Q: You seem to like LMN. Do you see them hopefully duplicating what Constellation has achieved. A good long term hold. Put away for a few years and continue to add to. ?Looks good. RAK
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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.
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?
Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Hydro One Limited (H)
- Topicus.com Inc. (TOI)
- Ivanhoe Electric Inc. (IE)
- Lumine Group Inc. (LMN)
Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
Q: What is the max you would have for a combined weighting of CSU, TOI, and LMN in your portfolio?
- Costco Wholesale Corporation (COST)
- Constellation Software Inc. (CSU)
- Vertiv Holdings LLC Class A (VRT)
Q: I'm a fairly unsophisticated investor so your advice has been well worth the price.
I am trying to understand the metrics to better value a company.
The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?
Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.
I am trying to understand the metrics to better value a company.
The price of some companies like Costco and CSU has soared, but you have mentioned such rises not being a bubble if other metrics like P/E ratio are in line with that. Is that the case for these two companies or are they now over-priced?
Also, you seem to be recommending VRT but the P/E ration on that is around 90. That seems very high.
Q: Hi, Any comments/read between the lines, on the US$ 1 Billion Private Offering of Senior Notes, announced by the company, Today ? Could this be the reason for the weakness in the stock this week ? Thank You
- Canadian National Railway Company (CNR)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Celestica Inc. (CLS)
- iShares Russell 2000 Growth ETF (IWO)
- Vanguard S&P 500 Index ETF (VFV)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vanguard Dividend Appreciation FTF (VIG)
- Vertiv Holdings LLC Class A (VRT)
- Duolingo Inc. (DUOL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: I recently retired and looking to place some of my savings into the market with a 5 year horizon at which time I will re-evaluate. Will tolerate a moderate to light risk. Could you please recommend 3 or 4 stocks or etf’s for my TFSA and 5-6 stocks for growth. Appreciate all your efforts. Thank you. Brian
Q: Hi, Constellation Software stock has been in an uptrend and rising steadily to new highs, recently, without any significant resistance along the way. After a $200 pullback this week with no news, do you consider it a good opportunity to add to an existing position ? Thanks
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lumine Group Inc. (LMN)
Q: This question concerns the technology sector in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth.
The current technology holdings are CSU, SHOP, DSG and KXS. With the exception of KXS, the holdings are all positive. We are considering replacing KXS with LMN.
For a long term hold, which of KXS and LMN would you prefer and why?
Thank you,
Peter.
The current technology holdings are CSU, SHOP, DSG and KXS. With the exception of KXS, the holdings are all positive. We are considering replacing KXS with LMN.
For a long term hold, which of KXS and LMN would you prefer and why?
Thank you,
Peter.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Constellation Software Inc. (CSU)
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Agnico Eagle Mines Limited (AEM)
- Tamarack Valley Energy Ltd. (TVE)
- Nutrien Ltd. (NTR)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi. I have an RESP for three grandkids, ages 5, 7 and 9. Current holdings that I'm underwater on are: AEM, BCE, BN, NTR and TVE along with these: ARX, BAM, CSU, ENB, RY, TD and TOU. I'd appreciate your overall comments on account re sector allocation and any obvious sells. As well, I'd like suggestions on how to deploy $7000 cash. Thx.
Q: hi,
im seeing a very high P/E on CSU right now. can you compare the current P/E and the forward P/E with historical averages. If possible can you include the ranges for these ( ie highest and lowest historically). can you comment on your thoughts about the current and future P/E being reasonable or not, and why? finally, are you comfortable punching shares at this price?
cheers, Chris
im seeing a very high P/E on CSU right now. can you compare the current P/E and the forward P/E with historical averages. If possible can you include the ranges for these ( ie highest and lowest historically). can you comment on your thoughts about the current and future P/E being reasonable or not, and why? finally, are you comfortable punching shares at this price?
cheers, Chris
Q: Any reason for the 100+ point drop?
Sheldon
Sheldon
Q: If buying one today which one?
Thx
Thx
- Amazon.com Inc. (AMZN)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Canadian Natural Resources Limited (CNQ)
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Alimentation Couche-Tard Inc. (ATD)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Hey Guys,
- I'm trying to help out a family member that is 67 years old, that is not financially literate, has no investments, no savings...
- He will be receiving approx $ 80k in an inheritance in the next 6 months...
- He Already blew through a previous inheritance of over $100k in about 3 years
- I am setting up a TFSA Investment/Trading account for him and doing a Financial Intervention , So To Speak to get him Back on track...
- His minimum basic expenses like rent is covered by payments he receives..., But additional living expenses and extra income is what I want to help him with and extend the life of the extra inheritance he will be receiving...
- The listed stocks are the ones I am planning on recommending for him to look at and research...
- Please comment and suggest other stocks and investment ideas to consider for:
- Considering His Age and Small investment of $60k
-Looking for:
- Somewhat Safe/Bit Aggressive Growth
- Preservation of Capital
- Income
***Not looking for total financial planning here, But I'm Looking for Ideas to look at and suggest in this type of scenario...
- You Suggest, I Research further and my relative decides...
Thanks
- I'm trying to help out a family member that is 67 years old, that is not financially literate, has no investments, no savings...
- He will be receiving approx $ 80k in an inheritance in the next 6 months...
- He Already blew through a previous inheritance of over $100k in about 3 years
- I am setting up a TFSA Investment/Trading account for him and doing a Financial Intervention , So To Speak to get him Back on track...
- His minimum basic expenses like rent is covered by payments he receives..., But additional living expenses and extra income is what I want to help him with and extend the life of the extra inheritance he will be receiving...
- The listed stocks are the ones I am planning on recommending for him to look at and research...
- Please comment and suggest other stocks and investment ideas to consider for:
- Considering His Age and Small investment of $60k
-Looking for:
- Somewhat Safe/Bit Aggressive Growth
- Preservation of Capital
- Income
***Not looking for total financial planning here, But I'm Looking for Ideas to look at and suggest in this type of scenario...
- You Suggest, I Research further and my relative decides...
Thanks
- Broadcom Inc. (AVGO)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- JPMorgan Chase & Co. (JPM)
- Mastercard Incorporated (MA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Advanced Micro Devices Inc. (AMD)
- Palo Alto Networks Inc. (PANW)
- Arista Networks Inc. (ANET)
- Cadence Design Systems Inc. (CDNS)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
Q: JPM has had a decent run but I'm thinking of swapping it for Mastercard. Can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
Palo Alto has also been terrific, but I'm trying to add more AI into my portfolio. I'd like to sell it and find a new name, CDN or US. I own MSFT, AAPL, Salesforce, GOOG, Meta, NVDA, Constellation, Shopify and Kinaxis. I was thinking of Taiwan Semi, AMD or Broadcom, but can I get your thoughts please?
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Bank of Nova Scotia (The) (BNS)
- Constellation Software Inc. (CSU)
- Intact Financial Corporation (IFC)
- Restaurant Brands International Inc. (QSR)
- TFI International Inc. (TFII)
- Thomson Reuters Corporation (TRI)
- Vanguard S&P 500 Index ETF (VFV)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Hi I have my RRSP distributed at around 8% or 12% on these stocks, would you change anything , I'm heading to retirement in 7 months from now and like to know if you would recommend any modification. I can sustain drops of 10% , which I handle by doing nothing.
Thank you 5i, you have been good to me!!!
Thank you 5i, you have been good to me!!!
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- Boyd Group Services Inc. (BYD)
Q: We own the above in our non registered portfolio. Please advise the average 5 year return on each of them.
Q: Would there be a dilution in DOO after the Bain capital deal ? How much ? Yahoo finance listed the earning report date for CSU as March 6 2024, and Feb 6 2024 for TOI. Is there a mistake ? Or is CSU going to give out some more good news ?
Q: I own CSU at a 7.25% weight and also TOI and LMN around 5%. All have quite nice returns but do you feel CSU profitability could slow enough from the law of large numbers to trim a bit and reallocate to the offsprings? Thanks!
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Eli Lilly and Company (LLY)
- Oracle Corporation (ORCL)
- Constellation Software Inc. (CSU)
- Alimentation Couche-Tard Inc. (ATD)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Axon Enterprise Inc. (AXON)
- Shopify Inc. Class A Subordinate (SHOP)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. Class A (PLTR)
- Arm Holdings plc (ARM)
Q: I'm looking to invest some funds...
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M
Question 1 :
- I own ARM,GOOG,MSFT,PLTR, CSU,COST, ATD
- Should I Add to my current positions ?
- Which ones?
Question2 :
- What companies should I add to my portfolio?
- Screaming Buy And/Or Must Have in my portfolio ??
- Rank 1 Screaming Buy...then...
Thanks,
M