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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.65)
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Constellation Software Inc. (CSU $4,417.32)
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Alimentation Couche-Tard Inc. (ATD $73.62)
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goeasy Ltd. (GSY $204.51)
Q: On Sep 12, 2025 you commented:
GIB.A can benefit from AI, and it is heavily investing in AI, but some consultant roles can be replaced by AI, and overall we think there are more interesting names in the market right now for the growth model portfolio.
Who are the more interesting names? Canadians, American and Why do think they will do better?
GIB.A can benefit from AI, and it is heavily investing in AI, but some consultant roles can be replaced by AI, and overall we think there are more interesting names in the market right now for the growth model portfolio.
Who are the more interesting names? Canadians, American and Why do think they will do better?
5i Research Answer:
It was more of a general comment that there are handfuls of companies that are doing better operationally and from a stock momentum perspective but some names to consider are CSU, GSY and ATD. All are names that have established and 'stable' businesses and should have less headwinds facing them, although CSU is currently facing a similar sentiment of concerns around software vs AI.