Q: Your thoughts on the conference call.
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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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Canadian National Railway Company (CNR $135.10)
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Sun Life Financial Inc. (SLF $85.43)
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Constellation Software Inc. (CSU $3,307.82)
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Intact Financial Corporation (IFC $284.47)
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TFI International Inc. (TFII $145.85)
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Thomson Reuters Corporation (TRI $182.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.38)
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goeasy Ltd. (GSY $131.84)
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Kraken Robotics Inc. (PNG $6.00)
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Zedcor Inc. (ZDC $5.78)
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kneat.com inc. (KSI $4.76)
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Vitalhub Corp. (VHI $9.08)
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Propel Holdings Inc. (PRL $24.88)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.49)
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Lumine Group Inc. (LMN $26.90)
Q: Hello, please tell me of the comparable at current price which one that you would choose for total return for a 1-3 year hold and a 3-5 year hold. Also if you could provide a brief reason why would be appreciated.
1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI
Thank you
1 IFC or SLF
2 PRL or GSY
3 CNR or TFII
4 LMN or SHOP
5 CSU or BN or TRI
6 PNG or ZDC
7 KSI or VHI
Thank you
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Constellation Software Inc. (CSU $3,307.82)
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Topicus.com Inc. (TOI $125.50)
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Lumine Group Inc. (LMN $26.90)
Q: I own all three of these and am considering consolidating to simplify my portfolio. Would you recommending holding any one vs another or keeping all three.
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Constellation Software Inc. (CSU $3,307.82)
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Celestica Inc. (CLS $421.73)
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Descartes Systems Group Inc. (The) (DSG $123.06)
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Kinaxis Inc. (KXS $176.88)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.38)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.22)
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GLOBAL X FDS (BOTZ $36.56)
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Bitfarms Ltd. (BITF $3.71)
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VanEck Vectors Semiconductor ETF (SMH $359.70)
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GLOBAL X FDS (AIQ $51.16)
Q: Retired, dividend-income investor with a well diversified portfolio (in my opinion anyway). My proxy for the technology sector is XIT and it has performed very well over the long time period I have held it. I like using your charting ability to compare XIT to QQQ or other related tech companies or ETFs....great feature!
Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?
Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?
Thanks....Steve
Question #1 = With all of the "AI" interest right now, I wonder how much exposure does XIT have to the AI theme? Which of the embedded companies within XIT have AI exposure?
Question # 2 = Is there is an ETF that focuses on AI-related companies or is there an ETF that focuses on AI-generated stock picks (in any sector) and what your thoughts are?
Thanks....Steve
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Constellation Software Inc. (CSU $3,307.82)
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TFI International Inc. (TFII $145.85)
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Thomson Reuters Corporation (TRI $182.89)
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Alimentation Couche-Tard Inc. (ATD $74.43)
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Propel Holdings Inc. (PRL $24.88)
Q: Can you name 5-10 stocks in the US or Canada that seem to have been unfairly punished this year, or even lately, such that it would be a good time to pick them up. Thanks!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.27)
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Constellation Software Inc. (CSU $3,307.82)
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Alimentation Couche-Tard Inc. (ATD $74.43)
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goeasy Ltd. (GSY $131.84)
Q: On Sep 12, 2025 you commented:
GIB.A can benefit from AI, and it is heavily investing in AI, but some consultant roles can be replaced by AI, and overall we think there are more interesting names in the market right now for the growth model portfolio.
Who are the more interesting names? Canadians, American and Why do think they will do better?
GIB.A can benefit from AI, and it is heavily investing in AI, but some consultant roles can be replaced by AI, and overall we think there are more interesting names in the market right now for the growth model portfolio.
Who are the more interesting names? Canadians, American and Why do think they will do better?
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Toronto-Dominion Bank (The) (TD $127.98)
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Bank of Montreal (BMO $178.46)
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Constellation Software Inc. (CSU $3,307.82)
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Celestica Inc. (CLS $421.73)
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BRP Inc. Subordinate Voting Shares (DOO $100.48)
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goeasy Ltd. (GSY $131.84)
Q: I own the above listed Canadian Stocks. Please rate each one as a BUY, HOLD or SELL and the reasons for your rating. Thank You.
Q: Is this a generational opportunity to get into CSU? How compelling of a buy is this on a scale of 1 ten 10 (being the highest) Your thoughts please on perceived threat of AI to SAAS companies?
Q: Csu is down almost 20% from its record high.
When was Csu last in bear market territory and at that time how long did it take for it to hit a record high?
Insiders must be getting nervous.
