Q: Is Toi profitable? Txs for u usual great services & views
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- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- The AES Corporation (AES)
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- Public Storage (PSA)
- Sherwin-Williams Company (The) (SHW)
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- TJX Companies Inc. (The) (TJX)
- Verizon Communications Inc. (VZ)
- Exxon Mobil Corporation (XOM)
- Xylem Inc. New (XYL)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- BCE Inc. (BCE)
- Canadian Natural Resources Limited (CNQ)
- Loblaw Companies Limited (L)
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- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- TELUS Corporation (T)
- Dollarama Inc. (DOL)
- Fortis Inc. (FTS)
- ARC Resources Ltd. (ARX)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Whitecap Resources Inc. (WCP)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Profound Medical Corp. (PRN)
- Boralex Inc. Class A Shares (BLX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- CubeSmart (CUBE)
- Nutrien Ltd. (NTR)
- Alimentation Couche-Tard Inc. (ATD.A)
- Extra Space Storage Inc (EXR)
- MEDIFAST INC (MED)
- T-Mobile US Inc. (TMUS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
- Celsius Holdings Inc. (CELH)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
Q: If I recall correctly, there was a recent question on attractive price to enter for some stocks including Toi($105) Please send this item to me as I cannot locate it.Txs for u usual great services & views
Q: Over the past few months my portfolio portfolio performance has been really underperforming mainly due to short reports.
Yes, I had a 7% weighting in LSPD and a 6% in NVEI. So the drops as you can calculate has hampered performance.
If you look at the reminder of the balanced portfolio and the growth portfolio which of the holdings would you you think could be most vulnerable to another short attack?
Just to name a few:
BYD, DSG, KXS, GSY,TOI,DND,XBC,WELL??????
Any others?
Thanks
Sheldon
Yes, I had a 7% weighting in LSPD and a 6% in NVEI. So the drops as you can calculate has hampered performance.
If you look at the reminder of the balanced portfolio and the growth portfolio which of the holdings would you you think could be most vulnerable to another short attack?
Just to name a few:
BYD, DSG, KXS, GSY,TOI,DND,XBC,WELL??????
Any others?
Thanks
Sheldon
- BRP Inc. Subordinate Voting Shares (DOO)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
Q: In view of recent correction I wish to add funds to my existing positions after tax loss selling is over.
Please rank in oder of preference
Long time investor
Please rank in oder of preference
Long time investor
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Can you comment on any short covering in your small cap recommendations?
Q: Hello -
I understand the attractiveness of TOI stock - the management, the CSU model, growth projections, etc. However, I can't understand the current valuation. Even after the recent pullback to $108 (at time of writing), has the company's fortunes really increased by 72% within the last 10 months to reflect the increase to today's price compared to the beginning of Feb. last year? I realize stock price / fundamentals don't follow exactly in parallel, but that is quite an increase.
My other related question is on the sector itself. There just seems to be so many software companies out there. Is there an ever increasing need for software in the world to today that matches the increasing number of companies that offer it? In the U.S. there is a history of 3000 automobile companies at one time or the another. Only a tiny fraction exist today. I know this is an apples / oranges comparison industry-wise, but hopefully you understand my concern.
Thanks for your comments.
I understand the attractiveness of TOI stock - the management, the CSU model, growth projections, etc. However, I can't understand the current valuation. Even after the recent pullback to $108 (at time of writing), has the company's fortunes really increased by 72% within the last 10 months to reflect the increase to today's price compared to the beginning of Feb. last year? I realize stock price / fundamentals don't follow exactly in parallel, but that is quite an increase.
My other related question is on the sector itself. There just seems to be so many software companies out there. Is there an ever increasing need for software in the world to today that matches the increasing number of companies that offer it? In the U.S. there is a history of 3000 automobile companies at one time or the another. Only a tiny fraction exist today. I know this is an apples / oranges comparison industry-wise, but hopefully you understand my concern.
Thanks for your comments.
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
Q: Hi, My respected 5i team
Could you please recommend 5 solid names to buy in Canadian and US markets respectively when there is a market correction? Do you think it is a good time to buy them now during the current market drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!
Could you please recommend 5 solid names to buy in Canadian and US markets respectively when there is a market correction? Do you think it is a good time to buy them now during the current market drawdown?
Pls list the names in the order from your most favorite to the least. Thanks in advance!
Q: Please rank Toi, dcbo and lspd and would you buy one or all three proportionately? Thanks
- Sangoma Technologies Corporation (STC)
- Alphabet Inc. (GOOGL)
- Intuit Inc. (INTU)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Constellation Software Inc. (CSU)
- goeasy Ltd. (GSY)
- Veeva Systems Inc. Class A (VEEV)
- Domino's Pizza Inc (DPZ)
- Associated Capital Group Inc. (AC)
- Guardant Health Inc. (GH)
- Digital Turbine Inc. (APPS)
- Lightspeed Commerce Inc. Subordinate (LSPD)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Can you suggest companies right now to pick away at ,or would you wait a bit longer till tax loss season is over.
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?
please 5 in the US and 5 in Canada.
If dividend is important which 3 stocks would you pick away at right now?
- Kinaxis Inc. (KXS)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Which one is / are your favorite (s) to add at this time and please explain briefly why. Long term investment. Thanks!
Q: Hi 5i,
I'm looking to add to my TFSA. No concern with volatility and looking to hold for minimum 3-5 years. I already hold TOI (1/2 position) but don't yet own any LSPD. Would you favour adding to existing TOI or start a new (small-ish) position in LSPD. If you were to start a position in LSPD, how would you go about deciding on when to buy? I struggle with this...the stock is down quite a bit, so $60/share seems attractive but would you prefer 2-3 days of positive momentum before buying? Do you use technical analysis (I have no experience with this) when considering an entry into these growth stocks? Invariably I'm always wrong when trying to time a good entry into growth stocks but I suppose it doesn't matter too much in the long run if it performs well...
Finally, can you name 1 other growth stock you'd prefer to start a position in today (if not TOI or LSPD)?
Thanks!
I'm looking to add to my TFSA. No concern with volatility and looking to hold for minimum 3-5 years. I already hold TOI (1/2 position) but don't yet own any LSPD. Would you favour adding to existing TOI or start a new (small-ish) position in LSPD. If you were to start a position in LSPD, how would you go about deciding on when to buy? I struggle with this...the stock is down quite a bit, so $60/share seems attractive but would you prefer 2-3 days of positive momentum before buying? Do you use technical analysis (I have no experience with this) when considering an entry into these growth stocks? Invariably I'm always wrong when trying to time a good entry into growth stocks but I suppose it doesn't matter too much in the long run if it performs well...
Finally, can you name 1 other growth stock you'd prefer to start a position in today (if not TOI or LSPD)?
Thanks!
- Enghouse Systems Limited (ENGH)
- Converge Technology Solutions Corp. (CTS)
- Andlauer Healthcare Group Inc. Subordinate Voting Shares (AND)
- Topicus.com Inc. (TOI)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: please rate these companies for 1. capital appreciation (next 3 years). 2. risk 3. best current entry price thanks Richard
Q: Toi closed the end of oct at $138. To day it was as low as $98 before recovering slightly.
Do you think Csu and Toi insiders are selling Toi shares to provide funds to the new venture capital fund?
Does Toi have their own acquisition team or do they rely on Csu?
Is Toi restricted to only Europe ?
Would they have enough cash flow to finance an acquisition or will they have to borrow or issue shares?
Finally if one planned to invest $30,000. today in Csu and Toi for at least a a 5 year hold,how should one proportion it?
Do you think Csu and Toi insiders are selling Toi shares to provide funds to the new venture capital fund?
Does Toi have their own acquisition team or do they rely on Csu?
Is Toi restricted to only Europe ?
Would they have enough cash flow to finance an acquisition or will they have to borrow or issue shares?
Finally if one planned to invest $30,000. today in Csu and Toi for at least a a 5 year hold,how should one proportion it?
Q: In light of the meltdown (ie- LSPD, WELL, AT, XBC, etc...) what 1 company would be most attractive for you to buy over the next couple of weeks?
Q: I find TOI’s slide puzzling. With no news from TOI can we assume that a portion of the selling is profit taking and some is the downward momentum spurred by such selling? Perhaps there’s no way to know.
I have been considering selling some or all of my CSU position to participate in a TOI upswing, though I hate to part with it, but the gain has been large. TFSA, so no tax implications.
Am I being too greedy, or is this an opportunity?
I have been considering selling some or all of my CSU position to participate in a TOI upswing, though I hate to part with it, but the gain has been large. TFSA, so no tax implications.
Am I being too greedy, or is this an opportunity?
Q: Topicus has been trending down. Is it because the recent quarter missed expectations or their prospects have changed due to the change in the CEO?
Q: Topicus has been straight down almost 30$ from 143$in less than three weeks.What’s the problem?
Q: Hi, Any comments on the new initiative announced by Constellation Software, starting a Venture Capital Fund with $200 mln, to provide financing for start-up and rapidly growing vertical software businesses ? Thanks
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- CrowdStrike Holdings Inc. (CRWD)
- Topicus.com Inc. (TOI)
Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks