Q: On Jan 7 James asked your opinion on good/ great/ table pounding prices for these three companies. So much has happened since then. What is your opinion today?
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Investment Q&A
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Q: Hi Team,
I have been watching TOI closely. Recently (today for example most my tech are down 5-8% range). Yet TOI is up 3% as of writing this. It seems to have great support around the $85 level. Do you think that the bottom may be close to in for TOI, or is it just bouncing around until the next leg down do you figure? I know this is only your best guess, but value your opinion. I guess what I am looking for is..is it time to add to this name? Also...could you throw in some best conviction names either Cnd or US that you think are stupidly oversold right now that you think would be great buys for a 5yr plus hold? Thanks!
Shane.
I have been watching TOI closely. Recently (today for example most my tech are down 5-8% range). Yet TOI is up 3% as of writing this. It seems to have great support around the $85 level. Do you think that the bottom may be close to in for TOI, or is it just bouncing around until the next leg down do you figure? I know this is only your best guess, but value your opinion. I guess what I am looking for is..is it time to add to this name? Also...could you throw in some best conviction names either Cnd or US that you think are stupidly oversold right now that you think would be great buys for a 5yr plus hold? Thanks!
Shane.
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NVIDIA Corporation (NVDA $183.16)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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Docebo Inc. (DCBO $37.37)
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Topicus.com Inc. (TOI $140.00)
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Nuvei Corporation (NVEI)
Q: Two years ago, energy fund managers were pounding the table to buy oil and gas stocks.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.
Q: Good morning, Do you think these two stocks TOI and ATZ have decent recovery potential in the short term, hopefully this year, or would you say they both need different market conditions to recover to their previous highs, thanks?
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
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Trisura Group Ltd. (TSU $38.14)
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Topicus.com Inc. (TOI $140.00)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
Q: I'm looking for some growth names for my wife's TFSA, but I don't want to duplicate anything I have. So, no GSY, SHOP or LSPD. What are your five favourite names for growth over the next five years?
Q: March 2 the market had quite an up day thanks to J. Powell but these 4 stocks went in the opposite direction - some as much as 5% CELH (has recovered and then some), U, SHOP and TOI. Of the 4, can you give me a bit of an explanation. The drastic down and up move in CELH and the down moves in the other 3. Many thanks.
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Sun Life Financial Inc. (SLF $86.24)
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WSP Global Inc. (WSP $279.34)
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goeasy Ltd. (GSY $158.29)
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Vanguard S&P 500 Index ETF (VFV $162.83)
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Profound Medical Corp. (PRN $8.00)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
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Topicus.com Inc. (TOI $140.00)
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Flow Beverage Corp. Subordinate Voting Shares (FLOW $0.05)
Q: Hi 5i team. Love what you guys offer here as I am a recent trial member who pulled the trigger and signed up. I currently hold ATZ, BAM.A FLOW GSY PRN SLF TOI VFV and WSP in a TFSA. I am looking at rounding out my portfolio to include one of: IIP.un, DIR.un, CAR.un for long term hold with focus on growth and ok with some volatility. So out of those 3 what would you suggest is the best one to choose? Also, any other suggestions you would consider adding to my portfolio for increased diversification based on my overall strategy? Thanks
Q: I am preparing tax documents for 2021. Several times last year you answered questions about TOI shares that were "gifted" to owners of CSU. You said the TOI shares were costed at CAD$0.00015641/share. Was there any change in value after that date?
Q: Would you add TOI or WELL today? If so, why? thx
Q: Good morning
I have the following 2 stocks in my cash acct TFII and TOI
I have sufficient funds to add to a small position in each and a larger contribution to one. What would your preference be to do and would you do it now?
Thks
Marcel
I have the following 2 stocks in my cash acct TFII and TOI
I have sufficient funds to add to a small position in each and a larger contribution to one. What would your preference be to do and would you do it now?
Thks
Marcel
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Kinaxis Inc. (KXS $182.12)
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DocuSign Inc. (DOCU $68.40)
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Sonida Senior Living Inc Com (New) (CSU)
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Affirm Holdings Inc. (AFRM $71.14)
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Topicus.com Inc. (TOI $140.00)
Q: My accrued gains from the last few years on these tech stocks are evaporating. I'm thinking of selling the works and buying an energy ETF like IXC. Does this trade make sense?
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NVIDIA Corporation (NVDA $183.16)
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Enghouse Systems Limited (ENGH $20.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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Topicus.com Inc. (TOI $140.00)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
Q: What order would you add these stocks to the tech part of a portfolio at the current time?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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goeasy Ltd. (GSY $158.29)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
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Topicus.com Inc. (TOI $140.00)
Q: I have 20K in my TFSA that needs to be invested. Looking for growth stocks which should be at a bargain these days. Which would be your 5 top Canadian stocks at the moment. I do realize that this is a repetitive question so one more time for old times sake.
Many thanks for your guidance over the years.
Regards
Many thanks for your guidance over the years.
Regards
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Apple Inc. (AAPL $245.27)
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Alphabet Inc. (GOOG $237.49)
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Microsoft Corporation (MSFT $510.96)
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Constellation Software Inc. (CSU $3,936.19)
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Enghouse Systems Limited (ENGH $20.56)
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The Trade Desk Inc. (TTD $52.36)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Digital Turbine Inc. (APPS $6.25)
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Topicus.com Inc. (TOI $140.00)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
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Adobe Inc. (ADBE $337.51)
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Meta Platforms Inc. (META $705.30)
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Microsoft Corporation (MSFT $510.96)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Roku Inc. (ROKU $92.02)
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EPAM Systems Inc. (EPAM $142.38)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Topicus.com Inc. (TOI $140.00)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
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Nuvei Corporation (NVEI)
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
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TFI International Inc. (TFII $121.18)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Topicus.com Inc. (TOI $140.00)
Q: I hold the se three in my TFSA and each has a profit, though a lot less than it was.
Taking into consideration I am creeping up on 73 years old would it be wise to take my profits now or wait for them to rebound some.
Taking into consideration I am creeping up on 73 years old would it be wise to take my profits now or wait for them to rebound some.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Trisura Group Ltd. (TSU $38.14)
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Topicus.com Inc. (TOI $140.00)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
Q: Looking at the recent weakness in the growth stocks above, my first question is whether you'd begin considering initiating positions in them, my second is how would you rank them and my last is why you would choose that order. Thanks in advance!
Q: Hi 5i Team, Have held WELL long enough to be down over 30% in a TFSA account. and am considering swapping it out for TOI on the recent pullback. I know you like both, so could I have your opinion on this move for a long term hold ?
Thanks, Gary
Thanks, Gary
Q: What do you guys calculate for the ROIC for 2021 for Topicus? Thanks.
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Digital Turbine Inc. (APPS $6.25)
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Topicus.com Inc. (TOI $140.00)
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Nuvei Corporation (NVEI)
Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks