Q: Thank you for the update on TOI's earnings. How do you see this rolling out over the next 3-5yrs. Similar to CSU with upside potential? From Total Addressable Market, is there lots of growth in TOI's future? I find the company to be quite stealth with limited information. Do you seeing this changing in the future, including analyst coverage and institution buying.
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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: Hi, Could you comment on TOI results please and also help understand the large loss in the last quarter to put it all in perspective. Thank You
Q: Hello Peter and team
What is your view on Topicus' results? Any concerns? Also, would you be okay to switch from cenovus to Tamarack Valley? Thanks very much.
What is your view on Topicus' results? Any concerns? Also, would you be okay to switch from cenovus to Tamarack Valley? Thanks very much.
- Brookfield Renewable Partners L.P. (BEP.UN)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: I have a small RESP for my son and was planning on splitting the account with these 6 stocks. Any thoughts and / or suggestions on removing / adding name(s). Buy and forget for 10yr+ and likely adding to the positions every year. My intent is to have a more serious look at the allocation / risk once the amount becomes more meaningful. Thank you!
- CAE Inc. (CAE)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Miscellaneous (MISC)
- goeasy Ltd. (GSY)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.
- Descartes Systems Group Inc. (The) (DSG)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: When looking at all my accounts, I am slightly overweight in DSG but I also own TOI and TIXT. Long term investment, would you reduce exposure to DSG to increase TOI and TIXT. Which one do you prefer and why? Selling a portion DSG would not trigger a capital gain since in TFSA and RRSP. Thank you.
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Premium Brands Holdings Corporation (PBH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.
Q: Topicus seems to have rebounded nicely from the recent pullback. What numbers do you expect for upcoming revenue, earnings and cash flow? Thanks.
- Netflix Inc. (NFLX)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Block Inc. Class A (SQ)
- Atlassian Corporation (TEAM)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
- Topicus.com Inc. (TOI)
Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.
Q: I might have missed it but in reviewing your portfolios I notice these two names absent. I hold them for longer term gains but am wondering now if they may be more risky in an adverse even "bear" market?
Thank you
Thank you
Q: The Technology sector has seen a dramatic valuation reset. Would this be a catalyst for growth of CSU and TOI since the companies they look to acquire may now be more reasonably priced? Would this apply to other high quality growth by acquisition technology companies?
Q: Hi 5i
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks
- Sangoma Technologies Corporation (STC)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Logitech International S.A. (LOGI)
- ASGN Incorporated (ASGN)
- Ultra Clean Holdings Inc. (UCTT)
- Topicus.com Inc. (TOI)
- Roblox Corporation Class A (RBLX)
- Roundhill Ball Metaverse ETF (METV)
Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.
Mike
Mike
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Magna International Inc. (MG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Topicus.com Inc. (TOI)
Q: Any Good buys you see in these turbulent times with a 3-5 year horizon.....
Q: Is Topicus in the fable pounding buy zone yet?
Q: Hi Team,
Can you please provide the current P/S for these company and which you perceive as the best value today?
Thank you
Can you please provide the current P/S for these company and which you perceive as the best value today?
Thank you
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Xebec Adsorption Inc. (XBC)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
Q: I would like to increase my tech holdings during this sell off and I have a long term horizon and willing to take on risk.
Can you rank the following in order of preference: Shop, NVDA, Topicus, Xebec , Unity, Lightspeed, Enthusiast Gaming.
Are there any in that list that should be sold off?
Can you rank the following in order of preference: Shop, NVDA, Topicus, Xebec , Unity, Lightspeed, Enthusiast Gaming.
Are there any in that list that should be sold off?
Q: Do you see a level where Topicus is attractive.?It’s been pounded badly
- Linamar Corporation (LNR)
- Magna International Inc. (MG)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
Q: Looks to me that it's time to start looking in the 'bargain bin' for some heavily discounted companies. I like to find good solid companies that have been taken down with the market but through no fault of their own. They also are so good at running their businesses that I need to wait for times like these to purchase them. I'm an investor who can accept medium risk and dividends are always welcome. Please focus on Canadian companies.
- Intuit Inc. (INTU)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Miscellaneous (MISC)
- Coupa Software Incorporated (COUP)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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