Q: In the Tech Sector I have MSFT (8%), AAPL (7%), SWKS (4%), KXS (3%). I am considering adding a 2% position in either CSU or DSG. Which would you recommend and why?
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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: This is to answer the question posed by another subscriber. TD added PHO to their Quantitative Small Cap Portfolio and deleted DSG because it is now a large cap.
Here is the text:
Canadian Small Cap Model Portfolio Market Overview/Technology
We are adding a position in Photon Control Inc. (PHO-T) at 2.0%. We have seen a relative shift to value (i.e. cyclical) from growth over the past few weeks. One area where this shift has been confirmed is by the recent breakout in the more cyclical small-cap semiconductor stocks relative to the technology sector.
We are also removing our position in Descartes Systems Group Inc. (DSG-T, portfolio weight 5.9%). After gaining more than 134% since its addition to our small- cap model portfolio in early-2017, its market weight has increased to 26 bps (i.e. $5.5 billion market float) and as a result, it no longer qualifies in our small-cap universe.
Here is the text:
Canadian Small Cap Model Portfolio Market Overview/Technology
We are adding a position in Photon Control Inc. (PHO-T) at 2.0%. We have seen a relative shift to value (i.e. cyclical) from growth over the past few weeks. One area where this shift has been confirmed is by the recent breakout in the more cyclical small-cap semiconductor stocks relative to the technology sector.
We are also removing our position in Descartes Systems Group Inc. (DSG-T, portfolio weight 5.9%). After gaining more than 134% since its addition to our small- cap model portfolio in early-2017, its market weight has increased to 26 bps (i.e. $5.5 billion market float) and as a result, it no longer qualifies in our small-cap universe.
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
Q: I am going to trim my KXS back to 6%. With the proceeds I am considering one of the following:
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram
Add to my CAE; add to my GSY; add to my ATD.B or initiate a position in DSG.
How would you rank these choices? Any and all thoughts will be appreciated. ram
Q: I'd appreciate your analysis of these two companies and your assessment to determine which of these two have the most growth potential.
Thank you, as always!
Thank you, as always!
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- TMX Group Limited (X)
- Kinaxis Inc. (KXS)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: I'm a little concerned about the trade tension, possible 2nd wave of the virus, protesting, economic risk, etc.
Do you think we need to do something in case the market crash?
Currently I hold the above 4 stocks plus 20% cash. Are they safe? Any other stocks that you recommend?
Thanks!
Do you think we need to do something in case the market crash?
Currently I hold the above 4 stocks plus 20% cash. Are they safe? Any other stocks that you recommend?
Thanks!
- Photon Control Inc. (PHO)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: We have been looking at these four companies but only have resources to take positions in two of them. Which two would you consider the best choices for returns over the next couple of years?
- Enbridge Inc. (ENB)
- Pembina Pipeline Corporation (PPL)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Capital Power Corporation (CPX)
- Descartes Systems Group Inc. (The) (DSG)
- Parkland Corporation (PKI)
- TFI International Inc. (TFII)
- Kinaxis Inc. (KXS)
- Brookfield Property Partners L.P. (BPY.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Exchange Income Corporation (EIF)
- Vanguard S&P 500 Index ETF (VFV)
- Vanguard U.S. Dividend Appreciation Index ETF (VGG)
- Antibe Therapeutics Inc. (ATE)
- Vanguard S&P 500 ETF (VOO)
- Vanguard Dividend Appreciation FTF (VIG)
- Real Matters Inc. (REAL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
- B2Gold Corp (Canada) (BTG)
Q: I have full positions in the above except KXS and REAL. For available cash is there a stock that you like and would consider adding to this portfolio .
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
Q: Could you give me the forward PE on these companies and which looks best currently if buying ? Thx
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- CAE Inc. (CAE)
- Capital Power Corporation (CPX)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello team,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
Q: Do you think Descartes will take a hit today?
They did not meet the revenue estimated but eps were in line. Assessment please of earnings.
Thanks.
They did not meet the revenue estimated but eps were in line. Assessment please of earnings.
Thanks.
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Atlassian Corporation (TEAM)
- DocuSign Inc. (DOCU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi 5i,
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry
I have half positions in: KXS, DSG, LSPD, DOCU and full positions in MSFT and NVDA. Do you attribute the current sell off in tech names to profit taking and sector rotation (possibly to financials)? Of my four half positions; which two names do you think would be the best to add more shortly in this selloff for a long term perspective?
Thank you!
Terry
Q: Can you please comment on these two companies recently announced earnings. Thank You.
Q: Could you recommend some Technology stocks, they seem to be popular these days, Shopify is to pricey for me.
Q: Which company in your opinion would be the best investment presently? And why? Thanks
- Sun Life Financial Inc. (SLF)
- Dollarama Inc. (DOL)
- Restaurant Brands International Inc. (QSR)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
Q: Appreciate u 12 tips today. Too many for me to buy now.Has lots of the big 6 can.banks & Qst (similar to Xbc).Please give me best 5 to buy.Txs for u usual great services & views. FYI China moves to impose HK security law causing drops in Asian markets esp HK( down 4.84% now) as well as US futures(Dow now down 139 after earlier up some 108)
- Amgen Inc. (AMGN)
- Amazon.com Inc. (AMZN)
- FLIR Systems Inc. (FLIR)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Real Matters Inc. (REAL)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Boyd Group Services Inc. (BYD)
Q: If a new investor had a $100, 000 to invest in Canadian & US Equities what would be the TOP 10 Stocks to invest today for the next 3 to 5 years.
Thanks Valter
Thanks Valter
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Boyd Group Services Inc. (BYD)
Q: Which 3-5 growth stocks on the Canadian or American exchange are you most bullish on their long term potential?
Thanks
Thanks
Q: Which do you currently like better for growth. I must admit hearing that SHOP has started down the POS road makes me slightly nervous about LSPD. On the other hand LSPD has a lot of cash DSG a little debt. We also own SHOP, KXS,TEAM,NVDA,CSU,AYX in the tech space. Would be selling LSPD for a tax loss if you think DSG is better.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
Q: Hi, I currently hold CGI and have held it for a couple years now up 60% in registered account. I'm looking to switch to OTEX, DSG, or ENGH for more growth long term, what do you think? Can you rank these 4 stocks. I already own SHOP, KXS, LSPD, CSU and don't want too much overlapping tech. Thanks!
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- The Walt Disney Company (DIS)
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- Constellation Software Inc. (CSU)
- CAE Inc. (CAE)
- Descartes Systems Group Inc. (The) (DSG)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- The Trade Desk Inc. (TTD)
- Roku Inc. (ROKU)
- iShares Russell 2000 ETF (IWM)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Boyd Group Services Inc. (BYD)
Q: I am about to triple the size of my investment in the portfolio above and give equal weighting to all. Virtually all of this new money will be in non-registered accounts. In total, this self-directed portfolio will represent 20% of my holdings; I also have 40% in a growth-focused pension fund, and 40% in a mix of ETFs through a robo-advisor.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.
Do you have any suggested changes to the list of names? I am primarily focused on growth, with a 3-5 year horizon.
Do you recommend a different weighting e.g. heavier on some, lighter on others?
What are your thoughts regarding timing? I am tempted to put all of the new money in now, betting on the sustainability of the recent recovery. But I understand that a phased approach will reduce risk.
Thanks for your help.