Q: CSU has been a beast because of good management and execution on M&A without dilution. BYD.UN has had similar success to a lesser extent. Still holding these after years - this is when buy and hold works. Who is the next CSU? They are hard to find. I am searching for the next small/mid cap with this type of potential. Appreciate your insight.
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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: Note to Klaus, re CSU.DB:
I recently sold some of the above, directly (I'm with BMO Investorline), at $122 and had no problem whatsoever. This was my second such transaction in the last month, and I've never waited more than 3 days to sell, always at a rate just OVER the going price (didn't really care if they sold or not).
Paul L
I recently sold some of the above, directly (I'm with BMO Investorline), at $122 and had no problem whatsoever. This was my second such transaction in the last month, and I've never waited more than 3 days to sell, always at a rate just OVER the going price (didn't really care if they sold or not).
Paul L
Q: Hi,
I own CSU DB that I wish to sell. However, I cannot sell these directly but only through my broker (TD). However, my requests to sell these have failed several times. Presume the DB are thinly traded. Presently listed at $ 124.25.
What is your recommendation that may result in a sale. Offer for e.g. $ 115.00 and not as a day order but rather with an open time.
Appreciate your reply. Thanks.
Klaus
I own CSU DB that I wish to sell. However, I cannot sell these directly but only through my broker (TD). However, my requests to sell these have failed several times. Presume the DB are thinly traded. Presently listed at $ 124.25.
What is your recommendation that may result in a sale. Offer for e.g. $ 115.00 and not as a day order but rather with an open time.
Appreciate your reply. Thanks.
Klaus
Q: A couple years ago, on your suggestion. I purchased some shares of CSU. for my wife's portfolio. At the time they were pretty cheap.. They now represent 23% of her total account. I find it hard to sell any as they keep going up, but if they ever took a nosedive, I would likely have to live in a tent in our back yard.. Would you suggest I sell some or hang on for a while longer? I notice you are suggesting them frequently as a good buy.
Q: I have 6% of portflio in ENB. Will it be better to sell 50% of ENB and buy KEY for better risk management and capital appreciation. Although ENB pays 2% more dividend.
OR
Will it be prudent to sell half or all of ENB and buy CSU?
Thank you, kam
OR
Will it be prudent to sell half or all of ENB and buy CSU?
Thank you, kam
Q: I'm not complaining, believe me, but why does CSU keep going up and up? Is it because "everyone" is waiting for it go down? Any specific reasons? Thank you.
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Covalon Technologies Ltd. (COV)
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Photon Control Inc. (PHO)
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Constellation Software Inc. (CSU)
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Parkland Corporation (PKI)
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Liminal BioSciences Inc. (LMNL)
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Raging River Exploration Inc. (RRX)
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Knight Therapeutics Inc. (GUD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Reliq Health Technologies Inc. (RHT)
Q: This week I will reduce my current energy portfolio (@12%), bringing it down to two holdings to a total sector percentage of 5%. I need a second suggestion for the Energy portion, considering RRX, though with a tendency to PKI.
With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.
This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.
Cheers
With the available funds, I’d like to get into the Tech and Healthcare sectors, selecting one new holding each. I have earmarked RHT and PHO for Tech, with CSU and SHOP as secondary options. For Healthcare, I’m eyeing GUD, COV and PLI.
This approach is geared towards a slightly balanced but still aggressive enough growth portfolio.
Please advise on your top picks for each sector. Many thanks in advance.
Cheers
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Sylogist Ltd. (SYZ)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Knight Therapeutics Inc. (GUD)
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Savaria Corporation (SIS)
Q: Hi, What would be your top five ir six companies in your portfolios with the best balance sheets and strongest management combined, to me this is an ideal combination for picking stocks, thanks?
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Photon Control Inc. (PHO)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
Q: I have a small position in PHO. This is my only position in tech. Is it a wise move to invest in the tech space at this time, if so do you have a suggestion.
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Covalon Technologies Ltd. (COV)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Premium Brands Holdings Corporation (PBH)
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Savaria Corporation (SIS)
Q: I'm opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth.
Q: For a long term hold, would you own CSU and SHOP equally or choose one of them and if only one which one?
Q: CSU has now crossed $1000!! My first purchase was at the 250 range..Just wishing I had purchased a lot more. Many Thanks to you 5i! I you can think of any other stock of this quality with potential to be a multi bagger Canadian or US do let me know:)
Q: Is it too late to buy in to these two stocks,, or should I wait?
Margita
Margita
Q: Morning guys:
I presently do not have a tech stock in my portfolio, I was thinking of buying tucows. Do you have a preferred name to buy at current levels.
Thank you.
I presently do not have a tech stock in my portfolio, I was thinking of buying tucows. Do you have a preferred name to buy at current levels.
Thank you.
Q: Please comment on the possible impact of Artificial intelligence development in various big tech on the business model of Constellation Software. Would there be a chance that CSU software replaced by AI product from Google.
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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Tesla Inc. (TSLA)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Box Inc. Class A (BOX)
Q: I am looking for the next Amazon or Constellation to put way for next 5 years.Can I have your thoughts on this. I was thinking of the two I mentioned along with SHOP, MSFT, BABA, 10 CENT, TESLA. What other names ? What do you think ? RAK
Q: Whenever analysts talk about PBH (premium brands) or CSU (constellation) they inevitably talk about them being over-valued and due to fall or tread water for a while. You've allowed both to rise to about the 6.5% level in the portfolio (as per the last record on your site) without trimming. Does that mean you disagree with the analysts, or simply don't care about a short term fallback of 10%-20% since you are confident they will eventually regain that and move past it?
Q: Hello,
I already have a full position(5%) on CSU but I used to hold Engh and Amaya earlier. The latter two have done well after being removed from the portfolio. I dont hold any of Engh or TSGI. I am torn between adding to my position on CSU due to the high confidence or to Amaya or ENGH? Sorry for this difficult question. Thanks. Regards, Shyam
I already have a full position(5%) on CSU but I used to hold Engh and Amaya earlier. The latter two have done well after being removed from the portfolio. I dont hold any of Engh or TSGI. I am torn between adding to my position on CSU due to the high confidence or to Amaya or ENGH? Sorry for this difficult question. Thanks. Regards, Shyam
Q: Please list your top 3 Canadian Companies for 5+ years hold.
My present portfolio is primarily US with equal amounts of GOOG, AMZN, BRKB, BABA, TCEHY.
My present portfolio is primarily US with equal amounts of GOOG, AMZN, BRKB, BABA, TCEHY.
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Constellation Software Inc. (CSU)
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Lassonde Industries Inc. Class A Subordinate Voting Shares (LAS.A)
Q: May I please get your opinion on Lassonde Industries (LAS.A) with the recently announced acquisition, as well as Constellation Software (CSU).
Thank you,
Thank you,