Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Constellation Software Inc. (CSU $3,691.08)
- $3,691.08 P/E (TTM): 84.2X Cap: $76.01B
- View CSU Profile
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- View Reports on CSU
WSP Global Inc. (WSP $268.14)
- $268.14 P/E (TTM): 44.27X Cap: $35.53B
- View WSP Profile
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- View Reports on WSP
Descartes Systems Group Inc. (The) (DSG $123.87)
- $123.87 P/E (TTM): 52.83X Cap: $10.75B
- View DSG Profile
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- View Reports on DSG
Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
- $243.86 P/E (TTM): 100.1X Cap: $315.68B
- View SHOP Profile
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Q: Hi guys,

Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim

Asked by jim on December 18, 2024

5i Research Answer:

Yes; while personal weightings need to be personal, we are comfortable at current levels. Note...

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