Investment Q&A

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 40.76X Cap: $3.88B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 129.02X Cap: $226.23B
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Q: Which is the better buy to put fresh new money? if not these 3, what would be your best buy pick right now in tech (Can/US/China)?

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Read Answer Asked by Jeff on August 03, 2018

• Meta Platforms Inc. (META $608.75)
  • $608.75 P/E (TTM): 28.49X Cap: $1.54T
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: While FB was plummeting I sold my shares and locked in some gains. I used the money to buy shares in Constellation Software. I believe CSU will recover faster and keep growing. I feel that with the news of a slower growing user base and users being on FB for less time, it will take the market a long time to regain it's confidence in the company. Do you agree. Or should I just get back in at this lower price?

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Read Answer Asked by Grant on August 03, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 129.02X Cap: $226.23B
  • View SHOP Profile
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Q: With the recent sale off. Am considering adding to SHOP(3 %) or initiating a position on CSU. Your advice would be much appreciated. Thank you. Fooklin

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Read Answer Asked by Fooklin on July 31, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: At what stage do you think the pull back becomes overdone? Curious to know how far you think it will keep going down, to the extent anyone can say, and when it looks like a good buy? Thanks.

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Read Answer Asked by Jason on July 31, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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• Enghouse Systems Limited (ENGH $17.39)
  • $17.39 P/E (TTM): 13.52X Cap: $923M
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• Magna International Inc. (MG $82.68)
  • $82.68 P/E (TTM): 20.72X Cap: $24.36B
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Q: Got a bit of cash to add a new position to my RRSP. Which one of these names do you think has the most growth potential over the next few years? Feel free to suggest other names as well (prefer Canadian) - I currently own TSGI, KXS, and MAXR in this account. Thx.

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Read Answer Asked by David on July 30, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: I was trying to find a question about this but without success. This is such an expensive stock and I know you like and it has done well. I wonder why they would not do a split to make the stock more affordable? I notice also that you do not have it any of your sample portfolios - is this why?
Thank you

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Read Answer Asked by Margaret on July 30, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: CSU is down around 5% today. Would you be comfortable initiating a position at these levels?

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Read Answer Asked by Edward on July 27, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: Can you state Constellation Software's cash and debt levels and compare it with the previous year's comparable quarter cash and debt levels?

Thanks.

John

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Read Answer Asked by john on July 27, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: Can you please comment on $CSU Earnings and how the market might react.

Thanks Valter.

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Read Answer Asked by Valter on July 27, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: Hi, could you please comment on Constellation Software earnings release. Thanks

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Read Answer Asked by rajeev on July 27, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: Please comment on CSU's Q2.

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Read Answer Asked by sandy on July 27, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?

Thanks!

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Read Answer Asked by Michael on July 27, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: Hi, could you please provide estimates for Constellation Software earnings expected later this week. There will be no conference calls now on. What are your expectations, based on news flow, since last results ? Thanks

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Read Answer Asked by rajeev on July 23, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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Q: I mentioned stock valuation for CSU in my previous question. As part of your answer you mentioned that the stock was 30X. I assumed you were talking about the PE ratio but when I checked it was in the 60s. I am new to this and would like to know how you make the stock valuations.

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Read Answer Asked by Lynn on July 23, 2018

• Apple Inc. (AAPL $280.14)
  • $280.14 P/E (TTM): 34.2X Cap: $4.11T
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• Meta Platforms Inc. (META $608.75)
  • $608.75 P/E (TTM): 28.49X Cap: $1.54T
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• Alphabet Inc. (GOOG $383.22)
  • $383.22 P/E (TTM): 32.13X Cap: $4.66T
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• Microsoft Corporation (MSFT $414.44)
  • $414.44 P/E (TTM): 26.55X Cap: $3.07T
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
  • View CSU Profile
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Q: I am currently overweight in tech (now pushing 23%). I have just retired (with a generous defined benefit pension) and am trying to adopt a more conservative approach to investing. Given this new focus:
a) What would you suggest would be an appropriate weighting for tech?
b) Could you list the above-noted holdings in order of least to most risk?
c) Could you offer your thoughts with respect to which stock - or stocks - on this list represents the best balance of value and growth?
Thank you.

