Q: SPGI dropped like a rock today. I assume it was because of the recently announced earnings. Were the earnings really that bad? Is this a buying opportunity and what are your overall thoughts on this company? Thank You.
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.
- CME Group Inc. (CME)
- Intercontinental Exchange Inc. (ICE)
- Moody's Corporation (MCO)
- S&P Global Inc. (SPGI)
- MSCI Inc. (MSCI)
- FactSet Research Systems Inc. (FDS)
Q: Hi,
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!
Looking to start a position in this group. All of these businesses seem very solid and their performance shows over time. How would you rank these based on future revenue and earnings growth, current valuations, high ROIC, largest moat, etc... Looking for a long term hold and best compounder 10+ yrs. Looking to buy the best one or two names. Thanks!
- Moody's Corporation (MCO)
- Roper Technologies Inc. (ROP)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- S&P Global Inc. (SPGI)
- MSCI Inc. (MSCI)
- Old Dominion Freight Line Inc. (ODFL)
- Waste Connections Inc. (WCN)
- Jacobs Solutions Inc. (J)
- Boyd Group Services Inc. (BYD)
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Thank you..
- Alphabet Inc. (GOOG)
- Intuit Inc. (INTU)
- Salesforce Inc. (CRM)
- Intercontinental Exchange Inc. (ICE)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- S&P Global Inc. (SPGI)
- MSCI Inc. (MSCI)
Q: Hi Everyone at 5i!!
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??
Cheers,
Tamara
I have hit the breakeven point with ICE and am thinking of selling it and buying another more growthy US holding. This is in my TFSA. I was thinking of adding it to my Microsoft. shares. I have Nvida already. Could you suggest any other US stocks? Would you consider keeping ICE??
Cheers,
Tamara
- Booking Holdings Inc. (BKNG)
- Edwards Lifesciences Corporation (EW)
- Visa Inc. (V)
- Albemarle Corporation (ALB)
- S&P Global Inc. (SPGI)
- Paycom Software Inc. (PAYC)
- Kinsale Capital Group Inc. (KNSL)
- Old Dominion Freight Line Inc. (ODFL)
- Brown & Brown Inc. (BRO)
- Celsius Holdings Inc. (CELH)
Q: Could you give me your recommendations for the 10 best US medium or large cap companies that pay small or no dividends, this time excluding IT companies? Thanks for your great service.
Q: Would you consider Broadridge Financial (BR) a buy at its current price or are there other companies in this space that you like better at the moment for the long term? Thanks
- Adobe Inc. (ADBE)
- Intuit Inc. (INTU)
- TJX Companies Inc. (The) (TJX)
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Alimentation Couche-Tard Inc. (ATD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- S&P Global Inc. (SPGI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Wow, wild ride lately. I'm looking for some solid companies to tame things down in my portfolio. I would greatly appreciate it if you could recommend some companies that fit the following requirements:
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
1. Are reasonably valued.
2. Have a solid business model that have protective moats that shied them from competitive threats.
3. Generate strong cashflow and earnings even in a higher interest rate environment.
I'm interested in both Canadian and American companies. Thanks, as always for your support.
- Adobe Inc. (ADBE)
- Intuit Inc. (INTU)
- Thomson Reuters Corporation (TRI)
- S&P Global Inc. (SPGI)
- Fair Isaac Corporation (FICO)
Q: Could you please comment on TRI, its valuation and why it defies gravity seemingly independent of its peers? Does it have comparables and what is future growth potential?
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOGL)
- Intuit Inc. (INTU)
- Microsoft Corporation (MSFT)
- Mastercard Incorporated (MA)
- Moody's Corporation (MCO)
- Visa Inc. (V)
- S&P Global Inc. (SPGI)
- Airbnb Inc. (ABNB)
Q: I have asked questions about core portfolio and compounders. I would like to refine my query to building a concentrated core portfolio [say, 20 CAD-USD total]. I start with the allocations greater than 5% in the 3 portfolios. BN is less than 5% on its own, yet, I wonder whether it would not be the core Canadian financial stock. As for US, there are many Fav lists, but could you boil it down to 10. For each stock, please provide key rationale for choosing it and a target buy price.
Much appreciated,
Much appreciated,
Q: Which stock of the above will have the most potential growth in the next two years and why.
Thanks
Raouf
Thanks
Raouf
Q: I have held S&P Global for about a year and of course like the recent market this stock is lagging. I would like to hold on but I understand the recent earnings were not stellar. Your comments on the recent quarter as well as your overall thoughts on this holding would be much appreciated. I would like to hold for the long term. Thank You.
Q: Can I please have your thoughts and analysis on this company's earnings. Do you see it as a stock to be held for the long term? It has a good long term track record but is down substantially year to date. Thank You.
Q: Hello Team,
Could you give me your analysis on this security and is it a buy in your opinion.
Thank You,
Barry
Could you give me your analysis on this security and is it a buy in your opinion.
Thank You,
Barry
Q: Can I please have your thoughts, comments on SPGI's recently announced earnings. Do you see good things ahead. As you know the share price is down considerably in 2022.
Q: I understand that a few different law firms have initiated legal action against this company. I own shares in SPGI. Should I be concerned? Thank You.
Q: I am considering adding either SPGI or MCO to my portfolio. Which one would you prefer and your reasons please. Thank You.
Q: Your thoughts on SPGI
Q: Hi Peter and team, I would like your thoughts about having these 2 stocks for long term. Do you prefer one to the other?
Q: Which would you consider the better buy at this time?
- Nasdaq Inc. (NDAQ)
- Intercontinental Exchange Inc. (ICE)
- TMX Group Limited (X)
- Thomson Reuters Corporation (TRI)
- S&P Global Inc. (SPGI)
- MarketAxess Holdings Inc. (MKTX)
- MSCI Inc. (MSCI)
- Magnolia Colombia Ltd. (MCO)
- Canlan Ice Sports Corp. (ICE)
Q: These stocks are somewhat different [financials and commercial services]. For a long-term investment, please advise top 2 for growth with rationale. Since all are priced for perfection, would plan to initiate positions only.