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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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 $4,355.17)
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ATS Corporation (ATS $38.48)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
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goeasy Ltd. (GSY $208.48)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
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WELL Health Technologies Corp. (WELL $4.63)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $160.67)
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 $238.15)
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Costco Wholesale Corporation (COST $952.07)
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Microsoft Corporation (MSFT $509.04)
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NVIDIA Corporation (NVDA $174.88)
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Bank of America Corporation (BAC $50.66)
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JPMorgan Chase & Co. (JPM $309.19)
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Constellation Software Inc. (CSU $4,355.17)
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Dollarama Inc. (DOL $187.34)
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Alimentation Couche-Tard Inc. (ATD $72.82)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $47.10)
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 $4,355.17)
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Dollarama Inc. (DOL $187.34)
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Air Canada Voting and Variable Voting Shares (AC $18.90)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
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goeasy Ltd. (GSY $208.48)
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Tamarack Valley Energy Ltd. (TVE $5.91)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
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Galaxy Digital Inc. Class A common stock (GLXY $43.78)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
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 $952.07)
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Alphabet Inc. (GOOG $251.42)
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Microsoft Corporation (MSFT $509.04)
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NVIDIA Corporation (NVDA $174.88)
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JPMorgan Chase & Co. (JPM $309.19)
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Constellation Software Inc. (CSU $4,355.17)
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Dollarama Inc. (DOL $187.34)
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Alimentation Couche-Tard Inc. (ATD $72.82)
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Premium Brands Holdings Corporation (PBH $93.32)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
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Bank of Nova Scotia (The) (BNS $64.80)
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Digital Turbine Inc. (APPS $5.34)
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 $238.15)
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Costco Wholesale Corporation (COST $952.07)
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Alphabet Inc. (GOOG $251.42)
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Microsoft Corporation (MSFT $509.04)
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Visa Inc. (V $340.03)
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Constellation Software Inc. (CSU $4,355.17)
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Dollarama Inc. (DOL $187.34)
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WSP Global Inc. (WSP $285.25)
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Kinaxis Inc. (KXS $184.28)
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Savaria Corporation (SIS $20.61)
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 $352.73)
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Constellation Software Inc. (CSU $4,355.17)
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Descartes Systems Group Inc. (The) (DSG $140.05)
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Kinaxis Inc. (KXS $184.28)
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 $107.08)
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Manulife Financial Corporation (MFC $43.28)
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Constellation Software Inc. (CSU $4,355.17)
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Stella-Jones Inc. (SJ $79.76)
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TFI International Inc. (TFII $131.52)
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ATS Corporation (ATS $38.48)
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BRP Inc. Subordinate Voting Shares (DOO $89.47)
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Acadian Timber Corp. (ADN $17.35)
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goeasy Ltd. (GSY $208.48)
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Canfor Pulp Products Inc. (CFX $0.44)
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Global X Marijuana Life Sciences Index ETF (HMMJ $8.95)
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Topicus.com Inc. (TOI $160.67)
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 $4,355.17)
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Magna International Inc. (MG $63.46)
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goeasy Ltd. (GSY $208.48)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
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Trisura Group Ltd. (TSU $39.77)
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Enthusiast Gaming Holdings Inc. (EGLX $0.07)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
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Boyd Group Services Inc. (BYD $238.36)
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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 $4,355.17)
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Descartes Systems Group Inc. (The) (DSG $140.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
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.
Docsinc
Docsinc
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Alphabet Inc. (GOOG $251.42)
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NVIDIA Corporation (NVDA $174.88)
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Constellation Software Inc. (CSU $4,355.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
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Constellation Software Inc. (CSU $4,355.17)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.40)
Q: Hi 5i
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg
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Costco Wholesale Corporation (COST $952.07)
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Meta Platforms Inc. (META $779.00)
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Alphabet Inc. (GOOG $251.42)
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Microsoft Corporation (MSFT $509.04)
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NVIDIA Corporation (NVDA $174.88)
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Salesforce Inc. (CRM $239.31)
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Enbridge Inc. (ENB $67.25)
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Constellation Software Inc. (CSU $4,355.17)
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Descartes Systems Group Inc. (The) (DSG $140.05)
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Kinaxis Inc. (KXS $184.28)
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Alimentation Couche-Tard Inc. (ATD $72.82)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $202.34)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
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Crocs Inc. (CROX $78.99)
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Bank of Nova Scotia (The) (BNS $64.80)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
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CrowdStrike Holdings Inc. (CRWD $444.98)
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Digital Turbine Inc. (APPS $5.34)
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Upstart Holdings Inc. (UPST $67.17)
Q: Dear 5i Team,
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
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Apple Inc. (AAPL $238.15)
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Amazon.com Inc. (AMZN $234.05)
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Meta Platforms Inc. (META $779.00)
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Alphabet Inc. (GOOGL $251.16)
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Microsoft Corporation (MSFT $509.04)
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Visa Inc. (V $340.03)
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Constellation Software Inc. (CSU $4,355.17)
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
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Amazon.com Inc. (AMZN $234.05)
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Costco Wholesale Corporation (COST $952.07)
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Alphabet Inc. (GOOG $251.42)
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Loblaw Companies Limited (L $53.76)
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Constellation Software Inc. (CSU $4,355.17)
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goeasy Ltd. (GSY $208.48)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
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Nutrien Ltd. (NTR $78.03)
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Sprott Physical Gold Trust (PHYS $39.03)
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Nuvei Corporation (NVEI)
Q: Hi group would like your opinion on Gold / silver in general good time to buy or little late to the party?
Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in
What% of my portfolio should be in energy going fwd
I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points
Realize more than one question here so deduct as necessary thanks for your help
Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in
What% of my portfolio should be in energy going fwd
I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points
Realize more than one question here so deduct as necessary thanks for your help
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Meta Platforms Inc. (META $779.00)
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Constellation Software Inc. (CSU $4,355.17)
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Ulta Beauty Inc. (ULTA $525.21)
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Oshkosh Corporation (Holding Company)Common Stock (OSK $135.97)
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Electronic Arts Inc. (EA $172.08)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.57)
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Dick's Sporting Goods Inc (DKS $222.66)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Q: Please comment on the allscripts conference call.
Q: On Jan 7 James asked your opinion on good/ great/ table pounding prices for these three companies. So much has happened since then. What is your opinion today?