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 $4,984.83)
- $4,984.83 Fwd P/E: 104.1X Cap: $105.63B
- View CSU Profile
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- View Reports on CSU
WSP Global Inc. (WSP $288.96)
- $288.96 Fwd P/E: 52.77X Cap: $37.70B
- View WSP Profile
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- View Reports on WSP
Descartes Systems Group Inc. (The) (DSG $144.18)
- $144.18 Fwd P/E: 63.41X Cap: $12.36B
- View DSG Profile
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- View Reports on DSG
Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.36)
- $174.36 Fwd P/E: 104.34X Cap: $226.21B
- 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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