Q: I have difficulty to understand the purpose of the spin off. Both companies are chasing for the same type of companies to continue their growth. How are they going to proceed when there is a target ? They will probably have 2 acquisitions teams working in tandem ? Which companies are going in the CSU portfolio and then in the topicus portfolio ... Thanks
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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: I own Real Matters (REAL), Topicus.com (TOI.v) and Flex Ltd. (FLEX) within a larger portfolio. I would like to sell two of these 3 companies. Which of the 3 has the best growth potential and would be the best candidate to add the proceeds of the sale to?
Thank you
Frank
Thank you
Frank
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NVIDIA Corporation (NVDA $184.86)
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Kinaxis Inc. (KXS $177.44)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
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Atlassian Corporation (TEAM $146.42)
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The Trade Desk Inc. (TTD $37.29)
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DocuSign Inc. (DOCU $68.81)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
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CrowdStrike Holdings Inc. (CRWD $470.61)
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Palantir Technologies Inc. (PLTR $177.49)
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Mitek Systems Inc. (MITK $10.68)
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Topicus.com Inc. (TOI $125.91)
Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.
Q: hello 5i:
TOI at $60 vs Unity at $120: which do you like better?
thanks
Paul L
TOI at $60 vs Unity at $120: which do you like better?
thanks
Paul L
Q: Which of Constellation Software vs Topicus do you see having larger share price appreciation in the next 5 years?
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Topicus.com Inc. (TOI $125.91)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: Hi, which of the 2 would you buy if you only want to invest in just one and why? Thanks.
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $125.91)
Q: Hi,
What price would you recommend to buy and sell LSPD, NEVI and TOI?
Thank you.
What price would you recommend to buy and sell LSPD, NEVI and TOI?
Thank you.
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Sangoma Technologies Corporation (STC $6.65)
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Descartes Systems Group Inc. (The) (DSG $121.82)
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Kinaxis Inc. (KXS $177.44)
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Topicus.com Inc. (TOI $125.91)
Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?
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Constellation Software Inc. (CSU $3,324.75)
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Enghouse Systems Limited (ENGH $20.50)
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Kinaxis Inc. (KXS $177.44)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.83)
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Absolute Software Corporation (ABST $15.20)
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Topicus.com Inc. (TOI $125.91)
Q: Hi Peter, Ryan, and Team,
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.
Q: I never own CSU before but with TOI is being published. Would you recommend to own TOI for 10% of the portfolio?
Thank you,
Thank you,
Q: Hello 5i team,
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric
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Meta Platforms Inc. (META $653.06)
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QUALCOMM Incorporated (QCOM $177.78)
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Block Inc. Class A (SQ)
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Snap Inc. Class A (SNAP $8.21)
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The Trade Desk Inc. (TTD $37.29)
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Unity Software Inc. (U $44.66)
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Topicus.com Inc. (TOI $125.91)
Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks
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Andrew Peller Limited/Andrew Peller Limitee Class B Voting Shares (ADW.B $7.00)
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Topicus.com Inc. (TOI $125.91)
Q: I have made 30% gains with andrew peller thanks for your special report in the start of the pandemic... I was thinking of selling it ans buy shares of topicus ? It is in my TFSA. Do you think there is a better growth potential ?
Q: Have you considered doing a report on Topicus?
Q: Hi, The taxable dividend value of Topicus shares from spinout looks like, based on $61. We received the Cash-Lieu value of fractional portion of dividend in our accounts calculated at this rate. ( $56.56 cash received in lieu of .92713 Topicus shares ). Thanks
Q: At the price of just under $60.00 per share would you recommend to buy now or wait to see if there will be a dip in the price. Thanks again
Q: Hi Folks,
any thoughts to adding Topicus to your portfolios any time soon ? It's down to $58 as I type this, what would be a good entry point ?
Thanks
any thoughts to adding Topicus to your portfolios any time soon ? It's down to $58 as I type this, what would be a good entry point ?
Thanks
Q: Yesterday, you mentioned that index funds must sell their shares. The stock yesterday started at $66 and now it is below $58. From the 39.4M shares outstanding, 3.5M have been traded so far in 2 days.
Is there a magic volume number to which we can say the the funds have finished selling?
Was this expected to drop after opening because of the reason which I have stated?
Thanks
Is there a magic volume number to which we can say the the funds have finished selling?
Was this expected to drop after opening because of the reason which I have stated?
Thanks
Q: Hi gang,
I realize that Topicus shares issued to CSU holders are treated as a dividend, but I'm having a hard time finding a book value of these shares, ie dividend value.
Do you know what we should use for this book value?
Thx
I realize that Topicus shares issued to CSU holders are treated as a dividend, but I'm having a hard time finding a book value of these shares, ie dividend value.
Do you know what we should use for this book value?
Thx
Q: Hi 5i Team,
What's your take on this CSU spinoff??
Kenneth Blazy
What's your take on this CSU spinoff??
Kenneth Blazy