations, OTEX is trading at 8X forward earnings and 10% FCF yield. At current price it has a 3.5% dividend yield. According to TD Cowen's analysis the stock could see a 33% return over the next 12 months if it meets the low end of its forecast. So why are all the buy side analysts downgrading the stock or maintaining their hold rating? Isn’t it time to buy when there's blood on the street and you feel sick in your stomach? Has anything changed in its business fundamentals?
Q: hi. can you discuss the recent earnings results, including forward guidance. is this a buy, hold or sell at this time?
cheers, Chris
cheers, Chris
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Bank of Nova Scotia (The) (BNS)
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Magna International Inc. (MG)
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Open Text Corporation (OTEX)
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Savaria Corporation (SIS)
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B2Gold Corp. (BTO)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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WELL Health Technologies Corp. (WELL)
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AbCellera Biologics Inc. (ABCL)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
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South Bow Corporation (SOBO)
Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.
Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.
Q: Hi Team,
What are your thoughts on the company's current valuation and it's future prospects?
Do you believe this could be a long term compounder? Would you be comfortable buying it here?
Thanks,
What are your thoughts on the company's current valuation and it's future prospects?
Do you believe this could be a long term compounder? Would you be comfortable buying it here?
Thanks,
Q: Hello 5i team,
Considering how well the techs have done in the balanced portfolio, OTEX seems to be the laggard thus far. Are you still comfortable/confident with this equity. Do you still have patience for this one?
Andrew
Considering how well the techs have done in the balanced portfolio, OTEX seems to be the laggard thus far. Are you still comfortable/confident with this equity. Do you still have patience for this one?
Andrew
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Open Text Corporation (OTEX)
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TerraVest Industries Inc. (TVK)
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Payfare Inc. Class A Common Shares (PAY)
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Vitalhub Corp. (VHI)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: On Sept 11, Otex announced it has received authorization for the OpenText IT Management Platform (ITMX) from the Federal Risk and Authorization Management Program (FedRAMP®) (https://finance.yahoo.com/news/opentext-management-platform-achieves-fedramp-142600427.html ) .
You mentioned before that OTEX may need time to integrate previous M/A. With the FEDRAMP approval, would it be a buy now? Or would you consider stronger stocks to be better total returns over the next 3-4 years? Please rank the attached companies (knowing that they're all very different).
Thank you so much for your insights!
You mentioned before that OTEX may need time to integrate previous M/A. With the FEDRAMP approval, would it be a buy now? Or would you consider stronger stocks to be better total returns over the next 3-4 years? Please rank the attached companies (knowing that they're all very different).
Thank you so much for your insights!
Q: currently would you go with OTEX or CLS and could you offer a brief rational as to why.
many thanks
many thanks
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Element Fleet Management Corp. (EFN)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Any stocks you see that have strong fundamentals and show some god technicals as well ?
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Celestica Inc. (CLS)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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ADF Group Inc. Subordinate Voting Shares (DRX)
Q: I'm going to sell OTEX. What would you replace it with?
Q: Thoughts on earning please. Would you accumulate at this level? Thank you!
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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FirstService Corporation (FSV)
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TMX Group Limited (X)
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Open Text Corporation (OTEX)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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goeasy Ltd. (GSY)
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Hydro One Limited (H)
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TECSYS Inc. (TCS)
Q: Could you tell us what 5I's opinion is of the top two Canadian dividend growing companies in the last 10 years in the following sectors are:
- Consumer Staples, Information Technologies, Utilities, Energy, Real Estate and Financials
My 5I subscription is paying invaluable knowledge,
Jim
- Consumer Staples, Information Technologies, Utilities, Energy, Real Estate and Financials
My 5I subscription is paying invaluable knowledge,
Jim