Q: I see that Robin Van Poelje (ceo of Topicus) recently sold $11M in CSU shares which amounted to 99% of his shares held. When I look at Topicus shares I see that he holds a tiny amount in the company. Any idea what's going on there, this seems odd. Especially considering the CSU mgmt style and mgmt comp plan that promotes insider ownership.
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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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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,319.99)
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Constellation Software Inc. (CSU $2,541.01)
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Bausch Health Companies Inc. (BHC $7.73)
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Topicus.com Inc. (TOI $97.91)
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Lumine Group Inc. (LMN $21.16)
Q: By not listing in the US, are they in some way shielded from US shorts that target Canadian companies (sometimes for dubious reasons)?
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Constellation Software Inc. (CSU $2,541.01)
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Vanguard S&P 500 Index ETF (VFV $165.65)
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Lumine Group Inc. (LMN $21.16)
Q: Good morning
My question is regarding RESPs.. I’m currently holding CSU, LMN and VFV in my RESP. All equal weightings. Would you top up or add ? If adding, please list your top 5 in order. Thanks
My question is regarding RESPs.. I’m currently holding CSU, LMN and VFV in my RESP. All equal weightings. Would you top up or add ? If adding, please list your top 5 in order. Thanks
Q: My question is really about CSU vs NVDA & how do you believe the accessibility of AI becoming more common for people & also for companies will effect CSU. Will the products and services CSU is selling become obsolete with AI ? Thanks!
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Bank of Nova Scotia (The) (BNS $100.97)
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Enbridge Inc. (ENB $68.62)
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Constellation Software Inc. (CSU $2,541.01)
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Dollarama Inc. (DOL $195.63)
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Intact Financial Corporation (IFC $265.67)
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WSP Global Inc. (WSP $253.55)
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Thomson Reuters Corporation (TRI $135.13)
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Alimentation Couche-Tard Inc. (ATD $79.15)
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BMO S&P 500 Index ETF (ZSP $102.07)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.41)
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State Street SPDR S&P 500 ETF Trust (SPY $679.50)
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INVESCO QQQ Trust (QQQ $598.84)
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Global X Nasdaq-100 Index Corporate Class ETF (HXQ $96.50)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.96)
Q: a sunlife life insurance policy was purchased for grandchildren as an investment for them on the advice of a financial planner- I am embarrassed to say so far $9000 in annual premiums has been paid, with 11 more remaining before the policy is paid in full. If I cancel this policy it will be a loss. However; the dollars which would have gone to sunlife could be used for a better investment. Your suggestions would be welcomed. Thank you- (P.S.- I submitted this ? a moment ago-but my screen went black so I don't no if the ? was sent the first time)
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Costco Wholesale Corporation (COST $988.13)
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Alphabet Inc. (GOOG $311.63)
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Intuitive Surgical Inc. (ISRG $485.86)
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Microsoft Corporation (MSFT $405.68)
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Vertex Pharmaceuticals Incorporated (VRTX $474.09)
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American Tower Corporation (REIT) (AMT $171.35)
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Eli Lilly and Company (LLY $1,042.63)
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NextEra Energy Inc. (NEE $89.65)
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Quanta Services Inc. (PWR $463.20)
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Bank of Nova Scotia (The) (BNS $100.97)
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BCE Inc. (BCE $34.22)
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Constellation Software Inc. (CSU $2,541.01)
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Dollarama Inc. (DOL $195.63)
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Agnico Eagle Mines Limited (AEM $266.10)
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Alimentation Couche-Tard Inc. (ATD $79.15)
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Hydro One Limited (H $55.18)
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Nutrien Ltd. (NTR $96.27)
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Crocs Inc. (CROX $86.22)
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Catalyst Pharmaceuticals Inc. (CPRX $25.22)
Q: Hi group can you help me sort out your top2 buys in each sector cw rating the sector(1-10) 10 being the highest. Also rate the recommended buys (1to 10 cw entry target price )
- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
- Power infrastructure , Bio Tech, Health care, Financials, Tech, utilities, Commodities, Power infrastructure , Consumer staples, Consumer discretionary, Communication Thanks for your help.
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Constellation Software Inc. (CSU $2,541.01)
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Topicus.com Inc. (TOI $97.91)
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Lumine Group Inc. (LMN $21.16)
Q: Did you have a chance to review the AGM from these companies and if so was there anything of interest?
Thx
Thx
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Sun Life Financial Inc. (SLF $88.86)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $112.55)
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Constellation Software Inc. (CSU $2,541.01)
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Dollarama Inc. (DOL $195.63)
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WSP Global Inc. (WSP $253.55)
Q: Please recommend the name of 5 TSX stocks, for starting a $100k retirement fund, earning 10% on dividends + appreciation, relatively low risk. Thank you.
