Q: I own a full position in CSU and half positions in KXS and TOI. I have noticed that you like DSG and that you listed it as one of several companies with a large moat. Would you consider it to differ enough from CSU, KXS, and TOI to be added to my portfolio? Thank you.
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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.
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Sylogist Ltd. (SYZ)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Docebo Inc. (DCBO)
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Boyd Group Services Inc. (BYD)
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Lumine Group Inc. (LMN)
Q: I just visited your subscription website. 5i rightfully touts the outstanding returns on these BEST PERFORMERS since inception.
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
I have benefited immensely from those picks BUT bailed at the wrong time and now only hold GSY.
Would you still recommend Csu,byd and syz at current prices or are there new potential multi baggers that you prefer
Thanks for your help…. and looking forward to seeing share prices increase and have the patience and wisdom…and courage to hold on ……
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Bank of Nova Scotia (The) (BNS)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: For new TFSA money this year what are your top 6-7 picks within your balanced portfolio as of today?
Q: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? I'm leaning toward Descartes Systems but their P/E is fairly high compared to peers and the industry. Thanks.
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Adobe Inc. (ADBE)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Veeva Systems Inc. Class A (VEEV)
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The Trade Desk Inc. (TTD)
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Synopsys Inc. (SNPS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Mitek Systems Inc. (MITK)
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Topicus.com Inc. (TOI)
Q: I understand that information technology stocks maybe "cyclical". Like for example, TTD may be more cyclical because it leans into communication for retail stocks. But for many, I'm having a difficult time deciding whether the above stocks are heavily, moderately or lightly cyclical. Please let me know how you would rate them for these 3 categories. Thanks for the help and please deduct credit that you consider is right for the work needed to answer my question.........Tom
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Bank of Nova Scotia (The) (BNS)
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Sun Life Financial Inc. (SLF)
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Stella-Jones Inc. (SJ)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: Hi,
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
Are all the A-ranked companies in the September Rating Summary still a buy at their current prices?
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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Microsoft Corporation (MSFT)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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Copart Inc. (CPRT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be the 5 Canadian & 5 US stocks that have the biggest moats at this time? Thanks
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Canadian Pacific Kansas City Limited (CP)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Thomson Reuters Corporation (TRI)
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BMO Canadian Dividend ETF (ZDV)
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iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ)
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Vanguard Balanced ETF Portfolio (VBAL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Thank you for your answer on stocks and ETF'S for my son's FHSA account that is starting. The answer included mostly US domiciled names/ETF's and we are looking at Canadian names. Could you recommend a combination of Canadian blue chips and ETF's for a 7 year time frame to monthly contribute and compound before needing funds for a home buyer withdrawal
Thank you
Thank you
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Toronto-Dominion Bank (The) (TD)
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Suncor Energy Inc. (SU)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Descartes Systems Group Inc. (The) (DSG)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Premium Brands Holdings Corporation (PBH)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Your latest market update talks about fundamentally sound companies with good long term histories. What companies from your portfolio most look like this?
Thx
Thx
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Descartes Systems Group Inc. (The) (DSG)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: What are some stocks that could do really well with AI becoming more and more available ?
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Descartes Systems Group Inc. (The) (DSG)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Everyone,
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
If you could only own shares in three Canadian companies what names do you suggest? My thoughts are CSU, BAM and a big Canadian bank. Clayton
Q: Hi, Your thoughts on their 1/4ly report please.
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Thomson Reuters Corporation (TRI)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Topicus.com Inc. (TOI)
Q: In a recent question you answered " we think one of the most important skills for investors who choose to own high-quality compounders is the willingness to hold them through thick and thin, even in periods when they appear to be fully valued (or slightly overvalued)."
With this in mind could you please give a list of canadian high-quality compounders that you would recommend initiating a position in and holding through thick and thin.
Could you please include their sector designation and yield.
I am interested and low yield ones for a non registered account but would also like to see your higher yield ones too.
Thanks
With this in mind could you please give a list of canadian high-quality compounders that you would recommend initiating a position in and holding through thick and thin.
Could you please include their sector designation and yield.
I am interested and low yield ones for a non registered account but would also like to see your higher yield ones too.
Thanks
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Canadian Natural Resources Limited (CNQ)
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Loblaw Companies Limited (L)
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Cenovus Energy Inc. (CVE)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Tourmaline Oil Corp. (TOU)
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Boyd Group Services Inc. (BYD)
Q: I identified 9 companies that out performed the TSX 60 plus 3 energy companies that I believe have a bright future. All 12 failed the MACD. 5 are trading at double digit discounts to their 52 week highs; dsg,shop,l,tou and cve. P/E range from 85 to 6 etc, etc. Please pick your diversified top 6 for a 5 year hold, with consistent profitability, no crazy volatility and suggest a great entry price. Thank you
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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TerraVest Industries Inc. (TVK)
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Chemed Corp (CHE)
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Credit Acceptance Corporation (CACC)
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Casella Waste Systems Inc. (CWST)
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GFL Environmental Inc. subordinate voting shares (GFL)
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RCI Hospitality Holdings Inc. (RICK)
Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx
Q: I have this 3 stocks on each of TFSA, Cash, and RSSP, looking to consolidate into GOOG in my RRSP only, a year from retirement.
thanks
thanks
Q: IF I was to pick one of DSG or DCBO for 2 year hold , which one would you be inclined to suggest ?
Thank you
Thank you
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Constellation Software Inc. (CSU)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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Stella-Jones Inc. (SJ)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Miscellaneous (MISC)
Q: In 2015 your growth portfolio was down 4.8% and your income portfolio was down 5.5% as a result I would have expected your balanced portfolio to have declined yet it was up 9.5%
Could you explain that outperformance?
Could you explain that outperformance?
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Constellation Software Inc. (CSU)
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Brookfield Renewable Partners L.P. (BEP.UN)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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TMX Group Limited (X)
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TFI International Inc. (TFII)
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ATS Corporation (ATS)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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EQB Inc. (EQB)
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Trisura Group Ltd. (TSU)
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WELL Health Technologies Corp. (WELL)
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Boyd Group Services Inc. (BYD)
Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Please also show their % returns.
Thank you.
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Descartes Systems Group Inc. (The) (DSG)
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ATS Corporation (ATS)
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BRP Inc. Subordinate Voting Shares (DOO)
Q: I've asked some recent questions and read the reports on these three companies. Different sectors, different debt levels, different valuations, different risk factors but all good companies with pathways to higher earnings and growth. If you only had room for one, which one are you most constructive/have highest conviction on today as a long term hold? Thank you.