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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: Gentlemen

As we approach the end of tax loss selling, which of the above companies would outperform going forward?
Read Answer Asked by Ronald on December 11, 2025
Q: 5i refers to Celestica as being cheaper than peers. What peers are you referring to?
THX
Read Answer Asked by blake on December 08, 2025
Q: I was wondering what your thoughts are regarding the acquisition announced today. This is Lumine's first public company acquisition and is an interesting strategic shift which could make it an even more acquisitive company. Can I get your thoughts on this acquisition and Lumine going forward.

thank you
Read Answer Asked by Frank on December 04, 2025
Q: Many software stock, such as CSU, sold off hard last quarter because of concerns about disruption by AI. Now that the these companies have all reported Q3 earnings, were there indications that this fear was misplaced? Or that AI is actually improving their earnings? Or is it simply too early to draw any preliminary insights?

Thanks
Read Answer Asked by Joel on December 04, 2025
Q: Follow-up comment re: usefulness of customer data in training AI agents, you say.... "The key of course is adapting quickly before customers even start to consider their own solutions." I do not share this view that customers with time can complete with LMN.

My point is the detailed data on vast numbers of customers within a vertical can not be replicated, and is the CSU/LMN/TOI superpower...to train AI agents specific to their customers needs. Customers could have all the human intelligence and time, but without the vast data to train the AI agent the result will be inferior.

Your reply implies a customer and LMN have equal capabilities to develop AI agents, my thesis is they are not.

All of this to ask 5i confirmation that your view is existing CSU data sets to train AI agents is not an 'essential' ingredient....and customers can 'equally' develop effective AI solutions for their business.
Read Answer Asked by Glenn on December 04, 2025
Q: How would you know when CSU's price action has "settled" and that it is safe to add in? What indicators would you look for?


Price today is $3321.04. Morningstar gives CSU a fair value of $3,744.01. And it is a rare event in its history that CSU's price falls below its fair value.

Would you add to it today?
Read Answer Asked by Anh on December 04, 2025