Q: Have both Lmn & Toi.Bought Toi some time ago @ $125.20. U slightly prefer Lmn,one of u top favourities, over Toi per recent posts.Both reached new highs yesterday.Debating about selling Toi to add to Lmn Or keeping both.Appreciate u usual great advices & great services
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
- Park Lawn Corporation (PLC)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Algonquin Power & Utilities Corp. (AQN)
- Northland Power Inc. (NPI)
- Alimentation Couche-Tard Inc. (ATD)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- WELL Health Technologies Corp. (WELL)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.
Thanks guys
Thanks guys
Q: Hi Gang
What is the small company that was spun off of constillation
Thanks Mike B
What is the small company that was spun off of constillation
Thanks Mike B
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- EQB Inc. (EQB)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?
Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?
- Dollarama Inc. (DOL)
- CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
- Thomson Reuters Corporation (TRI)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.
- Constellation Software Inc. (CSU)
- Fortis Inc. (FTS)
- Hydro One Limited (H)
- Topicus.com Inc. (TOI)
- Ivanhoe Electric Inc. (IE)
- Lumine Group Inc. (LMN)
Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- TerraVest Industries Inc. (TVK)
- EQB Inc. (EQB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Richelieu Hardware Ltd. (RCH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Docebo Inc. (DCBO)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
Apologies for number of companies!! Please deduct appropriately.
Thanks
Tim
Q: Hi Would appreciate comments on Topicus earnings. Is the stock priced well for adding at this level, in view of the results ? Thank You
Q: What should we expect/look for in earnings this afternoon? Thanks
Q: What is the max you would have for a combined weighting of CSU, TOI, and LMN in your portfolio?
Q: Good Morning
Anybody”Red Flags” with Topicus deferring their earnings release?
Thank you
Anybody”Red Flags” with Topicus deferring their earnings release?
Thank you
Q: Good morning, could this idea from morgan stanley be good for topicus?
https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626
https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626
- Topicus.com Inc. (TOI)
- MDA Ltd. (MDA)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Equal weight with the noted companies. Would like to add a 6th with equal weight as well. Will set and forget for 10+ years. Can you please provide 3-4 possible compelling options. Ty.
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- Boyd Group Income Fund (BYD.UN)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hi group in light of the new export rules for LNG exports in the US would you sell ARC (750 shares) and replace it with TOU?(in theory TOU should have much better upside. Your thoughts please
Also should I trim LMN + TOI they are both sitting around 10 % of my portfolio...I recently trimmed BYD with the hope that on a pullback i can buy back all 3...What would be good levels to buy back in ...Thanks for your help
Looking for entry to Industrials, Materials, Health, Financials Consumer staples, Tech, Communications what's your top 2 picks in each sector. Could you please provide short explanation on why you are picking them
Deduct credits as necessary...thanks
Also should I trim LMN + TOI they are both sitting around 10 % of my portfolio...I recently trimmed BYD with the hope that on a pullback i can buy back all 3...What would be good levels to buy back in ...Thanks for your help
Looking for entry to Industrials, Materials, Health, Financials Consumer staples, Tech, Communications what's your top 2 picks in each sector. Could you please provide short explanation on why you are picking them
Deduct credits as necessary...thanks
Q: Would there be a dilution in DOO after the Bain capital deal ? How much ? Yahoo finance listed the earning report date for CSU as March 6 2024, and Feb 6 2024 for TOI. Is there a mistake ? Or is CSU going to give out some more good news ?
Q: Good day guys ,
Missed the bus on these 2 as they have went north .. what entry points would u suggest to start a position for a long term hold ..
thx
Mark
Missed the bus on these 2 as they have went north .. what entry points would u suggest to start a position for a long term hold ..
thx
Mark
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Dear 5i,
I own CSU (10%), LMN (2.5%) and SHOP (4%) in my TFSA.Is it a good idea for me to increase LMN to 5% and SHOP to 6% to increase weight in the technical sector? Is it better to start a new position(s) such as KXS, DSG, or TOI? This is a small diversified TFSA, and protecting the portfolio with some growth is the main goal.
Thank you.
I own CSU (10%), LMN (2.5%) and SHOP (4%) in my TFSA.Is it a good idea for me to increase LMN to 5% and SHOP to 6% to increase weight in the technical sector? Is it better to start a new position(s) such as KXS, DSG, or TOI? This is a small diversified TFSA, and protecting the portfolio with some growth is the main goal.
Thank you.
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Flex Ltd. (FLEX)
- Topicus.com Inc. (TOI)
- Nextracker Inc. (NXT)
- Pacer US Small Cap Cash Cows 100 ETF (CALF)
Q: Good Day,
I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.
Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.
Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?
For LMN and TOI, same questions.
I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.
Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.
Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?
For LMN and TOI, same questions.
Q: Hi, Any thoughts on Topicus stock, breaking out of $98-99 level, to a high of $107, with 8% jump in past 2 trading days, on reasonable volume ? Do you believe that stock is getting re-rated along with CSU/LMN family. Both CSU and LMN are trading at all time highs. TOI's 52 week high was $110, June 29, 2023 with All Time High of $142 on Nov 3, 2021. Thank You