Q: In a recent answer you were ok with BAM.A up to 10% of portfolio. Does that mean 10% of total stock holdings or 10% of all investable assets(including bonds , GIC’s). Are there any other Canadian stocks which you have similar conviction? Thx
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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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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: Looking for 3 companies to buy during a pull back, what companies do you suggest and at what price?
Q: Which of the two would you buy today for
longterm growth?
Thank you
longterm growth?
Thank you
Q: Hello 5i Research
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.
In your June report on Toi stock you pointed out that if Csu would sell their shares of Toi ,it would get hit very hard.My question is what is the likelihood that they would sell and when might they do that also why ?
Thanks as always for your great feedback.
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Walmart Inc. (WMT)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Vanguard S&P 500 ETF (VOO)
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iShares Biotechnology ETF (IBB)
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INVESCO QQQ Trust (QQQ)
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First Trust ISE Cloud Computing Index Fund (SKYY)
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Berkshire Hathaway Inc. (BRK.B)
Q: If you had to pick only ten stocks or ETF's to hold forever which would they be?
Thanks
Thanks
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Constellation Software Inc. (CSU)
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FirstService Corporation (FSV)
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ATS Corporation (ATS)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
Q: We have decided to increase positions in ATA, CSU and GSY in a non-registered account, as well as start positions in ATZ, FSV, GDI, WELL, TOI and LSPD in a TSFA. All purchases will be made with the intent to be long-term holds (10+ years).
Please suggest entry points for each of the companies. Thanks!
Please suggest entry points for each of the companies. Thanks!
Q: Should I start taking profit? Has it peaked?
Q: Would you still give Constellation Software (CSU.CA)
an A Rating today? And why?
Thank you.
an A Rating today? And why?
Thank you.
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: What grade would you give Converge Technology Solutions? How would you rank the stocks above at current valuation to buy right now? Thanks
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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WELL Health Technologies Corp. (WELL)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Just finished the book '100-baggers'. As a buy and hold guy, the 'coffee can portfolio' approach is relatable. If you guys could purchase 10 Canadian stocks to not touch for the next 5-10 years which stocks would you include? Thanks.
Q: I currently own OTEX but wonder if CSU or TOI would be a better choice over the long term (3-5 years). If so which would you prefer CSU or TOI?
Thanks
Thanks
Q: from a long term perspective how does engh and csu an look today?How does the value look with regards to forward PE and other metrics 5i would look at? Thx
Q: with the share rally this is now a 16 billion market cap and CSU a 45 billion market cap does this add up or has TOI run too far too fast and does CSUlook better today? Thx
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: Please rank the US and Canadian stocks listed above for growth with a 5 yr +
time-frame.
Thanks
time-frame.
Thanks
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
Q: Hi Peter and Team
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Docebo Inc. (DCBO)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Over the last couple of months a lot of Canadian tech stocks have seen huge gains in a very short time.
CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.
1) Do you think this is getting overdone and are we due for some kind of correction in this sector?
2) Are any of the above still good buys after these large, rapid price increases?
3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?
Thanks.
CSU from $1,730 to $2,130
DCBO from $65 to $104;
DSG from $70 to $97;
KXS from $135 to $199;
LSPD from $85 to $131;
MAGT from $26 to $55;
NVEI from $100 to $161;
TOI from $80 to $125.
1) Do you think this is getting overdone and are we due for some kind of correction in this sector?
2) Are any of the above still good buys after these large, rapid price increases?
3) Are there any Canadian tech stocks that have "missed the party" so to speak, haven't seen large rapid price increases like those above, and are good buys currently?
Thanks.
Q: Any chance that Real Matters is a buyout target for Constellation Software? Mark Leonard did say he is going after other "markets". Or maybe Real Matters cannot even past their internal hurdle rates.
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Apple Inc. (AAPL)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Open Text Corporation (OTEX)
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The Trade Desk Inc. (TTD)
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Topicus.com Inc. (TOI)
Q: I am overweight in tech by about 10% in my portfolio and I should sell some positions to increase my exposure in other sectors. What is your conviction in order of preference on APPL, CSU, NVDA, OTEX, TTD and TOI if I need to sell some portions or all of any of these holdings?
Q: Could you please some insights into the relationship between the number of analysts covering a company and the number of institutions holding that investment? For example, I was surprised to hear that TOI only has one analyst, while Yahoo shows 109 institutions holding shares. Is this simply because they were "given" shares from CSU? If that wasn't the case, how many institutions would you expect to be holding shares (roughly)? I'm trying to get a sense of what high vs low institutional interest looks like. Thanks
Marc
Marc
Q: Hello Team,
Which of these do you prefer for long term growth and why?
Thanks,
Barry
Which of these do you prefer for long term growth and why?
Thanks,
Barry