Q: Hi, Could you please comment on Constellation results. Is is a Buy for adding some shares at $4075-$4100 level ? Thank You
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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.
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Walmart Inc. (WMT)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Constellation Software Inc. (CSU)
- ARC Resources Ltd. (ARX)
- Tourmaline Oil Corp. (TOU)
- goeasy Ltd. (GSY)
Q: Hi Group i am treating the above stocks as core positions. I am concerned that some of the list are taking big hits so should i take profits while there is still some $ left in the black . FFH is an example where my profits was 40% now less than 10% ? (this is my worst performer so please answer specifically what you suggest buy, sell or hold). . Please advise if I should take some profits or just ride it out. List in order of preference...Buy sell ,or hold Thanks for your thoughts on this dilemma
Q: Hello Peter,
What is your opinion on Amazon's results? Buying opportunity? Would you use the decline in share price of constellation over the last two days as way of buying more? Is Teledoc a sell at this point and does the theme of remote healthcare no longer hold as it did during covid? thanks a bunch
What is your opinion on Amazon's results? Buying opportunity? Would you use the decline in share price of constellation over the last two days as way of buying more? Is Teledoc a sell at this point and does the theme of remote healthcare no longer hold as it did during covid? thanks a bunch
Q: Csu has been straight down 500$ of late.Any sense of the sell off?
- Alphabet Inc. (GOOG)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Intact Financial Corporation (IFC)
- Thomson Reuters Corporation (TRI)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Hello 5i's!
In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?
Thanks as always.
In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?
Thanks as always.
- Energulf Resources (ENG)
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Eli Lilly and Company (LLY)
- Walmart Inc. (WMT)
- Zoetis Inc. Class A (ZTS)
- Loblaw Companies Limited (L)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Constellation Software Inc. (CSU)
- Tourmaline Oil Corp. (TOU)
- WSP Global Inc. (WSP)
- TFI International Inc. (TFII)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- iShares Russell 2000 Growth ETF (IWO)
- BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB)
- Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
- INVESCO QQQ Trust (QQQ)
- Topicus.com Inc. (TOI)
- ARCpoint Inc. (ARC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
- Lumine Group Inc. (LMN)
Q: Hi group in what order would you add Regardless of sector to the above stocks that i presently own + would you wait after the big drop in the markets today or slowly average in
also what your general thoughts (short comment will suffice) on the markets going fwd
also what your general thoughts (short comment will suffice) on the markets going fwd
Q: What is happening to CSU today? Down almost 2% so far.
Q: What does the market expect from CSU this quarter?
Thx
Thx
- Amazon.com Inc. (AMZN)
- Eli Lilly and Company (LLY)
- NextEra Energy Inc. (NEE)
- Constellation Software Inc. (CSU)
- Intact Financial Corporation (IFC)
- WSP Global Inc. (WSP)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Coinbase Global Inc (COIN)
Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Q: Do you still prefer Google over Csu at this time?
Thx
Thx
Q: CSU stock continues to power upwards and everybody seems to love it. This raises the possibility that it is, or will become, overbought. Can you suggest a sell-point and some metrics for determining when my csu holding should be lightened? If lightening, would you do this before or after Q2 report on Aug 7?
Q: Hello Peter,
I am wondering if it is best to sell my positions in Lumine Group and Topicus and use the proceeds to beef up my position in Constellation as it seems the subsidiaries are hardly moving and are range bound..Also, can you suggest a few money market funds that i can park my money into.. Much appreciate it
I am wondering if it is best to sell my positions in Lumine Group and Topicus and use the proceeds to beef up my position in Constellation as it seems the subsidiaries are hardly moving and are range bound..Also, can you suggest a few money market funds that i can park my money into.. Much appreciate it
Q: Constellation Software has impressively continued to climb to new 52 week highs. Topicus and Lumine have been pretty stagnant lately. Do you expect some share price action from Topicus and Lumine in the next 6 months?
- Constellation Software Inc. (CSU)
- Dollarama Inc. (DOL)
- Intact Financial Corporation (IFC)
- Celestica Inc. (CLS)
- Thomson Reuters Corporation (TRI)
- Ag Growth International Inc. (AFN)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- ADF Group Inc. Subordinate Voting Shares (DRX)
- GFL Environmental Inc. subordinate voting shares (GFL)
- Topicus.com Inc. (TOI)
- Propel Holdings Inc. (PRL)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Lumine Group Inc. (LMN)
Q: Hi, hold enough EIF that I want to divest and diversify. Looking for high growth over the next 4-5 years, but not as interested in dividends. I also hold a fair bit of CSU and gsy, so am thinking along those lines. What would be a good ranking for the following at today's prices (best to worst), and are there another couple additions you'd suggest? Big thanks!
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
DOL, BN, CLS, LMN, TOI, DRX, DSG, IFC, TRI, PRL, AFN, GFL.
Q: Anything to account for the strength in CSU of late?
Thx
Thx
Q: I almost gag a putting these two in the same question. Could you please provide a comparison of compensation for the two CEOs?
Q: Hi Peter, in one of your answers you say that CSU is not cheap at 39x earnings and you would be comfortable owning it. Does that mean you would still buy it at today's price or would you wait for a chance to buy it at a cheaper price and do you think there is a possibility for a pull back. Thanks
Q: Hi 5i Team - This question has likely been asked before. Is it possible or probable that CSU would do a stock split. It is now over $4000 per share which makes it difficult for some smaller portfolios to take a partial position or increase/decrease partial positions. Thanks.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Open Text Corporation (OTEX)
Q: Could you please compare the key financial metrics of OTEX vs ENGH and tell me which one you feel is the better long term hold and why. Finally, is there a canadian tech company you prefer to either of these 2?
Many Thanks
Scott
Many Thanks
Scott
Q: My Topicus share value is about double the share value of what I have in Lumine and Constellation Software. What are your thoughts about making all three holdings roughly equal or if not equal what mix do you feel is best if considering future growth prospects?