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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: HelloÖ I didnít see a response so I am resubmitting the question below just in case. Thank you for your help.

I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?

Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?
Read Answer Asked by James on June 07, 2021
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!
Read Answer Asked by David on May 31, 2021
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!
Read Answer Asked by D on May 28, 2021
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
Read Answer Asked by rajeev on May 26, 2021
Q: Which of these stocks/etfs would you predict to have the best near term upside?
Read Answer Asked by Timothy on May 25, 2021
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
Read Answer Asked by Michel on May 25, 2021