Q: can I please have your thoughts on this one...why the sell off and do you think there is value at an entry point around here...107ish? for a 2-4 yr hold?
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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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Amazon.com Inc. (AMZN $222.69)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Kinaxis Inc. (KXS $123.31)
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Open Text Corporation (OTEX $22.79)
Q: I hold the above positions in a TFSA in the respective % amounts: 5.2, 5.5, 4.1, 1.93. I am considering selling GIB.A and AMZN and acquiring either TOI or perhaps for a little more torque LSPD. Which of the 2 would you suggest or any other proxies?
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Accenture plc Class A (Ireland) (ACN $233.58)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
Q: Would you swap a position in CGI for ACN ( I hold in a registered account)? CGI's price appreciation has been underwhelming over the past 5 years compared to ACN.
Anything in particular about ACN's services or management quality that allows it to dominate CGI?
Anything in particular about ACN's services or management quality that allows it to dominate CGI?
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Intel Corporation (INTC $48.24)
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QUALCOMM Incorporated (QCOM $136.30)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Descartes Systems Group Inc. (The) (DSG $92.98)
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Open Text Corporation (OTEX $31.22)
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Pure Storage Inc. Class A (PSTG $64.28)
Q: Please list around 5 TECH stocks that you like in US or CAD that are not 'expensive' when compared to the high fliers with little to no earnings. Please exclude the FB, GOOG, APPL, AMZN, NVDA and MSFT.
Thank you.
Thank you.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Enghouse Systems Limited (ENGH $17.86)
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Open Text Corporation (OTEX $31.22)
Q: Morning 5i Team,
I currently hold a full position in OTEX and am thinking of switching to either GIB or ENGH.
I would like to get your thoughts on this and which one of GIB and ENGH would be your choice if I indeed decided to switch. Or are there others options (regardless of sectors) that would be your choice.
Cheers,
H
I currently hold a full position in OTEX and am thinking of switching to either GIB or ENGH.
I would like to get your thoughts on this and which one of GIB and ENGH would be your choice if I indeed decided to switch. Or are there others options (regardless of sectors) that would be your choice.
Cheers,
H
Q: Your thoughts on GIBs (CGI) recent quarter. Thanks.
Robert
Robert
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Alphabet Inc. (GOOGL $331.25)
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Microsoft Corporation (MSFT $393.67)
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International Business Machines Corporation (IBM $289.89)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
Q: Good morning. Would like your thoughts on this company and if at all it would be a stock to add to a portfolio
Q: I have been holding both GIB.A and OTEX for years. They are slow growth amount the tech sect. I would like to increase my growth and wonder if I drop one and replace it with more growth name. Which one would you suggest to drop and replace with ?. Your guidance on this matter is much appreciated. Thanks.
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Welltower Inc. (WELL $191.06)
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Mastercard Incorporated (MA $551.89)
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Canadian National Railway Company (CNR $137.07)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Linamar Corporation (LNR $87.28)
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Algonquin Power & Utilities Corp. (AQN $8.95)
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Kinaxis Inc. (KXS $123.31)
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Magna International Inc. (MG $72.12)
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Block Inc. Class A (SQ)
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TD Science & Technology Fund - D Series (TDB3098 $40.75)
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TD Health Sciences Fund - D Series (TDB3099 $23.21)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.76)
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CrowdStrike Holdings Inc. (CRWD $377.16)
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Unity Software Inc. (U $23.21)
Q: Good afternoon,
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.
Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.
Thanks.
Joe
I have about a 5% of both LNR and MG in my TFSA and have owned them since 2017.
Although I have seen reasonable returns LNR has lagged behind MG. I'm looking to sell LNR and get into something that has more growth can you please suggest two or three Canadian companies and a possible entry point.
Also I have owned AQN sing March 2020 and it has not done anything and thinking of switching over to POW BAM.A or any other suggestions and a possible entry point.
Thanks.
Joe
Q: What is your opinion on earning?
Thank you
Thank you
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Open Text Corporation (OTEX $31.22)
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Asana Inc. Class A (ASAN $8.46)
Q: Hello 5i Team,
Which will be your first choice for a long term hold? Thank you
Which will be your first choice for a long term hold? Thank you
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Accenture plc Class A (Ireland) (ACN $233.58)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
Q: Hi Peter & Ryan,
As a long-term holder of CGI accrued solid returns past 5 years. When compared against competitor Accenture CGI is a laggard. I'm considering swapping GIB.A for ACN. What's holding me back is the higher valuation multiple on ACN. Arguably GIB.A is better value but... Some of my holdings are in registered accounts so tax is not a consequence. As always your wisdom-filled feedback on the potential of this trade is welcome. TIA for commentary.
