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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.

Q: I saw Ryan's pick of Descartes on BNN and wonder if you can comment on what catalysts you see for this to go a leg up? My admittedly basic technical analysis doesn't suggest any upward movement so I assume this is underpriced based on fundamentals. My question then is when do you expect it to move and what factors will cause the stock to move upwards?
Read Answer Asked by Tim on January 08, 2018
Q: Greetings 5i team:
I own CGI Group in a non-registered account. Without regard to tax implications or trading costs, just looking at the fundamentals and expectations for each company, would you make a switch to either Open Text or Descartes assuming a 3 year or greater time frame?

Thanks as always for your analysis.
Read Answer Asked by Stephen R. on January 05, 2018
Q: You've liked Descartes in the past and have said it's a good company, but have tended to prefer other tech stocks such as Open Text, primarily because of the valuation of Descartes I believe. I'm wondering what has changed in the last month that you've started to make it as a top pick. Is it simply the 10% approx. pullback after last quarter? Are there any other changes that have occurred that have impacted this decision also? Thanks for your comments.
Read Answer Asked by Christopher on January 04, 2018
Q: Your answer to Don today re the best tech stocks are CSU KXS DSG & SHOP.In today's market,please rank them,best first.Thanks for your normal great services & views,Ryan was great on BNN market call,Great answer to my Q on KWH.un resulting in price increase
Read Answer Asked by Peter on January 04, 2018
Q: rather than BB what is your best bet in tech for 2018?
Read Answer Asked by don on January 03, 2018
Q: Hi Team,
I'm looking to add few names to my growth fund. I already own many of your suggestions. How do you feel about DSG, BDT, CJT and CAE? From a growth perspective for 2 to 3 years, do you like them? Would you invest here? How would you rank them?
Thanks,
Dennis
Read Answer Asked by Dennis on December 18, 2017
Q: Hello 5i,
From time to time a well performing company misses on earnings estimates in a quarter but it does not necessarily mean that its longer term good performance and potential growth will slow.
What was the cause of the poor earnings per share result. Was the reasons for this miss merely a temporary hiccup or perhaps a longer term issue. What conclusion should one draw from this quarter's results? Are the views about this company change from your September report? Is the growth by acquisition theme and potential remain intact. What can we expect to see from the company in the next 6 and 12 months. Should I continue to hold or sell at this time.

Thanks for your excellent insights.
Joseph
Read Answer Asked by Joseph on November 30, 2017
Q: Hi team,

This question is probably going to highlight my ignorance in this area only, but I am going to ask it any: Would it make sense for CSU to take over DSG in a mega deal? Would there be any synergies from a friendly acquisition? If yes, why CSU is not interested in DSG? or similar large Canadian software companies?
I have both and not sure if there are any advantages in keeping both.
Your feedback and insight is much appreciated.
Read Answer Asked by Saeed on November 28, 2017
Q: I am thinking of adding these stocks to some of my accounts please rate from best to worst and comment if you disagree with any choice. Thanks Don
Read Answer Asked by Don on November 16, 2017
Q: Hi Peter and 5i team,
we would like to add a new name to our grandson's [age 4] RESP. In your opinion , what would be a good addition.
thanks
Read Answer Asked by john on November 07, 2017
Q: I need two- three growth stocks for the next 2-3 years. Of the stocks listed above, can you pick your top top 3and why? While I expect some volatility, I cannot deal with gut wrenching volatility.
Read Answer Asked by Graeme on October 13, 2017
Q: Hi,

How similar in product/service offerings would you consider KXS and DSG? Would you hold both in an overall balanced portfolio or just one? Which would you choose?

Regards,

Robert
Read Answer Asked by Robert on October 10, 2017
Q: These companies were both recently rated as a B, which seems odd. DSG has a long track record of superior earnings growth, consistent growth over many years, predictable earnings, better management, better management credibility, stable executive suite, a deeper executive suite, major barriers to entry, a niche business.... This is not to say that AVO is a bad company, just seems not be of the same quality level as DSG. Does the high DSG valuation supersede all of these other factors? Appreciate your comments.
Read Answer Asked by Joel on October 02, 2017
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