Q: Hi, I have done well with CGI (GIB.A) and am up 120%. I have been thinking of selling half my postion to "play with the house's money" and use the proceeds to invest in CSU. I like to be well diversified. Or should I sell my entire position and invest it in CSU? I have no other tech exposure except a small position in ESL. Tech is only about 5% of my portfolio but it has one of the better performers for me.
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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: My portfolio is 95% in equities, a strategy that has been very successful for me. CSU has been a big winner, 13 bags in less than 12 months. I'm considering taking it up to a 7% overall weighting. Would you approve given your positive comments about the company?
Thank you.
Thank you.
Q: Peter and staff: I would like to balance my portfolio with an IT stock. I am considering either SYZ,OTC or CSU, I would appreciate your advice or any other suggestion
John
John
Q: re: CSU... read your report and thank you for that. Share Price at the time of your report (Oct 2012) was around $104, yield at $1, it was priced then at 15 times earnings and you estimated adjusted earnings would grow to $8/share in 2013. Was this growth realized and do you consider this an expensive stock at it's present valuation?
Thank You
Thank You
Q: Re whether CSU may split to make it more accessible to retail investors, TD Waterhouse on line has had no problems buying the stock for me in very small amounts with a broker fee of 9.99 per order.
Q: Hello 5i
I have a small amount of $6000 left to invest in what I believe to be a balanced portfolio. I am trying to decide between vrx & csu although the higher stock cost vs the small amount of money seems silly. Would you pick either of these for growth or would there be a better choice for this amount of cash.
Thank you as alway
Craig
I have a small amount of $6000 left to invest in what I believe to be a balanced portfolio. I am trying to decide between vrx & csu although the higher stock cost vs the small amount of money seems silly. Would you pick either of these for growth or would there be a better choice for this amount of cash.
Thank you as alway
Craig
Q: Good morning:
Is there any chance of CSU doing a split to make the shares more affordable for the retail investor?
Thank you
Mike
Is there any chance of CSU doing a split to make the shares more affordable for the retail investor?
Thank you
Mike
Q: Hello, can you give me some details on ESL and CSU. Which one do you like more if you could choose one, how do their businesses differ, which has more long term growth prospects? Thanks for your time.
Q: Some people propose screening companies using the following:
*level of compounding capital/level of capital efficiency
*High returns on equity / high profit margins
*Low to no debt
*High levels of mgt ownership
If applied to your say B+ and higher rated companies - which ones look to meet the criteria the closest.
Thank you.
*level of compounding capital/level of capital efficiency
*High returns on equity / high profit margins
*Low to no debt
*High levels of mgt ownership
If applied to your say B+ and higher rated companies - which ones look to meet the criteria the closest.
Thank you.
Q: Peter and Team,
I have been continuing to work towards diversification and emulating the 5i philosophy. I am thinking I could use another techology-type/growth type name. I currently have approximately a 4.0% position in Amaya Gaming AYA and have been thinking about adding to it.
However, I've also been looking at Constellation Software and read the report (am I correct that the last report was Oct. 2012?) and like it but am curious if I want to put new money to work in this name with the incredible performance its had. I was thinking of a 5.0% weighting. If not in this name, would I be better off in something like DHX Media?
Your thoughts are appreciated.
I have been continuing to work towards diversification and emulating the 5i philosophy. I am thinking I could use another techology-type/growth type name. I currently have approximately a 4.0% position in Amaya Gaming AYA and have been thinking about adding to it.
However, I've also been looking at Constellation Software and read the report (am I correct that the last report was Oct. 2012?) and like it but am curious if I want to put new money to work in this name with the incredible performance its had. I was thinking of a 5.0% weighting. If not in this name, would I be better off in something like DHX Media?
Your thoughts are appreciated.
Q: Hi, I know you're not big on short term trading - however, some technical analysts suggest that tech stocks peak around the time of the technology show in Vegas, which is now. With that in mind what are your thoughts on Constellation (CSU) and Amaya (AYA) in Canada and Apple (AAPL) and Electronics for Imaging (EFII) in the US?
Thanks again,
Ian
Thanks again,
Ian
Q: Hi Peter,
My question is about CSU and where you think this stock could potentially be in 6 to 12 months from know; providing there is no negative news to pull down the stock; if i remember correctly from a forecast earlier this year, the forecast was for the $220 range, which it has already hit.
thanks hugh
My question is about CSU and where you think this stock could potentially be in 6 to 12 months from know; providing there is no negative news to pull down the stock; if i remember correctly from a forecast earlier this year, the forecast was for the $220 range, which it has already hit.
thanks hugh
Q: Constellation Software's (CSU) press release yesterday seemed to confirm that CSU may be undergoing a new growth phase which will see it take on very large deals through the utilization of stand alone debt financing. The stock price has moved up sharply and on high volume. I am wondering if this new strategy will attract a new class of large institutional shareholders? Many thanks, Peter
Q: For new money in a well diversified portfolio what would your favorite (research covered company) for dividend growth/cap. appreciation in a rising rate,slow growth environment?
Seasons Best Ron
Seasons Best Ron
Q: What is your take on the newest CSU acquisition? Should I be reassured, or alarmed, by the letter to shareholders released today concerning the acquisition
Q: Hi team,
I see CSU is having another rough day. If you owned it would this move concern you? Would you be inclined to sell on this harshly negative momentum?
I see CSU is having another rough day. If you owned it would this move concern you? Would you be inclined to sell on this harshly negative momentum?
Q: CSU is dropping significantly. Does the company not have an obligation to issue a press release or the exchange issue a halt. Clearly this is abnormal trading for CSU with an 8% interday drop and 2 days drop of over 13%.
Thanks,
Thomas
Thanks,
Thomas
Q: peter, you keep saying nothing wrong with csu, just profit taking, but on over 50000 shares traded and with the stock down 9 per cent over last 3 trading sessions has to be more than profit taking, where are the buyers on this decline. please comment. dave
Q: CSU continues to slide..... is this a buying opportunity or a cause for concern?
Q: Is there any news of the recent decline of CSU ? I would like to add for my long term holding. Please kindly give your opinion. Many thanks. Bill