Q: Could you comment on Q3 release. Anything stand out here to explain the higher stock price?
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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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Celestica Inc. (CLS $462.57)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Comfort Systems USA Inc. (FIX $957.04)
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Construction Partners Inc. (ROAD $105.80)
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Vertiv Holdings LLC Class A (VRT $169.57)
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Shift4 Payments Inc. Class A (FOUR $70.15)
Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?
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Intuitive Surgical Inc. (ISRG $578.87)
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Microsoft Corporation (MSFT $476.99)
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NVIDIA Corporation (NVDA $177.82)
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Booking Holdings Inc. (BKNG $4,906.24)
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Johnson & Johnson (JNJ $206.67)
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Quanta Services Inc. (PWR $450.14)
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Canadian Natural Resources Limited (CNQ $46.84)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,437.78)
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Constellation Software Inc. (CSU $3,396.27)
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Dollarama Inc. (DOL $203.43)
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Cameco Corporation (CCO $123.18)
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Capital Power Corporation (CPX $59.49)
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Celestica Inc. (CLS $462.57)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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BMO MSCI USA High Quality Index ETF (ZUQ $99.21)
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TerraVest Industries Inc. (TVK $123.39)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.91)
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Axon Enterprise Inc. (AXON $528.89)
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Bank of Nova Scotia (The) (BNS $67.85)
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Vertiv Holdings LLC Class A (VRT $169.57)
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Cellebrite DI Ltd. (CLBT $16.80)
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Propel Holdings Inc. (PRL $22.75)
Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?
2) Can you pick 6 stocks that you think should do well for the next 5 years?
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?
2) Can you pick 6 stocks that you think should do well for the next 5 years?
Q: Hello team,
What is your view on a AtkinsRealis and Descartes Group? Are they both buys? Recently AtkinReaslis released very good results so was thinking of adding to my position. Thanks very much
What is your view on a AtkinsRealis and Descartes Group? Are they both buys? Recently AtkinReaslis released very good results so was thinking of adding to my position. Thanks very much
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Microsoft Corporation (MSFT $476.99)
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NVIDIA Corporation (NVDA $177.82)
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Celestica Inc. (CLS $462.57)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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CrowdStrike Holdings Inc. (CRWD $512.34)
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Vertiv Holdings LLC Class A (VRT $169.57)
Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.
Thank you
Paul
Thank you
Paul
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Kinaxis Inc. (KXS $179.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
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Canadian General Investments Limited (CGI $45.84)
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Open Text Corporation (OTEX $33.77)
Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
Q: What would be your favourite 3 Canadian tech stocks that have consistent growth potential.
Thanks Tom
Thanks Tom
Q: Both these stocks are doing very well. TVK appears cheaper. Do you think this is a good time to buy and which one would you prefer today?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
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Descartes Systems Group Inc. (The) (DSG $116.15)
Q: Could you compare these two for a 2 to 3 year hold and do you prefer one over the other? Thanx.
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Alphabet Inc. (GOOG $323.64)
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Mastercard Incorporated (MA $546.47)
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Visa Inc. (V $334.53)
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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iShares S&P/TSX 60 Index ETF (XIU $45.86)
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Vanguard S&P 500 Index ETF (VFV $169.47)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
Q: Hello 5i team, I am a young professional early in my career. I am looking for your top 5 stocks for 20+ year hold. No preference on risk or industry.
thank you
thank you
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NVIDIA Corporation (NVDA $177.82)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
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Coherent Corp. (COHR $148.85)
Q: Hi Peter...I have some cash in my TFSA and I'm considering buying either SHOP or DSG. I like SHOP but I just don't think the large amount of stock based compensation is shareholder friendly. I'm going to spend about $80,000 CAD so I want stock liquidity. I do have a lot of IT companies (NVDA, CSU, LUM, TOI, COHR). Do you think either DSG or SHOP would strengthen my IT grouping? Also do you think I am being unreasonable about SHOP and its stock based compensation? CSU, where the executives have to buy stock in the open market, being so shareholder friendly makes me hesitant with SHOP. Any comments you have would be appreciated.
Thanks,
Jim
Thanks,
Jim
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NVIDIA Corporation (NVDA $177.82)
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Celestica Inc. (CLS $462.57)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
Q: I have looking at initiating a small position in either SHOP or CLS. Which would be the "better" investment, and why? And if growth was the main objective, do you see something else as having better long term potential? Many thanks for your excellent service.
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Descartes Systems Group Inc. (The) (DSG $116.15)
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TerraVest Industries Inc. (TVK $123.39)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $165.91)
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Lumine Group Inc. (LMN $28.67)
Q: Hi team,
What are you favorite mid cap compounders in the Canadian market right now and why?
Thanks
What are you favorite mid cap compounders in the Canadian market right now and why?
Thanks
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WSP Global Inc. (WSP $244.21)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Thomson Reuters Corporation (TRI $188.71)
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Savaria Corporation (SIS $21.52)
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Boyd Group Services Inc. (BYD $229.39)
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Topicus.com Inc. (TOI $125.74)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $72.40)
Q: Over the past 5 yrs these stocks have done quite well - thank you. (Except BYD).
My portfolio has grown but these are small % and need a top up to have a meaningful impact.
Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?
Thank you
My portfolio has grown but these are small % and need a top up to have a meaningful impact.
Looking ahead 3-5 yrs could you rank these on moat strength and which would be best to buy now?
Thank you
Q: Hi Team,
What are your thoughts on the company's current valuation and it's future prospects?
Do you believe this could be a long term compounder? Would you be comfortable buying it here?
Thanks,
What are your thoughts on the company's current valuation and it's future prospects?
Do you believe this could be a long term compounder? Would you be comfortable buying it here?
Thanks,
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Dollarama Inc. (DOL $203.43)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
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Docebo Inc. (DCBO $29.95)
Q: Hello, I have a small position in these four stocks and I'm up about 10 to 15% with all of them. I'd like to sell one to free up some funds. In which order would you recommend selling if you had to? I realize this is only an opinion and not advice. Thank you!
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Constellation Software Inc. (CSU $3,396.27)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Thomson Reuters Corporation (TRI $188.71)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
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Miscellaneous (MISC)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark
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NVIDIA Corporation (NVDA $177.82)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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Docebo Inc. (DCBO $29.95)
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Topicus.com Inc. (TOI $125.74)
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Lumine Group Inc. (LMN $28.67)
Q: I owned GIB.A, DSG,TOI,LMN,NVDA,DCBO and would like to know if there is an overlap between any of these stocks or do they have their own unique business so all should be owned? I am trying to decide if I should reduce the numbers of tech stocks as I currently have 27 stocks and have read that best to have around 20-25 stocks.
Thanks
Thanks
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Constellation Software Inc. (CSU $3,396.27)
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Dollarama Inc. (DOL $203.43)
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Descartes Systems Group Inc. (The) (DSG $116.15)
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TerraVest Industries Inc. (TVK $123.39)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
Q: Hello, and thank you for an informative service. In theory, what are your views on adding to a so-called expensive/highly valued stock when your original cost basis is quite low? For example, I keep reading how Dollarama is at a high premium right now. I have a lot of it, and my original cost basis is about $97. Even adding a couple thousand dollars would keep it at something like $97.50. as a general rule or idea, is it worth building on positions like this? Also, I don't know if this would be considered a second question, but if you could rank the five stocks in order to purchase today keeping in mind my original question, that would be much appreciated. Thank you again.
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Descartes Systems Group Inc. (The) (DSG $116.15)
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ADF Group Inc. Subordinate Voting Shares (DRX $7.42)
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Docebo Inc. (DCBO $29.95)
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Topicus.com Inc. (TOI $125.74)
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Propel Holdings Inc. (PRL $22.75)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.96)
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Lumine Group Inc. (LMN $28.67)
Q: Hello,
You run a very interesting service! Thank you!
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred) (thank you Ahn for the question format).
You run a very interesting service! Thank you!
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred) (thank you Ahn for the question format).