Q: REAL seems to have lost momentum and has high insider trading. Would you still recommend taking a position at today’s position?
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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.
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Real Matters Inc. (REAL)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: These seem to be some of your favorite Canadian growth names - very different in terms of sectors, vol and size, however can you please rank them in terms of growth outlook for next 3-4 years to add some torque to a portfolio.
Thank you
Thank you
Q: Hi Peter and staff
Ok so can you comment on these 2 companies going forward . Specifically Boyd is it a sell and Real is it a buy at these prices at this time
Ok so can you comment on these 2 companies going forward . Specifically Boyd is it a sell and Real is it a buy at these prices at this time
- NVIDIA Corporation (NVDA)
- AutoNation Inc. (AN)
- FedEx Corporation (FDX)
- United Parcel Service Inc. (UPS)
- Tesla Inc. (TSLA)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- DocuSign Inc. (DOCU)
- Pinterest Inc. Class A (PINS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Good day,
Looking for growth stocks with good momentum, Canadian or US. What would you suggest ?
Any views on the above mentionned stocks ?
Gratefully yours,
Jacques IDS
Looking for growth stocks with good momentum, Canadian or US. What would you suggest ?
Any views on the above mentionned stocks ?
Gratefully yours,
Jacques IDS
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Real Matters Inc. (REAL)
- DocuSign Inc. (DOCU)
- Avalara Inc. (AVLR)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
Q: Tech has boosted my returns this year and now it is around 40% of my portfolio and that is after trimming half my SHOP and CSU and selling AYX, GIB.A and DSG. Trying to get down to 20% Can you please rank the above stocks to help me with my decision. And thanks for the great service.
Q: Hi 5i,
Any reason that Bill Holland (Board of Directors) sold a total of 270,766 shares at an average price per share of approximately $31.56. Do you think it will have negative impact to the stock? In general, Investors monitor insider buying and selling since buying activity is often seen as a positive sign that executives believe the stock will rise in the future. Conversely, insider selling can be seen that executives believe the company and its stock price may underperform in the future. Do you see any possible of underperform reason, please kindly advise.
Any reason that Bill Holland (Board of Directors) sold a total of 270,766 shares at an average price per share of approximately $31.56. Do you think it will have negative impact to the stock? In general, Investors monitor insider buying and selling since buying activity is often seen as a positive sign that executives believe the stock will rise in the future. Conversely, insider selling can be seen that executives believe the company and its stock price may underperform in the future. Do you see any possible of underperform reason, please kindly advise.
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- Toronto-Dominion Bank (The) (TD)
- Dollarama Inc. (DOL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Air Canada Voting and Variable Voting Shares (AC)
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- InterRent Real Estate Investment Trust (IIP.UN)
- Real Matters Inc. (REAL)
- WELL Health Technologies Corp. (WELL)
- Berkshire Hathaway Inc. (BRK.B)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: Hi i5,
According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?
According to "Buffett Indicator", when it's in the 70% to 80% range, it is time to throw cash at the market. When it moves above 100%, it's time to lean toward risk-off. Now Market Cap to GDP Ration > 100% means stocks in bubble territory. Do you think Canadian stocks may also in bubble territory? If US in bear market, do you think the above Canadian stocks which I am holding can be survived? Perhaps, should we start to off load which may be in danger during the bear market into cash, or switch among balance or income portfolio. Any suggestion?
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Guys,
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
I have these tech companies inside my portfolio adding up to 40%, please rank them for long term growth (3 to 5 years). I would like to drop this percentage down to 25%.
Are there any MUST sell in this group?
thanks
Jim
- Apple Inc. (AAPL)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- The Trade Desk Inc. (TTD)
Q: 2 questions - what's you outlook for gold / silver moving fwd after the blood bath today ? will the price recover or are we headed back down below $2000 or?- what's the general feeling amongst the gold bugs
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit
Thanks for your help its appreciated
- What is your top 3 stocks both in Canada + USA regardless of sector (I am a moderate risk investor. Deduct credits as you see fit
Thanks for your help its appreciated
Q: I know these are different sectors, but which would you pick for growth going forward today?
And is WELL a reasonable way to get into the health sector?
Thanks,
Robert
And is WELL a reasonable way to get into the health sector?
Thanks,
Robert
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- BlackBerry Limited (BB)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Real Matters Inc. (REAL)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
Q: Hi 5i,
I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
I am thinking to start invest the above stocks. In term of risk, potential grow, please kindly provide the ranking. Please take out any if not suggest for the moment to invest. Many thanks.
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Up some 30% on LSPD in my TFSA. Considering selling and replacing with either REAL, KXS. or SHOP. Would you hold the course with LSPD? If not, which of the three would you replace it with? Thank you.
Maureen
Maureen
Q: Excluding SHOP, which latest earnings reports have you been most impressed by wrt 5i portfolio companies?
- BRP Inc. Subordinate Voting Shares (DOO)
- Real Matters Inc. (REAL)
- WELL Health Technologies Corp. (WELL)
Q: For new buying and looking for conservative growth which one would you buy and why? Thanks. ram
Q: Hi Team,
After its recent gains would you still be comfortable starting a position at these levels or wait for some weakness?
Thanks
After its recent gains would you still be comfortable starting a position at these levels or wait for some weakness?
Thanks
Q: In your answer to John on July 30th you stated that REAL crushed revenue estimates with $118 million actual compared to $40 million estimated. I believe the estimates are for NET revenue, which came in at $43.8 million for the quarter. A beat, but not a huge beat.
Q: In a comparison of growth opportunity over the next 5-10 years, which would you side with? Where would you put REAL on the risk spectrum?
Q: Can you comment on REAL earnings. What impact should they have on stock performance? Do you see anything to be concerned about?
Q: What should we expect from the 3 quarter results coming tomorrow from real. And it looks like that lightspeed will have their's on April 6 2020. These 2 companies have had a pretty good ralley the last couple of weeks, i would expect strong results. Do you see the same here?
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Docebo Inc. (DCBO)
Q: Hello,
I am down in my TFSA by average 25% ( MX, RVX, CERV, CHEM, OVV, POW,CHR). I am up with EMA by 25%. I was thinking of selling EMA and buy some growth companies for a 5 year outlook. Is it good to get into LSPD, REAL, KXS and DCBO at this time.
Thanks
Ravi
I am down in my TFSA by average 25% ( MX, RVX, CERV, CHEM, OVV, POW,CHR). I am up with EMA by 25%. I was thinking of selling EMA and buy some growth companies for a 5 year outlook. Is it good to get into LSPD, REAL, KXS and DCBO at this time.
Thanks
Ravi