Investment Q&A

Q: I am thinking of adding either LMN or VPN to my TFSA. Appreciate knowing which stock has the best growth potential and the risk associated with each.

Wayne

Q: Can you give me your latest thoughts on these 7 stocks along with good entry points c/w rating (out of 10) and also in what order to buy



Thanks for your great service

Q: All the Constellation Software and related Co's had a really bad day in the markets, Wednesday, with stocks trading at new near term lows, ( Down 6-10%, in a single session ), breaking below their recent support levels.

Not sure, if some of this selling could be assigned to algorithm trading ( stop loss orders) ?

You have been a huge supporter of the stocks, and for good reasons, through the recent selling ( AI concerns and M Leonard departure related ), even highlighting CSU, as one of your Best trading ideas,

Based on your comments and most analyst ratings, these concerns are overblown and stocks should recover, in due course, as, apparently, nothing has fundamentally changed and business is as usual. However, market seems to think otherwise and price action has just been horrible.

While some investors are probably selling not to lose their built in profits over years, there could be others harvesting tax losses.

Interestingly, it is noted that these stocks generally have a bad day when AI related Companies are enjoying a nice bump, like Today ( Wednesday). And AI related boom is likely to continue to drive the markets, at least in the foreseeable future.

We are in the camp of concerned investors, with significant embedded gains in these companies, as early investors, and are worried, if we should liquidate our positions, at least partially ( half or 1/3rd ), to protect our gains. What are your thoughts ?

It looks like that a string of catalysts is needed to infuse life back into the three stocks ( specially CSU ). What could these be, in your opinion and how long would you recommend for investors to be patient ?

Thank You

Q: I was wondering if there is any way you have to see whether employees of these companies are buying the dip in real time?
Thanks

Q: Hello team,

I would appreciate it if you could let us know the date for each of these company's earning report.

Thanks a lot! :)

Q: Everyone, the three have been under pressure for three to six months. Lower highs and lower lows. Also, volumes have been higher than average. The three companies are cut from the same cloth but AI has crept into the equation and raised some doubt going forward. Good companies, with good staff, with good processes will always win out in the end. The weak shares are changing hands, that’s great, and the rest of us will wait this short term trend and buy more sometime soon. Nothing really has changed except market sentiment. Just wait till after their next reports for real facts. Take care. My thoughts. Clayton

Q: Lmn,Csu and Toi continue to decline.When does Lmn reports.Txs for u usual great services & views.

Q: I have all three of these with large unrealized gains and I understand the reason for the significant stock adjustment over the past few months, is it time to move on? What has to happen to get the companies back in favour?

Q: What will the market be looking for from Lumine when it reports this week?
Thx

Q: Please comment on LMN Earnings.

Q: I was doing very well with Lumine untill July . From a high of $ 55.00 to now 36.00. What's happening ? Thanks.

Q: Hello, in what order today would you buy these stocks and at what price KSI,PNG,GRID,VHI,BLN,MDA,ZDC,HME,GSY,PRL,LMN,VNP,GLXY

Thank you

Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock

Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?

Q: Good afternoon 5i
You just replied to a a question regarding lmn or csu, saying that you thought buyers would be rewarded at the current price. I want to put pretty reliable but also growth stocks in my tfsa. Today would you have a preference amongst these three for buying today? Just for context, i have a full position in csu and half in the otjer two

Q: Which of the two companies would you buy? I understand LMN is larger, but which company are you generally more bullish for the long term?
A risk rating for both along with a management rating please?
Entry price?

Thank you

Q: Hi, repeating a very recent question from someone else, but about TOI instead of LMN: Given its weakness and current price level are you now bullish on Topicus?
Thank you!

Q: Given its weakness and current price level are you now bullish on Lumine?

Q: You mentioned CSU year end tax selling as probable. Do you feel the same on TOI & LMN? How do you like these as a current discounted purchase? Especially if you were to leave as a 10 year hold.

Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?