Q: How comfortable would you be to add to DSG in light of the recent earnings and pull back.
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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: 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.
Cheers,
Steve
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.
Cheers,
Steve
Q: Kindly analyse DSG earnings results for us.
Thanks
Sheldon
Thanks
Sheldon
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Royal Bank of Canada (RY $203.81)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Kinaxis Inc. (KXS $185.61)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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goeasy Ltd. (GSY $160.19)
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EQB Inc. (EQB $92.82)
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?
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Descartes Systems Group Inc. (The) (DSG $136.20)
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TFI International Inc. (TFII $127.30)
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goeasy Ltd. (GSY $160.19)
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EQB Inc. (EQB $92.82)
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Propel Holdings Inc. (PRL $26.46)
Q: These companies have pulled back. what order would you buy these names? Is there any you would not buy?
Thank you
Tim
Thank you
Tim
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Canadian Pacific Kansas City Limited (CP $106.21)
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Constellation Software Inc. (CSU $3,949.97)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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TFI International Inc. (TFII $127.30)
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Alimentation Couche-Tard Inc. (ATD $72.67)
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Premium Brands Holdings Corporation (PBH $95.53)
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Boyd Group Services Inc. (BYD $221.86)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.12)
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
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Vertiv Holdings LLC Class A (VRT $168.88)
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Cellebrite DI Ltd. (CLBT $19.05)
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Propel Holdings Inc. (PRL $26.46)
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Lumine Group Inc. (LMN $39.07)
Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?
Are there other small caps you prefer?
Thanks
Tim
Are there other small caps you prefer?
Thanks
Tim
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Sprott Physical Gold Trust Unit (PHYS $30.39)
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Agnico Eagle Mines Limited (AEM $161.73)
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BMO Money Market Fund (ZMMK $49.87)
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Brookfield Corporation Class A Limited (BN $44.99)
Q: Let us assume there is market downturn of 20% or greater. I am a retired senior and want to be cautious. I have TBills in US and Can.;
Also some BN, DSG , AEM and bonds like ZMMK. Also 10% in ZSP and VFV , XIU.
Any red flags here and suggest some additions. TAKE AS MANY CREDITS as needed to answer this. Thanks. Helen
Also some BN, DSG , AEM and bonds like ZMMK. Also 10% in ZSP and VFV , XIU.
Any red flags here and suggest some additions. TAKE AS MANY CREDITS as needed to answer this. Thanks. Helen
Q: Is Descartes stock getting expensive or the valuation is reasonable, considering their growth prospects and US policy towards tariff / possible trade wars?
We have been wanting to own this co. for past few years, but stock keeps moving higher. Would you be comfortable starting a new position now, or wait for a pullback ?
Also can you suggest an entry level, please.
Thank You
We have been wanting to own this co. for past few years, but stock keeps moving higher. Would you be comfortable starting a new position now, or wait for a pullback ?
Also can you suggest an entry level, please.
Thank You
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Intact Financial Corporation (IFC $266.04)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Kinaxis Inc. (KXS $185.61)
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TerraVest Industries Inc. (TVK $141.37)
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EQB Inc. (EQB $92.82)
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Sonida Senior Living Inc Com (New) (CSU)
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FirstService Corporation (FSV $184.15)
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Thomson Reuters Corp (TRI $150.10)
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Galaxy Digital Inc. Class A common stock (GLXY $59.24)
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TFI International Inc - Ordinary Shares (TFII $90.76)
Q: I have money to invest and I own none of these stocks. Could you list them in order that you would buy them today.
Thanks for you help.
Dorothy
Thanks for you help.
Dorothy
Q: Hi Everyone!
I am thinking of selling my Kinaxis holdings and moving the proceeds into DSG for better growth . Your thoughts?
Cheers,
Tamara
I am thinking of selling my Kinaxis holdings and moving the proceeds into DSG for better growth . Your thoughts?
Cheers,
Tamara
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Apple Inc. (AAPL $254.04)
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NVIDIA Corporation (NVDA $192.57)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.02)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Palo Alto Networks Inc. (PANW $215.17)
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CrowdStrike Holdings Inc. (CRWD $509.13)
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Vertiv Holdings LLC Class A (VRT $168.88)
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Palantir Technologies Inc. (PLTR $185.47)
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Duolingo Inc. (DUOL $337.19)
Q: Hi,
Looking to replace NVDA and VRT. I wish to avoid the AI theme and Mag7. Do you have an handful of tech alternatives to suggest in the US?
Many thanks.
Michael
Looking to replace NVDA and VRT. I wish to avoid the AI theme and Mag7. Do you have an handful of tech alternatives to suggest in the US?
Many thanks.
Michael
Q: Given a three to five year period, is Descartes Systems at present a good buy for growth? Will it be affected by tariffs?
Thank you.
Howard
Thank you.
Howard
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Constellation Software Inc. (CSU $3,949.97)
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Celestica Inc. (CLS $364.51)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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TerraVest Industries Inc. (TVK $141.37)
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EQB Inc. (EQB $92.82)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $135.53)
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WELL Health Technologies Corp. (WELL $5.77)
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Propel Holdings Inc. (PRL $26.46)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.12)
Q: Greetings 5i Team,
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P
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Descartes Systems Group Inc. (The) (DSG $136.20)
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S&P/TSX Composite Index (TSX $30,269.98)
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Sonida Senior Living Inc Com (New) (CSU)
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Toronto Dominion Bank (The) (TD $79.08)
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Bank of Nova Scotia (The) (BNS $63.55)
Q: Hi Folks,
With some uncertainty in the future, including possible US tariffs and reaction tariffs, I curious if you have any thoughts on what those actions might mean for the short and medium term. I assume they would be withdrawn at some point (so not asking long term). Specifically, how banking (TD, BNS), and companies CSU and DSG and the overall TSX. Please free free to deduct 5 questions.
With some uncertainty in the future, including possible US tariffs and reaction tariffs, I curious if you have any thoughts on what those actions might mean for the short and medium term. I assume they would be withdrawn at some point (so not asking long term). Specifically, how banking (TD, BNS), and companies CSU and DSG and the overall TSX. Please free free to deduct 5 questions.
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Constellation Software Inc. (CSU $3,949.97)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Enghouse Systems Limited (ENGH $20.79)
Q: Peter and His Wonder Team
I have followed this company for some time and considering wether I should buy it. I think it is inexpensive but not sure if it is a value trap...if you know what I mean and I know you do. Please give me your opinion on this company and what is the risk factor! Thanks your expertise is always helpful in my decisions.
I have followed this company for some time and considering wether I should buy it. I think it is inexpensive but not sure if it is a value trap...if you know what I mean and I know you do. Please give me your opinion on this company and what is the risk factor! Thanks your expertise is always helpful in my decisions.
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Dollarama Inc. (DOL $175.41)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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TFI International Inc. (TFII $127.30)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.12)
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Lumine Group Inc. (LMN $39.07)
Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!
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Constellation Software Inc. (CSU $3,949.97)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Enghouse Systems Limited (ENGH $20.79)
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Kinaxis Inc. (KXS $185.61)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.88)
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Lumine Group Inc. (LMN $39.07)
Q: Is this stock a buy?
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Dollarama Inc. (DOL $175.41)
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Descartes Systems Group Inc. (The) (DSG $136.20)
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Trisura Group Ltd. (TSU $38.03)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.12)
Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.
Q: Greetings 5i Team and HNY,
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?
Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?
Thank you very much.
Steve
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?
Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?
Thank you very much.
Steve