Investment Q&A

Q: Peter, if you were initiating or adding to positions in your TFSA, which 2-3 Canadian Companies would you be picking for maximum returns (top picks)?

Thank you

Q: Please provide some colour on their recent purchase and when do you expect the next earnings report?
Thank you.

Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.

Q: I need to trim my technology exposure. Can you please rank CSU, GOOG and KXS for a one to two year period, and advise what percentage of a portfolio you would allocate to technology at this time?

Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.

Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]

Q: I understand CSU is focused in the US market; TOI in Europe; where does this leave the focus for LMN and would they be in competition with CSU and TOI? Thank you

Q: Thanks Peter and Ryan for getting us through these difficult times. I'm looking for some future growth potential stocks with a 10+ year timeline horizon, who would be some of your picks who have the right team and vision in place for growth?

Thanks!!

Q: Guys,

I just asked and you very quickly answered the question below. But how can there be an ex-dividend date for a stock that hasn't started trading? Or did you mean CSU? Confused here.



Constellation Software Inc. (CSU)
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Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Asked by Kim on March 01, 2023
5I RESEARCH ANSWER:
We would not assume this. The ex dividend date for LMN was Feb 15 and that day would have reflected the spin off.

Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Q: Hi

What industries and stocks would you recommend for the Current Market Condition?

Thanks.

Q: Thank you for your insightful reply on a concentrated core US portfolio. Although greater than 5% allocations in the 3 Canadian portfolios provide guidance on building a Canadian core portfolio, I would appreciate your reply focusing on some of the key differentiating criteria [such as compounders, duopoly] that you identified in your US selections. I assume CSU will be on the list, but uncertain as to he rest. As with your previous answer, please provide key rstionale and target buy prices.
Thank you

Q: I see my LMN shares in my brokerage account today from the CSU spinoff. What would you do with them? Sell? Hold? Buy?

Thanks

Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

Q: Has the lumine split from Csu occured?
IF so what is the prefix for "Lumine?

Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks

Q: Hi there,

CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?

Thanks!

Q: I see CSU plans to spin out another company on a roughly 3 for 1 basis. I previously received an odd lot of TOI which I bumped up to an even 100 shares (much less than a full position for me). I'd appreciate your thoughts on how an investor (who does not need cash for the foreseeable future) might want to handle this group of companies. Is there any reason to keep them all?

Thanks in advance...

Q: Hi, The press release from Constellation Software, Today, confirmed filing of prospectus and spin-out date/payment of a special dividend-in-kind of 3.0003833 Lumine Group subordinate voting shares, for each common share of CSU held as of the record date Feb 16, 2023. Payment of dividend is expected to be on or about Feb 23, 2023. Lumine Group common shares will be listed on TSX Venture Exchange and are expected to start trading 30 days after completion of the acquisition of WideOrbit.

Based on the information available publicly as well as in the prospectus about WideOrbit and Lumine Group, with respect to their combined revenue/income and expected growth, what would be a reasonable multiple and intrinsic value of the newly listed company's shares. Also, in your view, what could be the initial trading range of the stock ?

What will be total number of o/s shares and % of new co. CSU will own after the spin out ?

Do you think, Lumine could be another growth stock to own like Topicus, another mini- Constellation Software ?

Thank You

Q: I believe insiders have been buying TOI around $70 in late December. Based on this, do you think the current $75 price is worth buying ahead of the Feb 7 Q4 earnings announcement?

Organic revenue growth seems to be down in the past year. Would there be a reason for this, and is it a cause for concern?

TOI is said to be the same size as CSU was in 2013/14. Are there some metrics that compare the valuation of TOI today to CSU then?....perhaps Price to Cashflow, or some better comparison? Or is this an apples to oranges comparison because of geographic operational differences?