Q: Which of the two stocks listed would you invest in for a 5 year hold and reasons why.? If you could only own one which one offers the best prospects of growth and safety of principal.
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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: I own long term positions in CSU, KXS, DSG, ENGH and GIB.A in taxable accounts. And several smaller positions in other US and Canadian tech stocks. GIB.A performs ok but not great, especially when compared to the other positions. Is it worth keeping as a major position or would you suggest selling it and allocating the funds into the other major tech holdings?
Thanks.
Thanks.
Q: For a long-term investor which of the above stocks would you recommend.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Parkland Corporation (PKI)
- BRP Inc. Subordinate Voting Shares (DOO)
- WELL Health Technologies Corp. (WELL)
- Algonquin Power & Utilities Corp. (AQN)
- RTX Corporation (RTX)
Q: I am growing increasingly impatient with GIB.A, PKI, and RTX. I am considering replacing each of these with the company I have indicated after them. What are your thoughts? OR should I temper my impatience?
Much appreciated as always. ram
Much appreciated as always. ram
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
Q: Hi 5i Team:
I have about 2% of RCI.B in my portfoilio, and it seems keep going down. And I have lost some 20% of it. Should I take the loss? I also own GIB.A with a gain of 68%, I wonder if I should take the gain on this one.
Please take enough points for my questions.
Thank you.
LL
I have about 2% of RCI.B in my portfoilio, and it seems keep going down. And I have lost some 20% of it. Should I take the loss? I also own GIB.A with a gain of 68%, I wonder if I should take the gain on this one.
Please take enough points for my questions.
Thank you.
LL
Q: I currently own GIB.A. While I’ve been not unhappy with the company I’m wondering what your thoughts would be on switching to Microsoft. Would there be a similar potential for gain and a reduced risk level while owning a much larger company?
Thank you for your fantastic service.
Mike
Thank you for your fantastic service.
Mike
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
Q: Please rank these stocks. Are they at a level that they could be bought today. For your highest ranked stock, why do you rank it higher than the others
Q: I read your recent response on Gib.a and it surely is a laggard at the moment. Thoughts on +/- switch to MSFT?
Q: Thoughts on CGI? Doesn't seem to participating in the (tech) rally over the past few months.
Q: Greetings - Your thoughts about quarter's results, please.
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Roper Technologies Inc. (ROP)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Open Text Corporation (OTEX)
Q: I own the following 6 tech names (ROP is technically an industrial but fast moving into software) in my RRSP, each at about 2% weighting. I am thinking of gradually adding one or two FANG names to round this up. I am looking at MSFT and/or GOOG. If these makes a good complement, do you consider one or the other a better buy today?
- Park Lawn Corporation (PLC)
- Manulife Financial Corporation (MFC)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- AltaGas Ltd. (ALA)
- Methanex Corporation (MX)
- NFI Group Inc. (NFI)
- TFI International Inc. (TFII)
- Savaria Corporation (SIS)
- MTY Food Group Inc. (MTY)
- Boyd Group Services Inc. (BYD)
Q: I have about a 1% weighting in each of the following names in my portfolio: MX, PLC, BYD, MTY, ALA, NFI, TFII, GIB.A, MFC, SIS.
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).
I want to refocus by eliminating 3 or 4 of these. Sector allocation is not a factor. Please suggest 3-4 names to eliminate (list the most obvious to eliminate first) and 2-3 good candidates to boost today (best first).
- Toronto-Dominion Bank (The) (TD)
- Manulife Financial Corporation (MFC)
- TC Energy Corporation (TRP)
- Canadian Pacific Kansas City Limited (CP)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Dear 5i team:
Your software indicates our family’s investments are too Canadian-focused. However, I prefer our “home bias”, for three reasons:
(a) most of our assets are non-registered, and the dividend tax credit is especially favourable for Canadian source dividends in a province such as ours (Ontario);
(b) I like supporting the companies that I invest in (e.g., we buy Peller family wines, since we own their shares);
(c) but most important, many of the “Canadian” businesses we own are surprisingly international; among our top 20 equity holdings are:
Alimentation couche-tarde (Circle K is world-wide);
Brookfield Asset Management (globally focused company that invests wherever the opportunities are);
CGI Group (revenues are 84% outside Canada per 2019 annual report);
CP Rail (significant U.S. revenues);
Fortis (65% of earning are in U.S.);
Manulife (growing Asian revenues);
Restaurant Brands International (most of Burger King and Popeye’s restaurants are outside of Canada);
Shopify (not sure, but suspect international revenues are growing faster than Canadian revenues);
TC Energy (dropped “Canada” from its name to reflect its growing U.S. presence);
TD bank (substantial and growing U.S. presence);
Anyways, the above-listed 10 stocks represent about one-third of our overall equity holdings (in absolute $ terms), but I would not consider these companies as being “100% Canadian”. I wonder whether your software could be rejigged to reflect the relative percent earnings (or revenue) contributions, broken down per Canada, U.S., Europe, Asia, and so forth. I suspect our home “bias” is not nearly as substantial as it appears.
