Q: Can you please give me a brief fundamental analysis of DSG at this point in time (last report update was about last June). I don’t really understand technical analysis but do you see any signals technically? It is off quite a bit year to date, would you be adding here?
Q: I understand that DSG and KXS operate in different spaces, but had thought that, as the market put April 9 behind it, they would recover along similar trajectories - but KXS has clearly taken the lead, today matching its December, 2024 high. Supposing that at least some of Trump's tariff plans come to fruition, is KXS the better investment? DGS's RoC (per your database) is far more attractive.
Q: I started accumulating positions in these the last couple of days with intentions of adding more. Was never able to get in at decent prices ever before. They have all bounced back today and are in green quite nicely which is great but they are only small positions and I wanted to buy more. Do I wait as this mess will give another chance to get in Or do i average up ? Any issues with anything on the list ?
Q: Greetings 5i team,
I hold the securities listed above, as well as a couple of more stable ETFs and some cash in my TFSA. I am aware that things are going to be volatile at least for the near future but am wondering in what order an investor might deploy cash to any of these securities given the correction we are experiencing.
Thank you
Steve P
Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard
Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!
Q: I am opening a TFSA and would like to transfer some of my holdings to that account, which I know I have in my RRSP (sell and re-purchase). My thinking is holding the items which offer more growth potential. Is this a good argument in deciding where to hold various holdings? From the following names, which would you think make more sense to hold in my TFSA than in my RRSP?
AEM, ATZ, BN, DSG, GSY, LMN, SHOP, TRP, TRI, WSP, TOI
Q: Is XIT worth holding? Or would one be better off just buying the top 3 holdings in equal weightings. For CDN tech, what would be the best buys today for the long term?
Q: I believe the current market downturn provides opportunity. I would like your insight into the following two questions; along the lines of "be greedy when others are fearful".
First, recognizing a 2-3 year hold is very, very short term thinking, what are 3 companies with dividend bearing stock that you feel would be in the top 10% of performers as the market recovers.
Second, what 3 companies do you feel provide the biggest stock price recovery and growth opportunity for a 5+ year hold.
Q: Can you break down why DSG missed this quarter. Is there something that will cause a change with the usual predictably?
Apart from DT that is.
Thank you
Q: Hi, can you please comment on their recent quarters?
Anything to be concerned about with either company going forward?
I have owned both for several years (full positions) but SIS has seen a bit of slow growth (for me) the last year and I'd like to reduce to a 1/2 position. Can you please suggest an alternate stock(s) (any sector) given today's environment that should offer better growth potential.
Q: Assuming that the reactions to the tariffs ends up being a great buying opportunity, and also that we've probably passed the crystal ball "sell everything" point, WHEN and WHERE (industries, specific favorite stocks) would you look to put new money in please?
Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom