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  5. CSU: Hi guys, Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. [Constellation Software Inc.]
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Q: Hi guys,

Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim
Asked by jim on December 18, 2024
5i Research Answer:

Yes; while personal weightings need to be personal, we are comfortable at current levels. Note that with some recent gains SHOP is approaching 7%, and above this level we generally start to consider a trim of a position. 

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