Q: In Feb. 5i was asked to pick TOI or U for growth since then Unity is flat and TOI has doubled. At that time Unity was preferred. by 5i . Would Unity still be preferred or is TOI better for growth going forward? Looks like both companies put up good #s recently.Thoughts please? Thx
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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.
- Park Lawn Corporation (PLC)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Income Portfolio (Income)
- Balanced Equity Portfolio (BEPORT)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Brookfield Renewable Partners L.P. (BEP)
- Topicus.com Inc. (TOI)
Q: Based on the companies contained in the two portfolios above, which of them are you most impressed with, having gone thru the pandemic, which would lead you to expect even better results as the economy moves past the stimulus provided by the feds?
- NVIDIA Corporation (NVDA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: Hi Folks,
I am looking to add to my TFSA which is growth oriented - I am looking at NVDA, TOI and LSPD - which would you suggest?
Thanks
I am looking to add to my TFSA which is growth oriented - I am looking at NVDA, TOI and LSPD - which would you suggest?
Thanks
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Converge Technology Solutions Corp. (CTS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: The landscape of tech stocks in Canada seems to be rapidly evolving, with several impressive IPO's of late, and some very strong growth stories emerging. In a well diversified portfolio, how would you rate the desirability of holding each of the following tech stocks on a scale of one to ten, with 10 being a must own, 1 being a definite "no", and 5 being something OK, but nothing special. 5+ year holding period.
CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI
CSU, CTS, DND, DSG, ENGH, KXS, LSPD, MAGT, NVEI, OTEX, TIXT, TOI
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Can you please rank above stocks based on the valuation and growth?
And which one would you be comfortable adding today?
And which one would you be comfortable adding today?
Q: Good Afternoon 5i Team!
As always your service is amazing... and worth the price of admission!
TOI exploded today (up over 10%), can you offer some help with understanding why? There didn't seem to be any news that would have prompted such an increase. I'm not complaining as I have about 5% of my portfolio under that symbol.
Thank you for your time.
As always your service is amazing... and worth the price of admission!
TOI exploded today (up over 10%), can you offer some help with understanding why? There didn't seem to be any news that would have prompted such an increase. I'm not complaining as I have about 5% of my portfolio under that symbol.
Thank you for your time.
Q: Any news causing the big gain today?
Sheldon
Sheldon
Q: Topicus has been on a roll, and I'm up almost 100%, representing just over 3% of my overall portfolio. I'm considering adding more to my TFSA, to make it 4.5%. Would you be comfortable adding TOI at/near its current price, or wait for a pullback, if there is one? Is 4.5% a reasonable allocation for TOI?
Q: Is it too late to initiate a position in this company?
- Constellation Software Inc. (CSU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Hi 5i team,
Can you please rank listed stocks above based on valuation and current price?
Thanks,
Can you please rank listed stocks above based on valuation and current price?
Thanks,
- NVIDIA Corporation (NVDA)
- Roku Inc. (ROKU)
- Enthusiast Gaming Holdings Inc. (EGLX)
- MEDIFAST INC (MED)
- Celsius Holdings Inc. (CELH)
- Topicus.com Inc. (TOI)
Q: Hi,
I’m looking to either add to or start a new position in my TFSA, 3-5 year timeline (or longer), with a high risk tolerance. Can you suggest a few companies (no preference Can/US). I currently already have small positions of both Topicus and Eglx inside my TFSA, so I’m also considering just adding the new funds to either of these. Thanks for the great service you provide!
I’m looking to either add to or start a new position in my TFSA, 3-5 year timeline (or longer), with a high risk tolerance. Can you suggest a few companies (no preference Can/US). I currently already have small positions of both Topicus and Eglx inside my TFSA, so I’m also considering just adding the new funds to either of these. Thanks for the great service you provide!
Q: At this time, are you recommending holding TOI? It is up quite a bit - wondering whether there is still runway or whether it is sell time. Thanks!
- BRP Inc. Subordinate Voting Shares (DOO)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: I am looking at a TFSA in which the funds will be withdrawn in about 5 years. I want to replace RY with something with a greater return potential, and will accept some risk for that hopeful gain in total return. Staying in Canada.
I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?
I am stuck picking between TOI, GSY, WELL, LSPD, ATZ and DOO. You seem to like them all. Which one or two would you pick today? and Why?
- DuPont de Nemours Inc. (DD)
- Air Canada Voting and Variable Voting Shares (AC)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- Xebec Adsorption Inc. (XBC)
- NIO Inc. American depositary shares each representing one Class A (NIO)
- MEDIFAST INC (MED)
- Stewart Information Services Corporation (STC)
- Pinterest Inc. Class A (PINS)
- Fiverr International Ltd. no par value (FVRR)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- C3.ai Inc. Class A (AI)
Q: Hello 5i,
Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?
PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI
Thank you for your insight.
Cheers,
Debbie and Jerry
Can you please rank the following stocks for a new purchase and a 5-year hold, OR rank your top 5 in order if that is easier?
PINS, MED, VEEV, FVRR, DD, AI, SHOP, NIO, AC, STC, XBC, TIXT, TOI
Thank you for your insight.
Cheers,
Debbie and Jerry
- Mission Ready Solutions Inc. (MRS)
- Sangoma Technologies Corporation (STC)
- Miscellaneous (MISC)
- WELL Health Technologies Corp. (WELL)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
Q: Hello 5i team,
What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,
Wes
What are your 3 best ideas today for multi-bagger return for a 5 year hold assuming a well balanced portfolio and risk isn't an issue. Thank you,
Wes
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- TFI International Inc. (TFII)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I'm looking to start/add to two positions in a well diversified taxable account. The above list of stocks, from a review of the questions, are some of your current favourites. Would you please add two additional names to the above list that I have not listed and then provide me with your current ranking of the stocks for investment purposes in the next week or two.
Thanks,
Terry
Thanks,
Terry
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
Q: Good morning 5i
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
My tech sector within a RRIF is over 20% of CSU, LSPD, TOI, and KXS. KXS has been at a loss until today. Would this be an opportunity to trim back and what other sectors would you consider as buy opportunities going forward next 3-5 years. The RRIF is otherwise well balanced after following your growth and balanced portfolios.
Thanks for all the excellent advice.
- Stella-Jones Inc. (SJ)
- goeasy Ltd. (GSY)
- Logistec Corporation Class B Subordinate Voting Shares (LGT.B)
- Topicus.com Inc. (TOI)
Q: Should I sell my Stella Jones and Logistec stocks in order to purchase Topicus and Goeasy? I have a 10+ year horizon and want to maximize growth.
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- INVESCO QQQ Trust (QQQ)
- Vanguard Information Technology ETF (VGT)
- Pinterest Inc. Class A (PINS)
- TD Global Technology Leaders Index ETF (TEC)
- Topicus.com Inc. (TOI)
Q: What technology stocks or ETF would you suggest for a TFSA? It can be either Canadian or USA.
Thank you.
Thank you.
Q: Hi, Topicus stock has been on a tear this week, specially, during past 2 days. What are the factors, contributing to this remarkable performance, in your view. Is this the scarcity value, excellent results or the “ Mini - CSU” effect? We are quite happy to hold a decent position ( A Big Thank you for your valuable guidance, in absence of any analyst coverage) wondering, should we wait to add and what would be an attractive entry point. Thank you