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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.

Constellation Software Inc. (CSU $4,550.34)
- $4,550.34 P/E (TTM): 109.68X Cap: $96.42B
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WSP Global Inc. (WSP $279.68)
- $279.68 P/E (TTM): 45.75X Cap: $36.83B
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Descartes Systems Group Inc. (The) (DSG $137.25)
- $137.25 P/E (TTM): 60.12X Cap: $11.79B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.98)
- $193.98 P/E (TTM): 78.73X Cap: $253.09B
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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 that with some recent gains SHOP is approaching 7%, and above this level we generally start to consider a trim of a position.

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