Q: I have a question about Brookfield Renewable Energy. I am a new member just creating my 30K TSFA portfolio now. I need to decide between CSU and and BEP; I already own Stantec, and I want one more A level stock. Which one do you think would be best for total return for the coming year. I realize they are very different stocks. (I also plan to own SYZ, AYA, ESL.)
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello Peter and the 5I team:
I am a new member and have a question on CSV (Constellation). This is an acquisition driven company. How long can they keep churning out increasing profits?
Do you have any recommendations on REITs? You do not have a single REIT in your model portfolio. Is that by choice?
I am a new member and have a question on CSV (Constellation). This is an acquisition driven company. How long can they keep churning out increasing profits?
Do you have any recommendations on REITs? You do not have a single REIT in your model portfolio. Is that by choice?
Q: Dear 5i Team
I would like to buy 2 of the best technology stocks that you think are out there . I m considering ESL , MDF and CSU . Any others you might suggest worth considering for 2013 and beyond ?
Thanks
Bill
I would like to buy 2 of the best technology stocks that you think are out there . I m considering ESL , MDF and CSU . Any others you might suggest worth considering for 2013 and beyond ?
Thanks
Bill
Q: If CSU (Constellation Software) is planning on reducing acquisitions this year, do you expect a further reduction in its multiple? At what price would you be a buyer?
Q: Hi Peter, any thoughts on CSU's earnings that came out yesterday? Thanks!
Q: Hi Peter,
CSU seemed to report good numbers but the market reaction is less than sanguine. Do see a problem in the recent report?
Thanks
Mike
CSU seemed to report good numbers but the market reaction is less than sanguine. Do see a problem in the recent report?
Thanks
Mike
Q: Hi, CSU continues its much awaited correction. Still same thesis as a week ago? As far as you can see, no fundamental change? Tempting to dip a toe in at current levels?
Q: Do you know what happened today with CSU? I own the stock, should I be concerned? Thanks Peter and team you are doing a great job.
Q: Hi.
CSU: Curious: How does a stock go from ~ $120 to ~ $117 in no time flat with no news today?
CSU: Curious: How does a stock go from ~ $120 to ~ $117 in no time flat with no news today?
Q: Hi 5i Team, What is your opinion of CSU and is it a good entry point now and do you think the dividend is safe going forward.
Thanks, Dennis.
Thanks, Dennis.
Q: 3% drop in 30 minutes at end of trading day ?
Does someone know something we don't know ?
Does someone know something we don't know ?
Q: GIB.A
What would your prefernce be, CGI Group or Constllation Software?
Thanks!
What would your prefernce be, CGI Group or Constllation Software?
Thanks!
Q: Peter, CSU jumped $4.42 on Friday. Only news was on the new transport system contract in Germany. Have been waiting long time for a pull back to buy, while it continues to rally on. What do you think a good entry level is now? Thanks for the grat service. Much appreciated.
Q: I would like to add a software company to my portfolio and I have been looking at Constellation Software. I am concerned that the stock price is very high. Do you think it is over bought at this time. It is trading at $120.02 today.
thanks Peter and team for your great work.
thanks Peter and team for your great work.
Q: Hi Peter,
What is your outlook for constellation software given the fact that it is currently hovering around a 52 week high? Do you anticipate another dividend increase in the near future?
What is your outlook for constellation software given the fact that it is currently hovering around a 52 week high? Do you anticipate another dividend increase in the near future?
Q: In my stock evaluiation I use a number of criteria taking .For value stocks one significant one is that the Market price should not be more than 2.5x book value. I weas interested in your report on Constellation. It passed all the benchmarks except market is 10x book.How significant do you think this is?
Q: Can I please get your comments on CSU's quarterly results, in particular any areas of potential concern. Thanks.
Q: Hello Peter. Constellation Software (CSU) has jumped to $117+ recently. Do you see more upside coming or would it be best to wait for a dip? Thank you.
Q: Hi Peter,
New member about 2-3 months ago. Have asked 4 questions and read the others Q&A, and your tweets.
Great Service - exceeded my expectations.
Jim(Mr. CMG lover and recently, CSU-T owner (both at All Time High's today - can we spell "Happy Face))
New member about 2-3 months ago. Have asked 4 questions and read the others Q&A, and your tweets.
Great Service - exceeded my expectations.
Jim(Mr. CMG lover and recently, CSU-T owner (both at All Time High's today - can we spell "Happy Face))
Q: IBM vs CSU. Are they comparable? Which is a better investment at this time. I recently sold my position in IBM as I am somewhat concerned of the effect of the fiscal cliff in the U.S.