Q: I am considering selling CSU and LMN to realize tax losses and then buy them back after 30 days. Do you see much risk in these companies gaining significantly in 30 days? Thank you
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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 $2,441.27)
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Firan Technology Group Corporation (FTG $20.80)
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Kraken Robotics Inc. (PNG $8.37)
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Vitalhub Corp. (VHI $6.97)
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Topicus.com Inc. (TOI $96.37)
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Lumine Group Inc. (LMN $23.00)
Q: Could you list a few Canadian company's to buy now that may come roaring back from this downturn?
Thank you.
Thank you.
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TELUS Corporation (T $17.92)
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Constellation Software Inc. (CSU $2,441.27)
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Enghouse Systems Limited (ENGH $16.79)
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Topicus.com Inc. (TOI $96.37)
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Lumine Group Inc. (LMN $23.00)
Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy
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Constellation Software Inc. (CSU $2,441.27)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
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goeasy Ltd. (GSY $34.87)
Q: Please share your suggestions for 3 best index funds for TFSA as of today and non registered account for 5-10 yrs. What are your thoughts on CSU, GLY , SHOP to add as individual stocks. Thank you
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Constellation Software Inc. (CSU $2,441.27)
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Propel Holdings Inc. (PRL $18.42)
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Lumine Group Inc. (LMN $23.00)
Q: Would u suggest one should add position to these stocks, or will dollar cost average is a better option. What would be a good entry price suggestion, thank you for your great service is this turbulent time
Q: What percentage of LMN does CSU actually own and control, and what does their ownership stake represent in terms of CSU's own market cap?
Q: Water cooler talk at my son in law’s employment at one of the Mag 7 companies was strongly in favour of the notion that CSU’s price decline is largely due to a drying up of companies for them to buy. Do you attach much, if any, credibility to this thesis?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
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Constellation Software Inc. (CSU $2,441.27)
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Celestica Inc. (CLS $410.21)
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Descartes Systems Group Inc. (The) (DSG $99.49)
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TMX Group Limited (X $49.61)
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Thomson Reuters Corporation (TRI $125.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
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goeasy Ltd. (GSY $34.87)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $182.43)
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Kraken Robotics Inc. (PNG $8.37)
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Vitalhub Corp. (VHI $6.97)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Tantalus Systems Holding Inc. (GRID $4.50)
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MDA Space Ltd. (MDA $37.85)
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Propel Holdings Inc. (PRL $18.42)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
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Lumine Group Inc. (LMN $23.00)
Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much
Q: I am down 40% with LMN, with the recent sell offs of both CSU and LMN, would you see this as good opportunity to 1. DCA aggressively with LMN as we're expecting a bounce back in the near future. 2. DCA LMN moderately and open a new position in CSU to then hold both CSU and LMN 3. DCA slightly with LMN and open a bigger position with CSU.
Would you see owning both CSU and LMN as a good decision? Is there one you would own over the other?
I am a long term investor and not necessarily worried about the short term downfall we've experienced.
Thanks!
Would you see owning both CSU and LMN as a good decision? Is there one you would own over the other?
I am a long term investor and not necessarily worried about the short term downfall we've experienced.
Thanks!
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Constellation Software Inc. (CSU $2,441.27)
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ARC Resources Ltd. (ARX $27.66)
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Tourmaline Oil Corp. (TOU $64.32)
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Celestica Inc. (CLS $410.21)
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Ninepoint Energy Income FUnd (NRGI)
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Lumine Group Inc. (LMN $23.00)
Q: Hi not impressed with NRGI am down 20% and have been invested since inception.
Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD
Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD
Q: I was thinking of selling my shares of Richelieu hardware and buy constellation software for more growth. Would you agree ?
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Constellation Software Inc. (CSU $2,441.27)
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Descartes Systems Group Inc. (The) (DSG $99.49)
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Thomson Reuters Corporation (TRI $125.58)
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goeasy Ltd. (GSY $34.87)
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Vitalhub Corp. (VHI $6.97)
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WELL Health Technologies Corp. (WELL $3.90)
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Topicus.com Inc. (TOI $96.37)
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Tantalus Systems Holding Inc. (GRID $4.50)
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Cellebrite DI Ltd. (CLBT $14.00)
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BlackSky Technology Inc. Class A (BKSY $30.81)
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Propel Holdings Inc. (PRL $18.42)
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Lumine Group Inc. (LMN $23.00)
Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?
