Q: What are your thoughts, please?
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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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Novo Nordisk A/S (NVO)
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ON Semiconductor Corporation (ON)
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Marvell Technology Inc. (MRVL)
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Ceragon Networks Ltd. (CRNT)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Docebo Inc. (DCBO)
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Kolibri Global Energy Inc. (KEI)
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Upstart Holdings Inc. (UPST)
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Affirm Holdings Inc. (AFRM)
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illumin Holdings Inc. (ILLM)
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RxSight Inc. (RXST)
Q: Hi 5i,
I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.
DCBO
ILLM
KEI
LSPD
AFRM
CRNT
MRVL
NVO
ON
RXST
UPST
Thank you
I have some stocks down over 10%, mostly in USD. Do you see any red flags in the following stocks? Its small amounts and timeframe is not a problem.
DCBO
ILLM
KEI
LSPD
AFRM
CRNT
MRVL
NVO
ON
RXST
UPST
Thank you
Q: Please comment on the recent results. Is it a sell, buy or hold? I am down 35% on this one. Thank you
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Real Matters Inc. (REAL)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Docebo Inc. (DCBO)
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Dye & Durham Limited (DND)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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D2L Inc. Subordinate Voting Shares (DTOL)
Q: At one point it seemed like LSPD, DND, TIXT, REAL and WELL were market darlings with great potential, and DCBO, SHOP and ATZ were on more solid ground. Are any nearing the point of accumulation or should I start buying Spam for the apparent apocalypse?!!
Q: I realize that you are not much of a fan of DCBO these days given your preference for DTOL and that you removed it from your growth profile. But I'm wondering if this company might be looked at as a potential takeover candidate. Three points to consider:
1. There have been recent articles indicating that the next 18 months could see a real pickup in M&A activity within the Canadian software sector;
2. Following recent earnings, analysts revised their targets for DCBO downwards. Notwithstanding this, the average target is still $72.17, almost 70% higher than our current share price; and
3. Most significantly, two weeks ago, Warburg Pincus LLC anted up over $5.4M to purchase 118K shares (@$45.49) and they now own 12% of the company.
As always, would appreciate your viewpoint.
1. There have been recent articles indicating that the next 18 months could see a real pickup in M&A activity within the Canadian software sector;
2. Following recent earnings, analysts revised their targets for DCBO downwards. Notwithstanding this, the average target is still $72.17, almost 70% higher than our current share price; and
3. Most significantly, two weeks ago, Warburg Pincus LLC anted up over $5.4M to purchase 118K shares (@$45.49) and they now own 12% of the company.
As always, would appreciate your viewpoint.
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Enterprise Group Inc. (E)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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VersaBank (VBNK)
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Kraken Robotics Inc. (PNG)
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Zedcor Inc. (ZDC)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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Galaxy Digital Inc. Class A common stock (GLXY)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Docebo Inc. (DCBO)
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D2L Inc. Subordinate Voting Shares (DTOL)
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Westgold Resources Limited Ordinary shares (WGX)
Q: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.
Q: hi,
just curious as to the sell full DCBO in growth portfolio? March 17 answer to "Andrew" in question section you had it ranked very highly in the list of growth stocks for long term hold?
cheers, Chris
just curious as to the sell full DCBO in growth portfolio? March 17 answer to "Andrew" in question section you had it ranked very highly in the list of growth stocks for long term hold?
cheers, Chris
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Docebo Inc. (DCBO)
Q: In what order would you purchase these stocks. What is a good entry price. In this volatile time would you purchase now or hold off
Thank you again for your good service and await your answer.
Earl
Thank you again for your good service and await your answer.
Earl
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Celestica Inc. (CLS)
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goeasy Ltd. (GSY)
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Pollard Banknote Limited (PBL)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Nutrien Ltd. (NTR)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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DeFi Technologies Inc. (DEFI)
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX
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NFI Group Inc. (NFI)
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Open Text Corporation (OTEX)
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Docebo Inc. (DCBO)
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DRI Healthcare Trust (DHT.UN)
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MDA Space Ltd. (MDA)
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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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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kneat.com inc. (KSI)
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Valhi Inc. (VHI)
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Datadog Inc. (DDOG)
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Docebo Inc. (DCBO)
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Shift4 Payments Inc. Class A (FOUR)
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Palantir Technologies Inc. (PLTR)
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Cellebrite DI Ltd. (CLBT)
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Symbotic Inc. (SYM)
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Nebius Group N.V. (NBIS)
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DeFi Technologies Inc. (DEFI)
Q: Hello,
I'm looking for some tax-loss proxy ideas for the following names:
CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR
Thank you!
I'm looking for some tax-loss proxy ideas for the following names:
CAN: DEFI, DCBO, HPS.A, KSI, VHI
US: CLBT, NBIS, PLTR, SYM, FOUR
Thank you!
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Meta Platforms Inc. (META)
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NVIDIA Corporation (NVDA)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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TerraVest Industries Inc. (TVK)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
Q: Any stocks dropping that you feel represent a good buying opportunity? Perhaps something being sold that is an ‘overreaction’ or will look like a good buy in a year or so from now? Thanks
Q: DCBO is down 20 percent today, after reporting earnings. Can you please comment on their earnings report?
Would you view this drop as a buying opportunity or would you wait to see if revenue improves?
Would you view this drop as a buying opportunity or would you wait to see if revenue improves?
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Magna International Inc. (MG)
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Enterprise Group Inc. (E)
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Data Communications Management Corp. (DCM)
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Foraco International SA (FAR)
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Jamieson Wellness Inc. (JWEL)
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Zedcor Inc. (ZDC)
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Docebo Inc. (DCBO)
Q: Please rank the above companies for total return over the next three years. For the top two companies, please advise why you prefers them.
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Zedcor Inc. (ZDC)
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kneat.com inc. (KSI)
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Vitalhub Corp. (VHI)
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Freshworks Inc. (FRSH)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Docebo Inc. (DCBO)
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Shift4 Payments Inc. Class A (FOUR)
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Cantaloupe Inc. (CTLP)
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SoFi Technologies Inc. (SOFI)
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D2L Inc. Subordinate Voting Shares (DTOL)
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ReposiTrak Inc. (TRAK)
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Nebius Group N.V. (NBIS)
Q: Hello Team,
I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks
I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks
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Intuitive Surgical Inc. (ISRG)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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WELL Health Technologies Corp. (WELL)
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Crocs Inc. (CROX)
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Freshworks Inc. (FRSH)
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Docebo Inc. (DCBO)
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Vertiv Holdings LLC Class A (VRT)
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Shift4 Payments Inc. Class A (FOUR)
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SoFi Technologies Inc. (SOFI)
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Cellebrite DI Ltd. (CLBT)
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Westgold Resources Limited Ordinary shares (WGX)
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Nebius Group N.V. (NBIS)
Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!
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Eli Lilly and Company (LLY)
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Toromont Industries Ltd. (TIH)
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ATS Corporation (ATS)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?
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Intuitive Surgical Inc. (ISRG)
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Celestica Inc. (CLS)
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Athabasca Oil Corporation (ATH)
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Crocs Inc. (CROX)
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Aspen Aerogels Inc. (ASPN)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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IES Holdings Inc. (IESC)
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Parsons Corporation (PSN)
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Docebo Inc. (DCBO)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
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Westgold Resources Limited Ordinary shares (WGX)
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Nebius Group N.V. (NBIS)
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
Q: How would you rank the following four companies at current valuations? Which ones would you be comfortable buying a full position in?
Q: Greetings 5i Team and HNY,
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?
Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?
Thank you very much.
Steve
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?
Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?
Thank you very much.
Steve