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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 $4,599.93)
- $4,599.93 P/E (TTM): 97.11X Cap: $97.47B
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WSP Global Inc. (WSP $280.00)
- $280.00 P/E (TTM): 50.12X Cap: $36.53B
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Descartes Systems Group Inc. (The) (DSG $139.26)
- $139.26 P/E (TTM): 61.98X Cap: $11.94B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.82)
- $205.82 P/E (TTM): 124.21X Cap: $267.02B
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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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