Investment Q&A

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
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Q: Could you report on the Q release. What numbers do you feel are most important for evaluating KXS ?
Are you comfortable holding a full position after viewing KXS 2nd Q?

Upvote 7

Read Answer Asked by Harry on August 07, 2025

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.

Upvote 8

Read Answer Asked on August 07, 2025

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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Q: I believe reports tomorrow. It's down over $9 at 1pm Wednesday. Any news to explain this? Does someone know something that will be public tomorrow? I note volume isn't huge but it's still a big drop. Thoughts?

Upvote 4

Read Answer Asked on August 06, 2025

• Canadian National Railway Company (CNR $127.07)
  • $127.07 P/E (TTM): 17.85X Cap: $80.76B
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• Sun Life Financial Inc. (SLF $84.57)
  • $84.57 P/E (TTM): 15.3X Cap: $48.26B
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• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,402.99)
  • $2,402.99 P/E (TTM): 10.09X Cap: $51.85B
  • View FFH Profile
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $45.60)
  • $45.60 P/E (TTM): 79.95X Cap: $22.17B
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• FirstService Corporation (FSV $273.39)
  • $273.39 P/E (TTM): 68.64X Cap: $12.27B
  • View FSV Profile
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• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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• Agnico Eagle Mines Limited (AEM $186.63)
  • $186.63 P/E (TTM): 23.02X Cap: $93.56B
  • View AEM Profile
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• Thomson Reuters Corporation (TRI $249.70)
  • $249.70 P/E (TTM): 42.01X Cap: $111.43B
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• Alimentation Couche-Tard Inc. (ATD $70.26)
  • $70.26 P/E (TTM): 19.07X Cap: $67.11B
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• Nutrien Ltd. (NTR $76.56)
  • $76.56 P/E (TTM): 55.55X Cap: $37.32B
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Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?

Upvote 21

Read Answer Asked by Dan on August 06, 2025

• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
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• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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  • View Reports on KXS

Q: Hi, is it ever wrong to own a company and its proxy? For example, KXS and DSG. Is it a zero sum game where owning both will cancel out gains? Or can they grow together? Is it advised to just pick the one you have the most conviction in, or perhaps a half position for both (in general)?

Thanks

Upvote 10

Read Answer Asked by B on July 29, 2025

• Sangoma Technologies Corporation (STC $8.19)
  • $8.19 Cap: $268M
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.82)
  • $130.82 P/E (TTM): 17.75X Cap: $29.35B
  • View GIB.A Profile
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• Dollarama Inc. (DOL $193.04)
  • $193.04 P/E (TTM): 44.0X Cap: $53.51B
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• WSP Global Inc. (WSP $274.47)
  • $274.47 P/E (TTM): 52.11X Cap: $37.12B
  • View WSP Profile
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  • View Reports on WSP
• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
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• Thomson Reuters Corporation (TRI $249.70)
  • $249.70 P/E (TTM): 42.01X Cap: $111.43B
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Q: Hi, I'm thinking of initiating a position in one of these. Thinking of three plus years and the highest growth. How would you rank these in order, and please give a good entry/price. Please note that I just submitted a question but forgot to include DOL and GIB.A. Thank you.

Upvote 11

Read Answer Asked by GeeMac on July 15, 2025

• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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Q: Hi, if initiating a position today, which of these two would you prefer, and why? What would be a good entry price for both? Thank you.

Upvote 10

Read Answer Asked by GeeMac on July 11, 2025

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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Q: Can you give me your updated thoughts about this enterprise? What is its specific place the ai industry development? Is it a good candidate for growth potential in the next 2-3 years?. Every other remarks about financial health or other aspects should be appreciated.

Thank you very much in advance

Upvote 11

Read Answer Asked by Gabriel on July 09, 2025

• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
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  • View Reports on DSG
• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Kraken Robotics Inc. (PNG $3.60)
  • $3.60 P/E (TTM): 48.86X Cap: $901M
  • View PNG Profile
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• Celestica Inc. (CLS $201.21)
  • $201.21 P/E (TTM): 44.04X Cap: $23.13B
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• Valhi Inc. (VHI $15.28)
  • $15.28 P/E (TTM): 3.85X Cap: $432M
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• Galaxy Digital Inc. Class A common stock (GLXY $38.61)
  • $38.61 Cap: $13.38B
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• The RealReal Inc. (REAL $5.51)
  • $5.51 Cap: $650M
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• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 223.74X Cap: $4.02B
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• WisdomTree International Dividend Ex-Financials Fund (DOO)
  • P/E (TTM): 11.5X
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Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?

Upvote 21

Read Answer Asked by David on July 08, 2025

• Intuitive Surgical Inc. (ISRG $469.81)
  • $469.81 P/E (TTM): 69.41X Cap: $168.41B
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• Micron Technology Inc. (MU $111.87)
  • $111.87 P/E (TTM): 26.03X Cap: $121.73B
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• Booking Holdings Inc. (BKNG $5,432.10)
  • $5,432.10 P/E (TTM): 34.03X Cap: $179.43B
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• Tourmaline Oil Corp. (TOU $58.22)
  • $58.22 P/E (TTM): 14.49X Cap: $21.79B
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• Celestica Inc. (CLS $276.47)
  • $276.47 P/E (TTM): 44.04X Cap: $31.79B
  • View CLS Profile
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• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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  • View Reports on KXS
• Thomson Reuters Corporation (TRI $249.70)
  • $249.70 P/E (TTM): 42.01X Cap: $111.43B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
  • View SHOP Profile
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  • View Reports on SHOP
• TerraVest Industries Inc. (TVK $158.46)
  • $158.46 P/E (TTM): 39.03X Cap: $3.07B
  • View TVK Profile
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• EQB Inc. (EQB $101.91)
  • $101.91 P/E (TTM): 10.63X Cap: $3.96B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $72.80)
  • $72.80 P/E (TTM): 37.08X Cap: $8.35B
  • View ATZ Profile
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• Kraken Robotics Inc. (PNG $3.60)
  • $3.60 P/E (TTM): 48.86X Cap: $901M
  • View PNG Profile
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• Zedcor Inc. (ZDC $4.21)
  • $4.21 P/E (TTM): 108.38X Cap: $424M
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• kneat.com inc. (KSI $6.02)
  • $6.02 Cap: $525M
  • View KSI Profile
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• Vitalhub Corp. (VHI $13.59)
  • $13.59 P/E (TTM): 302.89X Cap: $758M
  • View VHI Profile
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• CRISPR Therapeutics AG (CRSP $55.96)
  • $55.96 Cap: $5.08B
  • View CRSP Profile
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• Axon Enterprise Inc. (AXON $870.97)
  • $870.97 P/E (TTM): 209.45X Cap: $68.37B
  • View AXON Profile
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• Twist Bioscience Corporation (TWST $25.00)
  • $25.00 Cap: $1.50B
  • View TWST Profile
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• Galaxy Digital Inc. Class A common stock (GLXY $38.61)
  • $38.61 Cap: $13.38B
  • View GLXY Profile
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• Genius Sports Limited (GENI $11.96)
  • $11.96 Cap: $2.79B
  • View GENI Profile
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• Sportradar Group AG (SRAD $28.05)
  • $28.05 Cap: $8.51B
  • View SRAD Profile
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• Propel Holdings Inc. (PRL $36.62)
  • $36.62 P/E (TTM): 18.35X Cap: $1.42B
  • View PRL Profile
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• D2L Inc. Subordinate Voting Shares (DTOL $16.00)
  • $16.00 P/E (TTM): 22.76X Cap: $870M
  • View DTOL Profile
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• Nebius Group N.V. (NBIS $65.31)
  • $65.31 Cap: $15.55B
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• Nvidia CDR (CAD Hedged) (NVDA $41.50)
  • $41.50 P/E (TTM): 60.63X Cap: $6.06T
  • View NVDA Profile
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Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Upvote 28

Read Answer Asked by Gilles on June 27, 2025

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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• Premium Brands Holdings Corporation (PBH $90.48)
  • $90.48 P/E (TTM): 32.61X Cap: $4.06B
  • View PBH Profile
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• Savaria Corporation (SIS $21.30)
  • $21.30 P/E (TTM): 29.3X Cap: $1.45B
  • View SIS Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $132.00)
  • $132.00 P/E (TTM): 19.09X Cap: $1.50B
  • View HPS.A Profile
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• WELL Health Technologies Corp. (WELL $4.79)
  • $4.79 Cap: $1.18B
  • View WELL Profile
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• CCL Industries Inc (CCLA)
  • P/E (TTM): 21.0X
  • View CCLA Profile
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• Boyd Group Services Inc. (BYD $187.41)
  • $187.41 P/E (TTM): 223.74X Cap: $4.02B
  • View BYD Profile
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Q: I am considering consolidating some of the listed companies because I have small positions in them. Do you have 2 or 3 favorites for a long term hold.

Upvote 17

Read Answer Asked by Craig on June 12, 2025

• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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  • View Reports on KXS

Q: Would you favour DSG over KXS today? Would holding both in a portfolio be complementary or would there be too much overlap?

Upvote 4

Read Answer Asked by Tony on June 12, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.82)
  • $130.82 P/E (TTM): 17.75X Cap: $29.35B
  • View GIB.A Profile
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• Constellation Software Inc. (CSU $4,650.01)
  • $4,650.01 P/E (TTM): 100.04X Cap: $98.54B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Enghouse Systems Limited (ENGH $22.27)
  • $22.27 P/E (TTM): 16.05X Cap: $1.25B
  • View ENGH Profile
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• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Thomson Reuters Corporation (TRI $249.70)
  • $249.70 P/E (TTM): 42.01X Cap: $111.43B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
  • View SHOP Profile
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  • View Reports on SHOP

Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks

Upvote 8

Read Answer Asked by Frank on June 06, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.82)
  • $130.82 P/E (TTM): 17.75X Cap: $29.35B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $4,650.01)
  • $4,650.01 P/E (TTM): 100.04X Cap: $98.54B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $38.65)
  • $38.65 P/E (TTM): 11.77X Cap: $10.57B
  • View OTEX Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years

Upvote 15

Read Answer Asked by Danielle on June 04, 2025

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
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• Lumine Group Inc. (LMN $52.57)
  • $52.57 Cap: $13.49B
  • View LMN Profile
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Q: KXS has had a good run lately. In terms of valuation LMN looks much cheaper. I was thinking I would take some profit and buy LMN. What do you think? T Stephen

Upvote 8

Read Answer Asked by Stephen on June 03, 2025

• Broadcom Inc. (AVGO $303.76)
  • $303.76 P/E (TTM): 112.99X Cap: $1.42T
  • View AVGO Profile
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• Broadcom Corp. (BRCM $54.67)
  • View BRCM Profile
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• Microsoft Corporation (MSFT $520.84)
  • $520.84 P/E (TTM): 40.82X Cap: $3.90T
  • View MSFT Profile
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• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.56)
  • $207.56 P/E (TTM): 104.82X Cap: $276.10B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $242.62)
  • $242.62 P/E (TTM): 30.42X Cap: $1.25T
  • View TSM Profile
  • View Questions on TSM
• Dell Technologies Inc. Class C (DELL $133.93)
  • $133.93 P/E (TTM): 20.29X Cap: $90.91B
  • View DELL Profile
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• CrowdStrike Holdings Inc. (CRWD $425.00)
  • $425.00 Cap: $105.93B
  • View CRWD Profile
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• Nvidia CDR (CAD Hedged) (NVDA $41.50)
  • $41.50 P/E (TTM): 60.63X Cap: $6.06T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices CDR (CAD Hedged) (AMD $32.08)
  • $32.08 P/E (TTM): 174.31X Cap: $385.80B
  • View AMD Profile
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Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff

Upvote 11

Read Answer Asked by JEFF on May 23, 2025

• Celestica Inc. (CLS $276.47)
  • $276.47 P/E (TTM): 44.04X Cap: $31.79B
  • View CLS Profile
  • View Questions on CLS
• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Good Morning 5i,

Which of these two would you initiate a position in today and why?

Thanks!

Upvote 6

Read Answer Asked by Kyle on May 20, 2025

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hi 5i,

Would you initiate a position in KXS today? Long term hold.

Thanks!

Upvote 6

Read Answer Asked by Kyle on May 15, 2025

• Descartes Systems Group Inc. (The) (DSG $140.93)
  • $140.93 P/E (TTM): 65.25X Cap: $12.23B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Which has greater potential for SPA over 3-5 years, and why?

Thx

Upvote 6

Read Answer Asked by Tony on May 12, 2025

• Kinaxis Inc. (KXS $195.77)
  • $195.77 P/E (TTM): 443.98X Cap: $5.45B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: It has been awhile since Kinaxis has been at this level. I know that you like the company, but do you see any reason to trim or pull back at this time. I am at 5% but that doesn't keep me up at night.

It just seems they get a few good quarters in a row and then one bad one bumps them back down for a couple years and then they claw there way back to where they are now.

Thanks for the great service. Have a wonderful day.

Upvote 5

Read Answer Asked by Colin on May 09, 2025