Q: Re: Kinaxis KXS and Descartes DSG: I have owned these two Canadian tech stocks for getting onto a decade and have done well with both. My question: at their current valuations are they still a buy? KXS is up 21% this year and DSG 16%. They both have an RSI of 61, high but not crazy high. Thanks for your thoughts!
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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.
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
Q: Good morning, which would you buy first in the balanced portfolio, shopify or descartes?
Thanks, Rod
Thanks, Rod
Q: Leaving personal portfolio situations aside...based on current market environment would 5i buy either of these companies at current levels...or do you consider them overbought...and lastly, would you buy one over the other. Let's assume a 12 month time horizon.
Many thanks as always for your great insight.
Many thanks as always for your great insight.
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Enbridge Inc. (ENB $67.08)
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Dollarama Inc. (DOL $203.43)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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FirstService Corporation (FSV $215.76)
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Open Text Corporation (OTEX $47.62)
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Hydro One Limited (H $55.31)
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Boyd Group Services Inc. (BYD $229.39)
Q: Hi - for the above companies, how would you expect them to perform in a recession? Do you expect them to have positive alpha? If not these, could you list a few companies that you would be inclined to buy heading into a recession? (ignoring factors like diversification, personal risk etc etc.).
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Alphabet Inc. (GOOGL $323.44)
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Microsoft Corporation (MSFT $476.99)
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NVIDIA Corporation (NVDA $177.82)
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Kinaxis Inc. (KXS $179.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
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Topicus.com Inc. (TOI $125.74)
Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.
Q: Hi 5i and Peter,
In a show down between DSG and TRI which company would you pick for the largest overall return for the next 5 - 10 years. I like both companies and having a tough time deciding. The past 5 years their CAGR share price (including TRI's dividend) has been DSG - 22.6% and TRI - 24.3%.
In a show down between DSG and TRI which company would you pick for the largest overall return for the next 5 - 10 years. I like both companies and having a tough time deciding. The past 5 years their CAGR share price (including TRI's dividend) has been DSG - 22.6% and TRI - 24.3%.
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Alphabet Inc. (GOOG $323.64)
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Microsoft Corporation (MSFT $476.99)
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Visa Inc. (V $334.53)
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Toronto-Dominion Bank (The) (TD $116.04)
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Sun Life Financial Inc. (SLF $84.37)
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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BRP Inc. Subordinate Voting Shares (DOO $98.23)
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EQB Inc. (EQB $87.00)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?
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Toronto-Dominion Bank (The) (TD $116.04)
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Bank of Nova Scotia (The) (BNS $95.68)
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Enbridge Inc. (ENB $67.08)
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Sun Life Financial Inc. (SLF $84.37)
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Constellation Software Inc. (CSU $3,396.27)
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Dollarama Inc. (DOL $203.43)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Alimentation Couche-Tard Inc. (ATD $74.41)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.40)
Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.
Shyam
Shyam
Q: Although I don't have a question I thought it very interesting that the CEO bought a considerable amount of DSG stock recently.
President & Chief Operating Officer John Scott Pagan bought stocks of The Descartes Systems Group (DSGX) for C$3,252,281.
Sheldon
President & Chief Operating Officer John Scott Pagan bought stocks of The Descartes Systems Group (DSGX) for C$3,252,281.
Sheldon
Q: Hi, can you explain why Descarte Sytems is doing so much better than other Tech stocks in the last year or so? In other words what are they doing differently than similar Tech stocks in Canada, thanks?
Q: I am contemplating selling MG (bought at $103C) and buying DSG. I realize the diff in sectors, but using growth and risk as the prime criteria, would you be supportive of the switch?
Carl
Carl
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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TFI International Inc. (TFII $121.22)
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goeasy Ltd. (GSY $128.76)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Enghouse Systems Limited (ENGH $20.13)
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Kinaxis Inc. (KXS $179.62)
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Nuvei Corporation (NVEI)
Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential
Q: Your comments please on the latest earnings from 2 of your favourites. Kinaxis and Descartes.
Thank you
Thank you
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
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Dollarama Inc. (DOL $203.43)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Kinaxis Inc. (KXS $179.62)
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Open Text Corporation (OTEX $47.62)
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Thomson Reuters Corporation (TRI $188.71)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: I have space for 3 growth stocks in my TFSA. Looking at various sources, I found the above suggestions. Ideally, I am looking at 15-20% or more of annual earnings growth for the foreseeable future. How would you rank the above stocks, without regard for sectors, with a short explanation for the top 3. Also, any other suggestions? Thanks.
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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TFI International Inc. (TFII $121.22)
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Kinaxis Inc. (KXS $179.62)
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Aritzia Inc. Subordinate Voting Shares (ATZ $109.14)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
Q: Hi please name 5 top growth stocks with high earning increase . Thanks.
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Kinaxis Inc. (KXS $179.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
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CI Tech Giants Covered Call ETF (TXF $22.99)
Q: Good day all!
We currently have the above stocks on the tech side of our registered and non-registered portfolios. Looking to bring our portfolio in balance with recommended weights.
Can you please suggest 2 new stocks each for non registered and TFSA account that are good buys now. Dividends welcomed but not necessary.
Thank you
Roger
We currently have the above stocks on the tech side of our registered and non-registered portfolios. Looking to bring our portfolio in balance with recommended weights.
Can you please suggest 2 new stocks each for non registered and TFSA account that are good buys now. Dividends welcomed but not necessary.
Thank you
Roger
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Kinaxis Inc. (KXS $179.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
Q: I currently have no tech holdings. Could you please give your 3 top recommendations given current conditions and if it would be best to take full positions now or maybe average in over the year.
thanks
thanks
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Microsoft Corporation (MSFT $476.99)
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
Q: Can you rank which stock you would prefer in here to buy for a 3 year hold for maximum capital gain potential MSFT. CSU Descartes?
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Constellation Software Inc. (CSU $3,396.27)
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Restaurant Brands International Inc. (QSR $101.58)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Aritzia Inc. Subordinate Voting Shares (ATZ $109.14)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.40)
Q: What are your top 4-5 stock picks for 2023 growth and/or inflation protection ?