Q: I currently have small positions in both of the above and want to consolidate. Which do you suggest I sell to buy the other. I have gains on both but taxes not a factor. Longer term investor here, just don't want small positions.
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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.
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- TECSYS Inc. (TCS)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Which of the above should be most positively affected by a dropping Canadian bank rate. Pls rate in most to least..
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Constellation Software Inc. (CSU)
- Bausch Health Companies Inc. (BHC)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: By not listing in the US, are they in some way shielded from US shorts that target Canadian companies (sometimes for dubious reasons)?
Q: Your thoughts as to why these software companies are up on a day when others are all down?
Thx
Thx
Q: Good morning
My question is regarding RESPs.. I’m currently holding CSU, LMN and VFV in my RESP. All equal weightings. Would you top up or add ? If adding, please list your top 5 in order. Thanks
My question is regarding RESPs.. I’m currently holding CSU, LMN and VFV in my RESP. All equal weightings. Would you top up or add ? If adding, please list your top 5 in order. Thanks
Q: Did you have a chance to review the AGM from these companies and if so was there anything of interest?
Thx
Thx
Q: Which is the cheaper by valuation, Topicus or Lumine right now? Thanks.
- NVIDIA Corporation (NVDA)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Docebo Inc. (DCBO)
- Boyd Group Services Inc. (BYD)
- Vertiv Holdings LLC Class A (VRT)
- Topicus.com Inc. (TOI)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
Q: What would you consider good entry points for the noted stocks? Is there any you would not purchase at current levels?
Thanks
Tim
Thanks
Tim
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Celestica Inc. (CLS)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vertiv Holdings LLC Class A (VRT)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- CVS Health Corporation (CVS)
- Eli Lilly and Company (LLY)
- McDonald's Corporation (MCD)
- Zoetis Inc. Class A (ZTS)
- Toronto-Dominion Bank (The) (TD)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Constellation Software Inc. (CSU)
- Restaurant Brands International Inc. (QSR)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- goeasy Ltd. (GSY)
- ARC Document Solutions Inc. (ARC)
- Brookfield Renewable Partners L.P. Limited Partnership Units (BEP)
- Berkshire Hathaway Inc. (BRK.B)
- Boyd Group Services Inc. (BYD)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hi group I have taken profits on QSR,MCD,GSY,BYD,WSP,CSU,ARC. So my question in what order and at what price do i get back in i own the others, as listed so please rate them also for adding same format. Thanks for your help with this
- Royal Bank of Canada (RY)
- Canadian National Railway Company (CNR)
- Canadian Natural Resources Limited (CNQ)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Hello Peter and team
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf
- Constellation Software Inc. (CSU)
- Topicus.com Inc. (TOI)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
- TerraVest Industries Inc. (TVK)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- Vitalhub Corp. (VHI)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Duolingo Inc. (DUOL)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
- TransMedics Group Inc. (TMDX)
- Nextracker Inc. (NXT)
Q: Can you provide your top 5 growth stock picks over the next 6-12 months and provide commentary on why each is worthy to make the list. Appreciate getting separate Canadian and US lists.
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Alimentation Couche-Tard Inc. (ATD)
- Black Diamond Group Limited (BDI)
- goeasy Ltd. (GSY)
- BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
- Global X S&P 500 Index Corporate Class ETF (HXS)
- EQB Inc. (EQB)
- Lumine Group Inc. (LMN)
Q: The above holdings are in an RESP that won’t be required for at least 7 years. For new money, which sectors to add and a couple of suggestions please.
Q: Hi, Both LMN and TOI faltered post earnings, Thursday, pulling the parent CSU down to the lowest level of past several months of trading. What is your read through to CSU earnings, from these two reports, if that's an indication of some nature ? Thank You
Q: Hi 5i
Globe and Mail shows a "Canadian Insider" transferred in over 157 million shares of LMN, worth over $3.9 billion. When i saw that type of insider activity with Celsius it led to a few months of selling.
1) when big chunks of the company for example, LMN market cap is $9.6 billion, are "transferred in" does that usually portend an early investor is getting out/ moving on to next venture?
2) would such a large shareholder be CSU or the former CEO of Wideorbit or Titanium? I am wondering if those acquired company's CEOs plan to stay with LMN (corporate knowledge and development of business)- have there been any press releases in this regard?
TIA
Globe and Mail shows a "Canadian Insider" transferred in over 157 million shares of LMN, worth over $3.9 billion. When i saw that type of insider activity with Celsius it led to a few months of selling.
1) when big chunks of the company for example, LMN market cap is $9.6 billion, are "transferred in" does that usually portend an early investor is getting out/ moving on to next venture?
2) would such a large shareholder be CSU or the former CEO of Wideorbit or Titanium? I am wondering if those acquired company's CEOs plan to stay with LMN (corporate knowledge and development of business)- have there been any press releases in this regard?
TIA
- Garmin Ltd. (Switzerland) (GRMN)
- TerraVest Industries Inc. (TVK)
- Crocs Inc. (CROX)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- Vertiv Holdings LLC Class A (VRT)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
- TransMedics Group Inc. (TMDX)
Q: I am setting up an income RRIF and thanks for all your your answers to my questions. I would like to add one potential growth stock because that is me. It won't be a huge % say 3. Can you suggest a couple CAD and USD each? Thanks again. Dan
Q: Hello Peter,
Would it be a good idea to add to Topicus and Lumine group given their results? I was thinking to top it up to 5 percent weight each. . Thanks very much
Would it be a good idea to add to Topicus and Lumine group given their results? I was thinking to top it up to 5 percent weight each. . Thanks very much
Q: Could you provide your comments on the first quarter results please.
Q: Hello 5i,
On April 26 in an answer to a question from Rob you said LMN lost $2.8billion due to a non cash adjustment on CSU preferred shares conversion.
My question is: Will this event be repeated? If so, how often?
The optics of "losing" $2.8 billion generally doesn't sit well with investors.
Thanks
Dave
On April 26 in an answer to a question from Rob you said LMN lost $2.8billion due to a non cash adjustment on CSU preferred shares conversion.
My question is: Will this event be repeated? If so, how often?
The optics of "losing" $2.8 billion generally doesn't sit well with investors.
Thanks
Dave