skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: Hi, Recent chatter on 5i suggests Topicus shares as Bargain at $44 and Very Attractive at $25 (Based on present Sales), while it is currently trading at $78 after touching a High of $94. So two Questions:
1. Is the stock Expensive at current valuation ($78-$80) or a Good Buy ?
2. If we need to revisit Constellation Software, let's say 10 yrs ago, when stock traded in $80-$90 range, did CSU stock look Expensive or different from TOI's valuation Today ?

I am trying to visualize TOI from the same lens as CSU ( and its history) and make a reasonable assumption and investment decision, although CSU performance may not necessarily be replicated.

Thank You
Read Answer Asked by rajeev on June 11, 2021
Q: What are your thoughts on NPI ? What is the financial situation of the company and future prospect?
Thanks
Read Answer Asked by Daryl on June 10, 2021
Q: Hi,
I own DND and its trading at around $48,69. The offer to go private is at $50,50. Here is my thinking, Why would I sell at the current price if the worst case scenario is the buyout at $50.50? The other option is that there can be a higher bid, or this whole thing of going private just falls apart, which might stall the share price, temporarily. Not to confuse myself nor you, I am thinking if the best case scenario is just to hold my shares because if they were not intending to go private, I would have had a 5+ year time horizon anyway. Would you agree with my thought process?
Thanks,
Read Answer Asked by ilie on June 10, 2021
Q: In the last month or so you trimmed LSPD (1%) and GSY (2%) in the growth model portfolio. Can you please confirm the current weightings in the portfolio (~5.38% for LSPD and ~6.95% for GSY). Thank you for the great service!
Read Answer Asked by Justin on June 09, 2021
Q: i have owned SJ for many years but as i transition to retirement i am looking for more income. Would you hold this for the potential upside and if you were to replace with something with more income, what would be your recommendation?
Read Answer Asked by kelly on June 09, 2021