Investment Q&A

Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.

Q: Can you comment on the current attractiveness and outlook of these names? Thank you

Q: Hi ,
Can you please identify me with 3 US stocks and 3 canadian who have a monopoly over their business. ?
I already own CN . I hope it’s one of it?
Thanks. Alnoor

Q: I am considering investing in Fair Isaac. Could you please offer your comments on this company and whether or not you consider it a good investment. Your comments would be appreciated. Thank You.

Q: Hi Folks,
I have room for one more Tech stock in my non registered account. I am interested in FICO and NVDA. In your opinion, which one would be the better buy at this time and why?
Thanks

Q: Can you provide an updated current view of FICO

Q: hi folks:

can i have a summary of this company as to it's potential for a long term buy

good bad or indifferent?

and, also, who would be similar companies in the same biz

thanks

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?

Q: What’s your opinion of FICO’s including its latest earnings? Also, would you still consider this stock to be a good long term hold in light of new competition?
Thanks

Q: I currently own Fair Isaac (FICO) and it has done very well the past few years. Recently the stock has been dropping. I'm assuming it's based on the current news. Apparently the US banks are using the Fico credit score less and are starting to use their own credit score system. Also congress is proposing to create their own credit score system. All this means that there could be less business for Fico going forward. Should I hold or starting trimming my position in Fico?
Thanks

Q: What are you thoughts on FICO as a long term hold? I like their ability to control pricing in an inflationary environment but I'm unsure about the robustness of their core business model.

Q: Can you give your opinion on Fair Isaac (fico), apart from the obvious momentum; the outlook for the sector going forward, and what impact a downturn would have on it. Thanks, Mark