Q: what is expected from CSU this quarter?
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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Costco Wholesale Corporation (COST $857.59)
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Alphabet Inc. (GOOG $303.75)
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Microsoft Corporation (MSFT $483.98)
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Nasdaq Inc. (NDAQ $94.71)
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CVS Health Corporation (CVS $77.79)
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Home Depot Inc. (The) (HD $354.99)
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JPMorgan Chase & Co. (JPM $313.00)
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Procter & Gamble Company (The) (PG $145.52)
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Thermo Fisher Scientific Inc (TMO $562.39)
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Visa Inc. (V $346.01)
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Walmart Inc. (WMT $114.83)
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Bank of Nova Scotia (The) (BNS $99.34)
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Enbridge Inc. (ENB $64.43)
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Loblaw Companies Limited (L $62.48)
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Sun Life Financial Inc. (SLF $84.56)
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Constellation Software Inc. (CSU $3,325.58)
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Fortis Inc. (FTS $70.88)
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Thomson Reuters Corporation (TRI $181.23)
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Alimentation Couche-Tard Inc. (ATD $74.25)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $51.83)
Q: Hi team,
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Grateful if you could develop your answer to Chris April 19 and provide your full list of buy-and-forget stocks both in Canada and USA in order of preference and with suggested entry price.
With appreciation,
Jacques ISD
Q: Mark Leonard said this a while ago:
"When really good companies start trading at 5 and 6 times revenues, it’s time to start worrying.. I hope our shareholders are never in that position.."
Your company data shows CSU trading at 9 times sales. Should we worry?
Mike
"When really good companies start trading at 5 and 6 times revenues, it’s time to start worrying.. I hope our shareholders are never in that position.."
Your company data shows CSU trading at 9 times sales. Should we worry?
Mike
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Constellation Software Inc. (CSU $3,325.58)
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ATS Corporation (ATS $38.05)
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Kinaxis Inc. (KXS $177.21)
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goeasy Ltd. (GSY $126.96)
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Converge Technology Solutions Corp. (CTS $5.99)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $124.70)
Q: Hi,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,
Can you please suggest a few names outside of Oil & Gas which currently represent
Value or Growth.
Thanks,
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.18)
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Constellation Software Inc. (CSU $3,325.58)
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Open Text Corporation (OTEX $46.14)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $78.85)
Q: If the fear of higher interest rates was causing the share prices of tech companies to fall, why would share prices rise today (April 13) with the announcement of a 0.5% rate increase?
Puzzled...Steve
Puzzled...Steve
Q: Anything on the radar to account for the recent strength?
Thx
Thx
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Meta Platforms Inc. (META $664.45)
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Alphabet Inc. (GOOG $303.75)
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Microsoft Corporation (MSFT $483.98)
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NVIDIA Corporation (NVDA $174.14)
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Constellation Software Inc. (CSU $3,325.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
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Brookfield Asset Management Inc Class A Limited (BAM $52.30)
Q: Looking at these names at current prices for a non registered account. Can you give me your top 5 names for a 7 year hold.. would any of the above names be included?
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Amazon.com Inc. (AMZN $226.76)
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NVIDIA Corporation (NVDA $174.14)
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Constellation Software Inc. (CSU $3,325.58)
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Kinaxis Inc. (KXS $177.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
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Atlassian Corporation (TEAM $165.00)
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Veeva Systems Inc. Class A (VEEV $218.10)
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Roku Inc. (ROKU $110.87)
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DocuSign Inc. (DOCU $69.40)
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Upstart Holdings Inc. (UPST $47.03)
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Topicus.com Inc. (TOI $124.70)
Q: I need to lighten up on techy/growth stocks and replace with more defensive/value names. Of this list, are there any you would sell? If not, and if I wanted to sell something anyway, in what order would you suggest selling? Thank you.
Q: Hello. Is there a particular reason CSU's return on equity /return in invested capital were materially lower in 2021 than prior years? Any cause for concern? Thanks.
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Constellation Software Inc. (CSU $3,325.58)
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ATS Corporation (ATS $38.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
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goeasy Ltd. (GSY $126.96)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.96)
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WELL Health Technologies Corp. (WELL $3.88)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $124.70)
Q: What are the best types of stocks to include in TFSA for long term hold (15-20yrs) with medium risk tolerance? Growth only or growth + income? Have heard that dividend stocks in TFSA can be good as income can compound over time tax free but if the growth outperformes the dividend yield would that not be better? Also could you include your top 10 Canadian picks right now for allocation in TFSA (sector doesn't matter)? Thanks
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Apple Inc. (AAPL $272.19)
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Costco Wholesale Corporation (COST $857.59)
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Microsoft Corporation (MSFT $483.98)
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NVIDIA Corporation (NVDA $174.14)
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Bank of America Corporation (BAC $54.26)
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JPMorgan Chase & Co. (JPM $313.00)
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Constellation Software Inc. (CSU $3,325.58)
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Dollarama Inc. (DOL $200.92)
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Alimentation Couche-Tard Inc. (ATD $74.25)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.96)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $51.83)
Q: Hello,
Can you please provide your highest conviction names in the US and Canada?
