Q: Toi down from some $108 at end of Jun to cp of $91.85, so is it timely to buy/add.What is good entry price? Txs for U usual great services & views
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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: Hi Team,
Can you please comment on the current valuation of these two companies and which do you think offers a more compelling opportunity?
Thanks,
Can you please comment on the current valuation of these two companies and which do you think offers a more compelling opportunity?
Thanks,
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $75.82)
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BRP Inc. Subordinate Voting Shares (DOO $89.39)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Topicus.com Inc. (TOI $140.00)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
Q: I've got 20K to invest in some growth. How do you feel about splitting the funds between these two companies?
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Apple Inc. (AAPL $245.27)
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Amazon.com Inc. (AMZN $216.37)
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Costco Wholesale Corporation (COST $930.01)
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Alphabet Inc. (GOOGL $236.57)
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Intel Corporation (INTC $36.37)
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Microsoft Corporation (MSFT $510.96)
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NVIDIA Corporation (NVDA $183.16)
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McDonald's Corporation (MCD $297.01)
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Visa Inc. (V $343.65)
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Walmart Inc. (WMT $101.84)
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Constellation Software Inc. (CSU $3,936.19)
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Tourmaline Oil Corp. (TOU $59.67)
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WSP Global Inc. (WSP $279.34)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Tesla Inc. (TSLA $413.49)
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Advanced Micro Devices Inc. (AMD $214.90)
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Sprott Physical Gold Trust (PHYS $42.96)
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Baytex Energy Corp (BTE $2.34)
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Boyd Group Services Inc. (BYD $219.07)
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Topicus.com Inc. (TOI $140.00)
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Lumine Group Inc. (LMN $37.83)
Q: Hi group please indicate in what order and at what entry price would you add to the above stocks. Only comment on the top 10 out of above list (i have a 100k to spend would you go all in now or wait until markets settle Thanks for your help with this decision
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Constellation Software Inc. (CSU $3,936.19)
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Berkshire Hathaway Inc. (BRK.B $489.13)
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Topicus.com Inc. (TOI $140.00)
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Lumine Group Inc. (LMN $37.83)
Q: Hello, what are the reasons that constellation made 2 spinoff (topicus and lumine) in the past years ? Why did they not keep everything under one roof and continue to grow constellation instead and follow the same path like Berkshire Hathaway that never did a spinoff.
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Intuitive Surgical Inc. (ISRG $429.59)
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Constellation Software Inc. (CSU $3,936.19)
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Thomson Reuters Corporation (TRI $212.03)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44)
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Ulta Beauty Inc. (ULTA $549.28)
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Five Below Inc. (FIVE $138.49)
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Old Dominion Freight Line Inc. (ODFL $134.31)
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Heico Corporation (HEI $306.83)
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Topicus.com Inc. (TOI $140.00)
Q: What are your top 5 Canadian growth picks for the next year? Please rank and explain why each is a strong choice? Also, what are US choices?
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Whitecap Resources Inc. (WCP $10.51)
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Baytex Energy Corp. (BTE $3.27)
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Topicus.com Inc. (TOI $140.00)
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Lumine Group Inc. (LMN $37.83)
Q: Hello Peter,
Do you still see both Topicus and Lumine Group as long term holds or should i just buy CSU and add more to my existing shares? If oil companies decide to privatize, how would the investor share price be reflected? Does the company buy out our portion of shares and at what price (current price of market).. Lastly, any comments on baytex would be appreciated. Thanks
Do you still see both Topicus and Lumine Group as long term holds or should i just buy CSU and add more to my existing shares? If oil companies decide to privatize, how would the investor share price be reflected? Does the company buy out our portion of shares and at what price (current price of market).. Lastly, any comments on baytex would be appreciated. Thanks
Q: Looking to add each in equal weights. What % combined of total portfolio would you be comfortable with these names?
Q: Wondering whether you/we as a DYI, can find out if there any acquisitions going on in the above or any companies really during any quarter or do you have to wait until the next quarterly or possibly annual report?
Thanks
Jeff
Thanks
Jeff
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Alphabet Inc. (GOOG $237.49)
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NVIDIA Corporation (NVDA $183.16)
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Booking Holdings Inc. (BKNG $5,164.93)
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Constellation Software Inc. (CSU $3,936.19)
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BRP Inc. Subordinate Voting Shares (DOO $89.39)
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Ulta Beauty Inc. (ULTA $549.28)
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Five Below Inc. (FIVE $138.49)
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Topicus.com Inc. (TOI $140.00)
Q: Do you see any pound the table buys out there? I am holding bn, ge and cpng as they appear to have a nice risk - reward ratio. What I am looking for are stocks that have potential and present attractive entry points. I was considering Nxst for example.
Thanks as always.
Jason
Thanks as always.
Jason
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TFI International Inc. (TFII $121.18)
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Alimentation Couche-Tard Inc. (ATD $73.13)
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TerraVest Industries Inc. (TVK $137.00)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
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Galaxy Digital Inc. Class A common stock (GLXY $55.13)
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Topicus.com Inc. (TOI $140.00)
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Lumine Group Inc. (LMN $37.83)
Q: Could you rank in order which you think will have the greatest growth over the next 3-5 years?
Thanks
Jeff
Thanks
Jeff
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Celestica Inc. (CLS $341.62)
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Enghouse Systems Limited (ENGH $20.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Topicus.com Inc. (TOI $140.00)
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Lumine Group Inc. (LMN $37.83)
Q: what would be your order of purchase for these 5 stocks?
Thx
Thx
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
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Topicus.com Inc. (TOI $140.00)
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Lumine Group Inc. (LMN $37.83)
Q: Good day guys ,
What prices would u enter these names for long term holds .
Thx
Mark
What prices would u enter these names for long term holds .
Thx
Mark
Q: What is your preference going forward with these 2 stocks. Can you also give your reasons. I appreciate your insights.
Thanks Stephen
Thanks Stephen
Q: Hi there,
I'm interested in purchasing LMN/TOI but on the US exchange since I have USD available. Do you happen to know if these shares are eligible to be journaled over to their TSXV shares from the US shares I buy?
Thanks!
I'm interested in purchasing LMN/TOI but on the US exchange since I have USD available. Do you happen to know if these shares are eligible to be journaled over to their TSXV shares from the US shares I buy?
Thanks!
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Constellation Software Inc. (CSU $3,936.19)
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Topicus.com Inc. (TOI $140.00)
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Lumine Group Inc. (LMN $37.83)
Q: Everyone, I will need to allocate funds to: CSU or LMN or TOI. I am already overweight in CSU ( I have held the stock since $110) and LMN. My preference is still CSU and I am not afraid of being over - overweight in the best stock in Canada).
Your thoughts.
Your thoughts.
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Constellation Software Inc. (CSU $3,936.19)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Thomson Reuters Corporation (TRI $212.03)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44)
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TerraVest Industries Inc. (TVK $137.00)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
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Topicus.com Inc. (TOI $140.00)
Q: In a recent question you answered " we think one of the most important skills for investors who choose to own high-quality compounders is the willingness to hold them through thick and thin, even in periods when they appear to be fully valued (or slightly overvalued)."
With this in mind could you please give a list of canadian high-quality compounders that you would recommend initiating a position in and holding through thick and thin.
Could you please include their sector designation and yield.
I am interested and low yield ones for a non registered account but would also like to see your higher yield ones too.
Thanks
With this in mind could you please give a list of canadian high-quality compounders that you would recommend initiating a position in and holding through thick and thin.
Could you please include their sector designation and yield.
I am interested and low yield ones for a non registered account but would also like to see your higher yield ones too.
Thanks
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Alphabet Inc. (GOOG $237.49)
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NVIDIA Corporation (NVDA $183.16)
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Constellation Software Inc. (CSU $3,936.19)
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Vanguard S&P 500 Index ETF (VFV $162.83)
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Restaurant Brands International Inc. (QSR $66.84)
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Topicus.com Inc. (TOI $140.00)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
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Lumine Group Inc. (LMN $37.83)
Q: Hi 5i,
These holding are all in my RRSP, 12 months from retirement, I'm planning to sell 80% of TOI, LMN, NVDA (not now) waiting for "better time" if it's possible to catch it. Can I have 2 or 3 suggestions for income + a bit of growth.
thank you 5i for all your great work!!!
These holding are all in my RRSP, 12 months from retirement, I'm planning to sell 80% of TOI, LMN, NVDA (not now) waiting for "better time" if it's possible to catch it. Can I have 2 or 3 suggestions for income + a bit of growth.
thank you 5i for all your great work!!!
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Constellation Software Inc. (CSU $3,936.19)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Topicus.com Inc. (TOI $140.00)
Q: CSU never dropped to the extent of these stocks in 2022. Why might that be?
Thx
Thx
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Vanguard U.S. Total Market Index ETF (CAD-hedged) (VUS $112.43)
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Vanguard Total Stock Market ETF (VTI $321.80)
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Topicus.com Inc. (TOI $140.00)
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Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
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Lumine Group Inc. (LMN $37.83)
Q: I currently have 40% of my portfolio in Canadian banks, utilities, BN,TOI, LMN and other dividend paying stocks Mostly purchased in the last year. I'm considering legging 60% of my remaining cash in my portfolio into VTI and VUS in the next 10 months. Do have any thoughts or concerns?
My understanding is any US stocks paying a dividend should go into an RRSP account. All my investments are in RRSP's and TSFA's.
Thanks
Brian
My understanding is any US stocks paying a dividend should go into an RRSP account. All my investments are in RRSP's and TSFA's.
Thanks
Brian