Q: Earlier this year your team did a portfolio review for me. Thanks for that as I am much more diversified now (and a bit smarter). I own ESL and would like your opinion on switching to CSU?
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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: CSU vs SH for 5 year+ hold
Q: CSU has been flat this year. Is the high growth that we have seen in previous years over? What kind of expectations do you have for this stock going forward?
Q: Hi, Friday was the monthly expiry of June listed monthly options. I am trying make some inferences out of the trading activity for these two companies on Friday June 17. CSU had very large individual orders (22,000 shares or more) on bid and ask about $510, just before market open. Stock opened and closed with large volume on open and close, without much activity and price change during the day. As for PBH, there was not much activity for most day and stock dropped like a rock in last hour of trade with almost 225,000 shares changing hands and closing at its low. Was it as a result of traders covering their positions on long or short side and does it signify future direction of these co.'s ? Thanks for your valued insight.
- Constellation Software Inc. (CSU)
- Stella-Jones Inc. (SJ)
- Kinaxis Inc. (KXS)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
Q: Portfolio weighting a aside. For a young investor if you were topping up two of these, which two would you choose? Cheers
Q: Am fed up with AVO lost 2000, balance left 5600
want to dump and buy CSU for a 4 year horizon per your own hunches on CSU.Will I recover my 2K quicker that way?.
Your thoughts
Art
want to dump and buy CSU for a 4 year horizon per your own hunches on CSU.Will I recover my 2K quicker that way?.
Your thoughts
Art
Q: Hi Everyone,
Thank you for great service. My question if for Peter. If you have to own one stock today out of all stocks that you cover which stock would you pick? Thank you
Allan
Thank you for great service. My question if for Peter. If you have to own one stock today out of all stocks that you cover which stock would you pick? Thank you
Allan
- Sylogist Ltd. (SYZ)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Q: "Constellation Software Inc. Announces Possible Cash Offer for Bond International Software plc
What will be total purchase price, Constellation needs to pay @105 pence for remaining Bond International shares, if a formal offer is made? Also, do you believe, this acquisition will add good value to Constellation Software ? Thanks
What will be total purchase price, Constellation needs to pay @105 pence for remaining Bond International shares, if a formal offer is made? Also, do you believe, this acquisition will add good value to Constellation Software ? Thanks
Q: Hi team, Im holding CSU for the last year in my TFSA account which is a 14 % holding , it hasn't done much over the year and Im thinking of selling the shares and replacing it by KXS , PBH or AEM , which of the 3 do you suggest.......Thanks.
Q: George asked about best Canadian growth stocks. You suggested KXS, SH, SIS. Where does CSU fit? I see it seems to be coming back strongly after its miss.
- Constellation Software Inc. (CSU)
- Concordia Healthcare (CXR)
- Magna International Inc. (MG)
- Open Text Corporation (OTEX)
Q: I checked my Scotia itrade account after reading your answer regarding Canadian companies paying $US dividends. My account states states that MG, OTC, CSU, CXR and BEP.UN are all paying Dividends in $US and then converting it into $CA. I am going to assume that they are charging me for that conversion each time which goes against my strategy to pay as little as possible in fees. What is my best solution to this problem. I do have a US trading account with BMO investorline. Would it be best to buy these stocks in $US to eliminate conversion fees. Any other insights or solutions would be appreciated. Thank you.
Q: Hi 5i,
Constellation Software were going to issue a new class of shares. I think they were called DE common shares? Do you know anything about this and why they what to do it?
Thanks, Shane
Constellation Software were going to issue a new class of shares. I think they were called DE common shares? Do you know anything about this and why they what to do it?
Thanks, Shane
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Open Text Corporation (OTEX)
Q: I know that BEP.UN pay their cash distribution in US$ are there any other companies that are in your portfolios that pay in US$ or is BEP.UN the only company.
Thanks
Thanks
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
Q: Can you please briefly compare the 3 tagged companies in terms of how cheap they are on a valuation basis, their international exposure, and their expected growth rates?
If you had to pick 1 or 2 of them to put money in now what would you choose?
Thank you.
If you had to pick 1 or 2 of them to put money in now what would you choose?
Thank you.
Q: Good Morning Guys, great job, I love the service and have been a customer from your very first day in business. In regards to CSU how closely do you consider technical analysis? I read some info this morning that is somewhat concerning. Long term trendline reversal, 50 day MA crossing below the 200 day, then the 200 day rolling over and going negative. Key support is $428, a break below that could suggest $267. Any thoughts? Thanks
Q: Any important information from the Q1 conference call for Constellation Software? Did management explain why EPS was such a big miss?
Q: After todays drop would you addto it?
Thanks
Thanks
Q: Hi Could you please comment on CSU earnings and the reasons for the miss. FX and strong USD was cited as one reason. What about negative 2% organic growth ? In your view, is the company's pace of growth is showing signs of exhaustion and saturation? The President's letter was pretty impressive but results not so much !! Thanks for your incredible service.
Q: In the just released annual Presidents letter the CEO states: "When really good companies start trading at 5 and 6 times revenues, it’s time to start worrying. I hope
our shareholders are never in that position."
How many multiples of revenue is CSU current share price?
our shareholders are never in that position."
How many multiples of revenue is CSU current share price?