Q: Txs for u recent recommendation of DSG & now has reached $87.42,ATH on Jun 29. Is it time to take profit or can it continue to rise? Txs for u usual great services & views
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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.
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Inter Pipeline Ltd. (IPL)
- AltaGas Ltd. (ALA)
- Tourmaline Oil Corp. (TOU)
- Air Canada Voting and Variable Voting Shares (AC)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Vermilion Energy Inc. (VET)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- NFI Group Inc. (NFI)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Barrick Gold Corporation (ABX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Kirkland Lake Gold Ltd. (KL)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Lightspeed Commerce Inc. Subordinate (LSPD)
Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: I hold a small position in ENGH. Since peaking on Sept 4th at just over $80, it has been in a long steady decline for 9 months, to the low $50's, a drop of about 1/3 of its value. The results just released Thursday night look very weak to me, especially compared to the previous year, although covid helped their video division significantly last year, and the stock is still trading at pretty high multiples, despite the decline in the stock price. I know you have mentioned many times that you feel ENGH is a good long term steady business. Wondering if you still feel this stock is worth adding to, or is it time to sell and move on to something that offers more growth? Or do you still think there is reason to expect good revenue and income growth from ENGH over the next few years? Would you sell ENGH and add to existing positions in NVEI, TOI or DSG? Thanks.
Q: For a five year hold in the growth portion of my portfolio, should I go with Descartes or Kinaxis?
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
Q: Hi Guys,
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.
thanks
Jim
I am trying to reduce the number of stocks inside my portfolio. Your thoughts on a full position (5%) for the above stocks for a 5 year hold, within a balance/growth portfolio? Any revisions would be appreciated.
thanks
Jim
Q: Please comment on Q1 results released after market close today Txs for u usual great services & views
Q: Hi ,
Based on their risk, share price value and growth potential on a 1 to 10 scale, how would they rank?
Thank you
Ed
Based on their risk, share price value and growth potential on a 1 to 10 scale, how would they rank?
Thank you
Ed
Q: Would like help choosing between TOI or DSG, which name would be added for growth for a 5+ year hold? From reading all the answers for TOI and DSG, your answers indicate TOI may have higher future growth? Thank you.
Q: Hi group frustrating to watch profits slowly erode on this company. Should I cash in while I still have some profit left (still up 19%) thanks for your views on this
- Suncor Energy Inc. (SU)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Air Canada Voting and Variable Voting Shares (AC)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Badger Infrastructure Solutions Ltd. (BDGI)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- Savaria Corporation (SIS)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Dear 5i,
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
Here are the stocks I have left to purchase from your Balanced portfolio, can you please place these in order or how attractive they are at this time for a long-term hold? Also, is QQQ a good starting point for US focus holding in a registered account? Thank you.
Q: Further to my Q yesterday,is it time to add to ENGH and start new position in DSG.Please suggest good price to enter for both.Txs for u usual great services & view.
Q: $64.27 p/p of ENGH,1.25% position,19% loss.Almost straight drop to current $52.04 from $62.94 on Mar 22. Thinking of switching to better potential,in particular, DSG &/or u suggestions. Note that U are positive on both but DSG is one of u top favourite stocks & a suggested alternative.Please comment Txs for u usual great services & views
Q: I hope all is well. Given the current market conditions are there any stocks that in your educated and experienced opinion that look to be just too cheap? Any suggestions for stink bids on some as well? I realize you do not have a crystal ball. Thanks so much. Dan
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Real Matters Inc. (REAL)
- Etsy Inc. (ETSY)
- Redfin Corporation (RDFN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Unity Software Inc. (U)
Q: Please name 5 companies in the USA and Canada that you think the market has punished unfairly in this tech sell off. Aggressive names with compelling fundamentals and huge growth opportunities would be the focus regardless of sector with a nod to companies with a 10 billion market cap or less. These would be companies in which the downside is fully priced in but nobody is giving them any credit for projected growth (and you believe that growth potential is substantial). If you could then pick your favourite from these in the US and Canada and add one sentence as to why I would be most appreciative!
- Waste Management Inc. (WM)
- Loblaw Companies Limited (L)
- Metro Inc. (MRU)
- Descartes Systems Group Inc. (The) (DSG)
- Hydro One Limited (H)
- GFL Environmental Inc. subordinate voting shares (GFL)
Q: Hi,
I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.
Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).
Thx,
Cam
I'm seeing more and more evidence for inflation being a real thing that is not yet formally accepted by US or CDN governments. Evidence is obvious increases in the price of some common items (food, lumber, metals, housing) and also an uptick in commentary on the subject by some trusted SA authors.
Can you provide some sectors that typically benefit from increases in inflation (Gold, Finance, etc) as well as some specific company plays that would benefit from increases (Can or US).
Thx,
Cam
- Sangoma Technologies Corporation (STC)
- Questor Technology Inc. (QST)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- MTY Food Group Inc. (MTY)
- Maverix Metals Inc. (MMX)
- Real Matters Inc. (REAL)
- Xebec Adsorption Inc. (XBC)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Celsius Holdings Inc. (CELH)
- Magnite Inc. (MGNI)
- Dye & Durham Limited (DND)
- Palantir Technologies Inc. Class A (PLTR)
- Mitek Systems Inc. (MITK)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi,
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks
I hold the above companies in my TFSA and would like to make the portfolio more concentrated for better upside potential. If you were forced to cut three positions and add the proceeds to any of the existing holdings, which one’s would you choose? Long term growth is the only objective.
Thanks
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Advanced Micro Devices Inc. (AMD)
- The Trade Desk Inc. (TTD)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
Q: I'm looking to reduce the overall amount of positions. Of my tech names which would you suggest selling?
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
From what I can gather you prefer NVDA to AMD and would suggest one of either SHOP or LSPD. Is this accurate? Other suggestions or ideas to pair down?
Thank you very much
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
Q: Long term holder of CGI in RSP account, and although it’s performed decent enough, I’m looking for more growth. Which of DSG or ENGH would you recommend switching to, or would 1/2 position in both make more sense?
Thank you.
Thank you.
- Alphabet Inc. (GOOGL)
- Visa Inc. (V)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: hi group if you could only own one which would you choose between GOOGL and SHOP I already own MSFT, AMZN. CSU. NVDA, APPL, DSG, LSPD TOI
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
Q: Need to add one of the above tech stocks to a TFSA. Only room for one. Suggestions as to which one should be added. Long term hold. Thanks