Investment Q&A

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

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.

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

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?

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.

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

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.

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.

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

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.

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,

Q: Hello 5i
In yesterday’s Q&A you replied to a question from Glen that one of your important considerations when assessing a company was “strong management”. I couldn’t agree with you more. Would you consider adding a management rating to the “report card” section of your company reports?
And on that note would you supply 6 companies that have admirable management and board teams.
Many thanks

Q: Please suggest 2 companies in Canada and 2 companies in the USA you would buy today. No need to worry about portfolio diversity, or sector weighting. Just your 2 favorites in each country and let's say with a 5 year time frame before I would want to access the funds or switch them to income stocks.

Q: Peter,
Thanks to 5i we purchased CSU shares some years ago. As of close of business yesterday the shares had risen 510%. (I sold some shares last year when the weighting became to high). Now Mr. Rosen is predicting a crash or a recession. He seems to be counselling selling shares to raise cash. However why would I sell my hard won shares because of Mr. Rosen’s predictions? Investors need to think of themselves as owners of a business not “riverboat gamblers” going to get rich quick. I can assure the members that the officers of CSU are not selling their shares because Mr. Rosen is calling a market top. I once read somewhere that making predictions is a bit like spitting into the wind - you got to accept there will be a little spit on the toe. In Mr. Rosen’s case he seems to be going for a “spit polish” - maybe on both shoes!
Thanks for all you do
Jim