Q: Can you please rank the above stocks in which you would purchase today? Thank you
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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: Gentlemen;
Are you surprised in the current weakness in the price action since earnings were released?
Do you think this is a decent entry point?
Are you surprised in the current weakness in the price action since earnings were released?
Do you think this is a decent entry point?
Q: After the last Q results DCBO had a big jump that withered to half. Would you consider it a good point to add? Is the story still intact ie any positive/negative news from the company that you see?
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Descartes Systems Group Inc. (The) (DSG)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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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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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Lumine Group Inc. (LMN)
Q: A number of these companies have done very well recently while others have not. Could you rate these as Buy/Hold/Sell and for those you consider a buy, could you provide what you feel is a good entry point.
Thank you
Tim
Thank you
Tim
Q: I want to chose one of these, which would you chose and why
Thank You
Peter
Thank You
Peter
Q: Hi 5i!
Respecting these are in different sectors, if you could only buy one for growth for a 3-5 year hold which would it be? Why? (I’m ok with the risk associated with a high growth name as long as the fundamentals are compelling)
A million thanks!
Respecting these are in different sectors, if you could only buy one for growth for a 3-5 year hold which would it be? Why? (I’m ok with the risk associated with a high growth name as long as the fundamentals are compelling)
A million thanks!
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BRP Inc. Subordinate Voting Shares (DOO)
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goeasy Ltd. (GSY)
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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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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Lumine Group Inc. (LMN)
Q: In a registered account I would like to do some money recycling and choose 2 to depart from and recycle back into the others. HPS.A with 4% weighting and GSY at 6%. WELL is (well below) purchase price and although I still believe in the company the others might do better with a 5 years horizon but maybe not, your take. Could you identify the 2 you would let go and where would you recycle money into with a 1-5 preference, 1 beeing where you would add the most and 5 you would put the least. Having said all of that the total portfolio is much bigger and the position size of all of the above except for HPS and GSY are in the 1-2% range.
Thank you
Thank you
Q: I struggle with ATS and KXS whether to sell or continue to see drifting lower. I know you suggest selling if something fundamental has changed for the worse. People commonly thinking ATS is a growth name, but their backlog is shrinking, still a growth name? Fundamental changed? KXS's growth is declining as well....when it will resume their growth? If sell them, what to buy to replace? Can I have your thoughts? Thanks.
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goeasy Ltd. (GSY)
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TerraVest Industries Inc. (TVK)
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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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TECSYS Inc. (TCS)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Converge Technology Solutions Corp. (CTS)
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Docebo Inc. (DCBO)
Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Elastic N.V. (ESTC)
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CrowdStrike Holdings Inc. (CRWD)
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Docebo Inc. (DCBO)
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Shift4 Payments Inc. Class A (FOUR)
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Lumine Group Inc. (LMN)
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Nextracker Inc. (NXT)
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Thank you
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Pure Storage Inc. Class A (PSTG)
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Super Micro Computer Inc. (SMCI)
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Axon Enterprise Inc. (AXON)
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Modine Manufacturing Company (MOD)
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Docebo Inc. (DCBO)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Palantir Technologies Inc. (PLTR)
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Nextracker Inc. (NXT)
Q: In a previous question I asked a few months ago,
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!
- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation
Thanks in advance,
M
- One of the questions I asked was :
- What Companies do you think was a screaming Buy... And You said SMCI...
- Good call!
- Now my Question is : Currently in this environment, What would you suggest is a Screaming Buy.. - In any Sector, Based on current stock price and valuation
Thanks in advance,
M
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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United Rentals Inc. (URI)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Berkshire Hathaway Inc. (BRK.B)
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CrowdStrike Holdings Inc. (CRWD)
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Docebo Inc. (DCBO)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Nextracker Inc. (NXT)
Q: Hello 5i,
On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.
Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.
If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.
Thank you
D&J
On Feb 28th 5i provided answers to Jacques and David on the top 10 US and CAD stocks to own in a TFSA. Thank you for that answer.
Can you please provide the top 12 stocks overall (CAD or US) in order of priority that should be in a TFSA? We have both US and CDN funds + CDR's. Diversity is not important at this time and we are anticipating that US stocks will outnumber CAD stocks in the top 12. Funds are not required for 6 years or more.
If this was your TFSA, would you have equal weighting or will one or more of the stocks have a higher weighting compared to other stocks? If yes, can you identify the stock(s) and the % of weighting? We can equal weight the remaining stocks.
Thank you
D&J
Q: Hello team,
Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?
Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?
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WELL Health Technologies Corp. (WELL)
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ADF Group Inc. Subordinate Voting Shares (DRX)
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Docebo Inc. (DCBO)
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HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX)
Q: Hi
I am still sitting on the fence regarding sell half of my WELL in my TFSA.
What would be your pick as a replacement :
DCBO
DRX
I am looking at DRX over the other DCBO. Your comments are most welcome and I understand how you must respond in your answer and any other suggestions are most welcome.
Thank you
Mike
I am still sitting on the fence regarding sell half of my WELL in my TFSA.
What would be your pick as a replacement :
DCBO
DRX
I am looking at DRX over the other DCBO. Your comments are most welcome and I understand how you must respond in your answer and any other suggestions are most welcome.
Thank you
Mike
Q: Would you lean KXS or DCBO moving forward?
Q: Hi
Do you think it would be a wise move to replace half of our WELL with DCBO?
Thank you
Mike
Do you think it would be a wise move to replace half of our WELL with DCBO?
Thank you
Mike
Q: Please comment on DCBO earnings report.
Thank you.
Thank you.
Q: Hi,
What percentage of the time does DCBO beat the earnings estimate?
Does it beat/miss by a large amount or small, usually?
Thanks!
Mike
What percentage of the time does DCBO beat the earnings estimate?
Does it beat/miss by a large amount or small, usually?
Thanks!
Mike
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Celestica Inc. (CLS)
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TerraVest Industries Inc. (TVK)
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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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Docebo Inc. (DCBO)
Q: Have held KXS for several years.. I’m wanting to replace it with better growth…already hold CSU, TOI, LMN, SHOP, DSG, GSY, WSP…
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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TerraVest Industries Inc. (TVK)
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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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Richelieu Hardware Ltd. (RCH)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Docebo Inc. (DCBO)
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Dye & Durham Limited (DND)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim