Q: Are Thinkific and Docebo competitors? I understand what Docebo does but I am not sure Thinkific does exactly the same thing.
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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.
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Docebo Inc. (DCBO)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Over the last couple of months a lot of Canadian tech stocks have seen huge gains in a very short time.
CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.
1) Do you think this is getting overdone and are we due for some kind of correction in this sector?
2) Are any of the above still good buys after these large, rapid price increases?
3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?
Thanks.
CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.
1) Do you think this is getting overdone and are we due for some kind of correction in this sector?
2) Are any of the above still good buys after these large, rapid price increases?
3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?
Thanks.
Q: Please comment on today's earnings and thoughts for this company going forward. Do you like it for growth or do you suggest other options.
Thanks
Thanks
Q: Hi,
DCBO has nicely recovered from the March/April lows. What are your thoughts on this stock today? Do you see more growth potential and would you continue to hold? Thanks!
DCBO has nicely recovered from the March/April lows. What are your thoughts on this stock today? Do you see more growth potential and would you continue to hold? Thanks!
Q: Please comment on today's earnings announcement and thoughts regarding the company going forward.
Thanks.
Thanks.
Q: Which would you choose for the fast growing cloud-based learning software space for a five year hold: Docebo or Thinkific? Thanks.
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Advanced Micro Devices Inc. (AMD)
- The Trade Desk Inc. (TTD)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: How would you rank the above 3 stocks for growth? CTS is much smaller but valuation appears to be better than the other 2 - can you please comment? Is debt a concern with any of these stocks? NVEI seems to be about the same size as LSPD - do you feel it is currently over-valued like LSPD? I recall 5i recently decreased the rating on LSPD from B+ to B.
Thank you!
Thank you!
- Photon Control Inc. (PHO)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Magna International Inc. (MG)
- goeasy Ltd. (GSY)
- ECN Capital Corp. (ECN)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: For a stock price to double in 5 years requires an average gain of about 15% compounded, annually. Would you please rank these 12 stocks in order for the likelihood, in your opinion, they will double in price in the next 5 years. Roughly how many of these 12 would you expect to achieve that target? Assuming no major long term market melt down which would preclude good stock performance over this period. CTS, DCBO, DND, DOO, ECN, GOOS, GSY, KXS, MG, NVEI, PHO, TIXT.
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
- Docebo Inc. (DCBO)
- Palantir Technologies Inc. Class A (PLTR)
Q: hi, are you still comfortable with these 2 for longer term holds? also, what are your thoughts on Docebo as a buy at these prices?? and while I am on a question asking roll, what about Palantir??
Q: Please comment on today's earnings announcement and your thoughts on the company going forward.
Thanks
Thanks
Q: I am down 25 percent on Docebo. Would you sell, hold, or average down. Thanks
- WELL Health Technologies Corp. (WELL)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- CloudMD Software & Services Inc. (DOC)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Wishpond Technologies Ltd. (WISH)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: In a broadly diversified portfolio, for a risk tolerant investor, how would you rate these stocks on a 1 - 10 scale, with a "10" meaning for sure you want this stock in your portfolio, and a "1" being you absolutely do not want this stock in your portfolio. Long term time horizon, looking for growth. AT, CTS, DCBO, DOC, DND, NVEI, TIXT, WELL, WISH.
Q: The two stocks has come down quite a lot. Is it now a good entry point ? At what price range ? Thanks for your excellent service.
- Sylogist Ltd. (SYZ)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Tucows Inc. (TC)
- Calian Group Ltd. (CGY)
- TECSYS Inc. (TCS)
- Docebo Inc. (DCBO)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Good morning,
I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.
I have a basket of tech stocks that I am looking to add a few names too. Those already held include CSU, KXS, LSPD, ENGH, CTS, DND, and REAL. What stocks of the ones listed would you add to today for long-term hold? Thanks.
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- StorageVault Canada Inc. (SVI)
- Theralase Technologies Inc. (TLT)
- GuestLogix Inc. (GXI)
- Redishred Capital Corp. (KUT)
- Good Natured Products Inc. (GDNP)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
Q: I am looking for high growth ideas from small caps. From this list, what would be your TOP 3 Picks?
Thanks Valter
Thanks Valter
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- kneat.com inc. (KSI)
- Converge Technology Solutions Corp. (CTS)
- MediaValet Inc. (MVP)
- Quisitive Technology Solutions Inc. (QUIS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Adcore Inc. (ADCO)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Wishpond Technologies Ltd. (WISH)
Q: There are a lot of small to medium sized Canadian technology companies, some of them fairly new to the stock market, that have seen very good stock price appreciation in the last year or two. Many/most of these companies are not profitable, and obviously this is a fairly speculative segment of the market. Today, I heard Darren Sissons talking about JDS Uniphase which went from $2 to $1,000 and back to $2 in the tech bubble 21 years ago. I'm wondering about how many of these small to medium sized Canadian tech companies might suffer a similar fate, and how many will succeed. Of the following list of stocks, what would be your estimate for the % of them that will succeed 5 - 10 years down the road at becoming long term successful businesses, with strong profits and a substantially higher stock price than now, and what % will fall by the wayside, failing to become good profitable businesses, and seeing their stock price drop off substantially. There are no doubt others that could be included in this list, but these are the ones I have picked out. Not asking which ones will succeed, just trying to get an idea of general potential for success/failure for this type of company/stock. ADCO, AT, CTS, DCBO, DND, KSI, LSPD, MVP, NVEI, PHO, QUIS, STC, WISH.
- Block Inc. Class A (SQ)
- The Trade Desk Inc. (TTD)
- Paycom Software Inc. (PAYC)
- Avalara Inc. (AVLR)
- Docebo Inc. (DCBO)
- Shift4 Payments Inc. Class A (FOUR)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave
- Protech Home Medical Corp. (PTQ)
- Sangoma Technologies Corporation (STC)
- ProntoForms Corporation (PFM)
- Strathcona Resources Ltd. (SCR)
- Sernova Corp. (SVA)
- Profound Medical Corp. (PRN)
- Grande West Transportation Group Inc. (BUS)
- Real Matters Inc. (REAL)
- Viemed Healthcare Inc. (VMD)
- Good Natured Products Inc. (GDNP)
- Xebec Adsorption Inc. (XBC)
- Nova Leap Health Corp. (NLH)
- Vitalhub Corp. (VHI)
- WELL Health Technologies Corp. (WELL)
- Martello Technologies Group Inc. (MTLO)
- Converge Technology Solutions Corp. (CTS)
- Quisitive Technology Solutions Inc. (QUIS)
- Skylight Health Group Inc. (SHG)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Adcore Inc. (ADCO)
- Docebo Inc. (DCBO)
- Greenlane Renewables Inc. (GRN)
- Premier Health of America Inc. (PHA)
- Repare Therapeutics Inc. (RPTX)
- CloudMD Software & Services Inc. (DOC)
- Palantir Technologies Inc. Class A (PLTR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Wishpond Technologies Ltd. (WISH)
- Mitek Systems Inc. (MITK)
Q: First of all, thanks for the service you provide. I have found it extremely useful since becoming a member. Second, I apologize for the number of stocks covered in the question. If it is too many, please do not respond / post.
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks
Within the last 12 months, I have purchased the above stocks strictly for growth or as momentum plays.
I would like to know which ones you would sell, either because their momentum has likely peaked, or because their share price growth prospects are poor. Please deduct as many credits as required. Thanks
Q: Can you comment on recent news and thoughts going forward for this company.
Thanks
Thanks