Q: I have some cash in a TFSA awaiting investment. What would be your top Canadian stock choices today, regardless of asset allocation?
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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.
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: I have .85 and .79 % holdings respectively in the above 2 companies. The dividend yields are paltry so I'm thinking of consolidating them . Which of the two do you see with better growth potential or could you recommend 3 or 4 others with better growth opportunities irrespective of sector allocation with a dividend and without a dividend. I already hold CSU, LMN, TOI, TFII, GLXY, HPS.A
Thank -you
Jeff
Thank -you
Jeff
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Lockheed Martin Corporation (LMT)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Canadian Natural Resources Limited (CNQ)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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TFI International Inc. (TFII)
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Granite Real Estate Investment Trust (GRT.UN)
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Magna International Inc. (MG)
Q: What would consider as a good entry point for each of these and also a price target please.
Q: Hi, With reference to a question - Why did CSU.DB drop $10, on Monday Oct 30th... with no news. I noticed that CIBC World Markets was the broker for almost all the SELL trades. Selling started at $130 after 1 PM and then price dipped to a low of $120, towards last hour. It is possible that there was one large seller, wanting to get out, in thin trading. We actually managed to pick up some debentures at $120. Thanks
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Ulta Beauty Inc. (ULTA)
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Five Below Inc. (FIVE)
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Crocs Inc. (CROX)
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InMode Ltd. (INMD)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
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Sylogist Ltd. (SYZ)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
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Boyd Group Services Inc. (BYD)
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Lumine Group Inc. (LMN)
Q: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: For new TFSA money this year what are your top 6-7 picks within your balanced portfolio as of today?
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Ulta Beauty Inc. (ULTA)
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Five Below Inc. (FIVE)
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Rollins Inc. (ROL)
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Crocs Inc. (CROX)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
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Amazon.com Inc. (AMZN)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What are your 5 or 6 top picks in this current market weakness. Long term hold and forget. No specific sectors but preferably large caps. I like dividends but does not have to be a dividend payers. Thank you!
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Adobe Inc. (ADBE)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Synopsys Inc. (SNPS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Mitek Systems Inc. (MITK)
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Topicus.com Inc. (TOI)
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
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Bank of Nova Scotia (The) (BNS)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Stella-Jones Inc. (SJ)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: Hi,
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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Copart Inc. (CPRT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Hydro One Limited (H)
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EQB Inc. (EQB)
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Docebo Inc. (DCBO)
Q: I am trying to construct a barbell style Canadian portfolio.Can you name 5-6 growth names you favour and 5-6 defensive names that I might be able to build this with ?
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AMETEK Inc. (AME)
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Constellation Software Inc. (CSU)
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Transdigm Group Incorporated (TDG)
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Heico Corporation (HEI)
Q: Are there any us stocks at present that would grade as well as CSU?
Thx
Thx
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Alphabet Inc. (GOOG)
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Visa Inc. (V)
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Bank of Nova Scotia (The) (BNS)
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National Bank of Canada (NA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What is your top 6 picks regardless if Cad / US based / sectors. Also supply entry price and brief explanation on why you like your picks...Thanks for your help with this.
Q: I recently noticed that I had been given Rights by Constellation software which ended on Sept 28. I have done nothing about these Rights, so will there be any consequences, tax or otherwise that I did not exercise them. I am confused what these Rights meant and I had not looked at my account for a while, so I must have missed the information. Can you explain what I should have done and if there are any tax consequences of having done nothing. Thank you
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Intuit Inc. (INTU)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Parkland Corporation (PKI)
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Alimentation Couche-Tard Inc. (ATD)
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EQB Inc. (EQB)
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Blackstone Inc. (BX)
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Arthur J. Gallagher & Co. (AJG)
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Berkshire Hathaway Inc. (BRK.B)
Q: Hi team,
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
Which Canadian and U.S. stocks do you see as presently having positive momentum leading to strong growth in a near future ?
Have a good day,
Jacques IDS
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Thomson Reuters Corporation (TRI)
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BMO Canadian Dividend ETF (ZDV)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Balanced ETF Portfolio (VBAL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you
Thank you
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOGL)
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Intel Corporation (INTC)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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McDonald's Corporation (MCD)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Tourmaline Oil Corp. (TOU)
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WSP Global Inc. (WSP)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Advanced Micro Devices Inc. (AMD)
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Sprott Physical Gold Trust (PHYS)
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Baytex Energy Corp (BTE)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision