Q: Your analysis and opinion on earnings please.
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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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Element Fleet Management Corp. (EFN $37.71)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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FirstService Corporation (FSV $230.39)
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TMX Group Limited (X $50.55)
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Toromont Industries Ltd. (TIH $162.61)
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Capstone Copper Corp. (CS $11.47)
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Aritzia Inc. Subordinate Voting Shares (ATZ $95.05)
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Topicus.com Inc. (TOI $148.31)
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Lumine Group Inc. (LMN $35.90)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $70.13)
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 $113.35)
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Bank of Nova Scotia (The) (BNS $90.68)
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Constellation Software Inc. (CSU $3,782.39)
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Dollarama Inc. (DOL $185.78)
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Intact Financial Corporation (IFC $262.70)
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WSP Global Inc. (WSP $276.16)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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FirstService Corporation (FSV $230.39)
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Toromont Industries Ltd. (TIH $162.61)
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Thomson Reuters Corporation (TRI $227.55)
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Alimentation Couche-Tard Inc. (ATD $74.47)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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goeasy Ltd. (GSY $166.66)
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EQB Inc. (EQB $89.57)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
Q: My son (23) has 9000$ 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 $354.13)
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Costco Wholesale Corporation (COST $932.14)
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Alphabet Inc. (GOOG $260.51)
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Intuitive Surgical Inc. (ISRG $546.51)
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NVIDIA Corporation (NVDA $186.26)
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JPMorgan Chase & Co. (JPM $300.44)
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Constellation Software Inc. (CSU $3,782.39)
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Dollarama Inc. (DOL $185.78)
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Intact Financial Corporation (IFC $262.70)
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Celestica Inc. (CLS $415.50)
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FirstService Corporation (FSV $230.39)
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Thomson Reuters Corporation (TRI $227.55)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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goeasy Ltd. (GSY $166.66)
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TerraVest Industries Inc. (TVK $142.59)
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Axon Enterprise Inc. (AXON $735.95)
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 $232.87)
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FirstService Corporation (FSV $230.39)
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 $230.39)
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Agnico Eagle Mines Limited (AEM $228.58)
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Thomson Reuters Corporation (TRI $227.55)
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 $133.43)
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Sun Life Financial Inc. (SLF $85.98)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,312.26)
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $59.52)
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FirstService Corporation (FSV $230.39)
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Kinaxis Inc. (KXS $178.27)
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Agnico Eagle Mines Limited (AEM $228.58)
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Thomson Reuters Corporation (TRI $227.55)
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Alimentation Couche-Tard Inc. (ATD $74.47)
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Nutrien Ltd. (NTR $81.42)
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?
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FirstService Corporation (FSV $230.39)
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TFI International Inc. (TFII $126.90)
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goeasy Ltd. (GSY $166.66)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
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Lumine Group Inc. (LMN $35.90)
Q: Wanting to diversify my bank stocks heavy cash account into more growth opportunities over the last couple of years , I have added BN, LMN, GSY ( and have done well , thanks ).
I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek
I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek
Q: May I have your view on First Service’s earning? Big jump today!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.27)
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Dollarama Inc. (DOL $185.78)
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WSP Global Inc. (WSP $276.16)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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FirstService Corporation (FSV $230.39)
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TFI International Inc. (TFII $126.90)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $179.52)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
Q: Good morning, These stocks have shown strong returns over the past 5 and 10 years. In your opinion, and looking ahead at the next 3-5+ years, which order might you choose to buy today? Please also indicate if any of these might still be a 'hold' for now.
Thank you for the service!
Thank you for the service!
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FirstService Corporation (FSV $230.39)
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Granite Real Estate Investment Trust (GRT.UN $79.99)
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BMO Equal Weight REITs Index ETF (ZRE $22.65)
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Dream Industrial Real Estate Investment Trust (DIR.UN $12.55)
Q: Hi, would like to know your thoughts about an alternative to dir.un. Have had this one for about three years B.E. 12.60 ,(in an rrif). Or thoughts on another stock or etf I could add to dir. as it is my only stock in R.E. Sector.
