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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 group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks
Read Answer Asked by Terence on February 14, 2022
Q: I went back to Constellation Software’s old reports to compare results to Topicus’ current results. Constellation had similar revenue ($891m USD) in 2012 to Topicus in 2021 ($846m USD).

Here are the revenue growth rates for those years:
CSU : 15%
TOI: 50%

Here are the acquisition amounts in those years:
CSU: $141m USD
TOI: $385m USD

By the numbers, it would seem that Topicus is significantly more aggressive in terms of growth by acquisition than Constellation was when it was the same size back in 2012.
My question is can Topicus keep this rate of acquisition up over the next five years or so, or are they picking off the low hanging fruit and things will get much more difficult down the road? Thanks
Read Answer Asked by Michael on February 14, 2022
Q: I own CSU and TOI but I’m looking at TIXT for a bit of diversity. With CSU still owning TOI shares anyway (I think), would you switch TOI for TIXT now that they’ve both fallen or stand pat? Thanks
Read Answer Asked by Michael on February 14, 2022
Q: Looking to invest the new year’s TFSA $6000 for my 25-year-old son. He already has the following holdings. What would be your recommendation for a long term growth profile?
ZWC
BEPC
BNS
WXM
CSU
XIC
SIS
TOI (small position, from CSU)
SHOP
WELL
XBC
Read Answer Asked by M on February 10, 2022
Q: Hi Team,
Hypothetical question. I have read certain clips or articles of people thinking that Topicus can have more potential growth wise than Constellation in the long term because they are perhaps more aggressive. Is there any truth to this? Also, your best educated guess... do you think eventually TOI will be able to end up with the same market cap (todays numbers) as CSU within the next 10yrs or so? Just trying to guage the real long term potential of this company. Thanks

Shane.
Read Answer Asked by Shane on February 10, 2022
Q: Thank you for the update on TOI's earnings. How do you see this rolling out over the next 3-5yrs. Similar to CSU with upside potential? From Total Addressable Market, is there lots of growth in TOI's future? I find the company to be quite stealth with limited information. Do you seeing this changing in the future, including analyst coverage and institution buying.
Read Answer Asked by Chris on February 09, 2022
Q: I have a small RESP for my son and was planning on splitting the account with these 6 stocks. Any thoughts and / or suggestions on removing / adding name(s). Buy and forget for 10yr+ and likely adding to the positions every year. My intent is to have a more serious look at the allocation / risk once the amount becomes more meaningful. Thank you!
Read Answer Asked by Pierre on February 09, 2022
Q: Please list companies in your balanced equity and growrth model portfolios that are now in bear market territories and of those what would be your top 5 listed in preference to add to for a long term hold.
Read Answer Asked by Terry on February 08, 2022
Q: When looking at all my accounts, I am slightly overweight in DSG but I also own TOI and TIXT. Long term investment, would you reduce exposure to DSG to increase TOI and TIXT. Which one do you prefer and why? Selling a portion DSG would not trigger a capital gain since in TFSA and RRSP. Thank you.
Read Answer Asked by Pierre on February 08, 2022
Q: I'm looking to start a position in 2 or 3 of these companies. It would be in a TFSA. I already have 12 stock positions from your Balanced Equity portfolio in RRSP accounts.
Read Answer Asked by Dan on February 04, 2022
Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.
Read Answer Asked by Dale on February 01, 2022
Q: I might have missed it but in reviewing your portfolios I notice these two names absent. I hold them for longer term gains but am wondering now if they may be more risky in an adverse even "bear" market?
Thank you
Read Answer Asked by Peter on January 31, 2022
Q: The Technology sector has seen a dramatic valuation reset. Would this be a catalyst for growth of CSU and TOI since the companies they look to acquire may now be more reasonably priced? Would this apply to other high quality growth by acquisition technology companies?
Read Answer Asked by Joel on January 27, 2022
Q: Hi 5i
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks
Read Answer Asked by Gary on January 26, 2022
Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.

Mike
Read Answer Asked by Michael on January 26, 2022
Q: Any Good buys you see in these turbulent times with a 3-5 year horizon.....
Read Answer Asked by HARRY on January 25, 2022
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