Q: Please comment on the Open Text earnings report. What does the market not like about it?
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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.
- NVIDIA Corporation (NVDA)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Blockchain Technologies ETF (HBLK)
- Super Micro Computer Inc. (SMCI)
- Global X Big Data & Hardware Index ETF (HBGD.U)
- Coinbase Global Inc (COIN)
- CleanSpark Inc. (CLSK)
- Arm Holdings plc (ARM)
Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
Q: Can you please comment on OTEX's debt and payout ratio ? - a concern to me. Is this what is weakening the share price?
Is its business comparable to that of CSU or LMN ? I am aware of all the strengths of the latter two - including great management, but does OTEX really deserve what appears to be a substantially lower relative valuation?
Is its business comparable to that of CSU or LMN ? I am aware of all the strengths of the latter two - including great management, but does OTEX really deserve what appears to be a substantially lower relative valuation?
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Pembina Pipeline Corporation (PPL)
- North West Company Inc. (The) (NWC)
- Open Text Corporation (OTEX)
- Exchange Income Corporation (EIF)
Q: Hello again, I was not very clear on my question re: additions to Canadian dividend growth portfolio. I would like your top 5 preferences out of the 10 stocks listed, which are all currently held.
The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.
The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.
- Cisco Systems Inc. (CSCO)
- Oracle Corporation (ORCL)
- UnitedHealth Group Incorporated (DE) (UNH)
- Constellation Software Inc. (CSU)
- Metro Inc. (MRU)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- North West Company Inc. (The) (NWC)
- Agnico Eagle Mines Limited (AEM)
- Open Text Corporation (OTEX)
- Premium Brands Holdings Corporation (PBH)
- Savaria Corporation (SIS)
- Acadian Timber Corp. (ADN)
- T-Mobile US Inc. (TMUS)
- West Fraser Timber Co. Ltd. (WFG)
- Topicus.com Inc. (TOI)
- Elevance Health Inc. (ELV)
- Lumine Group Inc. (LMN)
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).
Thank you for considering my lengthy question for which I apologize.
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).
Thank you for considering my lengthy question for which I apologize.
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Pembina Pipeline Corporation (PPL)
- North West Company Inc. (The) (NWC)
- Open Text Corporation (OTEX)
- Exchange Income Corporation (EIF)
Q: Greetings, the above companies are all currently held (among others) in a Canadian dividend growth portfolio. For new money, what would be your top 5 choices to add to today? Long-term hold, income and stability with growth potential are key criteria. Would also like to maintain some sector diversification.
Thank you.
Thank you.
Q: Hello 5i team,
When does open text report the latest quarter?
Thanks,
Andrew
When does open text report the latest quarter?
Thanks,
Andrew
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!
Q: Hi team,
Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.
Is there anything to like about this name and if so, when would you step in?
Otex seems to have found support around the 200 day, is trading at approximately 8pe and has a +2% dividend.
Is there anything to like about this name and if so, when would you step in?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Coveo Solutions Inc. Subordinate voting shares (CVO)
Q: The AI fields are currently very much the talk of the tech world. Do you have names of Canadian companies active in the AI fields, other than OTEX, we can check out as names of interest for potential investment? Thanks.
Q: Looking to deploy some cash and I'm considering either CAE or Open Text in light of their recent share price declines.
Which one of the two would you consider to have the most potential for share price appreciation over the next 3-5 years, and why?
Appreciate your thoughts, Rick
Which one of the two would you consider to have the most potential for share price appreciation over the next 3-5 years, and why?
Appreciate your thoughts, Rick
Q: Hi 5i,
I have held OTEX for many years as a 1.5% weighting and have a loss in a registered account. I am currently underweight tech and would like to slowly increase this sector. Based on the recent earnings and the division sale would you recommend adding, holding, or moving on with the position as a portfolio cleanup? If OTEX was sold would adding to a small position in CSU be a good move?
I have held OTEX for many years as a 1.5% weighting and have a loss in a registered account. I am currently underweight tech and would like to slowly increase this sector. Based on the recent earnings and the division sale would you recommend adding, holding, or moving on with the position as a portfolio cleanup? If OTEX was sold would adding to a small position in CSU be a good move?
Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Dollarama Inc. (DOL)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Nexus Industrial REIT (NXR.UN)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello, I have the following in my TFSA: GIB.A, OTEX, NVEI, KXS, DSG, DOL, NXR.UN, with more or less the same weight. I am under water with NVEI, KXS, NXR.UN. Should I just sell OTEX, DSG and GIB.A and buy XIT instead and wait for NVEI and KXS to break even before selling them and buy XIT? I know XIT has 50% in SHOP and CSU and 5i likes CSU very much. I am less sure about SHOP. What is your opinion of SHOP for a long term hold? I did not fully understand their recent change of strategy. FYI, I have US tech names in a cash account, that’s why I am looking at CDN names in my TFSA. Thanks.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- TECSYS Inc. (TCS)
- Vitalhub Corp. (VHI)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.
Q: Can you please provide an update since your last comments in August? Please comment on their sale of AMC to Rocket Software and Q1 2024 results.
- Sun Life Financial Inc. (SLF)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What are some stocks that could do really well with AI becoming more and more available ?
Q: Your thoughts on the quarter and outlook? What do you feel would be a reasonable entry point to leg into a position? Thanks
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Datametrex AI Limited (DM)
- Docebo Inc. (DCBO)
Q: I was wondering what companies in Canada might be in a position to benefit from the AI technology? Would SHOPIFY be on your list? Thank you.
Q: Hi - of these two stocks, would you be buyers of both at current prices? Do you favour one over the other or are comfortable buying both? Growth objective and held within diversified portfolio. Which of the two would perhaps have greater downside in a recession? In your mind does either have a beta higher than 1 in a mkt downdraft? Thanks as always!