Q: Up 80% on DSG...Thinking of taking profits and purchasing TCS to diversify somewhat...3 to 5 year hold.. Your thoughts?
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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: Had a great Q resulting in a huge jump.Please comment on the Q.Is this an entry point? Txs for u usual great services & views
Q: TCS began its recent ascension in early Sep at $26.50,reaching a peak of $42.50(1 yr H) on Oct 22,then started decension till Nov 15 @ $33.59.($34.86 on Nov 20.) What is its record of Q results vs estimates? Is it time to establish a position or wait after its Q report on Dec 2? Note that U have recent favourable comments. Txs for u usual great services & views
Q: Hi Peter,
What can investors expect from TCS when they report Q2 results on Dec 3rd?
Thanks
What can investors expect from TCS when they report Q2 results on Dec 3rd?
Thanks
- TECSYS Inc. (TCS)
- Blackline Safety Corp. (BLN)
- The Trade Desk Inc. (TTD)
- Martello Technologies Group Inc. (MTLO)
- BBTV Holdings Inc. Subordinate Voting Shares (BBTV)
Q: your thoughts about this company.Its been struggling after the IPO.
Are they in the same field as Acuity or TTD?
What about Martello?would you buy here?
I am looking for a growth stock that has not been recognized yet.
Are they in the same field as Acuity or TTD?
What about Martello?would you buy here?
I am looking for a growth stock that has not been recognized yet.
- TECSYS Inc. (TCS)
- Alithya Group inc. Class A subordinate voting shares (ALYA)
- Converge Technology Solutions Corp. (CTS)
Q: HI the great team, please rank them in order of high potential and less risk.
- People Corporation (PEO)
- Enghouse Systems Limited (ENGH)
- BRP Inc. Subordinate Voting Shares (DOO)
- Savaria Corporation (SIS)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TECSYS Inc. (TCS)
- ECN Capital Corp. (ECN)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Over the last 10-20 years, I have found that I have done the best buying and holding several smallish, but established companies that seem to have good long term growth prospects. Have made very large gains by holding stocks like CSU, BYD, PBH, WSP and GSY for 5, 10 or more years. I am trying to identify which smallish but established companies might be the best candidates to produce some very significant gains over the next 10+ years. Would you please rank the following in order according to which you think are the most likely to generate some very significant gains over that time frame. I hold the majority of these, but not in large positions, and there are a few I do not currently hold. Also, if you have another 2 or 3 companies that you think would fit this strategy, could you indicate which ones and where they would rank in the list. I'm not worried about sector, as my portfolio is well diversified, and I am tolerant of risk. Take how ever many credits you feel this question is worth. Thank you.
ABT, DOO, ECN, ENGH, GDI, GOOS, LSPD, PEO, REAL, SIS, TCS
ABT, DOO, ECN, ENGH, GDI, GOOS, LSPD, PEO, REAL, SIS, TCS
Q: Hi 5i Team,
I was able to build up a half a position of WELL before it took off on me and have roughly a 150% profit on the position. I can't help but think the stock is a bit overvalued at this point and I have been pondering what, if anything, would be the best move long term in a TFSA account?
I was thinking of trimming the WELL position to bring it back to what I consider a normal full position and put the proceeds into either TCS and bring it to a full position or add to a SYZ position bringing it to .5 weighting?
Another possibility is just to let WELL run until I rebalance due to its weighting in my total portfolio which is my usual system of rebalancing.
Thank you for the advice and have a great weekend!
I was able to build up a half a position of WELL before it took off on me and have roughly a 150% profit on the position. I can't help but think the stock is a bit overvalued at this point and I have been pondering what, if anything, would be the best move long term in a TFSA account?
I was thinking of trimming the WELL position to bring it back to what I consider a normal full position and put the proceeds into either TCS and bring it to a full position or add to a SYZ position bringing it to .5 weighting?
Another possibility is just to let WELL run until I rebalance due to its weighting in my total portfolio which is my usual system of rebalancing.
Thank you for the advice and have a great weekend!
- Sangoma Technologies Corporation (STC)
- TECSYS Inc. (TCS)
- Blackline Safety Corp. (BLN)
- Kraken Robotics Inc. (PNG)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
Q: Hi crew, what 5-10 micro-cap stocks have the biggest runway for growth? How about small cap?
Thank you,
Kevin
Thank you,
Kevin
Q: Peter; Could comment on their earnings- appears to have beaten estimated handily. Rod
Q: Thinking of buying TCS.Your comments please.Txs for u usual great services & views
Q: Hello Peter,
In the US cannabis space, Curaleaf seems to be doing well. Any comments on the company and recent financial results? Would you consider Tecsys as a smaller version of Kinaxis and is it a good time to put some money in Tecsys? Any idea why wellness health is surging? Lastly, is it too late to buy Goodfood market? Thanks
In the US cannabis space, Curaleaf seems to be doing well. Any comments on the company and recent financial results? Would you consider Tecsys as a smaller version of Kinaxis and is it a good time to put some money in Tecsys? Any idea why wellness health is surging? Lastly, is it too late to buy Goodfood market? Thanks
Q: Did you see any news that may explain such a large one day move in TCS on July 6th? I appreciate that this isn't the first time this thinly traded stock has moved this much but thought you may have some news I didn't see, or was this just some interest in a thin stock on a strong day for the sector. Thanks.
