Q: After a nice gain on OTEX would you see switching some or all to CSU as a good move in a non-taxable account?
Thanks.
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: On Sep 23 there was a question from Patrick regarding ATS and CJT where you express concern on CJT debt level yet you don’t mention the debt level on ATS which is much higher (debt/ebita ratio). Are you not concerned about ATS debt?
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Intuit Inc. (INTU $694.69)
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Salesforce Inc. (CRM $245.10)
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Constellation Software Inc. (CSU $3,766.74)
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Descartes Systems Group Inc. (The) (DSG $132.77)
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ServiceNow Inc. (NOW $940.85)
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iShares Expanded Tech-Software Sector ETF (IGV $115.98)
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Topicus.com Inc. (TOI $144.88)
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Lumine Group Inc. (LMN $39.90)
Q: What are your thoughts on how overvalued AI stocks are and what factors we should be concerned about that could cause the bubble to burst?
What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?
What are some good ideas for relatively safe stocks and etfs to hedge against a AI and tech weighted portfolio?
Q: Thoughts on GEV ?
Is there a correlation with AI which will be more and more energy-intensive?Thank You
Is there a correlation with AI which will be more and more energy-intensive?Thank You
Q: ORC.B is stated to be trading ex-dividend today but has a TSXV ‘due bills’ clause attached to its $1.00 special dividend. Would you please clarify when exactly the stock trades ex- dividend for its regular 10cent dividend and for its $1.00 special dividend?
Many thanks for your great service.
Geoff
Many thanks for your great service.
Geoff
Q: Which for a growth orientated TFSA based on secular theme, current price , and expected growth. Thanks. Derek.
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Intact Financial Corporation (IFC $264.71)
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Blackline Safety Corp. (BLN $7.21)
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Tantalus Systems Holding Inc. (GRID $3.50)
Q: Somehow i missed the change you made in the Best Stock Ideas section. When did you guys make this change? Was there an announcement? Perhaps, you could consider recording the date change (with previous picks?)
Q: 1. About your ”best stock ideas” feature: how often are the ideas refreshed? Is there a specific day in the month that the renewal happens?
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.
Q: Wishing Mark Leonard well in his recovery and the company as it transitions to somewhat new senior management. With the software challenges and change in management have any of the senior management including Mark sold Constellation shares in the last two months?
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Sun Life Financial Inc. (SLF $82.68)
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Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNT $96.24)
Q: Which of the above two companies would you prefer to hold for a long term conservative investor?
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NextEra Energy Inc. (NEE $76.21)
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Vistra Corp. (VST $197.94)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $48.42)
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Constellation Energy Corporation (CEG $334.27)
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Solaris Energy Infrastructure Inc. Class A (SEI $41.37)
Q: So if the USA is going to need 5 times the electricty that it is now generating in the near future, what stocks in order would you invest in now. Thanks Again
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Constellation Software Inc. (CSU $3,766.74)
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Topicus.com Inc. (TOI $144.88)
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Lumine Group Inc. (LMN $39.90)
Q: I thought I had a core holding with CSU but it is at the one year bottom. Still worth holding? comments please
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.
Also, comments on LMN and TOI are appreciated.
Deduct many question points please.
Q: Hi 5i
A bit curious. I haven't found any questions on BN preferred shares. the dividends look very good.
If you were looking at buying some which series of preferred would be OK with.
I've usually done well with your OK answer.
THx
Gerry
A bit curious. I haven't found any questions on BN preferred shares. the dividends look very good.
If you were looking at buying some which series of preferred would be OK with.
I've usually done well with your OK answer.
THx
Gerry
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Kinaxis Inc. (KXS $177.80)
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Kraken Robotics Inc. (PNG $4.66)
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Celestica Inc. (CLS $245.95)
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Galaxy Digital Inc. Class A common stock (GLXY $47.71)
Q: Could you rank the growth of PNG, KXS,CLS,GLXY. Best first to least and would you rank hold/buy?
Thank you for your service!
Thank you for your service!
Q: hi. after just reading your latest report on CSU, I am still not sure that I understand their "roll-up" business model vis a vis earnings growth? are they buying up these little niche software companies, and then increasing the prices that their customers have to pay, with no real value add to the customer otherwise? can you describe their model to me ( or us? ) like I was a 5 year old ( to quote Michael Scott from the Office ).
cheers, Chris
cheers, Chris
Q: WOW THIS STOCK DOWN 10% IN 1 DAY. ANY PARTICULAR REASON? THANKS
Q: After reviewing past questions on ENGH and CSU (specifically June 19). When you preferred the CSU group of companies over ENGH.
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike
Would give the same recommendation after today’s news regarding Mark Leonard?
Would selling my holdings in ENGH to buy CSU be a good move from your perspective. I appreciate your input.
Thank you, Mike
Q: Does this past Canadian legend have light at the big turn around tunnel? What would you look for in terms of good signs before buying? What is their core business software targeting now and are there any Ai ties? Thanks
Q: Hello,
I would like to invest in the tech etf (evolve fangma etf) but the volume is low; is this an issue ? Also, is it better to stick to zqq instead for larger set of holdings in the tech space? Thanks very much.
I would like to invest in the tech etf (evolve fangma etf) but the volume is low; is this an issue ? Also, is it better to stick to zqq instead for larger set of holdings in the tech space? Thanks very much.
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Genuine Parts Company (GPC $139.22)
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Roper Technologies Inc. (ROP $500.96)
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S&P Global Inc. (SPGI $491.34)
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Otis Worldwide Corporation When Issued (OTIS $44.00)
Q: Good morning everyone!! I an looking to invest in some solid non Ai companies with reasonable growth with maybe a small dividend and these four came to mind. What are your thoughts on these companies and do you have any other suggestions.
Cheers,
Tamara
Cheers,
Tamara