Q: Aside from market cap, what are some of the key differences between ENGH and CSU such as each of their areas of focus, debt levels, hurdle rates of acquisition targets, cash/share deals, etc? 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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Constellation Software Inc. (CSU $4,301.83)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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TMX Group Limited (X $53.87)
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Kinaxis Inc. (KXS $187.00)
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WELL Health Technologies Corp. (WELL $4.72)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Boyd Group Services Inc. (BYD $235.90)
Q: I'm a little concerned about the trade tension, possible 2nd wave of the virus, protesting, economic risk, etc.
Do you think we need to do something in case the market crash?
Currently I hold the above 4 stocks plus 20% cash. Are they safe? Any other stocks that you recommend?
Thanks!
Do you think we need to do something in case the market crash?
Currently I hold the above 4 stocks plus 20% cash. Are they safe? Any other stocks that you recommend?
Thanks!
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Constellation Software Inc. (CSU $4,301.83)
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Kinaxis Inc. (KXS $187.00)
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BMO MSCI Emerging Markets Index ETF (ZEM $26.12)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $167.21)
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iShares Core MSCI EAFE IMI Index ETF (XEF $45.02)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.14)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.14)
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Vanguard S&P 500 Index ETF (VFV $161.93)
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Dynamic Active Global Dividend ETF (DXG $74.77)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Boyd Group Services Inc. (BYD $235.90)
Q: I'm looking to convert a RESP invested in mutual fund (chorus II agressive growth) to lower fees and menage it more actively. Kids are 5 and 2 years old.
I was thinking to diversify with 3 or 4 ETF for 70% of this portfolio. What are your thoughts about a combinaison of VFV, XIC, XIT, ZQQ and DXG for long term? Do you have better suggestions?
Althought, is investing in XIT and ZQQ and DXG a good idea on short term since tech valuation is already high at this moment compared to other sectors?
For the rest of portfolio (30%), i would go with stocks. What would be your top 4 on short term (next 6-12 months) and on long term?
I was thinking to diversify with 3 or 4 ETF for 70% of this portfolio. What are your thoughts about a combinaison of VFV, XIC, XIT, ZQQ and DXG for long term? Do you have better suggestions?
Althought, is investing in XIT and ZQQ and DXG a good idea on short term since tech valuation is already high at this moment compared to other sectors?
For the rest of portfolio (30%), i would go with stocks. What would be your top 4 on short term (next 6-12 months) and on long term?
Q: I liked Paulette's question about one US stock. I would like to ask about a CDN stock.
For a RRSP if you could buy one CDN stock which would it be?
I am well diversified, just have cash to dispense.
Again, Thanks so much.
For a RRSP if you could buy one CDN stock which would it be?
I am well diversified, just have cash to dispense.
Again, Thanks so much.
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Constellation Software Inc. (CSU $4,301.83)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Enghouse Systems Limited (ENGH $21.00)
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Kinaxis Inc. (KXS $187.00)
Q: Could you give me the forward PE on these companies and which looks best currently if buying ? Thx
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Constellation Software Inc. (CSU $4,301.83)
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Brookfield Renewable Partners L.P. (BEP.UN $35.52)
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Algonquin Power & Utilities Corp. (AQN $7.70)
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CAE Inc. (CAE $36.83)
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Capital Power Corporation (CPX $60.48)
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Descartes Systems Group Inc. (The) (DSG $141.28)
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Kinaxis Inc. (KXS $187.00)
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goeasy Ltd. (GSY $209.20)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
Q: Hello team,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
I have the above companies in a TFSA. I have some cash. Could you recommend and rank three new positions as well as three existing positions to add to?
Thank you so much,
Q: Hi, Just a clarification on Terry's question - CP24 showing Constellation Software Flt1 trades between $125-130 - I think, these quotes are for CSU Floating Rate Debentures Series 1.
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Enbridge Inc. (ENB $67.58)
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Loblaw Companies Limited (L $54.20)
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Constellation Software Inc. (CSU $4,301.83)
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Fortis Inc. (FTS $68.02)
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WSP Global Inc. (WSP $288.09)
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Algonquin Power & Utilities Corp. (AQN $7.70)
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Innergex Renewable Energy Inc. (INE $13.74)
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InterRent Real Estate Investment Trust (IIP.UN $13.35)
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Kirkland Lake Gold Ltd. (KL $49.71)
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Boyd Gaming Corporation (BYD $83.47)
Q: Hi. I have the above stocks in my TFSA and have some cash to deploy. Could you please give me 3 suggestions and rank them. Thanks.
Q: Just a follow up to my earlier question.
What do you mean that the combined company will be dividended out to CSU for free?
And again will there be an IPO Offering and how will one know ?
Thanks
Jeff
What do you mean that the combined company will be dividended out to CSU for free?
And again will there be an IPO Offering and how will one know ?
Thanks
Jeff
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Alphabet Inc. (GOOGL $251.61)
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Constellation Software Inc. (CSU $4,301.83)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
Q: Hi 5i, Stocks for a 5 year hold, I was thinking of Shop, CSU, GOOGL, how do you see growth of these stocks (inside my RRSP). Any suggestions ? Thank you!!!
Q: Just read your Company Updates and wondering if you could expand on the new public company CSU is starting with the TSS Group and Topicus.
Who is TSS?
Will CSU management be involved?
When will this start and will there be an IPO?
