Q: Comments on latest earnings?
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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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Constellation Software Inc. (CSU $2,434.02)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: I bought CSU way back at $400 or so and (despite your advice), hate the idea of selling any more of a stock that seems to do so well month after month. At some point however, I need to reduce CSU again, and am wondering about putting some into LMN which you like as well. I have very small positions in both TOI and LMN, but so far neither has done much in comparison to CSU.
My question is, if CSU has "an event" that drags it down really badly, will the sister companies also get tarred with the same brush? Would I be better looking at something completely different like HPS.A?
Thanks for your advice - I have done well by it!
My question is, if CSU has "an event" that drags it down really badly, will the sister companies also get tarred with the same brush? Would I be better looking at something completely different like HPS.A?
Thanks for your advice - I have done well by it!
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Adobe Inc. (ADBE $268.38)
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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Constellation Software Inc. (CSU $2,434.02)
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ATS Corporation (ATS $40.79)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Axon Enterprise Inc. (AXON $414.20)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
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Lumine Group Inc. (LMN $20.00)
Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C
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Constellation Software Inc. (CSU $2,434.02)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: Hi 5i,
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks
Q: Time for a RIFF withdrawal. Just under $27K. Don' t need the funds. I usually roll the proceeds into an unregistered account.
Question. Do I buy a dividend grower EIF or do I add a few dollars and add buy 10 more shares of CSU? What would Peter do? Thanks in advance. David
Question. Do I buy a dividend grower EIF or do I add a few dollars and add buy 10 more shares of CSU? What would Peter do? Thanks in advance. David
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AMETEK Inc. (AME $231.91)
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Roper Technologies Inc. (ROP $362.42)
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Constellation Software Inc. (CSU $2,434.02)
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Heico Corporation (HEI $326.67)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: How does Roper compare to CSU? Thanks.
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Alphabet Inc. (GOOG $323.10)
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AbbVie Inc. (ABBV $223.43)
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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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Fortis Inc. (FTS $73.74)
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Franco-Nevada Corporation (FNV $317.34)
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ARC Resources Ltd. (ARX $22.83)
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WSP Global Inc. (WSP $265.84)
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Stantec Inc. (STN $138.61)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.75)
Q: I have held the above stocks in my open account for several years. All stocks have shown a positive return except for BNS which is down approximately 20%. I have some cash to invest in the market and would like to purchase additional shares in some of these companies for a 3 to 5 year investment. Please rate the potential growth of these companies and rank the companies based upon the projected growth over the next 3 to 5 years. Thank you
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Constellation Software Inc. (CSU $2,434.02)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: I have some cash in a TFSA awaiting investment. What would be your top Canadian stock choices today, regardless of asset allocation?
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Constellation Software Inc. (CSU $2,434.02)
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Dollarama Inc. (DOL $192.27)
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WSP Global Inc. (WSP $265.84)
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TFI International Inc. (TFII $166.50)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.59)
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Galaxy Digital Inc. Class A common stock (GLXY $26.98)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: I have .85 and .79 % holdings respectively in the above 2 companies. The dividend yields are paltry so I'm thinking of consolidating them . Which of the two do you see with better growth potential or could you recommend 3 or 4 others with better growth opportunities irrespective of sector allocation with a dividend and without a dividend. I already hold CSU, LMN, TOI, TFII, GLXY, HPS.A
Thank -you
Jeff
Thank -you
Jeff
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Lockheed Martin Corporation (LMT $623.58)
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Toronto-Dominion Bank (The) (TD $131.99)
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BCE Inc. (BCE $34.25)
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Canadian Natural Resources Limited (CNQ $53.40)
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Sun Life Financial Inc. (SLF $88.99)
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Constellation Software Inc. (CSU $2,434.02)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $85.91)
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TFI International Inc. (TFII $166.50)
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Granite Real Estate Investment Trust (GRT.UN $88.57)
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Magna International Inc. (MG $73.80)
Q: What would consider as a good entry point for each of these and also a price target please.
