Investment Q&A

• Alphabet Inc. (GOOGL $401.38)
  • $401.38 P/E (TTM): 35.83X Cap: $4.87T
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• Microsoft Corporation (MSFT $409.47)
  • $409.47 P/E (TTM): 25.5X Cap: $3.01T
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• NVIDIA Corporation (NVDA $234.19)
  • $234.19 P/E (TTM): 45.06X Cap: $5.49T
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• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
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• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
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• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
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  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.90)
  • $131.90 P/E (TTM): 99.07X Cap: $169.37B
  • View SHOP Profile
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• Topicus.com Inc. (TOI $93.44)
  • $93.44 P/E (TTM): 278.91X Cap: $11.52B
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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.

Upvote 0

Read Answer Asked by Jim on March 16, 2023

• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
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• Thomson Reuters Corporation (TRI $108.49)
  • $108.49 P/E (TTM): 26.26X Cap: $49.11B
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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%.

Upvote 0

Read Answer Asked by Dennis on March 15, 2023

• Alphabet Inc. (GOOG $397.53)
  • $397.53 P/E (TTM): 35.51X Cap: $4.69T
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• Microsoft Corporation (MSFT $409.47)
  • $409.47 P/E (TTM): 25.5X Cap: $3.01T
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• Visa Inc. (V $321.30)
  • $321.30 P/E (TTM): 30.65X Cap: $606.81B
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• Toronto-Dominion Bank (The) (TD $148.10)
  • $148.10 P/E (TTM): 11.82X Cap: $243.91B
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• Sun Life Financial Inc. (SLF $98.00)
  • $98.00 P/E (TTM): 15.73X Cap: $53.74B
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• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
  • View CSU Profile
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  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
  • View Questions on DSG
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• BRP Inc. Subordinate Voting Shares (DOO $77.32)
  • $77.32 P/E (TTM): 21.58X Cap: $5.49B
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• EQB Inc. (EQB $114.87)
  • $114.87 P/E (TTM): 19.35X Cap: $4.12B
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.06)
  • $66.06 P/E (TTM): 85.25X Cap: $138.56B
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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?

Upvote 0

Read Answer Asked by D on March 14, 2023

• Toronto-Dominion Bank (The) (TD $148.10)
  • $148.10 P/E (TTM): 11.82X Cap: $243.91B
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• Bank of Nova Scotia (The) (BNS $105.82)
  • $105.82 P/E (TTM): 20.61X Cap: $129.18B
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• Enbridge Inc. (ENB $77.05)
  • $77.05 P/E (TTM): 24.57X Cap: $165.24B
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• Sun Life Financial Inc. (SLF $98.00)
  • $98.00 P/E (TTM): 15.73X Cap: $53.74B
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• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
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• Dollarama Inc. (DOL $173.44)
  • $173.44 P/E (TTM): 36.91X Cap: $46.54B
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• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
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• Alimentation Couche-Tard Inc. (ATD $79.01)
  • $79.01 P/E (TTM): 19.9X Cap: $71.60B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
  • $67.75 P/E (TTM): 32.53X Cap: $107.39B
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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

Upvote 0

Read Answer Asked by Shyam on March 13, 2023

• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
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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

Upvote 0

Read Answer Asked by Sheldon on March 13, 2023

• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
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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?

Upvote 0

Read Answer Asked by Pat on March 07, 2023

• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
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• Magna International Inc. (MG $87.45)
  • $87.45 P/E (TTM): 21.15X Cap: $23.29B
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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

Upvote 0

Read Answer Asked by Carl on March 07, 2023

• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
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• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
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  • View Reports on DSG
• TFI International Inc. (TFII $196.69)
  • $196.69 P/E (TTM): 47.45X Cap: $15.09B
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• goeasy Ltd. (GSY $28.24)
  • $28.24 P/E (TTM): 2.26X Cap: $488M
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.06)
  • $66.06 P/E (TTM): 85.25X Cap: $138.56B
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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.

