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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: Top 10 stocks to add today to my TSFA (US or Can). I have Well and XBC today. Looking for growth with a 7-10 year investment horizon.
Read Answer Asked by Don on February 18, 2021
Q: Hello 5I
I am thinking of switching CGI Group (1.05% of portfolio) and OTEX (3.19% of portfolio) for TOPICUS , looking for more growth. TOPICUS also looks like a company that may employ AI going forward in their vertical market software offerings. I am a bit overweight Technology but not concerned about it.
You thoughts please
Thank You
Clarence
Read Answer Asked by Clarence on February 17, 2021
Q: I have all three currently in a taxable account and about to transfer something into a TFSA. Would you have any preference over these three great companies at the moment for that?
thanks
Read Answer Asked by joseph on February 17, 2021
Q: Hello,
In the consumer discretionary sector would you consider COTY or ULTA to be attractive? Which one would you pick?

COTY was an offshoot of PG I believe..TOI is from CSU..Does Mark Leonard have any say in the management of TOI? If Topicus were to follow in CSU's footsteps (framework) they would do very well. Are there any such precedents where offshoots have done very well? Why do companies sell of portions of the company? Thanks and happy family day. No rush to answer these questions. Cheers, Shyam
Read Answer Asked by Shyam on February 16, 2021
Q: Hi, Constellation's TSS Group released quarterly results, last evening. Could you please comment on the results. We have not seen this NR, before. Do these results relate to Topicus ? If so, does it further strengthen your belief in Topicus and buy shares at current $59-$60 level ? Thank You
Read Answer Asked by rajeev on February 11, 2021
Q: I have read the About Us section on the Topicus web page: "Topicus.com is a leading pan-European provider of vertical market software and vertical market platforms to clients in a select group of public and private sector markets. We build, acquire and manage industry specific software businesses which provide specialized, mission-critical and high-impact software solutions that address the particular needs of our customers." So, if I got it right, Topicus is in a sense a mini CSU operating in Europe, is that right? In terms of their business and what they do, are there differences between CSU and TOI? Thank you
Read Answer Asked by Gervais on February 11, 2021
Q: Over the years CSU has been building in my TFSA and UnReg account to the point where it is too large of a single holding. I am thinking of selling enough to buy two stocks and keep an equal amount of CSU. Thoughts are buy KXS and TOI. I would very much appreciate your suggestions/thoughts on this please. Open to US ideas as well. Thanks again.
Read Answer Asked by Danny-boy on February 09, 2021
Q: I have difficulty to understand the purpose of the spin off. Both companies are chasing for the same type of companies to continue their growth. How are they going to proceed when there is a target ? They will probably have 2 acquisitions teams working in tandem ? Which companies are going in the CSU portfolio and then in the topicus portfolio ... Thanks
Read Answer Asked by jean on February 09, 2021
Q: I own Real Matters (REAL), Topicus.com (TOI.v) and Flex Ltd. (FLEX) within a larger portfolio. I would like to sell two of these 3 companies. Which of the 3 has the best growth potential and would be the best candidate to add the proceeds of the sale to?
Thank you
Frank
Read Answer Asked by Frank on February 09, 2021
Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.
Read Answer Asked by Neil on February 09, 2021
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