Q: Hi,
I plan to sell my XLRE to raise US$ to add to some of my other US holdings that have been beaten up. For another real estate type holding which do you think is a better choice TCN or FSV? This can be held for 7-10 years till retirement.
Thanks,
Kerri
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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TFI International Inc. (TFII)
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Magna International Inc. (MG)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Topicus.com Inc. (TOI)
Q: Please rank the following companies for long term holds in a TFSA, with a management rating for each. (10 being the best)
Also, I currently hold SHOP and CSU.. Do you feel LSPD and TOI overlap these larger companies too much to consider a position ?
Please suggest any other Canadian companies not listed for long term holds.
Thanks for everything! Cheers
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Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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FirstService Corporation (FSV)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
Q: Hi 5i,
I would like an update on which horse you might bet on between these three.
Please rank #1 as the horse that is likely to be the marathon race winner. Can you please also give a higher preference to the horse that has the best balance sheet and stability in this challenging economic environment. High level reasons would also be greatly appreciated so I can understand your thought process. thanks
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Constellation Software Inc. (CSU)
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FirstService Corporation (FSV)
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Kinaxis Inc. (KXS)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Given the current market sell-off, could you please give me three growth stocks and three value stocks that you believe are seriously oversold and "on sale" at current levels. Would appreciate a line or two on why you are choosing these stocks.
Thanks!
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Intuitive Surgical Inc. (ISRG)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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PayPal Holdings Inc. (PYPL)
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Constellation Software Inc. (CSU)
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FirstService Corporation (FSV)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH)
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Invesco Municipal Opportunity Trust (VMO)
Q: Please suggest some growth etfs and stocks for starting RESP for long term hold. Thanks for great service.
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Intuitive Surgical Inc. (ISRG)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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FirstService Corporation (FSV)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Roku Inc. (ROKU)
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Affirm Holdings Inc. (AFRM)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?
Read AnswerQ: thoughts on fsv earnings. looks like a small beat. what should it means looking forward. is it positive or neutral
Read Answer
Q: Good Morning Peter & team,
This name has experienced a significant drop since it's high on Dec 31 after experiencing a 700% ROR since May 2015. I know you can't predict a bottom and we are not to profess to be market timers. And we definitely don't like the idea of "catching a falling knife" but... FSV is starting to look more and more attractive the lower it gets. How do you think it will act with addition rate increases in the forecast and would you buy now or look for a bit of a bowl before moving in? Or would you council us to stay away and if so what would be the reasons?
Thanks for all you do
gm
Q: The above stocks are hitting new lows and on every downtown goes lower. I have held these in a riff for some time with still capital gains, however I am loosing patience with the down turn.
Can I have your opinion of 5i if I should continue hold or sell.
How much lower would you expect to see?
Thanks
Rick
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
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Magna International Inc. (MG)
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Thomson Reuters Corporation (TRI)
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Nutrien Ltd. (NTR)
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Waste Connections Inc. (WCN)
Q: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek
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Colliers International Group Inc. Subordinate Voting Shares (CIGI)
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FirstService Corporation (FSV)
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Brookfield Asset Management Inc. Class A Limited Voting Shares (BAM.A)
Q: I am interested in opening a position in either stocks mentioned or potentially another company in the real estate industry. Is there one you guys are favouring at the moment, and why?
Thanks!
Q: Time to do a little spring clean up on the portfolio. Thinking of selling DCBO and buying FSV instead. Your thoughts?
The idea is to take a little risk off the table.
Leo
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Dollarama Inc. (DOL)
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FirstService Corporation (FSV)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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AcuityAds Holdings Inc. (AT)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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WELL Health Technologies Corp. (WELL)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Comprised of the above Canadian companies, our TFSA represents a small portion of our overall portfolio and is its most growth oriented component. All investments are made with the intent to be long-term holds (10+ years).
Two of the holdings, AT and LSPD are down over 50%, while FSV, GSY, NVEI and WELL are all down by about a third. We intend to do some rebalancing. How would you rate (1-10) these 6 for additional money today? Please include a brief explanation for the ratings.
Finally, if you could add one more Canadian company to the mix, what would it be?
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
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FirstService Corporation (FSV)
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Tricon Residential Inc. (TCN)
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InterRent Real Estate Investment Trust (IIP.UN)
Q: Hi, should have some exposure to R.E. Could you please pick two of these R.E companies you would prefer, with dividend , growth, and management considerations. This is for a unregistered acct. for long term. Or would you stay clear of this sector for now because of higher interest rates that are likely to come?
also if you have a better suggestion please include it .
Thanks
Q: Thanks for the recent report on FSV. I am attracted to this name, but could never persuade myself to buy because of valuation. I am hopeful that one day I'll pull the trigger.
However, two risks that you mention - somewhat slim margins and low barriers to entry - make me hesitate a bit. In a prolonged bear-market / struggling economy, how would you see FSV perform compared to the competition? Would margins compress even more in that situation, and maybe risk losing major contracts? Or are their competitors weaker in that environment, and perhaps this would provide FSV with an advantage ? Any thoughts on this ?
Q: Both a buy at these levels ?
Read AnswerQ: May I have your comments on earnings. Any reason for the continuing decline in share price???
Read AnswerQ: Your thoughts and analysis on earnings. Thanks
Read AnswerQ: Fyi. I see that Magna raised its dividend 5% - reported on 11 February. I think First Service raised its divvie also. All good news!
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