Ted
Your software indicates our family’s investments are too Canadian-focused. However, I prefer our “home bias”, for three reasons:
(a) most of our assets are non-registered, and the dividend tax credit is especially favourable for Canadian source dividends in a province such as ours (Ontario);
(b) I like supporting the companies that I invest in (e.g., we buy Peller family wines, since we own their shares);
(c) but most important, many of the “Canadian” businesses we own are surprisingly international; among our top 20 equity holdings are:
Alimentation couche-tarde (Circle K is world-wide);
Brookfield Asset Management (globally focused company that invests wherever the opportunities are);
CGI Group (revenues are 84% outside Canada per 2019 annual report);
CP Rail (significant U.S. revenues);
Fortis (65% of earning are in U.S.);
Manulife (growing Asian revenues);
Restaurant Brands International (most of Burger King and Popeye’s restaurants are outside of Canada);
Shopify (not sure, but suspect international revenues are growing faster than Canadian revenues);
TC Energy (dropped “Canada” from its name to reflect its growing U.S. presence);
TD bank (substantial and growing U.S. presence);
Anyways, the above-listed 10 stocks represent about one-third of our overall equity holdings (in absolute $ terms), but I would not consider these companies as being “100% Canadian”. I wonder whether your software could be rejigged to reflect the relative percent earnings (or revenue) contributions, broken down per Canada, U.S., Europe, Asia, and so forth. I suspect our home “bias” is not nearly as substantial as it appears.
Ted
- Accenture plc Class A (Ireland) (ACN)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Open Text Corporation (OTEX)
Q: I own Gib its okay. is otex or acn a better choice
- Desert Star Resources (DSR)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
Q: Hi 5iTeam.
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,
I have a full position on GIB.A since 2014 and am currently thinking of liquidating my position and use the proceeds on either OTEX or DSR.
Can I have your thoughts on this and which one of OTEX and DSR would be your choice and why?
Cheers,
Q: CGI group has lagged the very impressive tech rebound. It has underperformed competitors such as Accenture. Not even close to its old high. Any idea why the relative underperformance with CGI?
Q: I have a room for ONE of these in my TFSA. GIB multiyear growth profile seems tantalizing and the valuation looks good recently. However, in my view with recent changes in company TRI has just started to warm up.
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Kinaxis Inc. (KXS)
- Atlassian Corporation (TEAM)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
Q: Greetings 5iR Team,
Looking to spice up my portfolio with some tech titles, 1 in CA account and/or 1 in US account.
I currently owned :
CA:GIB.A
CA:KXS
US:GOOG
US:MSFT
Looking for well managed company with good growth potential within the next few years, what do you think might add value to the above list and worth looking at these days ?
Thank you,
Looking to spice up my portfolio with some tech titles, 1 in CA account and/or 1 in US account.
I currently owned :
CA:GIB.A
CA:KXS
US:GOOG
US:MSFT
Looking for well managed company with good growth potential within the next few years, what do you think might add value to the above list and worth looking at these days ?
Thank you,
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Open Text Corporation (OTEX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I currently own these tech stocks: GOOG, CSU, SHOP, KXS, LSPD, OTEX, and GIB.A. I want to consolidate and simplify my holdings based on balance sheet and growth projection thru this pandemic. I'm thinking of selling two out of this list and am leaning towards selling either, LSPD, OTEX or GIB.A. Which two would you pick and the reasons behind? Thanks so much.
- 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!