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Read Answer Asked by Maureen on July 20, 2018

• Amazon.com Inc. (AMZN $268.26)
  • $268.26 P/E (TTM): 36.69X Cap: $2.88T
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
  • View CSU Profile
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• Enghouse Systems Limited (ENGH $17.39)
  • $17.39 P/E (TTM): 13.52X Cap: $923M
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Q: Hi Peter, Ryan, and Team,

I manage my daughter-in-laws small portfolio, and the sector balances are now out of whack due to her recent cashing out of her TFSA for a major purchase.

She now has almost zero in the Technology sector. After I reallocate some funds from over-exposed sectors in her LIRA and RRSP, I'd appreciate knowing what Technology stock(s) you'd recommend at this time that provide a measure of safety and growth (preferably from the stocks covered by 5i. Thanks as always for your valued insight.

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Read Answer Asked by Jerry on July 18, 2018

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 63.0X Cap: $53M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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• Stars Group Inc. (The) (TSGI $37.49)
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• Great Canadian Gaming Corporation (GC $44.98)
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 40.76X Cap: $3.88B
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• Premium Brands Holdings Corporation (PBH $85.10)
  • $85.10 P/E (TTM): 56.75X Cap: $4.43B
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• Savaria Corporation (SIS $29.56)
  • $29.56 P/E (TTM): 31.12X Cap: $6.74B
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Q: Hi. Thanks for all the great advise and suggestions you provide. Please recommend 6 to 8 growth stocks that are diversified if possible for a 10 year timeline.. thank you.

Dexter

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Read Answer Asked by DEXTER on July 18, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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• Methanex Corporation (MX $87.36)
  • $87.36 P/E (TTM): 54.92X Cap: $6.75B
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• Great Canadian Gaming Corporation (GC $44.98)
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.35)
  • $20.35 Cap: $2.06B
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Q: Good morning 5i team
I am a retired, conservative investor who recently reduced the equity portion of our portfolio to raise cash for possible market "opportunities". Our largest equity holdings are TD, BNS, ENB, EMA and BCE. Thanks to 5i, we also hold SIS, NFI, BEP.UN and GUD. If we get a significant market sell-off, would you please recommend 3 or 4 stocks that have a good competitive advantage, modest debt and good growth potential. Thank you for your advice. Edward

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Read Answer Asked by Edward on July 13, 2018

• Covalon Technologies Ltd. (COV $1.94)
  • $1.94 P/E (TTM): 63.0X Cap: $53M
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 40.76X Cap: $3.88B
  • View KXS Profile
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• Premium Brands Holdings Corporation (PBH $85.10)
  • $85.10 P/E (TTM): 56.75X Cap: $4.43B
  • View PBH Profile
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• Savaria Corporation (SIS $29.56)
  • $29.56 P/E (TTM): 31.12X Cap: $6.74B
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Q: What are your BEST 5 ideas for a TSFA account. Thanks Valter.

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Read Answer Asked by Valter on July 09, 2018

• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.95X Cap: $51.74B
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• Stars Group Inc. (The) (TSGI $37.49)
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• Great Canadian Gaming Corporation (GC $44.98)
  • View GC Profile
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 40.76X Cap: $3.88B
  • View KXS Profile
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  • View Reports on KXS
• Premium Brands Holdings Corporation (PBH $85.10)
  • $85.10 P/E (TTM): 56.75X Cap: $4.43B
  • View PBH Profile
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  • View Reports on PBH
• Knight Therapeutics Inc. (GUD $7.55)
  • $7.55 Cap: $735M
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• Savaria Corporation (SIS $29.56)
  • $29.56 P/E (TTM): 31.12X Cap: $6.74B
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: What are your recommendations for a 12 (Canadian) stock TFSA from your BE portfolio with a 3-5 yr hold with average to above average risk tolerance? Looking for individual company names.

Thank you

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Read Answer Asked by Glen on July 04, 2018