Thanks
Thanks
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Toronto-Dominion Bank (The) (TD $113.35)
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Bank of Nova Scotia (The) (BNS $90.68)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.27)
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Constellation Software Inc. (CSU $3,782.39)
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Dollarama Inc. (DOL $185.78)
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Intact Financial Corporation (IFC $262.70)
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WSP Global Inc. (WSP $276.16)
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Stantec Inc. (STN $156.84)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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FirstService Corporation (FSV $230.39)
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Toromont Industries Ltd. (TIH $162.61)
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Thomson Reuters Corporation (TRI $227.55)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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goeasy Ltd. (GSY $166.66)
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EQB Inc. (EQB $89.57)
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Propel Holdings Inc. (PRL $26.48)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.13)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
Q: Hi,
Your views on the company. Does the company's business model is turning weak based on profitability and ROIC? Had the company lost its business mojo?
Thanks
Piyush
Your views on the company. Does the company's business model is turning weak based on profitability and ROIC? Had the company lost its business mojo?
Thanks
Piyush
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Colliers International Group Inc. Subordinate Voting Shares (CIGI $232.87)
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FirstService Corporation (FSV $230.39)
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? Also open to any other real estate sector stocks that would be a good add.
Thanks again!
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? Also open to any other real estate sector stocks that would be a good add.
Thanks again!
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Alphabet Inc. (GOOG $260.51)
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Intuitive Surgical Inc. (ISRG $546.51)
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NVIDIA Corporation (NVDA $186.26)
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Booking Holdings Inc. (BKNG $5,146.16)
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Constellation Software Inc. (CSU $3,782.39)
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WSP Global Inc. (WSP $276.16)
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FirstService Corporation (FSV $230.39)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
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Axon Enterprise Inc. (AXON $735.95)
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Thomson Reuters Corp (TRI $162.60)
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Berkshire Hathaway Inc. (BRK.B $492.10)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
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Lumine Group Inc. (LMN $35.90)
Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent
Thank you Brent
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Bank of Nova Scotia (The) (BNS $90.68)
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Canadian Natural Resources Limited (CNQ $43.78)
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Great-West Lifeco Inc. (GWO $59.25)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.27)
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Constellation Software Inc. (CSU $3,782.39)
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Intact Financial Corporation (IFC $262.70)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $40.20)
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Peyto Exploration & Development Corp. (PEY $20.48)
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WSP Global Inc. (WSP $276.16)
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Northland Power Inc. (NPI $25.26)
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FirstService Corporation (FSV $230.39)
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Toromont Industries Ltd. (TIH $162.61)
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Birchcliff Energy Ltd. (BIR $6.37)
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Thomson Reuters Corporation (TRI $227.55)
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Alimentation Couche-Tard Inc. (ATD $74.47)
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EQB Inc. (EQB $89.57)
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Olympia Financial Group Inc. (OLY $114.63)
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GFL Environmental Inc. subordinate voting shares (GFL $63.77)
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Topaz Energy Corp. (TPZ $24.75)
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Topicus.com Inc. (TOI $148.31)
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Propel Holdings Inc. (PRL $26.48)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.67)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.13)
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Lumine Group Inc. (LMN $35.90)
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
Q: May I have your comments on earnings for First Service and TFI please?
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Stantec Inc. (STN $156.84)
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Descartes Systems Group Inc. (The) (DSG $134.95)
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FirstService Corporation (FSV $230.39)
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TMX Group Limited (X $50.55)
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Toromont Industries Ltd. (TIH $162.61)
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goeasy Ltd. (GSY $166.66)
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TerraVest Industries Inc. (TVK $142.59)
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EQB Inc. (EQB $89.57)
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Topicus.com Inc. (TOI $148.31)
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Propel Holdings Inc. (PRL $26.48)
Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.