Q: May I have your comments on earnings please. Nice pop today!
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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.
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StorageVault Canada Inc. (SVI $4.90)
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FirstService Corporation (FSV $219.68)
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Altus Group Limited (AIF $41.37)
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CBRE Group Inc Class A (CBRE $169.67)
Q: What is your updated opinion now after their unveiling of the value creation plan and substantial issuer bid? Worth holding for now?
Q: Hi Peter,
FSV is at a multi-year low. Unlike TRI or CSU, which are dumped by investors fearing AI is going to affect their revenue, what are the reasons driving the selloff of FSV? Do you see FSV having strong growth this year and now is an opportunity to add? Or would CSU or TRI be better candidates to add to at current price? Thanks.
FSV is at a multi-year low. Unlike TRI or CSU, which are dumped by investors fearing AI is going to affect their revenue, what are the reasons driving the selloff of FSV? Do you see FSV having strong growth this year and now is an opportunity to add? Or would CSU or TRI be better candidates to add to at current price? Thanks.
Q: Which stock FSV or GOOG will have more growth going forward? I understand they are in different sectors.
Thanks for your service!
Thanks for your service!
Q: I see you have removed FSV from your recommended list - if one wanted growth and small dividend would you replace with BYD? Are they both play on the consumer across North America? Does one have a more reliable rev model?
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WSP Global Inc. (WSP $265.84)
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FirstService Corporation (FSV $219.68)
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Thomson Reuters Corporation (TRI $120.18)
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Jacobs Solutions Inc. (J $148.81)
Q: Looking at the question by Michael on Jacobs today I see a company having 2026 net revenue growth of 6-10 % but a PE of 54 ! Sure it’s a fine company in a good sector but does it really deserve a PE of 54 ? Other solid companies in Canada with historically high PE ‘s such as TRI , WSP , and FSV etc., seem to be going through a valuation revision downward. The question is will the revised valuation remain or will the premium valuation return ? Your thoughts. Thanks. Derek.
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.19)
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FirstService Corporation (FSV $219.68)
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American Hotel Income Properties REIT LP (HOT.UN $0.44)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.35)
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Real Matters Inc. (REAL $7.01)
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Primaris Real Estate Investment Trust (PMZ.UN $17.15)
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Brookfield Corporation Class A Limited (BN $45.21)
Q: Reviewing recent questions on these coys Considering tax loss sale of car.un and replacing it with more supposedly growthy fsv. Alternatively could add more dir.un which is a keeper for me now. Other name's also in total portfolio but only bn is a keeper. Your views?
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Constellation Software Inc. (CSU $2,434.02)
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FirstService Corporation (FSV $219.68)
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goeasy Ltd. (GSY $131.36)
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Lumine Group Inc. (LMN $20.00)
Q: I am down in all these stocks recently.
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.
Are any of them obvious sells that could use to DCA Into others.
I am looking to hold 2-3 years. Thanks
FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%
If you had to pick 10 stocks to DCA today, in what order would you buy them? I am planning to DCA slowly.
Are any of them obvious sells that could use to DCA Into others.
I am looking to hold 2-3 years. Thanks
FSV -11.5%
KSI -16%
MDA -30%
DSG -15%
GSY -30%
BKSY -20%
COIN -14%
ETHA -14%
GLXY -13%
CSU -17%
LMN -17%
DUOL -35%
EQB -9%
KRMN -13%
PPX -34%
TRI - 14%
VHI -14%
CRM -20%
KSI - 13%
Q: Why the large drop in price in recent weeks in First Service Corp?
Q: FSV has taken quite a hit since the earnings report--a little overblown? Is this a good time to get a full position?
Q: Hi,
Given its recent results, do you consider First Service a screaming buy at its present level ?
Thanks
Given its recent results, do you consider First Service a screaming buy at its present level ?
Thanks
Q: Your analysis and opinion on earnings please.
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Element Fleet Management Corp. (EFN $35.44)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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FirstService Corporation (FSV $219.68)
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TMX Group Limited (X $45.42)
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Toromont Industries Ltd. (TIH $184.71)
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Capstone Copper Corp. (CS $15.72)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $72.87)
Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?
Q: Hello 5i
In the early part of September, the stock shot up. Now it seems to be sinking back down. Is there any reason for these movements? Could you please suggest a good entry point to buy.
You continually give great advice. Thank you so much!
In the early part of September, the stock shot up. Now it seems to be sinking back down. Is there any reason for these movements? Could you please suggest a good entry point to buy.
You continually give great advice. Thank you so much!
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Toronto-Dominion Bank (The) (TD $131.99)
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Bank of Nova Scotia (The) (BNS $104.30)
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Constellation Software Inc. (CSU $2,434.02)
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Dollarama Inc. (DOL $192.27)
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Intact Financial Corporation (IFC $260.82)
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WSP Global Inc. (WSP $265.84)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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FirstService Corporation (FSV $219.68)
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Toromont Industries Ltd. (TIH $184.71)
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Thomson Reuters Corporation (TRI $120.18)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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goeasy Ltd. (GSY $131.36)
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EQB Inc. (EQB $114.32)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
Q: Seeking your view on FSV valuation and momentum prospects for next 18 to 36 months.
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Broadcom Inc. (AVGO $332.92)
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Costco Wholesale Corporation (COST $1,001.16)
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Alphabet Inc. (GOOG $323.10)
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Intuitive Surgical Inc. (ISRG $488.15)
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NVIDIA Corporation (NVDA $185.41)
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JPMorgan Chase & Co. (JPM $322.40)
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Constellation Software Inc. (CSU $2,434.02)
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Dollarama Inc. (DOL $192.27)
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Intact Financial Corporation (IFC $260.82)
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Celestica Inc. (CLS $419.62)
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FirstService Corporation (FSV $219.68)
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Thomson Reuters Corporation (TRI $120.18)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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goeasy Ltd. (GSY $131.36)
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TerraVest Industries Inc. (TVK $154.35)
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Axon Enterprise Inc. (AXON $414.20)
Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.
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Colliers International Group Inc. Subordinate Voting Shares (CIGI $190.75)
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FirstService Corporation (FSV $219.68)
Q: Hi, there was a question from Kevin on May 27th. Prices and valuations have changed since then. Could you please give an update to your answer? Thank you!
Q: Looking to open a position in one of the 2 listed companies or others if you have any to recommend. Long term investor with 0 exposure to the real estate sector in the portfolio yet.
Colliers growth projections and better valuation along with positive analysts ratings make it more attractive on the surface. However, I know that you have First Service in the growth portfolio, is there something that I'm missing as to why I should choose FSV before CIGI? Could you please give a breakdown between the two and the reasoning behind choosing one over the other?
Q: Looking to open a position in one of the 2 listed companies or others if you have any to recommend. Long term investor with 0 exposure to the real estate sector in the portfolio yet.
Colliers growth projections and better valuation along with positive analysts ratings make it more attractive on the surface. However, I know that you have First Service in the growth portfolio, is there something that I'm missing as to why I should choose FSV before CIGI? Could you please give a breakdown between the two and the reasoning behind choosing one over the other?
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FirstService Corporation (FSV $219.68)
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Agnico Eagle Mines Limited (AEM $268.94)
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Thomson Reuters Corporation (TRI $120.18)
Q: Would you be comfortable starting new position in these companies while these are at all time high?
Thanks
Thanks
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Canadian National Railway Company (CNR $138.55)
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Sun Life Financial Inc. (SLF $88.99)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,337.10)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $75.15)
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FirstService Corporation (FSV $219.68)
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Kinaxis Inc. (KXS $127.42)
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Agnico Eagle Mines Limited (AEM $268.94)
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Thomson Reuters Corporation (TRI $120.18)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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Nutrien Ltd. (NTR $93.69)
Q: If you had a pretty well diversified portfolio of Canadian stocks and didn't own any of these 10, how would you rank them in order of desirability to add to the portfolio for long term growth? Which ones would you definitely add?