Investment Q&A

• Toronto-Dominion Bank (The) (TD $126.87)
  • $126.87 P/E (TTM): 10.28X Cap: $214.71B
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• Bank of Nova Scotia (The) (BNS $94.09)
  • $94.09 P/E (TTM): 23.34X Cap: $115.96B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.72)
  • $98.72 P/E (TTM): 13.61X Cap: $21.20B
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• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
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• TerraVest Industries Inc. (TVK $141.87)
  • $141.87 Cap: $3.07B
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
  • $182.22 P/E (TTM): 28.39X Cap: $2.16B
  • View HPS.A Profile
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• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
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Q: What would you consider to be the 5 best investments for a TFSA in 2024?

Upvote 34

Read Answer Asked by shirley on April 08, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $12.22B
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• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
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Q: Just curious. When CSU was in its infancy, say around $35, the price of LMN now, did it have the same volatility as LMN and TOI have now?
Thanks
jeff

Upvote 13

Read Answer Asked by JEFF on April 08, 2024

• Intuitive Surgical Inc. (ISRG $452.66)
  • $452.66 P/E (TTM): 60.74X Cap: $160.75B
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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• Eli Lilly and Company (LLY $878.24)
  • $878.24 P/E (TTM): 39.68X Cap: $847.50B
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• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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  • View Reports on CSU
• TFI International Inc. (TFII $145.46)
  • $145.46 P/E (TTM): 37.02X Cap: $12.02B
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• Thomson Reuters Corp (TRI $89.43)
  • $89.43 P/E (TTM): 27.6X Cap: $39.81B
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• Berkshire Hathaway Inc. (BRK.B $468.49)
  • $468.49 P/E (TTM): 15.49X Cap: $1.01T
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.17)
  • $54.17 P/E (TTM): 79.62X Cap: $121.18B
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Q: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS

Upvote 45

Read Answer Asked by Jacques on April 02, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $12.22B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
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Q: Can you please provide Market Cap for each of these 3. The Cap when they started on the market and what the current Market Cap is as of today. Just trying to get one version that it is accurate. P.S. Thank you for calling this group out.

Upvote 13

Read Answer Asked by Chris on March 28, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
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• Constellation Software Inc. Rights (CSU.RT $0.01)
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Q: WTS-CONSTELLATION 31MAR40: I have 22 of these in my TD SDRSP account. I have tried to figure out what to do with them by looking at previous question ... mostly from last September. Any suggestions? Thanks Dan

Upvote 1

Read Answer Asked by Danny-boy on March 25, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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• Thomson Reuters Corporation (TRI $124.26)
  • $124.26 P/E (TTM): 27.6X Cap: $55.15B
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• TerraVest Industries Inc. (TVK $141.87)
  • $141.87 Cap: $3.07B
  • View TVK Profile
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  • View Reports on TVK
• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
  • $182.22 P/E (TTM): 28.39X Cap: $2.16B
  • View HPS.A Profile
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• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
  • View LMN Profile
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Q: I have enough funds to add a half position. Which of the following options would prefer today:
1)Top up LMN to 5%
2)Start a new position in CSU
3) Start a new position in TRI
4) Start a new position in TVK
5)Divide funds between LMN and HPS.A , bringing each up to around 4.4%
Looking for growth with moderate risk. Thank you.

Upvote 28

Read Answer Asked by Maureen on March 22, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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Q: I would like to journal CSU to my US account. I see it trades OTC as CNSWF. Is there anything I need to be aware of when an OTC market is involved? Is journaling okay under this scenario?

Thanks.

Upvote 5

Read Answer Asked by Alan on March 21, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.72)
  • $98.72 P/E (TTM): 13.61X Cap: $21.20B
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• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
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• Descartes Systems Group Inc. (The) (DSG $96.72)
  • $96.72 P/E (TTM): 43.78X Cap: $8.54B
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• Open Text Corporation (OTEX $29.95)
  • $29.95 P/E (TTM): 13.68X Cap: $7.72B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
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Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!

Upvote 20

Read Answer Asked by Pat on March 19, 2024

• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $96.72)
  • $96.72 P/E (TTM): 43.78X Cap: $8.54B
  • View DSG Profile
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  • View Reports on DSG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
  • View SHOP Profile
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• Elastic N.V. (ESTC $48.52)
  • $48.52 Cap: $5.02B
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• CrowdStrike Holdings Inc. (CRWD $369.58)
  • $369.58 Cap: $93.73B
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• Docebo Inc. (DCBO $23.10)
  • $23.10 P/E (TTM): 14.54X Cap: $664M
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• Shift4 Payments Inc. Class A (FOUR $44.48)
  • $44.48 P/E (TTM): 62.99X Cap: $3.61B
  • View FOUR Profile
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• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
  • View LMN Profile
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• Nextpower Inc. (NXT $120.03)
  • $120.03 P/E (TTM): 29.9X Cap: $17.82B
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Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
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Q: Hi, What are your thoughts on Constellation's plans to start looking to buy Canadian VC- backed companies, as per following NR. Thank You

https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/

Upvote 12

Read Answer Asked by rajeev on March 18, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $12.22B
  • View TOI Profile
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• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
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Q: Thanks for all of the great information you provide!
I have been fortunate enough to follow your information and belief in these three companies. I'm sure I am far from alone in having them make up a relatively large percentage of my portfolio due to their recent performance.
Should these 3 be considered separately or do I need to combine them as a percentage of my assets. I'm certain bad new for one will bring down the others at least temporarily but can they act on their own?
Thanks as always
Richard

Upvote 15

Read Answer Asked by Richard on March 12, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $12.22B
  • View TOI Profile
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Q: If CSU owns about 50% of TOI, do they also get 50% of the total special dividend being paid out (as cash)?

Upvote 7

Read Answer Asked by Mike on March 07, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.72)
  • $98.72 P/E (TTM): 13.61X Cap: $21.20B
  • View GIB.A Profile
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• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL $166.76)
  • $166.76 P/E (TTM): 39.61X Cap: $45.51B
  • View DOL Profile
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• Thomson Reuters Corporation (TRI $124.26)
  • $124.26 P/E (TTM): 27.6X Cap: $55.15B
  • View TRI Profile
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• BMO Equal Weight Banks Index ETF (ZEB $57.75)
  • $57.75 P/E (TTM): 15.44X Cap: $4.71B
  • View ZEB Profile
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• EQB Inc. (EQB $110.84)
  • $110.84 P/E (TTM): 18.49X Cap: $4.05B
  • View EQB Profile
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.22)
  • $182.22 P/E (TTM): 28.39X Cap: $2.16B
  • View HPS.A Profile
  • View Questions on HPS.A
• Hamilton Enhanced Canadian Bank ETF (HCAL $35.59)
  • $35.59 P/E (TTM): 15.2X Cap: $774M
  • View HCAL Profile
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Q: I currently have HCAL in a growth orientated TFSA and I don't think this is a good fit.
Currently, I hold Goog, SHOP, LMN & CLS. Do have a few ideas for a stock that could replace the HCAL ETF?

Upvote 3

Read Answer Asked by David on March 07, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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  • View Reports on CSU

Q: Can I please have your comments on Constelllation's earnings. Still a top recommendation?

Upvote 26

Read Answer Asked by Brian on March 07, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $12.22B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
  • View LMN Profile
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Q: It's not really a question but a testimony, I bought $10,000.00 worth of CSU several years ago. When it spun out TOI, I sold some of my CSU to buy more TOI, and when they spun out LUM I sold some CSU to buy more LUM. I have also sold some CSU to consolidate profits (this was probably a mistake). I now have $88,000.00 from my $10,000.00 investment. Thank you 5i for my 1,000% investment.