How different will it be from CSU and is this the first kind of venture like this for CSU and why are they dong this?
Thanks
Jeff
Who is TSS?
Will CSU management be involved?
When will this start and will there be an IPO?
How different will it be from CSU and is this the first kind of venture like this for CSU and why are they dong this?
Thanks
Jeff
Q: I notice on Cp24 that Consolidated Software 1 Flt over the past couple of weeks is trading in the $125 to $130 range. .Unable to get any info on the internet. What relation is it to Csu ?
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Constellation Software Inc. (CSU $4,301.83)
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Kinaxis Inc. (KXS $187.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
Q: What is the difference between these 4 companies and could you rate prospects in growth, risk and management. is there much overlap between them?
Q: Why isn’t CSU is the growth portfolio?
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Amazon.com Inc. (AMZN $231.43)
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Microsoft Corporation (MSFT $515.36)
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Abbott Laboratories (ABT $131.33)
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Eli Lilly and Company (LLY $748.19)
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Constellation Software Inc. (CSU $4,301.83)
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Franco-Nevada Corporation (FNV $280.77)
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Kinaxis Inc. (KXS $187.00)
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Agnico Eagle Mines Limited (AEM $211.82)
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iShares S&P/TSX Global Gold Index ETF (XGD $42.26)
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iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $63.65)
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iShares Gold Bullion ETF (CGL $28.58)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.14)
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Kirkland Lake Gold Ltd. (KL $49.71)
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SPDR Gold Shares ETF (GLD $338.91)
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Health Care Select Sector SPDR (XLV $136.93)
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Technology Select Sector SPDR ETF (XLK $273.32)
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Vanguard Information Technology ETF (VGT $726.63)
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Vanguard Health Care ETF (VHT $254.71)
Q: Hi group I believe that Tech + health + gold will be the leaders when we come out of recession. Can you give me a list of 2 ETFs for each sector along with 2 individual stocks you like for Canada + USA. Am also interested you take on my sectors that will lead the recovery and should I start picking away or wait ??? (I believe the market are vastly overbought and does not factor in the economic reality that the virus is going to do to the market. Please deduct credits at your discretion.
Q: I am a happy shareholder of Constellation. Can you please explain how the recent acquisition of the Netherlands company will be beneficial to existing shareholders of CSU. Thank You.
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Amazon.com Inc. (AMZN $231.43)
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Meta Platforms Inc. (META $764.70)
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Alphabet Inc. (GOOG $251.76)
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NVIDIA Corporation (NVDA $177.75)
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Constellation Software Inc. (CSU $4,301.83)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
Q: I don't hold ,SHOP,CSU,AMZN,GOOG,FB,NVDIA, and perhaps missed the boat.Which one you believe if any still make sense buying now?.
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Constellation Software Inc. (CSU $4,301.83)
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Enghouse Systems Limited (ENGH $21.00)
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Kinaxis Inc. (KXS $187.00)
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Open Text Corporation (OTEX $51.88)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.14)
Q: Hi Peter, Ryan, and Team
In our combined accounts, and looking at the Technology sector, I find that we have too much OTEX. Our other holdings in this sector are CSU, ENGH, KXS, and XIT. Please rank, in order of preference, where some OTEX can be sold, and one or more of the listed holdings could be purchased with the proceeds. I always value your timely advice.
In our combined accounts, and looking at the Technology sector, I find that we have too much OTEX. Our other holdings in this sector are CSU, ENGH, KXS, and XIT. Please rank, in order of preference, where some OTEX can be sold, and one or more of the listed holdings could be purchased with the proceeds. I always value your timely advice.
Q: Thoughts on the CSU announcement?
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Constellation Software Inc. (CSU $4,301.83)
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Brookfield Renewable Partners L.P. (BEP.UN $35.52)
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Kinaxis Inc. (KXS $187.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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goeasy Ltd. (GSY $209.20)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.23)
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Vanguard S&P 500 Index ETF (VFV $161.93)
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Real Matters Inc. (REAL $7.32)
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Boyd Group Services Inc. (BYD $235.90)
Q: Hello Peter and co,
Thank you for your excellent advice. My grandson has opened a TFSA over the last few months, and now holds the following stocks (listed in order of value, largest first). He is in the enviable position of being up on every one of his positions, in part thanks to your wise advice (and some lucky timing)! With a bit of cash (~$2300) remaining to invest, he is looking for a recommendation, targeting growth and diversification.
He is considering these: LSPD, JPM, CAE, MDT, VET, PXT
But we would be more interested in hearing your advice, so please feel free to ignore the list above, and make a suggestion for 1 or 2 stocks to add.
Thanks,
Ed.
Current stocks:
XQQ
GSY
VFV
SHOP
CSU
REAL
KXS
BYD
BEP
Thank you for your excellent advice. My grandson has opened a TFSA over the last few months, and now holds the following stocks (listed in order of value, largest first). He is in the enviable position of being up on every one of his positions, in part thanks to your wise advice (and some lucky timing)! With a bit of cash (~$2300) remaining to invest, he is looking for a recommendation, targeting growth and diversification.
He is considering these: LSPD, JPM, CAE, MDT, VET, PXT
But we would be more interested in hearing your advice, so please feel free to ignore the list above, and make a suggestion for 1 or 2 stocks to add.
Thanks,
Ed.
Current stocks:
XQQ
GSY
VFV
SHOP
CSU
REAL
KXS
BYD
BEP