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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.

Q: Like everyone else I suppose I am looking for the next great idea. Is there a company or two on your radar that is impressing you with their performance/growth outlook? Maybe tempting you to initiate a report on? Bonus points if it is already profitable, and/or approaching 1 B market cap. Double bonus points if you could see the possibility of them initiating a dividend one day. Just looking to build a short list for further investigation before next year’s TFSA contribution. Thanks so much.
Read Answer Asked by Stephen R. on September 26, 2023
Q: Could you comment on your confidence in the management of these three companies and execution of acquisitions? Would they compare at all or are even close to CSU management?
Thanks
Jeff
Read Answer Asked by JEFF on September 13, 2023
Q: Could you rank in order which you think will have the greatest growth over the next 3-5 years?
Thanks
Jeff
Read Answer Asked by JEFF on September 12, 2023
Q: Apar from CSU and related companies, are there other vertical software comp[anies in large addressable markets in sectors such as healthcare, media and industrials that you find arttractive? At what prices would you recommend initiating a position and why do you find them attractive.
Thank you
Sam
Read Answer Asked by sam on September 12, 2023
Q: Looking for stocks based on the same business model as CSU AME and TDG - collection of entrepreneurial businesses in same sector growing organically and by acquisition, leaving managers and ulture intact [provide corporate support] with siognificant market share and pricing power. I think that describes these 3 companies. Please identify others and rank all with initial buy prices.
Read Answer Asked by sam on August 29, 2023
Q: In a recent question you answered " we think one of the most important skills for investors who choose to own high-quality compounders is the willingness to hold them through thick and thin, even in periods when they appear to be fully valued (or slightly overvalued)."
With this in mind could you please give a list of canadian high-quality compounders that you would recommend initiating a position in and holding through thick and thin.
Could you please include their sector designation and yield.
I am interested and low yield ones for a non registered account but would also like to see your higher yield ones too.
Thanks

Read Answer Asked by Anna on August 28, 2023
Q: COULD YOU SUGGEST 5 MICRO AND 5 SMALL CAP STOCKS YOU MIGHT HAVE YOUE EYE ON IN ORDER OF PREFERENCE FOR CANADA AND US
THANKS
JEFF
Read Answer Asked by JEFF on August 18, 2023
Q: These 9 companies are the holdings in a growth oriented Canadian TFSA. The intent was for them to be long-term holds. However, NVEI, ILLM and LSPD are all down over 50% and some so rejigging is being considered.

Would you consider any of them to be a SELL?

Of the 9, which 2 would you be least inclined to keep in the portfolio and why? Please suggest potential replacements.

Please rate (1-10) the remaining 7 for additional money today.

Thank you,

Peter.
Read Answer Asked by Peter on August 03, 2023
Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.
Read Answer Asked by Ken on August 02, 2023
Q: I have this in my TSFA account. Should I sell it? If so what stock should I replace it with?

Thanks
Read Answer Asked by Linda on July 27, 2023
Q: What are your top 3 growth orientated small caps that trade on the Canadian market today?

Thank you.
Read Answer Asked by David on July 24, 2023
Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx
Read Answer Asked by Adam on July 21, 2023
Q: Hi Peter and Team,

I have had ENGH for awhile and while having the dividend has been nice the performance over the last bit has been flat. What are potential replacements for it, regardless of sector.

Thanks.
Read Answer Asked by Marvin on May 19, 2023
Q: What 10 businesses either in Canada and/or the US do you think exhibit these traits other than Constellation Software?

Strong capital allocators and quality asset managers
Strong insider ownership
Exceptional business models
Compound capital over a long period of time
Consistent earnings Growth

Thanks!
Read Answer Asked by Keith on May 13, 2023
Q: I am looking for your best small-cap value stock ideas. I'm hoping for three in Canada, and three in the U.S. Thank you!
Read Answer Asked by Andrew on May 02, 2023
Q: Can you provide an updated outlook on this stock. Reading your limited Q&A on the stock over the years it seems debt has always been a concern of 5i but it has always been noted as "cheap".

Reading more about the company it seems they are a "serial acquirer" of cheap companies (14) over the years this seems to have gone well for them any they buy back shares.... any updated thoughts?
Read Answer Asked by Michael on February 22, 2023
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