Q: Is there news on LMN, The market including CSU decline a lot while LMN advancing . Thanks a million.
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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)
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Thomson Reuters Corporation (TRI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: If Peter had to give three picks on BNN Market Call that were Canadian, what would they be?
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
Q: Hi Gang,
If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
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Alphabet Inc. (GOOG)
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Walmart Inc. (WMT)
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Loblaw Companies Limited (L)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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RTX Corporation (RTX)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Group please share your top 4 sectors c/w 3 stocks in each. (please rate the 3 in order of preferred order to add) also if you could suggest a good entry price (i intend to average in over the next 6 months presently no defense /manufacturing exposure also light on health care. I have 20% of my portfolio in cash. thanks
Q: How exposed are csu, Toi and lmn to Tarriffs? Or is it to their advantage and they will pick companies at good discounts? Thanks.
Shyam
Shyam
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Thomson Reuters Corporation (TRI)
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Berkshire Hathaway Inc. (BRK.B)
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Trane Technologies plc (TT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hi Guys,
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?
thanks
Jim
Q: I am donating some of my CSU shares (20% of holding) and am considering whether or not these should be replaced in my portfolio. Currently, CSU is 3% of my investment portfolio and 6% of my equity portfolio (before the donation). When you speak to 5% as a ceiling for exposure, is that in the total portfolio or the equity portion of the portfolio?
Q: To follow up on my previous question regarding holdings best suited for TFSAs, I had forgotten CSU from the holdings list. Would you consider a good holding for a TFSA ? Thanks in advance.
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Thomson Reuters Corporation (TRI)
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Berkshire Hathaway Inc. (BRK.B)
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Trane Technologies plc (TT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Topicus.com Inc. (TOI)
Q: For those that have a smaller portfolio and where that translates to even 1 share of CSU making up a huge percentage of the portfolio, what CDN tech stock(s) would you recommend in its place? TOI? GIB? Other?
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Intuitive Surgical Inc. (ISRG)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Berkshire Hathaway Inc. (BRK.B)
Q: Besides BRK & CSU, what other companies pay no dividend or only a tiny dividend since presumably they feel they can give sharholders a return higher by investing the funds. Cdn, US, or Global names appreciated. What would be your favorite to put away for 5 years with little need to check on them. Thank you for all your great work !
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Constellation Software Inc. (CSU)
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Agnico Eagle Mines Limited (AEM)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Nutrien Ltd. (NTR)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Sitting on some cash. Are there any good buying opportunities under the balanced portfolio you would consider at this moment for a 5-6 year time horizon?
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Walmart Inc. (WMT)
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Enbridge Inc. (ENB)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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ARC Resources Ltd. (ARX)
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Tourmaline Oil Corp. (TOU)
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goeasy Ltd. (GSY)
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JPMorgan Chase (JPMPRG)
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Royal Bank Of Canada (RY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Costco CDR (CAD Hedged) (COST)
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Microsoft CDR (CAD Hedged) (MSFT)
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Amazon.com CDR (CAD Hedged) (AMZN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: Is XIT worth holding? Or would one be better off just buying the top 3 holdings in equal weightings. For CDN tech, what would be the best buys today for the long term?
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Royal Bank of Canada (RY)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Thomson Reuters Corporation (TRI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: Assuming the current selloff continues, VIX goes up to 35+, and recession is almost certain in the US. Regardless of sector, what US/CAD stocks YOU would buy for capital appreciation if you have CAD$ 100,000? YOU plan to hold these stocks more than 3 years and you believe these companies will survive the economic downturn no matter how hard it will be.
Q: Your thoughts please on the quarters?
Thx
Thx
Q: Surprised a question about the earnings report on Friday has not been asked .
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating
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Meta Platforms Inc. (META)
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Intuitive Surgical Inc. (ISRG)
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Netflix Inc. (NFLX)
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Booking Holdings Inc. (BKNG)
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Salesforce Inc. (CRM)
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Toronto-Dominion Bank (The) (TD)
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Canadian Natural Resources Limited (CNQ)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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BMO S&P 500 Index ETF (ZSP)
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TerraVest Industries Inc. (TVK)
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CrowdStrike Holdings Inc. (CRWD)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Alphabet CDR (CAD Hedged) (GOOG)
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?
Thanks
Q: What does the market expect this quarter?
Thx
Thx
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Suncor Energy Inc. (SU)
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Enbridge Inc. (ENB)
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Canadian Natural Resources Limited (CNQ)
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Pembina Pipeline Corporation (PPL)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?
Please deduct appropriately…
Thank you
Tim
Please deduct appropriately…
Thank you
Tim