Q: Hi, With reference to a question - Why did CSU.DB drop $10, on Monday Oct 30th... with no news. I noticed that CIBC World Markets was the broker for almost all the SELL trades. Selling started at $130 after 1 PM and then price dipped to a low of $120, towards last hour. It is possible that there was one large seller, wanting to get out, in thin trading. We actually managed to pick up some debentures at $120. Thanks
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Booking Holdings Inc. (BKNG $4,457.17)
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Constellation Software Inc. (CSU $2,434.02)
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Ulta Beauty Inc. (ULTA $690.37)
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Five Below Inc. (FIVE $202.61)
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Crocs Inc. (CROX $85.81)
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InMode Ltd. (INMD $15.08)
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Topicus.com Inc. (TOI $94.72)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: Hi group...If we assume the conflict in middle east is going to escalate. What are you thoughts on a strategy to take advantage ...I am thinking we might test last Oct lows...What your thoughts on this?.
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
I have $100,000) cash waiting to invest at some point... do you suggest entry soon? and if so what is your top 10 picks regardless of sector or market. Thanks for your insight
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Sylogist Ltd. (SYZ $3.90)
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Constellation Software Inc. (CSU $2,434.02)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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Kinaxis Inc. (KXS $127.42)
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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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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $197.59)
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Docebo Inc. (DCBO $26.09)
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Boyd Group Services Inc. (BYD $242.94)
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Lumine Group Inc. (LMN $20.00)
Q: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
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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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WSP Global Inc. (WSP $265.84)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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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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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: For new TFSA money this year what are your top 6-7 picks within your balanced portfolio as of today?
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Booking Holdings Inc. (BKNG $4,457.17)
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Constellation Software Inc. (CSU $2,434.02)
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Ulta Beauty Inc. (ULTA $690.37)
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Five Below Inc. (FIVE $202.61)
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Rollins Inc. (ROL $64.84)
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Crocs Inc. (CROX $85.81)
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Topicus.com Inc. (TOI $94.72)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: I know you dislike the terms “screaming buys” and “backup the truck”..how about “almost irresistible “ buys to hold for the next 3 years? 5 Canadian, 5 US.
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Amazon.com Inc. (AMZN $210.32)
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Booking Holdings Inc. (BKNG $4,457.17)
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Constellation Software Inc. (CSU $2,434.02)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: What are your 5 or 6 top picks in this current market weakness. Long term hold and forget. No specific sectors but preferably large caps. I like dividends but does not have to be a dividend payers. Thank you!
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Adobe Inc. (ADBE $268.38)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Salesforce Inc. (CRM $191.35)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $112.92)
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Constellation Software Inc. (CSU $2,434.02)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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Veeva Systems Inc. Class A (VEEV $183.65)
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The Trade Desk Inc. (TTD $27.04)
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Synopsys Inc. (SNPS $426.88)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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CrowdStrike Holdings Inc. (CRWD $395.50)
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Mitek Systems Inc. (MITK $11.83)
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Topicus.com Inc. (TOI $94.72)
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
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Bank of Nova Scotia (The) (BNS $104.30)
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Sun Life Financial Inc. (SLF $88.99)
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Constellation Software Inc. (CSU $2,434.02)
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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Stella-Jones Inc. (SJ $97.82)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Topicus.com Inc. (TOI $94.72)
Q: Hi,
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
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Apple Inc. (AAPL $278.12)
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Amazon.com Inc. (AMZN $210.32)
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Microsoft Corporation (MSFT $401.14)
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NVIDIA Corporation (NVDA $185.41)
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Constellation Software Inc. (CSU $2,434.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton
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Adobe Inc. (ADBE $268.38)
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Alphabet Inc. (GOOG $323.10)
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Intuit Inc. (INTU $443.77)
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Microsoft Corporation (MSFT $401.14)
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Constellation Software Inc. (CSU $2,434.02)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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TMX Group Limited (X $45.42)
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Thomson Reuters Corporation (TRI $120.18)
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Copart Inc. (CPRT $40.36)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks