Investment Q&A

Q: Hi 5i,
DND has continued to slide lower after their recent high currently at $39.

What is your outlook for this stock/company going forward and would you be a buyer at this price?

At what price would you consider it a screaming buy where reward greatly out weighs risk..in your opinion.
Thx
Jim

Q: With technology stocks presently going out of favour with buyers what 5 Canadian and 5 US technology stocks would i5Research recommend for a long time hold in a TFSA. Thanks … Cal

Q: On a scale of 1 to 10, what value would you give to both risk and long term growth prospects for each of these companies. Feel free to provide a brief qualitative comment instead if you think that would be more beneficial.

Q: I am considering buying both these stocks for a 3 to 5 yr hold and would appreciate your present views on both. Thanks

Q: I sold DND , DCBO, LSPD in my TFSA prior to Xmas and replaced same with TFII, TSU, and TOI. I sold DND prior to both new acquisitions and LSPD in the $63. dollar range. After this NVEI was hit by the short report and still in my TFSA. Do I pick 1 of DBD, NVEI or LSPD for my 2022 contribution or do you have a better suggestion?
Thanks David

Q: I sold DND , DCBO, LSPD in my TFSA prior to Xmas and replaced same with TFII, TSU, and TOI. I sold DND prior to both new acquisitions and LSPD in the $63. dollar range. After this NVEI was hit by the short report and still in my TFSA. Do I pick 1 of DBD, NVEI or LSPD for my 2022 contribution or do you have a better suggestion?
Thanks David

Q: I am a little overweight techs in a well diversified portfolio. Considering valuation contraction where do you see a new normal forward P.E. the S&P in 2022 and for those stocks highlighted?
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.

Thanks

Yves

Q: Given a five year time period, please rate the growth prospects of the above stocks starting with the best.

Thank you. Appreciate your service.

Howard

Q: Hi 5i!

Which high quality stocks would you look at to take profit of the recent dip?

Many thanks,

Frank

Q: Could you name a couple of growth stocks with a 3-5 time horizon ?

Q: Could you comment on DND's latest acquisition of Link Group? 3.2 Billion dollar deal. Thanks.

Q: Peter;;What do you make of the voting today (Dec21) re refusal,on the 600k options plus weak votes for certain directors- will institutions sell on this ? Rod

Q: Hi 5i,
I’m in the process of rebalancing my RRSP and TFSA and looking to be greedy while others are fearful.
Specifically moving TD, FTS, T, and LNF to an RRSP so that my TFSA can be growth oriented.
My remaining TFSA positions would be as follows:
- Half Positions: NVEI, EGLX, LSPD, WELL, U, APPS, BAM.A, SIS, DND, BYD, MITK
- Full Positions: GSY, TOI, CRWD, ATZ

I am planning to deploy as follows:
- Complete existing positions: NVEI, LSPD, APPS, U
- New Partial Positions: AT, XYL
- New Full Positions: DOL, SHOP, VEEV, ANRG, ATD, TIXT
Would you swap out anything on this list that would better compliment my existing positions? I have a 10+ year horizon so I’m leaning towards aggressiveness.

Thanks!

Q: DND has a short record being public, but do you have a sense yet whether management's interests are fairly well aligned with investors, or that they will be investor friendly? It did not feel 'investor friendly' when they conducted the recent strategic review on going private. Thanks!

Q: I assume the conference call was well received, judging by the reaction of the stock price today?

Q: Can you comment on the aquisition .

Thank you

Q: Which of these two do you like better for Value, Growth and upside potential(and what ever other criteria you would apply) over the next 2-5yrs?

Q: 10:55 AM 11/15/2021
I am interested in Canadian companies that stockpile data and business information and provide this information on a one-time or subscription basis for reoccurring income. It seems they have strong moats
I really like dividends but I sense that these may all really all growth companies except for ISV
I am currently looking at DND, TRI, and ISV so far
Are there other companies with similar businesses?
Could you please compare all these companies for expected share price growth, debt, POR, dividend growth, etc., and place them in a list of desirability.
Is it better to forego a nice dividend as in ISV, and just go for growth?
If that's the case then why not just cut to the chase and buy CSU in our TFSAs and wait 10+ years?
Thank you.......... Paul W. K.

Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,

Q: Hi Peter,

Some time back i asked a question about DND having a so called "position of power", whereby, they could raise prices as get away with it as there is not much competition. Your response was along the lines of : that they should be careful in raising prices as there are other options out there. Your words are reading like a prophecy.

The Globe and Mail reports in its Friday, Nov. 12, edition that Dye & Durham has told about1,000 B.C. firms that it was sharply increasing the price of the software they use to handle real estate transactions. The Globe's Sean Silcoff and Jaren Kerr write that as of this Friday, they will be charged $199 per file, up from the $30 to $75 they have been paying since the last increase in 2017. The ultimate cost will be passed on to their customers, home buyers. Dye & Durham has made a string of acquisitions in the legal software space. It now faces little competition. Outraged conveyancers, notaries and lawyers inundated Dye & Durham with calls. Moderators of two Facebook groups for B.C. real estate professionals told The Globe that 50 of their members had complained to the Competition Bureau of Canada. Bureau spokesman Amy Butcher said the bureau would start "a thorough examination of the facts to determine if an investigation is warranted." Eight B.C. real estate legal professionals who spoke to The Globe said many of their colleagues shared their negative views of Dye & Durham price hikes. One conveyancer said, "Everybody is really angry, really disappointed."

Does DND have a monopoly and what are your views?

Thanks,