Q: Is there a reason for the big price surge 6.6 % in TOI while CSU drop slightly 1.3 % ? Thanks.
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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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Amazon.com Inc. (AMZN $239.12)
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Alphabet Inc. (GOOG $330.34)
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Microsoft Corporation (MSFT $459.86)
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Sun Life Financial Inc. (SLF $87.56)
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Constellation Software Inc. (CSU $2,791.01)
Q: What 3 Canadian and U.S.A. large cap companies are great buys at their current level ?
Buying for core and long term holdings.
Buying for core and long term holdings.
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Toronto-Dominion Bank (The) (TD $129.99)
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Enbridge Inc. (ENB $65.95)
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Constellation Software Inc. (CSU $2,791.01)
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Gildan Activewear Inc. (GIL $88.77)
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Alimentation Couche-Tard Inc. (ATD $73.82)
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Dream Industrial Real Estate Investment Trust (DIR.UN $13.34)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.58)
Q: hello
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
If you were to build a mini pension with 5 or 6 uncorrelated Canadian stocks/REITS, what would they be? Are they all "buys" today or would you put some (which ones) on your "watch list"?
Thank you.
Q: Both companies project good earnings. CSU or DSG or both today and your reasons?
Thanks
Thanks
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Amazon.com Inc. (AMZN $239.12)
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Alphabet Inc. (GOOG $330.34)
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Microsoft Corporation (MSFT $459.86)
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Constellation Software Inc. (CSU $2,791.01)
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Aritzia Inc. Subordinate Voting Shares (ATZ $124.51)
Q: What are your 3 "table pounding" buys (3 US & 3 CDN) across any sector that you would be adding to your hypothetical portfolio today in this much lower market? I understand the markets could fall much more but if you were deploying today what your top picks be? Thx
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Amazon.com Inc. (AMZN $239.12)
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Meta Platforms Inc. (META $620.25)
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Alphabet Inc. (GOOG $330.34)
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Microsoft Corporation (MSFT $459.86)
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NVIDIA Corporation (NVDA $186.23)
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Toronto-Dominion Bank (The) (TD $129.99)
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Constellation Software Inc. (CSU $2,791.01)
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Dollarama Inc. (DOL $196.43)
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Alimentation Couche-Tard Inc. (ATD $73.82)
Q: Hello 5I,
What are your top 5 buys right now on both the US and Canada looking.
Thanks
What are your top 5 buys right now on both the US and Canada looking.
Thanks
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Apple Inc. (AAPL $255.53)
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Amazon.com Inc. (AMZN $239.12)
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Costco Wholesale Corporation (COST $963.61)
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Meta Platforms Inc. (META $620.25)
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Alphabet Inc. (GOOG $330.34)
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JPMorgan Chase & Co. (JPM $312.47)
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Visa Inc. (V $328.30)
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Constellation Software Inc. (CSU $2,791.01)
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TFI International Inc. (TFII $156.18)
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Magna International Inc. (MG $76.06)
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CarGurus Inc. (CARG $34.17)
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Digital Turbine Inc. (APPS $4.99)
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Boyd Group Services Inc. (BYD $229.61)
Q: I'm more a scavenger than a predator, as much interested in dividends as capital gains. Right now, however, I see opportunity in the growth sector as it collapses after years of ridiculous rises. My intention is to sell off bond funds to pick off the debris of this collapse.
First question: Now or wait?
Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.
You get it. I also don't expect perfection from you. No one ever got it from me.
First question: Now or wait?
Second question: What are your choices given this scenario, US or Canadian? Bear in mind, I'm not interested in the 5 or 10 yr wait. I'm looking at a bounce back after half the herd has jumped. I want reasonable growth prospects, a price to earnings ratio that isn't stupid and a margin that also isn't stupid. Say, for example, Apple.
You get it. I also don't expect perfection from you. No one ever got it from me.
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Merck & Company Inc. (MRK $108.83)
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Visa Inc. (V $328.30)
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Verizon Communications Inc. (VZ $38.91)
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Royal Bank of Canada (RY $234.96)
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BCE Inc. (BCE $33.72)
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Enbridge Inc. (ENB $65.95)
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Canadian Natural Resources Limited (CNQ $48.05)
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Loblaw Companies Limited (L $62.49)
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Sun Life Financial Inc. (SLF $87.56)
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Constellation Software Inc. (CSU $2,791.01)
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Brookfield Renewable Partners L.P. (BEP.UN $38.78)
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WSP Global Inc. (WSP $272.00)
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Algonquin Power & Utilities Corp. (AQN $9.06)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.36)
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Whitecap Resources Inc. (WCP $11.63)
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Magna International Inc. (MG $76.06)
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Exchange Income Corporation (EIF $93.35)
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Nutrien Ltd. (NTR $92.29)
Q: Regarding the list above, could you rank them from best to worst, in terms of fundamentals and the ability to survive economic downturns.
Deduct as many credits as you wish. Many thanks for you assistance.
John
Deduct as many credits as you wish. Many thanks for you assistance.