- Quarterhill Inc. (QTRH)
- MTY Food Group Inc. (MTY)
- Chorus Aviation Inc. Voting and Variable Voting Shares (CHR)
- Spirit Airlines Inc. (SAVE)
- SunOpta Inc. (SOY)
- TECSYS Inc. (TCS)
Q: Hi,
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille
Can you comment on the following businesses and if you recommend buy, hold or sell for a long-term investor?
MTY Food Group (MTY), Chorus Aviation (CHR), Spirit Airlines (SAVE), Quarterhill (QTRH), Tecsys (TCS) and SunOpta (SOY).
Thanks,
Camille
Q: Shopify has grown to be 12% of my portfolio ( thanks to 5i ) and as a result I need to sell some shares. I was wondering what companies you would recommend as a replacement . Would also appreciate your comments on MDF Mediagrif and TCS Tecsys.
Great work through these interesting times.
W
Great work through these interesting times.
W
Q: Any news to account to why Tecsys was halted today ?
Q: Hi 5i Team,
I have partial positions in both of the 2 stocks above and I am looking at adding to one of them. I've had HTL for awhile and has climbed back to my purchase price and trending nicely even with recent volatility. TCS is a relatively new position for me. I've watched it for a while and missed the initial run I really like its potential. Both are part of a diversified small cap portfolio.
I would like to know if you would be comfortable adding to positions in these stocks today? Do you have a preference for one or the other today?
Many Thanks and have a great day!
I have partial positions in both of the 2 stocks above and I am looking at adding to one of them. I've had HTL for awhile and has climbed back to my purchase price and trending nicely even with recent volatility. TCS is a relatively new position for me. I've watched it for a while and missed the initial run I really like its potential. Both are part of a diversified small cap portfolio.
I would like to know if you would be comfortable adding to positions in these stocks today? Do you have a preference for one or the other today?
Many Thanks and have a great day!
- Sangoma Technologies Corporation (STC)
- Sylogist Ltd. (SYZ)
- TECSYS Inc. (TCS)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
Q: Hi Team
Can i have your opinion on these 5 stocks and how would you rank them base on their
quality of management, growth and risk.
Can i have your opinion on these 5 stocks and how would you rank them base on their
quality of management, growth and risk.
Q: I really liked the recent results from Tecsys, showing excellent growth of revenue and profit, and initiated a small position. Thinking of adding some more. Seems like a less expensive logistics/supply chain type company than Descartes, which seems pricey to me, for the growth rate DSG has. Do you like TCS, or is DSG a better buy here for long term growth? Thanks.
Q: Hi 5i team,
Can you please comment on Tecsys recent quarter? It seems to be a good quarter ...but is it just a one of?
Their transition to a SaaS model looks to be paying off and results may be more consistent going forward wrt revenues and profit.
Reviewing some of the prior Q&A, you had been luke warm on this company based on missing quarterly expectations and slower growth vs other similar tech companies.
Looking at their Key Ratios (provided on your your site), they appear uninspiring. However I note a huge jump in Consensus EPS Estimates between FY20 and FY21...like sixfold, ie .06 to .36 cents. All based on 4 analysts with a strong buy - moderate buy tilt. Is the analysts expectation a little to rosy?
Based on their (positive) quarterly results, could one dip their toes into this now and start a half position? I also note they just increased their dividend as per the quarterly results. It has provided a very good return over 1, 3 and 5 years...but so have DSG and KXS (which I already own).
Cheers,
Steve
Can you please comment on Tecsys recent quarter? It seems to be a good quarter ...but is it just a one of?
Their transition to a SaaS model looks to be paying off and results may be more consistent going forward wrt revenues and profit.
Reviewing some of the prior Q&A, you had been luke warm on this company based on missing quarterly expectations and slower growth vs other similar tech companies.
Looking at their Key Ratios (provided on your your site), they appear uninspiring. However I note a huge jump in Consensus EPS Estimates between FY20 and FY21...like sixfold, ie .06 to .36 cents. All based on 4 analysts with a strong buy - moderate buy tilt. Is the analysts expectation a little to rosy?
Based on their (positive) quarterly results, could one dip their toes into this now and start a half position? I also note they just increased their dividend as per the quarterly results. It has provided a very good return over 1, 3 and 5 years...but so have DSG and KXS (which I already own).
Cheers,
Steve