Q: Sorry but I have ask this. Is there a Canadian stock that at the moment you (Peter) are thinking ... boy I wish I did not have the rule about not buying a Canadian stock according the 5i company rules of not owning Canadian stocks? I realize that absolutely nothing is guaranteed these days and anything can happen. Just asking. Thanks again.
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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.
Q: What 1 US stock and 1 Canadian stock (both in technology space) would you buy today?
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Adobe Inc. (ADBE $320.13)
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Constellation Software Inc. (CSU $3,412.32)
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Descartes Systems Group Inc. (The) (DSG $115.13)
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Kinaxis Inc. (KXS $174.82)
Q: I'm thinking of increasing the tech exposure (presently 15%) to the 29 stocks I own in my portfolio. Presently my tech exposure is CSU, DSG and KXS. I find ADBE interesting. Would you invest more in the 3 stocks I already own or initiate a postion in ADBE?
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Toronto-Dominion Bank (The) (TD $117.34)
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Manulife Financial Corporation (MFC $49.22)
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Constellation Software Inc. (CSU $3,412.32)
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Stella-Jones Inc. (SJ $86.99)
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TFI International Inc. (TFII $122.51)
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ATS Corporation (ATS $35.64)
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BRP Inc. Subordinate Voting Shares (DOO $96.45)
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Acadian Timber Corp. (ADN $15.70)
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goeasy Ltd. (GSY $138.45)
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Canfor Pulp Products Inc. (CFX $0.42)
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Global X Marijuana Life Sciences Index ETF (HMMJ $7.98)
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Topicus.com Inc. (TOI $127.73)
Q: I own the following Canadian Stocks in my RRSP and TFSA and 20% is in cash to invest when there are opportunities in the market.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
Which ones from the above list would you pick as your Top 3 choices to add to at today's prices, and the reasons why you like them.
Are there any on the list above that you would consider selling and the reasons why.
Thank You.
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Constellation Software Inc. (CSU $3,412.32)
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Magna International Inc. (MG $68.30)
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goeasy Ltd. (GSY $138.45)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.15)
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Trisura Group Ltd. (TSU $40.73)
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Enthusiast Gaming Holdings Inc. (EGLX $0.05)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.72)
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Boyd Group Services Inc. (BYD $234.38)
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Nuvei Corporation (NVEI)
Q: In march,2021 you published a special opportunities report on 10 top picks beginning with byd,csu.
We would be pleased if you could provide an update.
Would you make any changes?
We would be pleased if you could provide an update.
Would you make any changes?
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Constellation Software Inc. (CSU $3,412.32)
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Descartes Systems Group Inc. (The) (DSG $115.13)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.14)
Q: Hi 5i: I am considering getting back into some Canadian tech stocks. I would be pleased if you would provide me with your three best picks. A combination of cash on the balance sheet and moderate growth would be the criteria. I am a long term investor. Thank you always for providing great insights on investment decisions.
Docsinc
Docsinc
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Alphabet Inc. (GOOG $320.12)
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NVIDIA Corporation (NVDA $176.98)
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Constellation Software Inc. (CSU $3,412.32)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.14)
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
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Constellation Software Inc. (CSU $3,412.32)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.14)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.44)
Q: Hi 5i
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg
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Costco Wholesale Corporation (COST $913.59)
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Meta Platforms Inc. (META $647.95)
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Alphabet Inc. (GOOG $320.12)
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Microsoft Corporation (MSFT $491.92)
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NVIDIA Corporation (NVDA $176.98)
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Salesforce Inc. (CRM $230.54)
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Enbridge Inc. (ENB $68.13)
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Constellation Software Inc. (CSU $3,412.32)
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Descartes Systems Group Inc. (The) (DSG $115.13)
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Kinaxis Inc. (KXS $174.82)
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Alimentation Couche-Tard Inc. (ATD $76.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.14)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.15)
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Crocs Inc. (CROX $84.98)
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Bank of Nova Scotia (The) (BNS $69.29)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.72)
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CrowdStrike Holdings Inc. (CRWD $509.16)
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Digital Turbine Inc. (APPS $4.79)
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Upstart Holdings Inc. (UPST $44.96)
Q: Dear 5i Team,
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
If there was an option to totally liquidate all of the investments someone had and start with a clean slate, which 20 stocks US and Canada (10 each) would you recommend for a 10 year horizon?
Thank you for your advice as always,
Much appreciated.