As a long-term holder of CGI accrued solid returns past 5 years. When compared against competitor Accenture CGI is a laggard. I'm considering swapping GIB.A for ACN. What's holding me back is the higher valuation multiple on ACN. Arguably GIB.A is better value but... Some of my holdings are in registered accounts so tax is not a consequence. As always your wisdom-filled feedback on the potential of this trade is welcome. TIA for commentary.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Open Text Corporation (OTEX $31.22)
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Topicus.com Inc. (TOI $96.23)
Q: In terms of Canadian tech shares, which do you find the most attractive for a five year hold currently of CGI, Open Text or Topicus? Thanks
Q: Hi Team Can you please compare CGI and Topicus as to there relative growth and safety-and which would be your preference for a TFSA investment. I have CGI and I am considering changing half or all to Topicus.. Thank you and best regards gary
Q: I am looking for a tech company with limited downside risk.
Would CGI (GIB.a) fit this criteria, or would you recommend something else
Would CGI (GIB.a) fit this criteria, or would you recommend something else
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Descartes Systems Group Inc. (The) (DSG $92.98)
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Enghouse Systems Limited (ENGH $17.86)
Q: Long term holder of CGI in RSP account, and although it’s performed decent enough, I’m looking for more growth. Which of DSG or ENGH would you recommend switching to, or would 1/2 position in both make more sense?
Thank you.
Thank you.
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Meta Platforms Inc. (META $670.21)
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Canadian National Railway Company (CNR $137.07)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Lithium Americas Corp. (LAC $6.05)
Q: Hi,
Your opinion on GIB.A, CNR, LAC and FB Please.
Thank you.
Your opinion on GIB.A, CNR, LAC and FB Please.
Thank you.
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Sylogist Ltd. (SYZ $3.76)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Constellation Software Inc. (CSU $2,477.22)
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Descartes Systems Group Inc. (The) (DSG $92.98)
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Enghouse Systems Limited (ENGH $17.86)
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Open Text Corporation (OTEX $31.22)
Q: Please rank these CDN tech stocks for 1) growth and 2) value. Thank you.
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Canadian Imperial Bank Of Commerce (CM $129.50)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Inter Pipeline Ltd. (IPL $19.12)
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H&R Real Estate Investment Trust (HR.UN $10.76)
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Keyera Corp. (KEY $47.71)
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SmartCentres Real Estate Investment Trust (SRU.UN $27.27)
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Allied Properties Real Estate Investment Trust (AP.UN $14.10)
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Parkland Corporation (PKI $39.84)
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Open Text Corporation (OTEX $31.22)
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Savaria Corporation (SIS $24.89)
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Cipher Pharmaceuticals Inc. (CPH $14.40)
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Boralex Inc. Class A Shares (BLX $26.00)
Q: Doing a year end review of all of my holdings. I would like to reduce my position in several stocks (or eliminate entirely in the case of HR.UN and CPH) in order to raise some cash for increasing my position in several other holdings. Fairly large question, so I will divide it into 2, this for the potential reductions and a further question about the potential adds. Would you please rank these stocks in the order you would reduce or eliminate to raise some cash, starting with the one you would be most inclined to reduce/eliminate. Sector, or large cap/small cap not a concern, as I have a broadly diversified portfolio with a lot (too many, really) of names. Thank you for this, and also for the very good service. My 1st year as a client, and I will certainly be renewing. I have recommended the site to a few friends who also do investing.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.16)
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Air Canada Voting and Variable Voting Shares (AC $20.83)
Q: Hi Peter and Team,
I am a newbie here and really impressed by how appreciative members have been to the service you guys provide.
I have very small positions in both AC and GIB.A, and would like to consolidate to one for a long term hold. Could you please rank the two and also provide brief explanation?
Thanks for your insight!
I am a newbie here and really impressed by how appreciative members have been to the service you guys provide.
I have very small positions in both AC and GIB.A, and would like to consolidate to one for a long term hold. Could you please rank the two and also provide brief explanation?
Thanks for your insight!