Q: When does Otex report and expectations? Thanx.
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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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Canadian National Railway Company (CNR $128.04)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $184.03)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $19.21)
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Magna International Inc. (MG $57.05)
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Open Text Corporation (OTEX $39.15)
Q: How would you rank CNR, CTC.A, MG, OTEX, TCL.A as both dividend growers and separately to buy? Please provide a short reason for your ranking.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $131.63)
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Constellation Software Inc. (CSU $4,718.31)
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Descartes Systems Group Inc. (The) (DSG $144.17)
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Kinaxis Inc. (KXS $203.51)
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Open Text Corporation (OTEX $39.15)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $163.63)
Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years
Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.
Thanks.
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Toronto-Dominion Bank (The) (TD $100.09)
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Bank of Nova Scotia (The) (BNS $76.53)
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Enbridge Inc. (ENB $63.73)
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Sun Life Financial Inc. (SLF $83.33)
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Fortis Inc. (FTS $68.79)
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Enghouse Systems Limited (ENGH $22.75)
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Magna International Inc. (MG $57.05)
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Open Text Corporation (OTEX $39.15)
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goeasy Ltd. (GSY $181.31)
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Leon's Furniture Limited (LNF $27.39)
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Hydro One Limited (H $49.66)
Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.
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NFI Group Inc. (NFI $18.69)
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Open Text Corporation (OTEX $39.15)
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Docebo Inc. (DCBO $41.49)
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DRI Healthcare Trust (DHT.UN $14.12)
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MDA Space Ltd. (MDA $45.93)
Q: Hi 5i,
Could you provide your opinion of the likely direct and indirect impact of the promised US tariffs (or just the threat of same even if they don't ultimately come to pass) on the 1-to-2-year SP of the five noted names? I 'm not confident in my ability to discern which companies have a significant degree of immunity (although I think these 5 may).
Thanks,
Peter
Could you provide your opinion of the likely direct and indirect impact of the promised US tariffs (or just the threat of same even if they don't ultimately come to pass) on the 1-to-2-year SP of the five noted names? I 'm not confident in my ability to discern which companies have a significant degree of immunity (although I think these 5 may).
Thanks,
Peter
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Kinaxis Inc. (KXS $203.51)
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Open Text Corporation (OTEX $39.15)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
Q: A recent article in the Globe postulated that M & A activity in the Canadian tech sector could increase in 2025. Some of the reasons given were the delayed implementation of the increase in capital gains taxation, the low Canadian dollar and tariffs.
Are there tech companies you would view as potential take-over targets in 2025?
Thanks for the great service!
Ian
Are there tech companies you would view as potential take-over targets in 2025?
Thanks for the great service!
Ian
Q: Your thoughts on the just-released results, please.
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Descartes Systems Group Inc. (The) (DSG $144.17)
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Parkland Corporation (PKI $38.43)
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Open Text Corporation (OTEX $39.15)
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Hammond Manufacturing Company Limited Class A Subordinate Voting Shares (HMM.A $10.38)
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Trisura Group Ltd. (TSU $41.20)
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DRI Healthcare Trust (DHT.UN $14.12)
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 $38.43)
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ATS Corporation (ATS $41.24)
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BRP Inc. Subordinate Voting Shares (DOO $68.06)
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Open Text Corporation (OTEX $39.15)
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iShares S&P/TSX SmallCap Index ETF (XCS $23.50)
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iShares Core S&P Small-Cap ETF (IJR $108.46)
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Boyd Group Services Inc. (BYD $189.18)
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 $131.63)
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Descartes Systems Group Inc. (The) (DSG $144.17)
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Kinaxis Inc. (KXS $203.51)
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Open Text Corporation (OTEX $39.15)
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 $38.43)
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ATS Corporation (ATS $41.24)
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Open Text Corporation (OTEX $39.15)
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Premium Brands Holdings Corporation (PBH $87.11)
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InterRent Real Estate Investment Trust (IIP.UN $13.17)
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MTY Food Group Inc. (MTY $38.38)
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Boyd Group Services Inc. (BYD $189.18)
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 $23.49)
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Methanex Corporation (MX $45.70)
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ATS Corporation (ATS $41.24)
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Open Text Corporation (OTEX $39.15)
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Nutrien Ltd. (NTR $80.77)
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 $23.49)
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Northland Power Inc. (NPI $22.35)
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Enghouse Systems Limited (ENGH $22.75)
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TMX Group Limited (X $55.83)
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Toromont Industries Ltd. (TIH $140.49)
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Magna International Inc. (MG $57.05)
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Open Text Corporation (OTEX $39.15)
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Thomson Reuters Corporation (TRI $277.45)
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Premium Brands Holdings Corporation (PBH $87.11)
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Nutrien Ltd. (NTR $80.77)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.52)
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A & W Food Services of Canada Inc. (AW $39.13)
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 $76.53)
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Magna International Inc. (MG $57.05)
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Open Text Corporation (OTEX $39.15)
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Savaria Corporation (SIS $19.84)
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B2Gold Corp. (BTO $4.74)
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Spin Master Corp. Subordinate Voting Shares (TOY $22.10)
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WELL Health Technologies Corp. (WELL $4.63)
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AbCellera Biologics Inc. (ABCL $4.24)
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Topicus.com Inc. (TOI $185.15)
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Lumine Group Inc. (LMN $52.11)
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South Bow Corporation (SOBO $36.36)
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,