Thanks
Tim
Thanks
Tim
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Apple Inc. (AAPL $255.92)
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Amazon.com Inc. (AMZN $209.77)
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Alphabet Inc. (GOOG $294.46)
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Intuitive Surgical Inc. (ISRG $452.07)
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NVIDIA Corporation (NVDA $177.39)
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Booking Holdings Inc. (BKNG $4,194.31)
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Salesforce Inc. (CRM $187.18)
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JPMorgan Chase & Co. (JPM $293.10)
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Eli Lilly and Company (LLY $935.58)
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United Rentals Inc. (URI $732.09)
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Visa Inc. (V $300.80)
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Toronto-Dominion Bank (The) (TD $132.51)
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Enbridge Inc. (ENB $75.40)
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Constellation Software Inc. (CSU $2,441.27)
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Dollarama Inc. (DOL $172.59)
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WSP Global Inc. (WSP $219.79)
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Celestica Inc. (CLS $410.21)
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Thomson Reuters Corporation (TRI $125.58)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
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Monolithic Power Systems Inc. (MPWR $1,118.49)
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Axon Enterprise Inc. (AXON $412.81)
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CECO Environmental Corp. (CECO $62.18)
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EnerSys (ENS $177.35)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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CrowdStrike Holdings Inc. (CRWD $399.12)
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Vertiv Holdings LLC Class A (VRT $261.29)
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RTX Corporation (RTX $196.21)
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Robinhood Markets Inc. (HOOD $68.90)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.93)
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Nebius Group N.V. (NBIS $108.82)
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Costco CDR (CAD Hedged) (COST $45.49)
Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.
Thanks again for all the insights - love the service you provide.
Thanks again for all the insights - love the service you provide.
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Constellation Software Inc. (CSU $2,441.27)
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FirstService Corporation (FSV $194.43)
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goeasy Ltd. (GSY $34.87)
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Lumine Group Inc. (LMN $23.00)
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: Gentlemen;
If you could only buy one stock which one would you buy today, META or CSU, with a 3 year investment horizon for total return?
If you could only buy one stock which one would you buy today, META or CSU, with a 3 year investment horizon for total return?
Q: I know that CSU will be widely sold before year end, but I am encouraged that you are still recommending it. So where do you see it turning around before year end and being a buy? Just your best guess and no promises expected…
Q: Is there any recent insider buying of CSU? Do you think we have seen most of the bad news?
Thanks for all your help,
Mike
Thanks for all your help,
Mike
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Constellation Software Inc. (CSU $2,441.27)
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Topicus.com Inc. (TOI $96.37)
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Lumine Group Inc. (LMN $23.00)
Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
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Canadian National Railway Company (CNR $144.93)
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Constellation Software Inc. (CSU $2,441.27)
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Celestica Inc. (CLS $410.21)
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Thomson Reuters Corporation (TRI $125.58)
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goeasy Ltd. (GSY $34.87)
Q: We just opened a TFSA account for my daughter, she is 18.
Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.
Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?
Also, is there a place for bitcoin? If yes what %.
Thanks in advance
Money is not needed for a long time. Our aim is to maximize the growth, risk tolerant, tax efficiency and easy to manage.
Would you recommend ETF's or Individual stocks? How many positions? What companies/ETF?
Also, is there a place for bitcoin? If yes what %.
Thanks in advance
Q: Why is stock down 5% today, after decent earnings ?
The most severe downgrades seem to come from Jefferies ( $4500 from $5850 and RJ ( $4300 from $5250), although most other analysts have made only moderate changes.
As you mentioned in your comments, stock has seen the largest drawdown in its history, now almost 40%, from its high, on the back of AI related concerns and CEO stepping down.
Do you foresee any meaning recovery/catalysts, over next 12 months, or it would be prudent to lighten up based on its horrible technicals ?
Thanks
The most severe downgrades seem to come from Jefferies ( $4500 from $5850 and RJ ( $4300 from $5250), although most other analysts have made only moderate changes.
As you mentioned in your comments, stock has seen the largest drawdown in its history, now almost 40%, from its high, on the back of AI related concerns and CEO stepping down.
Do you foresee any meaning recovery/catalysts, over next 12 months, or it would be prudent to lighten up based on its horrible technicals ?
Thanks