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Intuitive Surgical Inc. (ISRG $485.86)
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Booking Holdings Inc. (BKNG $4,667.06)
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Constellation Software Inc. (CSU $2,541.01)
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Alimentation Couche-Tard Inc. (ATD $79.15)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.67)
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Ulta Beauty Inc. (ULTA $685.65)
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Axon Enterprise Inc. (AXON $424.23)
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Uber Technologies Inc. (UBER $74.04)
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Boyd Group Services Inc. (BYD $233.70)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.96)
Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.
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Costco Wholesale Corporation (COST $988.13)
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Microsoft Corporation (MSFT $405.68)
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NVIDIA Corporation (NVDA $175.14)
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CVS Health Corporation (CVS $76.69)
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Eli Lilly and Company (LLY $1,042.63)
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McDonald's Corporation (MCD $326.55)
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Zoetis Inc. Class A (ZTS $127.00)
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Toronto-Dominion Bank (The) (TD $129.02)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,319.99)
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Constellation Software Inc. (CSU $2,541.01)
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Restaurant Brands International Inc. (QSR $96.17)
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WSP Global Inc. (WSP $253.55)
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TFI International Inc. (TFII $167.34)
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Alimentation Couche-Tard Inc. (ATD $79.15)
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goeasy Ltd. (GSY $128.56)
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ARC Document Solutions Inc. (ARC)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $29.93)
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Berkshire Hathaway Inc. (BRK.B $500.61)
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Boyd Group Services Inc. (BYD $233.70)
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Topicus.com Inc. (TOI $97.91)
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Lumine Group Inc. (LMN $21.16)
Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this
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Royal Bank of Canada (RY $230.31)
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Canadian National Railway Company (CNR $135.75)
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Canadian Natural Resources Limited (CNQ $52.33)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $112.55)
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Constellation Software Inc. (CSU $2,541.01)
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Thomson Reuters Corporation (TRI $135.13)
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Alimentation Couche-Tard Inc. (ATD $79.15)
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TerraVest Industries Inc. (TVK $148.79)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.67)
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Topicus.com Inc. (TOI $97.91)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.96)
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Lumine Group Inc. (LMN $21.16)
Q: Hello Peter and team
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
Q: Your thoughts please on the quarter?
Thx
Thx
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Constellation Software Inc. (CSU $2,541.01)
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Topicus.com Inc. (TOI $97.91)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.96)
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Lumine Group Inc. (LMN $21.16)
Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
Q: What does the market expect from CSU Friday?
Thx
Thx
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Constellation Software Inc. (CSU $2,541.01)
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Topicus.com Inc. (TOI $97.91)
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Lumine Group Inc. (LMN $21.16)
Q: Hi, Both LMN and TOI faltered post earnings, Thursday, pulling the parent CSU down to the lowest level of past several months of trading. What is your read through to CSU earnings, from these two reports, if that's an indication of some nature ? Thank You
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Constellation Software Inc. (CSU $2,541.01)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $183.67)
Q: Hello! I own LMN.V, but I don’t have CSU or HSP.A. Are these tech companies similar? Should I consider them as a group purchase, or treat each name individually as a tech stock within my portfolio?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $112.55)
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Constellation Software Inc. (CSU $2,541.01)
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Intact Financial Corporation (IFC $265.67)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.96)
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Lumine Group Inc. (LMN $21.16)
Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?
Q: On recent share price weakness and quarterly results coming up, which one would you buy today for a 5 years hold. Growth prospect as criteria
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Amazon.com Inc. (AMZN $224.30)
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Meta Platforms Inc. (META $659.07)
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Alphabet Inc. (GOOG $311.63)
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Microsoft Corporation (MSFT $405.68)
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NVIDIA Corporation (NVDA $175.14)
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Oracle Corporation (ORCL $145.26)
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Constellation Software Inc. (CSU $2,541.01)
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Vitalhub Corp. (VHI $8.52)
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Super Micro Computer Inc. (SMCI $33.30)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.96)
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Lumine Group Inc. (LMN $21.16)
Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks
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Constellation Software Inc. (CSU $2,541.01)
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Intact Financial Corporation (IFC $265.67)
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WSP Global Inc. (WSP $253.55)
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Agnico Eagle Mines Limited (AEM $266.10)
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Alimentation Couche-Tard Inc. (ATD $79.15)
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Balanced Equity Portfolio (BEPORT)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.96)
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Lumine Group Inc. (LMN $21.16)
Q: Weightings and portfolio considerations aside, what BE stocks would you be most inclined to add to today? Thanks!