Q: Can I please have your thoughts, analysis on Descartes recently announced earnings. Do you like this company and do you see good things ahead? Any comments would be appreciated. Thank You.
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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 $91.99)
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Docebo Inc. (DCBO $22.81)
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Coveo Solutions Inc. Subordinate voting shares (CVO $4.23)
Q: HI Peter
I have 10,000 cash in my tfsa .I would like to invest in a growth stock that meets the following criteria.
Down 60 to 70 % from highs because of current markets
Profitable
increasing revenues
low or no debt
Cash on Hand
Please provide me with your recommendations
Thank you
Howard
I have 10,000 cash in my tfsa .I would like to invest in a growth stock that meets the following criteria.
Down 60 to 70 % from highs because of current markets
Profitable
increasing revenues
low or no debt
Cash on Hand
Please provide me with your recommendations
Thank you
Howard
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Alphabet Inc. (GOOG $396.43)
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NVIDIA Corporation (NVDA $234.98)
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Salesforce Inc. (CRM $167.99)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.98)
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Converge Technology Solutions Corp. (CTS $5.99)
Q: My portfolio could use some more tech. Would you being buying now or would you be waiting? And which stocks would you be leaning to if buying right now? 3 CAD and 3 US stocks would be appreciated.
Thanks
Thanks
Q: Is DSG at risk of being disrupted by Flexport? Are they competitors and is there much overlap in their businesses?
Flexport is a private American multinational corporation that focuses on supply chain management and logistics, including freight forwarding and customs brokerage.
Thanks.
Flexport is a private American multinational corporation that focuses on supply chain management and logistics, including freight forwarding and customs brokerage.
Thanks.
Q: Why the big downdraft in dSG today?
Sheldon
Sheldon
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Constellation Software Inc. (CSU $2,529.80)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Thomson Reuters Corporation (TRI $109.09)
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goeasy Ltd. (GSY $28.53)
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Vanguard Information Technology ETF (VGT $115.19)
Q: Hi Peter and 5i Team,
My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.
With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?
Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!
My TFSA is made up of CSU (33%), TRI (22), VGT (17), DSG (14), GSY (14).
CSU is the core position (thank you for that recommendation) and will not be added to at this time.
With current available cash and the upcoming 2023 contribution which 2 companies out of TRI, VGT, GSY and DSG would you add to for the best growth scenario?
Thanks for all your sage advise over the years. My first 6 years of retirement have been financially successful and the dividend and share growth has been stellar. Again a big thank you to 5i!
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Meta Platforms Inc. (META $621.00)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Enghouse Systems Limited (ENGH $16.73)
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NFI Group Inc. (NFI $21.03)
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Kinaxis Inc. (KXS $137.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.98)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $14.38)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.20)
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Asana Inc. Class A (ASAN $5.88)
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Viatris Inc. (VTRS $17.24)
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Affirm Holdings Inc. (AFRM $66.35)
Q: Hello , following is my list of losers .. and I am assessing which ones to sell this month for YE capital loss. I appreciate your comments.
As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.
Thank you
Carlo R.
As an aside; in watching the huge drop in some of these stocks, one certainly wonders about the wisdom of their CEO's ... as an example META, they are spending billions on Metaverse so that people can work and play and interact in virtual reality .. maybe in the year 2050 !!. and many others that just didn't adopt their businesses to people post Covid returning to work and shop at malls... truly incompetent .. For me, this crash has convinced me to buy shares in companies that are making money and have a strong management team.
Thank you
Carlo R.
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Kinaxis Inc. (KXS $137.56)
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TECSYS Inc. (TCS $33.00)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.20)
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Topicus.com Inc. (TOI $93.00)
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D2L Inc. Subordinate Voting Shares (DTOL $9.06)
Q: Hi 5i, today you replied to Warren's question on DTOL, "and we would be comfortable letting this one go given the comparable attractive buying opportunities right now in the tech space. ".
Please provide 3 to 5 companies that meet the above response, thx.
Please provide 3 to 5 companies that meet the above response, thx.
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Royal Bank of Canada (RY $250.41)
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Sun Life Financial Inc. (SLF $98.08)
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Constellation Software Inc. (CSU $2,529.80)
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Capital Power Corporation (CPX $64.64)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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TMX Group Limited (X $54.00)
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Alimentation Couche-Tard Inc. (ATD.A)
Q: Can you please give me your 8 top stock picks for someone retiring in 8 years. Thank you, I value your teams opinion.
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Royal Bank of Canada (RY $250.41)
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Toronto-Dominion Bank (The) (TD $148.24)
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Bank of Nova Scotia (The) (BNS $105.78)
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Bank of Montreal (BMO $209.38)
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Canadian Imperial Bank Of Commerce (CM $153.11)
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National Bank of Canada (NA $204.60)
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Constellation Software Inc. (CSU $2,529.80)
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Intact Financial Corporation (IFC $254.81)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Kinaxis Inc. (KXS $137.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.98)
Q: Hi 51,
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Thanks for your thoughtful answer to my question earlier this morning asking which sectors you expect to recover more quickly, and for some names you like in each.
The names you listed in the two sectors you identified (tech and consumer discretionary) were all US companies. Do you see the same sector recovery pattern being followed in Canada, and can you provide some Canadian names in the sectors you like that you would expect to 'lead the charge'? Thanks!
Peter
Q: Your thoughts and analysis on Descartes earnings please.
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Park Lawn Corporation (PLC $26.48)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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FirstService Corporation (FSV $179.97)
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Parkland Corporation (PKI $39.84)
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TFI International Inc. (TFII $194.82)
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Kinaxis Inc. (KXS $137.56)
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Premium Brands Holdings Corporation (PBH $87.93)
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goeasy Ltd. (GSY $28.53)
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Boyd Group Services Inc. (BYD $141.10)
Q: Taking into consideration current valuations and quality of these companies please rank these companies. Do any in particular look like interesting buys at the moment?
Thank-you.
Thank-you.
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Constellation Software Inc. (CSU $2,529.80)
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Franco-Nevada Corporation (FNV $325.02)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Agnico Eagle Mines Limited (AEM $265.15)
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Open Text Corporation (OTEX $30.80)
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Cargojet Inc. Common and Variable Voting Shares (CJT $83.42)
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Topicus.com Inc. (TOI $93.00)
Q: Hi 5i,
I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.
I have maybe a rare question for you. I have done quite well with my stock selections (much thanks to you for many of the wise choices) and are sitting on a pool of Capitol Gains. Now, my wife and I are entering the phase of our life where we can make some significant "tax-friendly" charitable donations. Always keeping in mind, saving enough for the rest of our days. Our question is: If you had to sell from the list I provided, and thinking of holding the remainder at least another 10 years, which would you chose to sell a portion of ? Perhaps the top 3, in order of choice ? Thanks so much.
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Clarke Inc. (CKI $27.35)
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Maxim Power Corp. (MXG $4.18)
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Viemed Healthcare Inc. (VMD $9.44)
Q: I've whittled down my latest TSX "watch list" to the 4 securities listed above. How would you rate them and which would you pick if only one was chosen?
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Eli Lilly and Company (LLY $1,005.86)
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Bank of Nova Scotia (The) (BNS $105.78)
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Constellation Software Inc. (CSU $2,529.80)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Magna International Inc. (MG $88.13)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.98)
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goeasy Ltd. (GSY $28.53)
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MTY Food Group Inc. (MTY $38.15)
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Aritzia Inc. Subordinate Voting Shares (ATZ $145.20)
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Trisura Group Ltd. (TSU $41.59)
Q: Hi group markets really tough to read right now ? what you 3 top sector's c/w 3 top picks in each / ideal entry price /short blurb on each.
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help
I am particularly interested in Health care as I am presently below target. I just sold LLY because info on Diabetic drug was getting poor reviews that proved to be untrue so not am looking to get back in. so what a good entry point ? Thanks for your help
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Constellation Software Inc. (CSU $2,529.80)
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Dollarama Inc. (DOL $174.38)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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North West Company Inc. (The) (NWC $50.45)
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Alimentation Couche-Tard Inc. (ATD $78.81)
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A&W Revenue Royalties Income Fund (AW.UN $36.93)
Q: My son has saved up for a bit and has a decent amount of capital for his age. He has a TFSA but his investments are varied and not the best for a long term portfolio. We recently sat down and planned out a long term portfolio that would less risky for long term holdings. Would you guys change/swap, remove or add any from this portfolio of Canadian Stocks? TD, MG, BAM.A, ENB, SLF, FSV, T, FTS, CNR and TRI. Is the market also in a comfortable position to currently make a large investment of capital? Thanks.
Q: Today CIBC downgraded DSG to neutral. Do you agree/disagree with their reasons for down grading.
Sheldon
Sheldon
Q: I am considering selling Kinaxis in my TFSA and buying Descartes with the funds (I have significantly larger holdings of both companies in my investment accounts). Would you consider this a good investment decision?
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Apple Inc. (AAPL $298.39)
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Alphabet Inc. (GOOG $396.43)
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Salesforce Inc. (CRM $167.99)
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.98)
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goeasy Ltd. (GSY $28.53)
Q: Are there 2 or 3 Canadian & 2 or 3 US stocks you would be interested in buying in the current downturn?
Would you buy now or wait until???
Thank you.
Would you buy now or wait until???
Thank you.
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Descartes Systems Group Inc. (The) (DSG $91.99)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $131.98)
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goeasy Ltd. (GSY $28.53)
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Aritzia Inc. Subordinate Voting Shares (ATZ $145.20)
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ECN Capital Corp. (ECN $3.10)
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Boyd Group Services Inc. (BYD $141.10)
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Dye & Durham Limited (DND $2.94)
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Topicus.com Inc. (TOI $93.00)
Q: What Canadian stocks would you be picking up today in this selloff?