Upvote 1

Read Answer Asked by David on March 07, 2023

• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
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• Enghouse Systems Limited (ENGH $16.73)
  • $16.73 P/E (TTM): 13.63X Cap: $911M
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• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
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• Nuvei Corporation (NVEI)
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Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential

Upvote 0

Read Answer Asked by Stephen on March 06, 2023

• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
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• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
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Q: Your comments please on the latest earnings from 2 of your favourites. Kinaxis and Descartes.
Thank you

Upvote 0

Read Answer Asked by Marty on March 02, 2023

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $85.87)
  • $85.87 P/E (TTM): 11.32X Cap: $17.98B
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• Dollarama Inc. (DOL $173.44)
  • $173.44 P/E (TTM): 36.91X Cap: $46.54B
  • View DOL Profile
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• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
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  • View Reports on DSG
• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
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• Open Text Corporation (OTEX $30.55)
  • $30.55 P/E (TTM): 14.05X Cap: $7.82B
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• Thomson Reuters Corporation (TRI $108.49)
  • $108.49 P/E (TTM): 26.26X Cap: $49.11B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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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.

Upvote 0

Read Answer Asked by Martin on February 06, 2023

• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
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• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $196.69)
  • $196.69 P/E (TTM): 47.45X Cap: $15.09B
  • View TFII Profile
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• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
  • View KXS Profile
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  • View Reports on KXS
• Aritzia Inc. Subordinate Voting Shares (ATZ $144.23)
  • $144.23 Cap: $16.46B
  • View ATZ Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.06)
  • $66.06 P/E (TTM): 85.25X Cap: $138.56B
  • View BN Profile
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Q: Hi please name 5 top growth stocks with high earning increase . Thanks.

Upvote 0

Read Answer Asked by victor on February 01, 2023

• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
  • View CSU Profile
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  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.90)
  • $131.90 P/E (TTM): 99.07X Cap: $169.37B
  • View SHOP Profile
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• CI Tech Giants Covered Call ETF (TXF $27.30)
  • $27.30 P/E (TTM): 37.15X Cap: $796M
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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

Upvote 0

Read Answer Asked by Roger on January 26, 2023

• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.90)
  • $131.90 P/E (TTM): 99.07X Cap: $169.37B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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

Upvote 0

Read Answer Asked by ralph on January 23, 2023

• Microsoft Corporation (MSFT $409.47)
  • $409.47 P/E (TTM): 25.5X Cap: $3.01T
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• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

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?

Upvote 0

Read Answer Asked by Kim on January 16, 2023

• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
  • View CSU Profile
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• Restaurant Brands International Inc. (QSR $105.71)
  • $105.71 P/E (TTM): 27.77X Cap: $48.94B
  • View QSR Profile
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• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Aritzia Inc. Subordinate Voting Shares (ATZ $144.23)
  • $144.23 Cap: $16.46B
  • View ATZ Profile
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  • View Reports on ATZ
• Brookfield Corporation Class A Limited Voting Shares (BN $66.06)
  • $66.06 P/E (TTM): 85.25X Cap: $138.56B
  • View BN Profile
  • View Questions on BN
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
  • $67.75 P/E (TTM): 32.53X Cap: $107.39B
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Q: What are your top 4-5 stock picks for 2023 growth and/or inflation protection ?

Upvote 0

Read Answer Asked by John on January 11, 2023

• Sun Life Financial Inc. (SLF $98.00)
  • $98.00 P/E (TTM): 15.73X Cap: $53.74B
  • View SLF Profile
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• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• WSP Global Inc. (WSP $191.87)
  • $191.87 P/E (TTM): 27.86X Cap: $26.15B
  • View WSP Profile
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• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
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  • View Reports on DSG
• Balanced Equity Portfolio (BEPORT)
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• Boyd Group Services Inc. (BYD $142.51)
  • $142.51 P/E (TTM): 136.28X Cap: $3.74B
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• Brookfield Corporation Class A Limited Voting Shares (BN $66.06)
  • $66.06 P/E (TTM): 85.25X Cap: $138.56B
  • View BN Profile
  • View Questions on BN

Q: Could you suggest a diversified mini portfolio of Cdn stocks from your BE portfolio? The portfolio is too small to accommodate the full BE set of stocks. Thank you and happy new year.

