- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- Topicus.com Inc. (TOI)
Q: Hello team, I have room for a full position in my TFSA. Goal is long term growth. Out of CSU, GSY, SHOP, and TOI what company(s) has the best chance of long term growth over the next 5 years, and are todays prices OK entries?
Thanks again,
Derek.
Thanks again,
Derek.
5i Research Answer:
We would be fine with any of these at today's prices. SHOP likely has the most potential but is also likely the riskiest in terms of reversal in a market correction. GSY is the cheapest, by far, with a good dividend. But if only one full position, we would side with CSU on overall confidence and its ability to continue to generate shareholder value.