Thanks!
Can you please provide your highest conviction names in the US and Canada?
Thanks!
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Constellation Software Inc. (CSU $3,325.58)
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Dollarama Inc. (DOL $200.92)
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Air Canada Voting and Variable Voting Shares (AC $19.26)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
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goeasy Ltd. (GSY $126.96)
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Tamarack Valley Energy Ltd. (TVE $7.43)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.96)
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Galaxy Digital Inc. Class A common stock (GLXY $31.00)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
Q: We'd all love to get a look at a few stock prices from 5 years in the future. Get a big winner, or avoid a big loser, with no risk. If you could get a list of the prices of 10 Canadian stocks 5 years from now, which ones would you pick? Let's say stocks with a min market cap of roughly $1 billion Cdn.
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Costco Wholesale Corporation (COST $857.59)
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Alphabet Inc. (GOOG $303.75)
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Microsoft Corporation (MSFT $483.98)
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NVIDIA Corporation (NVDA $174.14)
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JPMorgan Chase & Co. (JPM $313.00)
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Constellation Software Inc. (CSU $3,325.58)
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Dollarama Inc. (DOL $200.92)
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Alimentation Couche-Tard Inc. (ATD $74.25)
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Premium Brands Holdings Corporation (PBH $101.50)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
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Bank of Nova Scotia (The) (BNS $72.04)
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Digital Turbine Inc. (APPS $5.47)
Q: Our grand-daughter, age 19, needs help with investing mid 6 figures $$, with funds not needed for 10 years or more. She is seeking guidance from her parents and grandparents with this. We would appreciate if you could provide appropriate suggestions and some direction.
Thank you for helpful service.
Cyril
Thank you for helpful service.
Cyril
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Apple Inc. (AAPL $272.19)
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Costco Wholesale Corporation (COST $857.59)
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Alphabet Inc. (GOOG $303.75)
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Microsoft Corporation (MSFT $483.98)
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Visa Inc. (V $346.01)
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Constellation Software Inc. (CSU $3,325.58)
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Dollarama Inc. (DOL $200.92)
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WSP Global Inc. (WSP $245.81)
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Kinaxis Inc. (KXS $177.21)
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Savaria Corporation (SIS $22.25)
Q: What is a solid level of free cash flow a company should deliver and what are your favoured 5 stocks in each of Canada and the US with high free cash flow? Thank you.
Q: Sorry but I have ask this. Is there a Canadian stock that at the moment you (Peter) are thinking ... boy I wish I did not have the rule about not buying a Canadian stock according the 5i company rules of not owning Canadian stocks? I realize that absolutely nothing is guaranteed these days and anything can happen. Just asking. Thanks again.
Q: What 1 US stock and 1 Canadian stock (both in technology space) would you buy today?
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Adobe Inc. (ADBE $355.81)
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Constellation Software Inc. (CSU $3,325.58)
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Descartes Systems Group Inc. (The) (DSG $122.56)
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Kinaxis Inc. (KXS $177.21)
Q: I'm thinking of increasing the tech exposure (presently 15%) to the 29 stocks I own in my portfolio. Presently my tech exposure is CSU, DSG and KXS. I find ADBE interesting. Would you invest more in the 3 stocks I already own or initiate a postion in ADBE?
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Toronto-Dominion Bank (The) (TD $127.49)
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Manulife Financial Corporation (MFC $49.87)
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Constellation Software Inc. (CSU $3,325.58)
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Stella-Jones Inc. (SJ $87.17)
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TFI International Inc. (TFII $148.96)
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ATS Corporation (ATS $38.05)
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BRP Inc. Subordinate Voting Shares (DOO $98.44)
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Acadian Timber Corp. (ADN $15.65)
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goeasy Ltd. (GSY $126.96)
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Canfor Pulp Products Inc. (CFX $0.50)
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Global X Marijuana Life Sciences Index ETF (HMMJ $9.01)
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Topicus.com Inc. (TOI $124.70)
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
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Constellation Software Inc. (CSU $3,325.58)
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Magna International Inc. (MG $75.13)
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goeasy Ltd. (GSY $126.96)
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Aritzia Inc. Subordinate Voting Shares (ATZ $114.96)
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Trisura Group Ltd. (TSU $43.45)
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Enthusiast Gaming Holdings Inc. (EGLX $0.05)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
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Boyd Group Services Inc. (BYD $223.00)
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Nuvei Corporation (NVEI)
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?
We would be pleased if you could provide an update.
Would you make any changes?
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Constellation Software Inc. (CSU $3,325.58)
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Descartes Systems Group Inc. (The) (DSG $122.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
Q: Hi 5i: I am considering getting back into some Canadian tech stocks. I would be pleased if you would provide me with your three best picks. A combination of cash on the balance sheet and moderate growth would be the criteria. I am a long term investor. Thank you always for providing great insights on investment decisions.
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