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Apple Inc. (AAPL $278.85)
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Amazon.com Inc. (AMZN $233.22)
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Meta Platforms Inc. (META $647.95)
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Alphabet Inc. (GOOGL $320.18)
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Microsoft Corporation (MSFT $491.92)
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Visa Inc. (V $334.44)
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Constellation Software Inc. (CSU $3,412.32)
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
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Amazon.com Inc. (AMZN $233.22)
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Costco Wholesale Corporation (COST $913.59)
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Alphabet Inc. (GOOG $320.12)
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Loblaw Companies Limited (L $62.16)
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Constellation Software Inc. (CSU $3,412.32)
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goeasy Ltd. (GSY $138.45)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.15)
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Nutrien Ltd. (NTR $81.32)
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Sprott Physical Gold Trust (PHYS $45.08)
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Nuvei Corporation (NVEI)
Q: Hi group would like your opinion on Gold / silver in general good time to buy or little late to the party?
Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in
What% of my portfolio should be in energy going fwd
I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points
Realize more than one question here so deduct as necessary thanks for your help
Also what's the best way to invest in precious metals (what names or etf would you recommend or is it too late to get in
What% of my portfolio should be in energy going fwd
I would like to add to AMAZ, GOOG, CSU, TOI, NEUVI,ATZ, GSY, NTR COST, L - which 3 would you pick and why/ also would you buy now or continue to hold cash for lower entry points
Realize more than one question here so deduct as necessary thanks for your help
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Meta Platforms Inc. (META $647.95)
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Constellation Software Inc. (CSU $3,412.32)
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Ulta Beauty Inc. (ULTA $538.83)
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Oshkosh Corporation (Holding Company)Common Stock (OSK $128.18)
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Electronic Arts Inc. (EA $202.03)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.15)
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Dick's Sporting Goods Inc (DKS $206.57)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Q: Please comment on the allscripts conference call.
Q: On Jan 7 James asked your opinion on good/ great/ table pounding prices for these three companies. So much has happened since then. What is your opinion today?
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Enbridge Inc. (ENB $68.13)
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Sun Life Financial Inc. (SLF $82.50)
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Constellation Software Inc. (CSU $3,412.32)
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WSP Global Inc. (WSP $245.29)
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Algonquin Power & Utilities Corp. (AQN $8.59)
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TFI International Inc. (TFII $122.51)
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ATS Corporation (ATS $35.64)
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Premium Brands Holdings Corporation (PBH $98.43)
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goeasy Ltd. (GSY $138.45)
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Exchange Income Corporation (EIF $79.65)
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iShares Core Canadian Short Term Bond Index ETF (XSB $27.11)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $60.58)
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Vanguard S&P 500 Index ETF (VFV $170.02)
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Vanguard U.S. Dividend Appreciation Index ETF (VGG $105.90)
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Profound Medical Corp. (PRN $9.23)
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Aritzia Inc. Subordinate Voting Shares (ATZ $110.15)
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Vanguard Global Value Factor ETF (VVL $62.22)
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Brookfield Asset Management Inc Class A Limited (BAM $52.74)
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Bank of Nova Scotia (The) (BNS $69.29)
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Nuvei Corporation (NVEI)
Q: If you were to sell any of the above, list in order your top 5 or 6. Or would you keep the portfolio as is for next 3 years.
Roy
Roy
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Constellation Software Inc. (CSU $3,412.32)
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Descartes Systems Group Inc. (The) (DSG $115.13)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.14)
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Exco Technologies Limited (XTC $6.65)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.72)
Q: Can you please provide the names of some Canadian blue chips with the best balance sheets regardless of sector?
Q: What are your thoughts regarding their largest single acquisition to date?
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Costco Wholesale Corporation (COST $913.59)
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Alphabet Inc. (GOOG $320.12)
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NVIDIA Corporation (NVDA $176.98)
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Salesforce Inc. (CRM $230.54)
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Constellation Software Inc. (CSU $3,412.32)
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Kinaxis Inc. (KXS $174.82)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.14)
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Bank of Nova Scotia (The) (BNS $69.29)
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Digital Turbine Inc. (APPS $4.79)
Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?
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Apple Inc. (AAPL $278.85)
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Alphabet Inc. (GOOG $320.12)
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Microsoft Corporation (MSFT $491.92)
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Constellation Software Inc. (CSU $3,412.32)
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Enghouse Systems Limited (ENGH $20.38)
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The Trade Desk Inc. (TTD $39.56)
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CrowdStrike Holdings Inc. (CRWD $509.16)
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Digital Turbine Inc. (APPS $4.79)
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Topicus.com Inc. (TOI $127.73)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: Given the recent and continued decline in Teck stocks, can you provide your top 5 Tech picks for US and Canada. Small and large cap??
Q: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?