Investment Q&A

Q: Hello, Any comments on Lumine Group results ? Thanks

Q: My Tech holdings are getting too high, thanks to your good advice. Would you please provide your current ranking of the stocks listed? I've included GOOGL, even though I believe you place it in the comm/serv sector.

Q: Seem to be some good deals out there. Would you be able to suggest a list of top 10 compelling buys in this current market decline?

Q: Am I correct in assuming the Svb banking failure could benefit as Csu may be able to purchase prospects at a cheaper price?

Q: What are the companies getting attractive in these times?..I bought some BN..it had a 4% drop yesterday..Please suggest any quality companies to watch. Thanks.

Shyam

Q: Do you think the 22% drop in ENGH Friday has any flow through to CSU? Both stocks had been performing very well.

Q: Peter, if you were initiating or adding to positions in your TFSA, which 2-3 Canadian Companies would you be picking for maximum returns (top picks)?

Thank you

Q: Please provide some colour on their recent purchase and when do you expect the next earnings report?
Thank you.

Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.

Q: I need to trim my technology exposure. Can you please rank CSU, GOOG and KXS for a one to two year period, and advise what percentage of a portfolio you would allocate to technology at this time?

Q: If you were setting up a TFSA with CAD equities only, what five stocks do you recommend ranked by order you would purchase. If you could give a brief reason as to why you recommended each equity, that would be appreciated.

Q: just starting a resp for grandson and wondering if you were in my shoes with a good long term strategy which stocks would you start with? Does not have to pay a dividend as want growth with a chance he will have enough funds to go to Harvard for three to four years {ha, ha]

Q: I understand CSU is focused in the US market; TOI in Europe; where does this leave the focus for LMN and would they be in competition with CSU and TOI? Thank you

Q: Thanks Peter and Ryan for getting us through these difficult times. I'm looking for some future growth potential stocks with a 10+ year timeline horizon, who would be some of your picks who have the right team and vision in place for growth?

Thanks!!

Q: Guys,

I just asked and you very quickly answered the question below. But how can there be an ex-dividend date for a stock that hasn't started trading? Or did you mean CSU? Confused here.



Constellation Software Inc. (CSU)
Add to favourite
Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Asked by Kim on March 01, 2023
5I RESEARCH ANSWER:
We would not assume this. The ex dividend date for LMN was Feb 15 and that day would have reflected the spin off.

Q: I see that CSU is down $60 per share as of 4PM on 3/1, and I also see that a listing for Lumine has popped up in my online account, though with no value attached. I know those shares are not starting to trading until around 3/24 but do I assume correctly that some or all of today's drop in CSU is related to Lumine?

Q: Hi

What industries and stocks would you recommend for the Current Market Condition?

Thanks.

Q: Thank you for your insightful reply on a concentrated core US portfolio. Although greater than 5% allocations in the 3 Canadian portfolios provide guidance on building a Canadian core portfolio, I would appreciate your reply focusing on some of the key differentiating criteria [such as compounders, duopoly] that you identified in your US selections. I assume CSU will be on the list, but uncertain as to he rest. As with your previous answer, please provide key rstionale and target buy prices.
Thank you

Q: I see my LMN shares in my brokerage account today from the CSU spinoff. What would you do with them? Sell? Hold? Buy?

Thanks

Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick