Q: At what stage do you think the pull back becomes overdone? Curious to know how far you think it will keep going down, to the extent anyone can say, and when it looks like a good buy? 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.
Q: Got a bit of cash to add a new position to my RRSP. Which one of these names do you think has the most growth potential over the next few years? Feel free to suggest other names as well (prefer Canadian) - I currently own TSGI, KXS, and MAXR in this account. Thx.
Q: I was trying to find a question about this but without success. This is such an expensive stock and I know you like and it has done well. I wonder why they would not do a split to make the stock more affordable? I notice also that you do not have it any of your sample portfolios - is this why?
Thank you
Thank you
Q: CSU is down around 5% today. Would you be comfortable initiating a position at these levels?
Q: Can you state Constellation Software's cash and debt levels and compare it with the previous year's comparable quarter cash and debt levels?
Thanks.
John
Thanks.
John
Q: Can you please comment on $CSU Earnings and how the market might react.
Thanks Valter.
Thanks Valter.
Q: Hi, could you please comment on Constellation Software earnings release. Thanks
Q: Please comment on CSU's Q2.
Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?
Thanks!
Thanks!
Q: Hi, could you please provide estimates for Constellation Software earnings expected later this week. There will be no conference calls now on. What are your expectations, based on news flow, since last results ? Thanks
Q: I mentioned stock valuation for CSU in my previous question. As part of your answer you mentioned that the stock was 30X. I assumed you were talking about the PE ratio but when I checked it was in the 60s. I am new to this and would like to know how you make the stock valuations.
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Apple Inc. (AAPL)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
Q: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.
Q: Hi Peter, Ryan, and Team,
I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.
She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.
I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.
She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.
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Covalon Technologies Ltd. (COV)
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Photon Control Inc. (PHO)
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Constellation Software Inc. (CSU)
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Stars Group Inc. (The) (TSGI)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
Q: Hi. Thanks for all the great advise and suggestions you provide. Please recommend 6 to 8 growth stocks that are diversified if possible for a 10 year timeline.. thank you.
Dexter
Dexter
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Constellation Software Inc. (CSU)
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Methanex Corporation (MX)
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Great Canadian Gaming Corporation (GC)
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Spin Master Corp. Subordinate Voting Shares (TOY)
Q: Good morning 5i team
I am a retired, conservative investor who recently reduced the equity portion of our portfolio to raise cash for possible market "opportunities". Our largest equity holdings are TD, BNS, ENB, EMA and BCE. Thanks to 5i, we also hold SIS, NFI, BEP.UN and GUD. If we get a significant market sell-off, would you please recommend 3 or 4 stocks that have a good competitive advantage, modest debt and good growth potential. Thank you for your advice. Edward
I am a retired, conservative investor who recently reduced the equity portion of our portfolio to raise cash for possible market "opportunities". Our largest equity holdings are TD, BNS, ENB, EMA and BCE. Thanks to 5i, we also hold SIS, NFI, BEP.UN and GUD. If we get a significant market sell-off, would you please recommend 3 or 4 stocks that have a good competitive advantage, modest debt and good growth potential. Thank you for your advice. Edward
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Covalon Technologies Ltd. (COV)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
Q: What are your BEST 5 ideas for a TSFA account. Thanks Valter.
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Constellation Software Inc. (CSU)
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Stars Group Inc. (The) (TSGI)
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Great Canadian Gaming Corporation (GC)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
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Reliq Health Technologies Inc. (RHT)
Q: What are your recommendations for a 12 (Canadian) stock TFSA from your BE portfolio with a 3-5 yr hold with average to above average risk tolerance? Looking for individual company names.
Thank you
Thank you
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Photon Control Inc. (PHO)
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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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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Block Inc. Class A (SQ)
Q: Hi !
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
I invest mostly in growth stocks but with 28% of my portfolio in tech, I may be overloaded in this sector. My present holdings are: CSU (2.7%) PHO (2.5%) KXS (3.2%) SHOP (3.5%) ADBE (3.1%) FB (2.7%) GOOG (2.6%) MU (1.8%) NVDA (2.2%) SQ (3.%). If I were to reduce the number of holdings as well as my tech %, on which stocks would you suggest to concentrate, identifying those with most growth potential and those more risky ? Are there any other stocks better suited to my goal ? Or should I stay the course here ?
Thank you for your good attention,
JD
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Constellation Software Inc. (CSU)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Methanex Corporation (MX)
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Boyd Group Income Fund (BYD.UN)
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Western Forest Products Inc. (WEF)
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Agnico Eagle Mines Limited (AEM)
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Magna International Inc. (MG)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Reliq Health Technologies Inc. (RHT)
Q: Howdy!
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you
I am slowly repositioning the Canadian equity portion of my RRSP portfolio to emulate your Balanced Equity Portfolio.
About 27% of my portfolio is sitting on cash right now; I do not yet own the listed companies - Are they all good to buy today? Or please rank them in order of value for purchase today versus perhaps holding off a quarter or two.
Thank you
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Park Lawn Corporation (PLC)
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Constellation Software Inc. (CSU)
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Stars Group Inc. (The) (TSGI)
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Kinaxis Inc. (KXS)
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Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
Q: Hi Peter and Staff
Helping a friend - wanting to start a small position in 3 of the above -5 year timeframe - which would you pick ? I am guessing CSU is first ?
Thanks for all you do
Dennis
Helping a friend - wanting to start a small position in 3 of the above -5 year timeframe - which would you pick ? I am guessing CSU is first ?
Thanks for all you do
Dennis