Upvote 0

Read Answer Asked by Chris on January 11, 2023

• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $30.55)
  • $30.55 P/E (TTM): 14.05X Cap: $7.82B
  • View OTEX Profile
  • View Questions on OTEX
• Thomson Reuters Corporation (TRI $108.49)
  • $108.49 P/E (TTM): 26.26X Cap: $49.11B
  • View TRI Profile
  • View Questions on TRI
• Topicus.com Inc. (TOI $93.44)
  • $93.44 P/E (TTM): 278.91X Cap: $11.52B
  • View TOI Profile
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  • View Reports on TOI

Q: Hi 5i,
I’m working through an audit of my technology positions for year end. Would you rate each position as a buy, sell or hold for your own portfolio today?

Thank you!

Upvote 0

Read Answer Asked by Greg on December 22, 2022

• Bank of Nova Scotia (The) (BNS $105.82)
  • $105.82 P/E (TTM): 20.61X Cap: $129.18B
  • View BNS Profile
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• Constellation Software Inc. (CSU $2,556.48)
  • $2,556.48 P/E (TTM): 72.62X Cap: $52.29B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• TFI International Inc. (TFII $196.69)
  • $196.69 P/E (TTM): 47.45X Cap: $15.09B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Kinaxis Inc. (KXS $136.92)
  • $136.92 P/E (TTM): 42.94X Cap: $3.76B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.90)
  • $131.90 P/E (TTM): 99.07X Cap: $169.37B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Aritzia Inc. Subordinate Voting Shares (ATZ $144.23)
  • $144.23 Cap: $16.46B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Topicus.com Inc. (TOI $93.44)
  • $93.44 P/E (TTM): 278.91X Cap: $11.52B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi Guys,

If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks

Upvote 0

Read Answer Asked by jim on December 15, 2022

• Park Lawn Corporation (PLC $26.48)
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• Toronto-Dominion Bank (The) (TD $148.10)
  • $148.10 P/E (TTM): 11.82X Cap: $243.91B
  • View TD Profile
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• BCE Inc. (BCE $33.47)
  • $33.47 P/E (TTM): 4.94X Cap: $31.16B
  • View BCE Profile
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• Enbridge Inc. (ENB $77.05)
  • $77.05 P/E (TTM): 24.57X Cap: $165.24B
  • View ENB Profile
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  • View Reports on ENB
• Sun Life Financial Inc. (SLF $98.00)
  • $98.00 P/E (TTM): 15.73X Cap: $53.74B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• TELUS Corporation (T $17.03)
  • $17.03 P/E (TTM): 23.92X Cap: $25.95B
  • View T Profile
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• Fortis Inc. (FTS $77.58)
  • $77.58 P/E (TTM): 22.11X Cap: $39.22B
  • View FTS Profile
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• Algonquin Power & Utilities Corp. (AQN $8.12)
  • $8.12 P/E (TTM): 23.95X Cap: $6.24B
  • View AQN Profile
  • View Questions on AQN
• Descartes Systems Group Inc. (The) (DSG $92.58)
  • $92.58 P/E (TTM): 37.83X Cap: $7.81B
  • View DSG Profile
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• Alimentation Couche-Tard Inc. (ATD $79.01)
  • $79.01 P/E (TTM): 19.9X Cap: $71.60B
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• goeasy Ltd. (GSY $28.24)
  • $28.24 P/E (TTM): 2.26X Cap: $488M
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST $62.76)
  • $62.76 P/E (TTM): 28.88X Cap: $367M
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• Vanguard S&P 500 Index ETF (VFV $182.45)
  • $182.45 P/E (TTM): 26.01X Cap: $31.70B
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• Hydro One Limited (H $58.91)
  • $58.91 P/E (TTM): 26.64X Cap: $35.26B
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• WELL Health Technologies Corp. (WELL $3.98)
  • $3.98 Cap: $1B
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• Waste Connections Inc. (WCN $212.83)
  • $212.83 P/E (TTM): 36.28X Cap: $53.09B
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• GFL Environmental Inc. subordinate voting shares (GFL $50.77)
  • $50.77 P/E (TTM): 5.12X Cap: $17.79B
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• Topicus.com Inc. (TOI $93.44)
  • $93.44 P/E (TTM): 278.91X Cap: $11.52B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• Definity Financial Corporation (DFY $67.06)
  • $67.06 P/E (TTM): 18.77X Cap: $7.91B
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Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.

Thanks

Upvote 1

Read Answer Asked by Bob on December 14, 2022