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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: Hello Peter,
Given your response to Topicus, is the company following the same strategy as it did for CSU? If so, given that its presence in Europe and that it trades on Venture exchange with little coverage, can you see this stock doing well in the longer term? Also, why would CSU not focus on getting the company to trade on Toronto Exchange? Lastly , Tecsys has been on the decline.. Any major reason as i thought this would be a good long term hold? Thanks
Read Answer Asked by umedali on September 16, 2022
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Read Answer Asked by Tyler on September 02, 2022
Q: These six companies comprise my “Small Cap Canadian Technology” holdings. As I like their long term prospects, I am content to hold all of them for their recovery potential over the next few years. However, I would like a second opinion from you: would you agree they are all good companies worth holding, or would you switch any of them out for better quality names? If so, what would be your suggested replacements and why?
Read Answer Asked by David on July 12, 2022
Q: I've read the Nov. 4, 2021 report and all questions since. Given premium to peers in Nov report and its more than 50% decline, taking into consideration price changes since Nov in peers (KXS, DSG, SYZ), would you say the case is stronger on a relative basis today to consider TCS for a buy? If you ranked the 4 today where would you put TCS and if it's in the 3 or 4 position, what particular weaknesses are causing you to rank it lower? Thanks for all you do. John
Read Answer Asked by John on May 03, 2022
Q: Hello 5i team,

Based on price level, revenue growth and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed
Read Answer Asked by Edward on April 18, 2022
Q: Can you please list in order of preference for initiating a long position in KXS, DSG, TCS? Thanks
Read Answer Asked by Gary on April 12, 2022
Q: Hi 5I gang

I just want to confirm that thru this "risk on" period which will sustain for the foreseeable future, I am doing the correct thing by "holding" as opposed to "selling" these growth stocks.

Carl
Read Answer Asked by Carl on April 11, 2022
Q: Hello Peter and team,
The market is up today and the tech stocks are up considerably after the recent fed rate increase. Is it because the increase was small (i.e Tech stocks sold off on previous announcements of rate increases)? Any idea why Tecsys and ATS automation are not participating? Do you see Arc Resources and Whitecap doing better in the next few months.. On BNN, Eric Nuttal, felt oil will continue to do well price wise. Do you share that view?
Read Answer Asked by umedali on March 18, 2022
Q: Hello Peter and Ryan,
What is happening with Tecsys? Is it just the current market conditions bringing town tech related stocks? I would have thought with the current covid situation, Abcellera Biologics would be doing much better but the stock continues to slide? With respect to curaleaf, why is the stock experiencing so much volatility when it is one of the leaders and the revenues are decent? Thanks very much
Read Answer Asked by umedali on January 10, 2022
Q: Two Questions:

1. BofA downgraded TIXT from a Buy to Underperform. Anything triggering this in particular?

2. TCS took a good hit today. Anything going on of concern other than market rolling out of growth?

Thanks, Carl
Read Answer Asked by Carl on January 07, 2022
Q: Hello Peter,
Nuvei just came out with a release about the short seller. I dont think it says much more than what they previously announced. What did shopfiy do that was different to refute the short seller? At this point, it seems that Nuvei is stuck in the $75 range a far cry before the report. Would you just wait it out for now as the company is supported by large private firms and insider ownership seems decent. As well , analysts seem to be endorsing the company. Also , i would appreciate your view on Tecsys and CareRx . Thanks very much.
Read Answer Asked by umedali on December 14, 2021
Q: hello 5i:
We recently sold U: 50% gain and a bit too high valuation for us. To quote Peter: we would reduce very expensive growth stock exposure. Current tech holdings are CSU, PANW, AVGO, OTEX, TOI and DND; the latter 2 being about 1% positions. We would like to replace U with something "less" exciting and are considering TCS, APPS and QCOM as you seem to favour these stocks (like others, I read the questions/answers daily). TCS is very appealing as it looks to have a moat within the health care sector, but we also own VEEV and WELL. Is there too much overlap here? APPS is a volatile trader and not really in our wheelhouse, but is of interest. Can you make a suggestion as to how you'd replace U?
thanks
Paul L
Read Answer Asked by Paul on November 15, 2021
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