I have held Csu for over 10 years in my tfsa.
When was Csu last in bear market territory and at that time how long did it take for it to hit a record high?
Insiders must be getting nervous.
I have held Csu for over 10 years in my tfsa.
Q: Thoughts about Mark Leonard agreeing to shareholders call to discuss AI impact on software ? Mark Leonard is breaking from his strategic playbook. Does CSU settle, rebound or plunge with the call ?
Q: It is going down every day, and Insiders are selling. Should we sell, Maybe AI is hurting it.
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Enbridge Inc. (ENB $64.40)
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Loblaw Companies Limited (L $61.89)
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Constellation Software Inc. (CSU $3,307.82)
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Intact Financial Corporation (IFC $284.47)
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Metro Inc. (MRU $98.42)
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Brookfield Renewable Partners L.P. (BEP.UN $37.53)
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iShares S&P/TSX Global Gold Index ETF (XGD $53.95)
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Sprott Physical Gold Trust Unit (PHYS $33.89)
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GFL Environmental Inc. subordinate voting shares (GFL $59.27)
Q: Hi,
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris
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Toronto-Dominion Bank (The) (TD $127.98)
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Bank of Nova Scotia (The) (BNS $100.40)
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Constellation Software Inc. (CSU $3,307.82)
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Dollarama Inc. (DOL $204.30)
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Intact Financial Corporation (IFC $284.47)
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WSP Global Inc. (WSP $249.26)
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Descartes Systems Group Inc. (The) (DSG $123.06)
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FirstService Corporation (FSV $210.34)
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Toromont Industries Ltd. (TIH $165.50)
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Thomson Reuters Corporation (TRI $182.89)
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Alimentation Couche-Tard Inc. (ATD $74.43)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.38)
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goeasy Ltd. (GSY $131.84)
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EQB Inc. (EQB $103.86)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.49)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
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Constellation Software Inc. (CSU $3,307.82)
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Topicus.com Inc. (TOI $125.50)
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Lumine Group Inc. (LMN $26.90)
Q: These companies who buy other companies are dropping because of an AI scare.
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?
Is that possible?
Thanks
Is it not possible for them to start adjusting and start buying AI companies to keep up with the present trend?
Is that possible?
Thanks
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Constellation Software Inc. (CSU $3,307.82)
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Topicus.com Inc. (TOI $125.50)
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Lumine Group Inc. (LMN $26.90)
Q: Both are getting hit today, particularly TOI. Any idea why? I hear talk of AI affecting them. Is this a factor? If so, how critical is it and how much risk does it introduce? Do you still rate them high?
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Apple Inc. (AAPL $270.97)
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Alphabet Inc. (GOOG $311.33)
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Microsoft Corporation (MSFT $484.92)
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NVIDIA Corporation (NVDA $183.69)
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Constellation Software Inc. (CSU $3,307.82)
Q: Hello Folks:
A quick question:
What are your thoughts on AI"s future price
affects on the big tech firms such as Apple, Microsoft,
Google, Navidia, CSU etc. We are considering purchasing
CSU although their PE frightens us?
Thanks for all you do
brian
A quick question:
What are your thoughts on AI"s future price
affects on the big tech firms such as Apple, Microsoft,
Google, Navidia, CSU etc. We are considering purchasing
CSU although their PE frightens us?
Thanks for all you do
brian
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Amazon.com Inc. (AMZN $228.43)
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Alphabet Inc. (GOOG $311.33)
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Microsoft Corporation (MSFT $484.92)
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NVIDIA Corporation (NVDA $183.69)
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Constellation Software Inc. (CSU $3,307.82)
Q: Hello Folks:
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian
We currently own Microsoft, Navidia and Amazon in the tech. sector. You have confidence in both Google and Navidia.
Would you think it prudent to switch Amazon for Google AND/ OR CSU.
What are your thoughts of holding Google, Navidia and CSU as my three primary tech. investments, or do you have other suggestions.
Thank you for your clear analysis of the markets.
brian
Q: Given recent weakness, what entry price would you recommend to initiate a position?
Thank you.
Thank you.
Q: Is CSU stock available as CDR?
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Royal Bank of Canada (RY $233.56)
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Toronto-Dominion Bank (The) (TD $127.98)
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Bank of Nova Scotia (The) (BNS $100.40)
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Constellation Software Inc. (CSU $3,307.82)
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Intact Financial Corporation (IFC $284.47)
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Descartes Systems Group Inc. (The) (DSG $123.06)
Q: What would your top ~5 recommendations be to build an RESP with an 10-15 year horizon.
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently