Investment Q&A

Q: I have more tech equities than I want going forward. Please help me strike one or two off my list by ranking these in order of potential growth over the long term /min 5 years. For fun (since it probably won't affect my decision), please also rank from least volatility to most volatility. Thank you very much!

Q: Hi !

I am looking to invest in perhaps just one of the above companies.
I learned the hard way about prioritizing the preservation of capital.
Would you tell me which of the above companies is best in terms of highest chance of capital being preserved?

While I am here, would be able to suggest three other companies that are both poised for greatness and offer an excellent capital preservation profile?

Thank you!

Q: I've been watching TOI for a while. Would you agree that this seems like a good time to enter for a 5ish year hold? A full position for me is 5%. What would you suggest for weight? Thanks!

Q: Is a move for TOI off of the Canadian venture exchange imminent? If so, would that move be to a European exchange? As I understand it, the company is headquartered in Toronto, but would an eventual move to Europe be likely?

Q: Hi, What will be the float of Topius shares, Today - Number and percentage of outstanding shares, excluding ownership by its parent Constellation, Insiders and Institutions, assuming that all Constellation's Preferred have been converted to common? Thanks

Q: Hi, Topicus released excellent results, 3 weeks ago and stock touched an all time high of $94.80. However, since then it has been in a continuous downtrend and as of today, lost 20% of its value from the peak. Stock's decline over this period has been relentless and rather systematic. Specially for past 1 week, stock can not seem to hold its open and close lower, every single day, no matter what the rest of technology sector is doing.

Volume, though, has been low, which could imply that sellers are not institutions, rather some retail investors booking their profit, from the free shares received or bought cheaper, during initial listing days.

Your recent comments have also been consistent with this observation and you have expressed your comfort with buying/adding at current levels for long term. So we have done and we hope (with Constellation Software's incredible history, in mind) to do well over next several years.

However, the price action of the stock has been weak and frustrating, to say the least.

It would be really helpful, if you could share any further thoughts or insight.

Thank You

Q: Hi, I think 5i intends to cover Topicus with a detailed report soon. Looking forward to that !! How would you rate it, Today compared to Constellation Software's "A". Thanks

Q: Which of these stocks/etfs would you predict to have the best near term upside?

Q: Hello. what's happening with Topicus and Sylogist both going down lately. Is it safe to buy Topicus today or wait for a better/lower price which is ? I own Sylogist, made 15% gain should I sell it ? Otherwise can you recommend today 5 good value Canadian co's. I own goeasy and thank you for your recommendation

Q: Topicus has pulled back to $80 a share in recent days - do you view this as a buying opportunity for those yet to initiate a full position?

Q: Hi Peter/Ryan, just noticed my book value for TOI is only the amount of 22 shares or 1671.55 which I bought after receiving the 3 from the spin off, what would be my correct adjusted cost for the total 25 shares, what's the value of the 3 I received. Thanks

Q: Hi team ,
Two part question: 1. Any insight as to why Toi has been dropping significantly the last couple days? It had held up nice while other tech took its dive , and now the last couple days when tech seems to be gaining ground it’s doing the opposite. Is this a chance to buy more ??
2. As of today what’s your current list of a few favourites you would choose you buy today for a long term hold, in any sector. US or Cnd . Thanks

Shane

Q: Is something new up with Topicus.?It has really fallen the last few days

Q: How does your average cost on topicus come in at 63.30 when you added a 1 % position at 92 on April29th? Thx

Q: Hi, for a five year hold would you buy TOI or LSPD? Thanks and greetings. Peter.

Q: Hi Team Can you please compare CGI and Topicus as to there relative growth and safety-and which would be your preference for a TFSA investment. I have CGI and I am considering changing half or all to Topicus.. Thank you and best regards gary

Q: On a scale of one to ten, with ten being riskiest, what would you rate these two tech stocks at in a two to five year window disregarding any orher factors, thanks?

Q: Choosing between ENGH, TOI or CSU, what will be the name to add to at the moment?

Q: I am wondering about the level of acquisitions by Topicus. $20 million (Canadian) seems like not enough for the last quarter for a $12 billion dollar company. Do you have any info on how much was spent on acquisitions in the last couple of years? How does this amount compare relative to Topicus’ size with respect to Constellation Software?

Q: Can you explain how the preference shares affect earnings and debt levels going forward. Is the paying of interest on these a detriment compared to Constellation, which has no preference shares? Does is become a drag on the company’s finances in certain situations, or is it a neutral or beneficial effect? Thanks.