Investment Q&A

Q: These stocks are all down today. Does this have anything to do with Anthropic?

thanks

Q: Given the drop in CSU and OTEX today would you be buyers of either?

Q: Hi 5i,

In the event of a sharp pullback in the markets, what would be your top 5 stocks that would be on your radar to purchase?

Putting aside sector/industry/US or CAD markets and with the mindset of a 5+ year hold.

Thank you,

Greg C.

Q: Everyone, I asked AI about the psychology of CSU stock price falling and below is the summary portion of the full answer, and it is a interesting response,

Clayton

Recent CSU Price Pressure – Real Examples

Here are some real movements that show how psychology plays out:

• Analyst Calls & Target Cuts
Analyst price targets on CSU have been trimmed by brokers recently, even while maintaining Buy ratings. That doesn’t mean the business is weak, but it signals caution to the market. 

• Technical Downturn
CSU has traded under long-term moving averages—a common trigger for mechanical and psychological selling pressure. 

• Sentiment vs. Fundamentals
Even when overall earnings and free cash flow remain strong—as reported in various market discussions—the share price can lag because investors are pricing in uncertainty about profitability trends or strategic direction. 

⸻

🪞 So What’s Really Happening?

When Constellation Software’s stock falls:
• It’s often fear or uncertainty driving price, not necessarily deteriorating business fundamentals.
• Leadership changes + sector narratives can outweigh positive earnings or cash flow in the short term.
• Technical trading patterns and valuation psychology can accelerate moves once they start.

In short:

The stock price can fall even when the company is doing fine — simply because investors feel unsure, reprice expectations, or shift narratives.

That’s not unusual in markets, and it’s why price moves don’t always equal financial failure.

Q: I know this is really a tough one, but where would you expect CSU to bottom out?

Q: Hi Peter and Team,

The last question on the ETF DATA was last August. Please share your updated opinion of this ETF, and I hate to admit it, but the proceeds of the sale of some CSU will be used to purchase DATA, unless you have misgivings about DATA in general.

As always, thanks for your insight.

Q: The market keeps going up with high valuations for many stocks. What are your current top 5 Canadian and 5 US stocks with high convictions, good valuation and growth for the next 3 to 5 yeas in TFSA account. Please provide your rationale for each pick with risk level (H, M, L) and entry price if possible. Thanks.

Q: I would like to add to an existing position in one of CSU, TSLA or PLTR for a long term hold. Which would you suggest and why.

Thanks

Q: I sold this 'darling' in a new account in December for a tax loss, looking to re-purchase same in Jan. I didn't expect the price to drop an additional 20%. Do I re-purchase CSU during a 'down turn' momentum or ???

Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.

Q: I currently don't hold any companies in the software space and I am looking to add some of these to my current portfolio. How would you rank them in order of purchase for a long term hold?

Q: Hi,

Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!

Q: Patience is wearing thin on some of these names, they just continue to have negative momentum and I don't want to sell into the negativity and sell just because others are selling. What are your thoughts? Are fundamentals still strong in these quality companies? Is your updated view still a hold on these? Thanks!

Q: I don't think I've ever started a question with an apology, but sorry I'm bringing up these companies again.

I've read your Q & A's BUT I feel with the constant and dramatic fall of all 3 of these companies during a tech boom for tech stocks something else is amiss.


CSY -21% YTD (back to 2023 levels)
LMN -18% YTD (back to 2023 levels)
TOI -17% YTD (back to 2024 levels)

I could go on with

DSG-10% YTD
KXS-16% YTD

What is this telling you?

Should we not be buying CDN tech stocks. When looking for tech and healthcare just buy US?

If we hold these and are still positive should we just sell to prevent a loss?

Not sure what to do here. Waiting is soooo painful.

Thanks


Sheldon

Q: Based on your recent comments, after a near 50 % drawdown from its peak, CSU stock should find a bottom soon. Could you please take a look at the price action, volume and technicals, during this week's trading, specially, last 3 days, if it confirms your assessment and would you recommend adding at current levels.

Thank You

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: Please forgive another question about this suffering stock price. I just came across an old note that said CSU has 8 billion ownership of LMN and 8 billion ownership of TOI.
If those two stocks are also suffering, does that create a drag on CSU stock irrespective of its own earnings? Thanks for trying to reassure us all who are down so much on this one!

Q: Could you provide the top (and rank) 3 or 4 stocks from each of the Income, Balanced and Growth portfolios to buy today.
Thank you

Q: Hi Team,
I hold VHI in my tfsa, down 20% now. Would it be considered a "high grade" move to sell it now and buy CSU now that it is also down as much or more than VHI in the last year? Would my return prospects from here with CSU be just as high as compared to sticking with VHI? Would you advise this move?

Thanks,
Shane.

Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please