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5i Recent Questions
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Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike
Thank you again for the fabulous service!
Mike
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Q: For a TFSA, what are the 10 U.S. stocks that you would recommend ?
Gratefully,
Jacques IDS
Gratefully,
Jacques IDS
- Roper Technologies Inc. (ROP)
- Constellation Software Inc. (CSU)
- TerraVest Industries Inc. (TVK)
- Markel Group Inc. (MKL)
- Arch Capital Group Ltd. (ACGL)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?
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