Investment Q&A

Q: Hello,
You answered a question on TOI the other day stating 7x sales is a bargain and 4x would be very attractive. Can you relate those answers in terms of share price?
Thank you

Q: Happy Friday. Have some cash in my TFSA and would like to purchase either Topicus or Lightspeed for maximum growth.
Which would be your preference?

Q: Between NVEI and TOI which one do you favour and why?
Thanks.

Q: Hello… I didn’t see a response so I am resubmitting the question below just in case. Thank you for your help.

I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?

Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?

Q: Would selling PHO to buy TOI be a good move now?

Q: There’s a recent decision whereby CSU intends to convert their preferred shares in TOI. Want I’m trying to understand is if there is transfer of funds to TOI as part of this transaction?

Q: Hi ,
Based on their risk, share price value and growth potential on a 1 to 10 scale, how would they rank?
Thank you
Ed

Q: Would like help choosing between TOI or DSG, which name would be added for growth for a 5+ year hold? From reading all the answers for TOI and DSG, your answers indicate TOI may have higher future growth? Thank you.

Q: Market cap as questioned in my April 6 query - 3.06 Billion or some other number?
5i had contacted TOI in April to confirm this - has there been a response?

Q: I have more tech equities than I want going forward. Please help me strike one or two off my list by ranking these in order of potential growth over the long term /min 5 years. For fun (since it probably won't affect my decision), please also rank from least volatility to most volatility. Thank you very much!

Q: Hi !

I am looking to invest in perhaps just one of the above companies.
I learned the hard way about prioritizing the preservation of capital.
Would you tell me which of the above companies is best in terms of highest chance of capital being preserved?

While I am here, would be able to suggest three other companies that are both poised for greatness and offer an excellent capital preservation profile?

Thank you!

Q: I've been watching TOI for a while. Would you agree that this seems like a good time to enter for a 5ish year hold? A full position for me is 5%. What would you suggest for weight? Thanks!

Q: Is a move for TOI off of the Canadian venture exchange imminent? If so, would that move be to a European exchange? As I understand it, the company is headquartered in Toronto, but would an eventual move to Europe be likely?

Q: Hi, What will be the float of Topius shares, Today - Number and percentage of outstanding shares, excluding ownership by its parent Constellation, Insiders and Institutions, assuming that all Constellation's Preferred have been converted to common? Thanks

Q: Hi, Topicus released excellent results, 3 weeks ago and stock touched an all time high of $94.80. However, since then it has been in a continuous downtrend and as of today, lost 20% of its value from the peak. Stock's decline over this period has been relentless and rather systematic. Specially for past 1 week, stock can not seem to hold its open and close lower, every single day, no matter what the rest of technology sector is doing.

Volume, though, has been low, which could imply that sellers are not institutions, rather some retail investors booking their profit, from the free shares received or bought cheaper, during initial listing days.

Your recent comments have also been consistent with this observation and you have expressed your comfort with buying/adding at current levels for long term. So we have done and we hope (with Constellation Software's incredible history, in mind) to do well over next several years.

However, the price action of the stock has been weak and frustrating, to say the least.

It would be really helpful, if you could share any further thoughts or insight.

Thank You

Q: Hi, I think 5i intends to cover Topicus with a detailed report soon. Looking forward to that !! How would you rate it, Today compared to Constellation Software's "A". Thanks

Q: Which of these stocks/etfs would you predict to have the best near term upside?

Q: Hello. what's happening with Topicus and Sylogist both going down lately. Is it safe to buy Topicus today or wait for a better/lower price which is ? I own Sylogist, made 15% gain should I sell it ? Otherwise can you recommend today 5 good value Canadian co's. I own goeasy and thank you for your recommendation

Q: Topicus has pulled back to $80 a share in recent days - do you view this as a buying opportunity for those yet to initiate a full position?

Q: Hi Peter/Ryan, just noticed my book value for TOI is only the amount of 22 shares or 1671.55 which I bought after receiving the 3 from the spin off, what would be my correct adjusted cost for the total 25 shares, what's the value of the 3 I received. Thanks