Investment Q&A

Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam

Q: Do you think the 22% drop in ENGH Friday has any flow through to CSU? Both stocks had been performing very well.

Q: Peter, if you were initiating or adding to positions in your TFSA, which 2-3 Canadian Companies would you be picking for maximum returns (top picks)?

Thank you

Q: Please provide some colour on their recent purchase and when do you expect the next earnings report?
Thank you.

Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.

Q: I need to trim my technology exposure. Can you please rank CSU, GOOG and KXS for a one to two year period, and advise what percentage of a portfolio you would allocate to technology at this time?

Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.

Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]

Q: I understand CSU is focused in the US market; TOI in Europe; where does this leave the focus for LMN and would they be in competition with CSU and TOI? Thank you

Q: Thanks Peter and Ryan for getting us through these difficult times. I'm looking for some future growth potential stocks with a 10+ year timeline horizon, who would be some of your picks who have the right team and vision in place for growth?

Thanks!!

Q: Guys,

I just asked and you very quickly answered the question below. But how can there be an ex-dividend date for a stock that hasn't started trading? Or did you mean CSU? Confused here.



Constellation Software Inc. (CSU)
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Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Asked by Kim on March 01, 2023
5I RESEARCH ANSWER:
We would not assume this. The ex dividend date for LMN was Feb 15 and that day would have reflected the spin off.

Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Q: Hi

What industries and stocks would you recommend for the Current Market Condition?

Thanks.

Q: Thank you for your insightful reply on a concentrated core US portfolio. Although greater than 5% allocations in the 3 Canadian portfolios provide guidance on building a Canadian core portfolio, I would appreciate your reply focusing on some of the key differentiating criteria [such as compounders, duopoly] that you identified in your US selections. I assume CSU will be on the list, but uncertain as to he rest. As with your previous answer, please provide key rstionale and target buy prices.
Thank you

Q: I see my LMN shares in my brokerage account today from the CSU spinoff. What would you do with them? Sell? Hold? Buy?

Thanks

Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

Q: Has the lumine split from Csu occured?
IF so what is the prefix for "Lumine?

Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks

Q: Hi there,

CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?

Thanks!

Q: I see CSU plans to spin out another company on a roughly 3 for 1 basis. I previously received an odd lot of TOI which I bumped up to an even 100 shares (much less than a full position for me). I'd appreciate your thoughts on how an investor (who does not need cash for the foreseeable future) might want to handle this group of companies. Is there any reason to keep them all?

Thanks in advance...