Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.
Thanks.
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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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Intuit Inc. (INTU $655.33)
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Salesforce Inc. (CRM $252.68)
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Constellation Software Inc. (CSU $3,570.98)
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Descartes Systems Group Inc. (The) (DSG $120.77)
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ServiceNow Inc. (NOW $879.63)
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iShares Expanded Tech-Software Sector ETF (IGV $111.75)
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Topicus.com Inc. (TOI $134.17)
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Lumine Group Inc. (LMN $29.87)
Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?
What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?
What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?
Q: 1. About your ”best stock ideas” feature: how often are the ideas refreshed? Is there a specific day in the month that the renewal happens?
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.
Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?
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Constellation Software Inc. (CSU $3,570.98)
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Topicus.com Inc. (TOI $134.17)
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Lumine Group Inc. (LMN $29.87)
Q: I thought I had a core holding with CSU but it is at the one year bottom. Still worth holding? comments please
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.
Q: hi. after just reading your latest report on CSU, I am still not sure that I understand their "roll-up" business model vis a vis earnings growth? are they buying up these little niche software companies, and then increasing the prices that their customers have to pay, with no real value add to the customer otherwise? can you describe their model to me ( or us? ) like I was a 5 year old ( to quote Michael Scott from the Office ).
cheers, Chris
cheers, Chris
Q: After reviewing past questions on ENGH and CSU (specifically June 19). When you preferred the CSU group of companies over ENGH.
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike
Q: It is possible for you to ascertain what percentage of CSU stock is owned by insiders?
Q: Hi Folks,
CSU or NVDA-which one is the best buy today for a growth oriented TFSA.
Thanks
CSU or NVDA-which one is the best buy today for a growth oriented TFSA.
Thanks
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Constellation Software Inc. (CSU $3,570.98)
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Topicus.com Inc. (TOI $134.17)
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Lumine Group Inc. (LMN $29.87)
Q: Best pick of these for growth opportunity?
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Constellation Software Inc. (CSU $3,570.98)
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Topicus.com Inc. (TOI $134.17)
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Lumine Group Inc. (LMN $29.87)
Q: With the 3 stocks going down the last few months, could it be that they went down not because of AI concerns but instead there was a leak that the CEO was ill and would be stepping down?
Thanks
Thanks
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Constellation Software Inc. (CSU $3,570.98)
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Topicus.com Inc. (TOI $134.17)
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Lumine Group Inc. (LMN $29.87)
Q: We sincerely wish for a speedy recovery for Mark Leonard. Mark brought immense wealth to millions of retail investors, through his wisdom and unparallel business acumen, over past 20 years.
What could be the likely impact of Mark Leonard's resignation on Lumine and Topicus companies and their shares ? Do you believe that the two spinco's are also at the risk of losing their premium valuations, like we are witnessing with CSU shares ?
Or, since they are a little insulated with this development being independent units, with their own CEO's ?
What would you do with the two holdings?
Thank You
Thank You
What could be the likely impact of Mark Leonard's resignation on Lumine and Topicus companies and their shares ? Do you believe that the two spinco's are also at the risk of losing their premium valuations, like we are witnessing with CSU shares ?
Or, since they are a little insulated with this development being independent units, with their own CEO's ?
What would you do with the two holdings?
Thank You
Thank You
Q: I just want to add the comment that I think the blog post summarizing the CSU call was very informative and very well written. Thank you.
Q: Very sad news regrading Mark Leonard's health. I hope he makes a speedy and full recovery. I heard him speak during the conference call on Monday. He sounds like very nice and intelligent gentleman. I wish him the best!
Q: I am in process of transfering to WS and inorder to complete they need to write off WTS-CONSTELLATION 31MAR40. I hold 20
Do you think it might be worth anything in the near future. If yes what will be the Maximum amount it might be worth.
Thanks for the excellent service
Do you think it might be worth anything in the near future. If yes what will be the Maximum amount it might be worth.
Thanks for the excellent service
Q: What would you do with the CSU shares, after Mark Leonard's resignation ? Thanks
Q: Thoughts on the recent news?
Q: Thanks for the blog link on CSU. My focus is on LMN.
Can Leonrad's comments be directly translated to LMN's outlook as well? Do you see any differences in potential risk for LMN ? Do you have any experience in this type of investment uncertainty where a floor is eventually established on stock price when it simply becomes too hard to resist (I acknowledge this one is a bit of a predictive question ! ).
Can Leonrad's comments be directly translated to LMN's outlook as well? Do you see any differences in potential risk for LMN ? Do you have any experience in this type of investment uncertainty where a floor is eventually established on stock price when it simply becomes too hard to resist (I acknowledge this one is a bit of a predictive question ! ).
Q: What is the average P/e over the last 10 years and what is it today?
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.
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Constellation Software Inc. (CSU $3,570.98)
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Intact Financial Corporation (IFC $269.73)
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Descartes Systems Group Inc. (The) (DSG $120.77)
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Alimentation Couche-Tard Inc. (ATD $70.24)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.75)
Q: The TSX has reached an all time high this month. Based on current prices, which 5 Canadian Stocks are your top choices for new money and your reasons for choosing those stocks.