Upvote 23

Read Answer Asked by Bryan on March 06, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• WSP Global Inc. (WSP $212.73)
  • $212.73 P/E (TTM): 29.55X Cap: $28.67B
  • View WSP Profile
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• Celestica Inc. (CLS $388.66)
  • $388.66 P/E (TTM): 40.38X Cap: $44.68B
  • View CLS Profile
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• Descartes Systems Group Inc. (The) (DSG $96.72)
  • $96.72 P/E (TTM): 43.78X Cap: $8.54B
  • View DSG Profile
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  • View Reports on DSG
• Toromont Industries Ltd. (TIH $189.99)
  • $189.99 P/E (TTM): 32.27X Cap: $15.51B
  • View TIH Profile
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• TFI International Inc. (TFII $145.46)
  • $145.46 P/E (TTM): 37.02X Cap: $12.02B
  • View TFII Profile
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  • View Reports on TFII
• ATS Corporation (ATS $38.91)
  • $38.91 Cap: $3.81B
  • View ATS Profile
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• Thomson Reuters Corporation (TRI $124.26)
  • $124.26 P/E (TTM): 27.6X Cap: $55.15B
  • View TRI Profile
  • View Questions on TRI
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Upvote 29

Read Answer Asked by Donna on March 05, 2024

• Broadcom Inc. (AVGO $300.68)
  • $300.68 P/E (TTM): 67.9X Cap: $1.42T
  • View AVGO Profile
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Nvidia, Constellation Software and Broadcom (in that order) have pulled away from the other stocks in our portfolio. We know how you view NVDA and CSU and wonder how you would rate AVGO to overweight in the portfolio as well? We hold AVGO in two registered accounts for the nice dividend.
Thank you

Upvote 4

Read Answer Asked by J on March 05, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: One of the great things about CSU that makes them “investor friendly” is that they don’t issue shares. If they aren’t raising capital by selling shares, what’s the benefit to the board/company being publicly traded?

Upvote 13

Read Answer Asked by Mike on March 04, 2024

• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Elastic N.V. (ESTC $48.52)
  • $48.52 Cap: $5.02B
  • View ESTC Profile
  • View Questions on ESTC
• Shift4 Payments Inc. Class A (FOUR $44.48)
  • $44.48 P/E (TTM): 62.99X Cap: $3.61B
  • View FOUR Profile
  • View Questions on FOUR
• Duolingo Inc. (DUOL $95.35)
  • $95.35 P/E (TTM): 11.75X Cap: $4.60B
  • View DUOL Profile
  • View Questions on DUOL
• Cellebrite DI Ltd. (CLBT $12.95)
  • $12.95 Cap: $3.23B
  • View CLBT Profile
  • View Questions on CLBT
• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN
• Nextpower Inc. (NXT $120.03)
  • $120.03 P/E (TTM): 29.9X Cap: $17.82B
  • View NXT Profile
  • View Questions on NXT

Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Upvote 14

Read Answer Asked by Neil on March 04, 2024

• Roper Technologies Inc. (ROP $344.42)
  • $344.42 P/E (TTM): 24.89X Cap: $36.13B
  • View ROP Profile
  • View Questions on ROP
• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• TerraVest Industries Inc. (TVK $141.87)
  • $141.87 Cap: $3.07B
  • View TVK Profile
  • View Questions on TVK
  • View Reports on TVK
• Markel Group Inc. (MKL $1,867.29)
  • $1,867.29 P/E (TTM): 11.07X Cap: $23.48B
  • View MKL Profile
  • View Questions on MKL
• Arch Capital Group Ltd. (ACGL $93.42)
  • $93.42 P/E (TTM): 8.05X Cap: $33.28B
  • View ACGL Profile
  • View Questions on ACGL
• Heico Corporation (HEI $273.39)
  • $273.39 P/E (TTM): 55.26X Cap: $38.14B
  • View HEI Profile
  • View Questions on HEI
• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $12.22B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.75B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Are there a few Canadian and/or US companies that are “hiding in plain sight” that have the potential to be long term compounders similar to a CSU, MKL, ROP etc?

Upvote 36

Read Answer Asked by Peter on February 28, 2024