Investment Q&A

Q: I find TOI’s slide puzzling. With no news from TOI can we assume that a portion of the selling is profit taking and some is the downward momentum spurred by such selling? Perhaps there’s no way to know.

I have been considering selling some or all of my CSU position to participate in a TOI upswing, though I hate to part with it, but the gain has been large. TFSA, so no tax implications.

Am I being too greedy, or is this an opportunity?

Q: Topicus has been trending down. Is it because the recent quarter missed expectations or their prospects have changed due to the change in the CEO?

Q: Topicus has been straight down almost 30$ from 143$in less than three weeks.What’s the problem?

Q: Hi, Any comments on the new initiative announced by Constellation Software, starting a Venture Capital Fund with $200 mln, to provide financing for start-up and rapidly growing vertical software businesses ? Thanks

Q: From my selected list of growth stocks, please rate best to worst your pick for small TFSA portfolio portion of retired couples mostly div. income. Safety main concern but add others you might prefer. Trying to take advantage of tax selling. Thanks

Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?

Q: So it seems that all stock sites show the incorrect market cap for Topicus because none of them include the 129.8M diluted shares yet. Yahoo finance shows the market cap being just under 5B, but I believe its closer to 11B euros. Which would mean that TOI trades at approx 15x to 16x Sales. Looking at CSU historically it never traded above 8X sales. Are my rough calculations accurate and if so TOI is trading at a heavy premium above where CSU ever traded yet they still have a lot to prove, where CSU has proven itself. Thoughts?

Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron

Q: Hi All, I am looking for a recommendation for for a TFSA at this time. Doesn't matter about sector, etc. as pretty well diversified in RRSP and 2 TFSA accounts, just looking for one or two of your gems. Your service is superb, thanks so much.

Q: These stocks have been on my radar for some time and they, except GSY and DSG, have dropped significantly. What price levels should I start accumulating them and in what sequence? Thank you.

Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks

Q: Hi group can you please comment on recent weakness in these shares and what you see going fwd in the next 3-6mths Buy sell or hold Appreciate your comments

Q: What is going on with Topicus??

Q: Please rate in order of long term potential. Thanks.

Q: Hi 5i!

My mother has some money to invest for 5 years. I was thinking to gsy and toi. Can you recommand 3 more growth stocks with an interesting value in other sectors than financial and tech?

Many thanks!

Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,

Q: Thanks Peter. Your services have been very educational and rewarding. Had a good year. This is my first year of subscription and I just upgraded to the full Investor suite services. All the Q&A and research reports have been very helpful. It has made me more disciplined in my decisions as well as provided greater insights to the Investment process

As the end of the year, I am reflecting on the investments done in the year. I seek you opinion to opinion some of those as under. Position size or Industry allocation is not an issue. Time horizon is long 4+. No tax consequences and have patience; there is no need to raise cash

A. Stocks with above average returns-

ATZ 62%, TOI 72%, SIS 39%, TFII 19%, DOO 19%, NVEI 49%, WSP 32%, SHOP 19%, GSY 72%, U 106%

Do you recommend continuing to hold all of them? Would you consolidate sell some and add to some?
Would you endorse Investing new fund in 1 or 2 of them at current price to go to full position

B. Under performing stocks (loss/down)-

AT 56%, CTS 8%, EGLX 40%, LSPD 8%, MRS 69%, QST 35%, XBC 52%, Well 26%, AMGN 10%

Do you still have the conviction in these stocks? If yes which are best 3 and why? Do you recommend selling some of them or adding to some of them?

Again, thanks for your excellent services and deduct as many credits as appropriate

Q: Hello Peter,

It’s that time of the year where I contemplate moving a stock from my cash account to my TFSA. Which of the three above would you move into a TFSA? Or would you move cash into the TFSA?

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!