Investment Q&A

Q: Toi closed the end of oct at $138. To day it was as low as $98 before recovering slightly.
Do you think Csu and Toi insiders are selling Toi shares to provide funds to the new venture capital fund?
Does Toi have their own acquisition team or do they rely on Csu?
Is Toi restricted to only Europe ?
Would they have enough cash flow to finance an acquisition or will they have to borrow or issue shares?
Finally if one planned to invest $30,000. today in Csu and Toi for at least a a 5 year hold,how should one proportion it?

Q: Hi, I was wondering what you would suggest for additions to an RESP which currently holds VGG
and GSY. Long term hold, moderate risk ok.
Two or three top recommendations please, and Thanks for your excellent service! Thanks, Lavern

Q: I find TOI’s slide puzzling. With no news from TOI can we assume that a portion of the selling is profit taking and some is the downward momentum spurred by such selling? Perhaps there’s no way to know.

I have been considering selling some or all of my CSU position to participate in a TOI upswing, though I hate to part with it, but the gain has been large. TFSA, so no tax implications.

Am I being too greedy, or is this an opportunity?

Q: Does it make sense if Enghouse is to be bought by CSU? I've always thought that the Enghouse was kind of a mini-constellation.

Q: What is your favourite Canadian growth stocks? Thank you!

Q: Hi, Any comments on the new initiative announced by Constellation Software, starting a Venture Capital Fund with $200 mln, to provide financing for start-up and rapidly growing vertical software businesses ? Thanks

Q: Hi team,

I have the following partial positions (less than 2%) and am looking for guidance on which ones look like good adds. Please rank in order and also provide a target price.
AC, ABNB, ATZ, DOO, CSU, ENB, FTS, KXS, MED, PXT, PINS

Q: Is the change in leadership at CSU cause for concern?

Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron

Q: how much debt does ?csu presently have?

thx

Q: 10:55 AM 11/15/2021
I am interested in Canadian companies that stockpile data and business information and provide this information on a one-time or subscription basis for reoccurring income. It seems they have strong moats
I really like dividends but I sense that these may all really all growth companies except for ISV
I am currently looking at DND, TRI, and ISV so far
Are there other companies with similar businesses?
Could you please compare all these companies for expected share price growth, debt, POR, dividend growth, etc., and place them in a list of desirability.
Is it better to forego a nice dividend as in ISV, and just go for growth?
If that's the case then why not just cut to the chase and buy CSU in our TFSAs and wait 10+ years?
Thank you.......... Paul W. K.

Q: Hi Team, We hold CNR and BIP.UN in our TFSA accounts and would like to free up space for other holdings from our non-registered account. We hold AMZN, BAM'A, CSU, GOOG, and QCOM in a non-registered account. If we switch out CNR and BIP.UN before Dec. 31 will we be able to transfer in some of the non-registered holdings in 2022? If so, in which order would you rank the non-registered holdings to take advantage of the TFSA account?
Would it be better to replace BIP.UN with BIPC in the non-registered account?
Thanks

Q: I am losing patience with LWRK. I bought it as as steady-eddy stock with some growth and a reasonable dividend. Although I'm still up some 26% ( in a non-registered account), I'm down 40% from a year ago. Please comment on recent earnings, headwinds from the recent rebranding, and any other factors that may be holding this stock back.

Thinking of foregoing the dividend and replacing LWRK with CSU or SHOP to make up for my paper loss. Is it time to bail? And if so, which of these two stocks would you recommend I purchase today? Thank you.

Q: I would like to have your thoughts on CSU. Is it a good long term hold ?
How do you see the company's future growth ?

Can I get Constellation Software valuation and at what price would you consider a good entry point.

Thank you

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

Q: RBC Paul Treiber has put a $2700 target on CSU. Do you look at other analyst reports? and if so do you agree with the thesis?

Thx

Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Q: What 4 dividend stocks or ETFs would you suggest for a long term hold to see the power of compounding

Q: Perhaps this asking you to choose a favourite child...with goals of long term growth and long term security of capital, if only one of these two was to be owned, what would you do? And why?
thanks for your excellent service.