Investment Q&A

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Enbridge Inc. (ENB)
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• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• Dollarama Inc. (DOL)
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• Descartes Systems Group Inc. (The) (DSG)
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• Alimentation Couche-Tard Inc. (ATD)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam

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Read Answer Asked by Shyam on March 13, 2023

• Descartes Systems Group Inc. (The) (DSG)
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Q: Although I don't have a question I thought it very interesting that the CEO bought a considerable amount of DSG stock recently.

President & Chief Operating Officer John Scott Pagan bought stocks of The Descartes Systems Group (DSGX) for C$3,252,281.

Sheldon

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Read Answer Asked by Sheldon on March 13, 2023

• Descartes Systems Group Inc. (The) (DSG)
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Q: Hi, can you explain why Descarte Sytems is doing so much better than other Tech stocks in the last year or so? In other words what are they doing differently than similar Tech stocks in Canada, thanks?

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Read Answer Asked by Pat on March 07, 2023

• Descartes Systems Group Inc. (The) (DSG)
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• Magna International Inc. (MG)
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Q: I am contemplating selling MG (bought at $103C) and buying DSG. I realize the diff in sectors, but using growth and risk as the prime criteria, would you be supportive of the switch?

Carl

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Read Answer Asked by Carl on March 07, 2023

• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• TFI International Inc. (TFII)
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• goeasy Ltd. (GSY)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.

Upvote 1

Read Answer Asked by David on March 07, 2023

• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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• Nuvei Corporation (NVEI)
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Q: Besides csu what are the top canadian tech names with a good valuatin, good revenue, low debt and good growth potential

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Read Answer Asked by Stephen on March 06, 2023

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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Q: Your comments please on the latest earnings from 2 of your favourites. Kinaxis and Descartes.
Thank you

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Read Answer Asked by Marty on March 02, 2023

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Dollarama Inc. (DOL)
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• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Open Text Corporation (OTEX)
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• Thomson Reuters Corporation (TRI)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: I have space for 3 growth stocks in my TFSA. Looking at various sources, I found the above suggestions. Ideally, I am looking at 15-20% or more of annual earnings growth for the foreseeable future. How would you rank the above stocks, without regard for sectors, with a short explanation for the top 3. Also, any other suggestions? Thanks.

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Read Answer Asked by Martin on February 06, 2023

• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• TFI International Inc. (TFII)
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• Kinaxis Inc. (KXS)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Hi please name 5 top growth stocks with high earning increase . Thanks.

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Read Answer Asked by victor on February 01, 2023

• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• CI Tech Giants Covered Call ETF (TXF)
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Q: Good day all!
We currently have the above stocks on the tech side of our registered and non-registered portfolios. Looking to bring our portfolio in balance with recommended weights.
Can you please suggest 2 new stocks each for non registered and TFSA account that are good buys now. Dividends welcomed but not necessary.

Thank you

Roger

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Read Answer Asked by Roger on January 26, 2023

• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I currently have no tech holdings. Could you please give your 3 top recommendations given current conditions and if it would be best to take full positions now or maybe average in over the year.
thanks

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Read Answer Asked by ralph on January 23, 2023

• Microsoft Corporation (MSFT)
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• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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Q: Can you rank which stock you would prefer in here to buy for a 3 year hold for maximum capital gain potential MSFT. CSU Descartes?

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Read Answer Asked by Kim on January 16, 2023

• Constellation Software Inc. (CSU)
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• Restaurant Brands International Inc. (QSR)
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• Descartes Systems Group Inc. (The) (DSG)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Q: What are your top 4-5 stock picks for 2023 growth and/or inflation protection ?

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Read Answer Asked by John on January 11, 2023

• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• Descartes Systems Group Inc. (The) (DSG)
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• Balanced Equity Portfolio (BEPORT)
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• Boyd Group Services Inc. (BYD)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Could you suggest a diversified mini portfolio of Cdn stocks from your BE portfolio? The portfolio is too small to accommodate the full BE set of stocks. Thank you and happy new year.

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Read Answer Asked by Chris on January 11, 2023

• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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• Open Text Corporation (OTEX)
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• Thomson Reuters Corporation (TRI)
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• Topicus.com Inc. (TOI)
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Q: Hi 5i,
I’m working through an audit of my technology positions for year end. Would you rate each position as a buy, sell or hold for your own portfolio today?

Thank you!

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Read Answer Asked by Greg on December 22, 2022

• Bank of Nova Scotia (The) (BNS)
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• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• TFI International Inc. (TFII)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Topicus.com Inc. (TOI)
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Q: Hi Guys,

If you could wipe the slate clean, could you please list your top picks (minimum 8) for a balance Canadian portfolio.
Thanks

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Read Answer Asked by jim on December 15, 2022

• Park Lawn Corporation (PLC)
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• Toronto-Dominion Bank (The) (TD)
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• BCE Inc. (BCE)
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• Enbridge Inc. (ENB)
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• Sun Life Financial Inc. (SLF)
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• TELUS Corporation (T)
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• Fortis Inc. (FTS)
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• Algonquin Power & Utilities Corp. (AQN)
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• Descartes Systems Group Inc. (The) (DSG)
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• Alimentation Couche-Tard Inc. (ATD)
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• goeasy Ltd. (GSY)
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• iShares S&P/TSX Capped Consumer Staples Index ETF (XST)
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• Vanguard S&P 500 Index ETF (VFV)
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• Hydro One Limited (H)
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• WELL Health Technologies Corp. (WELL)
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• Waste Connections Inc. (WCN)
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• GFL Environmental Inc. subordinate voting shares (GFL)
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• Topicus.com Inc. (TOI)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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• Definity Financial Corporation (DFY)
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Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.

Thanks

Upvote 1

Read Answer Asked by Bob on December 14, 2022

• Descartes Systems Group Inc. (The) (DSG)
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Q: Can I please have your thoughts, analysis on Descartes recently announced earnings. Do you like this company and do you see good things ahead? Any comments would be appreciated. Thank You.

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Read Answer Asked by Brian on December 08, 2022

• Descartes Systems Group Inc. (The) (DSG)
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• Docebo Inc. (DCBO)
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• Coveo Solutions Inc. Subordinate voting shares (CVO)
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Q: HI Peter
I have 10,000 cash in my tfsa .I would like to invest in a growth stock that meets the following criteria.
Down 60 to 70 % from highs because of current markets
Profitable
increasing revenues
low or no debt
Cash on Hand

Please provide me with your recommendations
Thank you

Howard

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Read Answer Asked by Howard on November 30, 2022

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Salesforce Inc. (CRM)
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• Descartes Systems Group Inc. (The) (DSG)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Converge Technology Solutions Corp. (CTS)
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Q: My portfolio could use some more tech. Would you being buying now or would you be waiting? And which stocks would you be leaning to if buying right now? 3 CAD and 3 US stocks would be appreciated.
Thanks

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Read Answer Asked by Neil on November 23, 2022