Q: You recently made a comment about CSU taking a big hit? I wasn’t aware of this. When did this happen, how much did it decline and why? Is it still a buy?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: At what price should I buy back / sell MG and CSU?
-
Covalon Technologies Ltd. (COV $2.18)
-
Photon Control Inc. (PHO $3.60)
-
Toronto-Dominion Bank (The) (TD $106.96)
-
Bank of Nova Scotia (The) (BNS $88.16)
-
BCE Inc. (BCE $32.65)
-
Enbridge Inc. (ENB $67.58)
-
TC Energy Corporation (TRP $71.98)
-
Constellation Software Inc. (CSU $4,301.83)
-
Stars Group Inc. (The) (TSGI $37.49)
-
NFI Group Inc. (NFI $18.16)
-
Kinaxis Inc. (KXS $187.00)
-
BlackBerry Limited (BB $5.47)
-
Magna International Inc. (MG $64.56)
-
Open Text Corporation (OTEX $51.88)
-
Premium Brands Holdings Corporation (PBH $93.50)
-
Knight Therapeutics Inc. (GUD $6.35)
-
Savaria Corporation (SIS $20.78)
-
Spin Master Corp. Subordinate Voting Shares (TOY $22.01)
-
Reliq Health Technologies Inc. (RHT)
Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.
Feel free to deduct as many points as necessary.
Thanks,
Dan
Feel free to deduct as many points as necessary.
Thanks,
Dan
-
Constellation Software Inc. (CSU $4,301.83)
-
Premium Brands Holdings Corporation (PBH $93.50)
-
Savaria Corporation (SIS $20.78)
Q: Hi 5i Team
I am starting a portfolio for my 20 year daughter and am looking for a suggestion for her first stock. She will not be needing the money for many years so it is a long term hold for her TSFA. I am open to Canadian and foreign stocks. What would you suggest?
Thanks
RB
I am starting a portfolio for my 20 year daughter and am looking for a suggestion for her first stock. She will not be needing the money for many years so it is a long term hold for her TSFA. I am open to Canadian and foreign stocks. What would you suggest?
Thanks
RB
Q: I own Constellation's debentures,with the drop in stock price do you think it would be a good idea to fill out my position with the shares.
I own Capstone Infrastructure preferred shares,and have done quite well owning them. Do you have any concerns about this preferred going forward?
I own Capstone Infrastructure preferred shares,and have done quite well owning them. Do you have any concerns about this preferred going forward?
Q: I have a 3.5% position in KXS (up 20%) and am contemplating selling it to buy CSU. You have often said that you consider CSU to be a safer holding, can you comment on the growth for the two companies.
Thanks
Thanks
-
Constellation Software Inc. (CSU $4,301.83)
-
Kinaxis Inc. (KXS $187.00)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
Q: Which is the better buy to put fresh new money? if not these 3, what would be your best buy pick right now in tech (Can/US/China)?
Q: While FB was plummeting I sold my shares and locked in some gains. I used the money to buy shares in Constellation Software. I believe CSU will recover faster and keep growing. I feel that with the news of a slower growing user base and users being on FB for less time, it will take the market a long time to regain it's confidence in the company. Do you agree. Or should I just get back in at this lower price?
-
Constellation Software Inc. (CSU $4,301.83)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin
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.
-
Constellation Software Inc. (CSU $4,301.83)
-
Enghouse Systems Limited (ENGH $21.00)
-
Magna International Inc. (MG $64.56)
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.