John
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Apple Inc. (AAPL $255.53)
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Costco Wholesale Corporation (COST $963.61)
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Alphabet Inc. (GOOGL $330.00)
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Microsoft Corporation (MSFT $459.86)
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Eli Lilly and Company (LLY $1,038.40)
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Pfizer Inc. (PFE $25.65)
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Constellation Software Inc. (CSU $2,791.01)
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Western Forest Products Inc. (WEF $13.78)
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $172.36)
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Aritzia Inc. Subordinate Voting Shares (ATZ $124.51)
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ECN Capital Corp. (ECN $3.05)
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Nutrien Ltd. (NTR $92.29)
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Brookfield Asset Management Inc Class A Limited (BAM $52.78)
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Boyd Group Services Inc. (BYD $229.61)
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Dye & Durham Limited (DND $4.17)
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Topicus.com Inc. (TOI $113.02)
Q: What order and at what price would you nibble at the stocks listed (already own them all at this point but no full positions other than Cost) + brief explanation why?
Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio
Is there any other screaming buys you would recommend at this time regardless of sector , Thanks for your help with my portfolio
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Apple Inc. (AAPL $255.53)
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Amazon.com Inc. (AMZN $239.12)
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Alphabet Inc. (GOOG $330.34)
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Microsoft Corporation (MSFT $459.86)
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Constellation Software Inc. (CSU $2,791.01)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $52.82)
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Advanced Micro Devices Inc. (AMD $231.83)
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SPDR S&P 500 ETF Trust (SPY $691.66)
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INVESCO QQQ Trust (QQQ $621.26)
Q: for an 18 year old buying TFSA of 6 000, summer work earnings, but not needing money for a long time, probably targeting first home buy 10 + years down the road (education covered) what would you suggest if ETF, 3 suggestions please. Also, plan B, basket of 5 growth stocks, (being 18, she is interested in apple, alphabet, amazon and Microsoft)
thanks
thanks
Q: In your opinion which company would offer the best return over the next 5 years?
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Constellation Software Inc. (CSU $2,791.01)
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FirstService Corporation (FSV $226.84)
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Kinaxis Inc. (KXS $161.97)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.15)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.02)
Q: Given the current market sell-off, could you please give me three growth stocks and three value stocks that you believe are seriously oversold and "on sale" at current levels. Would appreciate a line or two on why you are choosing these stocks.
Thanks!
Thanks!
Q: Hi, Could you please comment on earnings. Thanks
Q: Would you start acumalating CSU-T
Q: Care to comment on CSU breaking support of $2,000 per share today? It's been hanging in there amid the tech sell off, but now?
Thank you.
Thank you.
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Intuitive Surgical Inc. (ISRG $535.00)
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Netflix Inc. (NFLX $88.00)
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NVIDIA Corporation (NVDA $186.23)
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PayPal Holdings Inc. (PYPL $56.89)
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Constellation Software Inc. (CSU $2,791.01)
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FirstService Corporation (FSV $226.84)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.15)
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goeasy Ltd. (GSY $129.03)
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Roku Inc. (ROKU $103.66)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.02)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon
Thanks
Nick
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Constellation Software Inc. (CSU $2,791.01)
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Descartes Systems Group Inc. (The) (DSG $121.31)
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FirstService Corporation (FSV $226.84)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.15)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $75.67)
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Vanguard U.S. Dividend Appreciation Index ETF (CAD-hedged) (VGH $71.90)
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Invesco Municipal Opportunity Trust (VMO $9.76)
Q: Please suggest some growth etfs and stocks for starting RESP for long term hold. Thanks for great service.
Q: I currently have a lump sum to invest at this time. I already have all the stocks in your Balanced Equity Portfolio and would like to slowly invest the lump sum (i.e. 10% per month). This is for a long term hold (> 5yrs). Which three stocks of the BE portfolio would you add to at this time and a brief reason why?
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Constellation Software Inc. (CSU $2,791.01)
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Descartes Systems Group Inc. (The) (DSG $121.31)
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Kinaxis Inc. (KXS $161.97)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.15)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.02)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $113.02)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: We have new money to invest and would like to use it to correct our only significant sector weighting imbalance, which is in technology. The sector is currently represented by CSU, DSG, KXS and SHOP, where all but CSU are down.
5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.
For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?
How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?
If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?
Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!
5i has often stressed the importance of both maintaining target sector weights and not leaving too much cash idle. Now we find ourselves with the technology sector struggling and would like some guidance on how to proceed.
For the existing positions, which are long term holds, would you be inclined to spread out the additional investments over the medium term, say the next 6-12 months, or would you tend to be more aggressive, investing in the shorter term?
How would you rate (1-10) CSU, DSG, KXS and SHOP for additional money today?
If we were to initiate long term positions in TOI, TIXT, NVEI and LSPD today, how would you rate them?
Once again, a big thanks to you all at 5i! We've just renewed our membership after a first year. We only wish we'd known of your service earlier!
Q: what is expected from CSU this quarter?