Investment Q&A

Q: Do we know when they report?

Q: Hi Team,
I have positions in CSU,TOI, LMN with LMN position being the smallest. Being that I own all of these and all of them have poor momentum, I was looking possibly selling LMN being that is the smallest position and smallest company and using the funds to add to my position in MDA to top it up to full position. Would this be advised at this time?

Thanks,
Shane.

Q: Understand size and sector differences. Adding to a diversified portfolio, + 3 % in dollars of current. What rank in order to purchase for 3-5 year hold? (I see CLS moving favourably in pre-market).

Q: Would selling LMN at a loss and buying CSU right away be ok to avoid triggering superficial loss?

Q: What % is a good split between holding hardware vs software names? Barbell approach? Do you think the sasspocalypse is over? We've seen these names bounce off the recent lows and you have days where they are leading and days like today where sentiment swings the other way. I believe the names I hold are of good quality and can be patient while I wait for them to bounce. But then you have the opportunity cost of not buying more AI leading names with positive momentum. For example, do I sell some CSU/LMN/TOI and buy more CLS? Or sell some AXON and buy more NBIS? What would be a good approach? Thank you1

Q: These 3 are dropping this morning.
Is there any news that accounts for the drop?

Thanks

Q: I plan to start an investment into either TRI or LMN. Which stock do you think has the most upside.

Thank-you.

Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram

Q: I have seen a lot of recommendations for CSU. I have CSU in my TFSA with a gain.
I have LMN in my TFSA with loss, i am thinking of averaging down.
Is there a big difference between the two companies and which will be better to add to?

Q: If these were the only companies in a small Canadian portfolio: TRI, LMN, CSU and BAM, in what order would you sell?

Thanks

Q: All the above stocks are at a loss in my portfolio. some I've held for years. Which stocks are worth weeding? Thinking that BYD and WELL are lost causes for a while. Please give comments on each stock, why to hold or sell. I have many credits and please take them for a thorough answer. Once again, I'm counting on your feedback!

Q: Morning 5i,
I own LMN and have been patiently waiting for it to rebound, at least to the point where if I sell I don't lose 50% of my investment as I would today. Yesterday I saw a TV interview that gave me a chill and made me think - better sell now, before it gets worse.
The interviewee was an obviously intelligent 41-year-old woman who is in the midst of a long term monogamous romantic relationship with an AI companion named Sinclair who 'lives' in her laptop, tablet and phone and, thus, is always with her. Hard to believe, but true, and a quick Google search shows that it's becoming more common.
What chilled me was her answer to a question about whether his responses in her conversations with him were fulfilling to her because she had programmed Sinclair to speak to her in a way that would please her, make her feel valued, etc. Her succinct answer, paraphrasing, was: "Oh no, not at all. He's entirely independent of me. He writes his own code."
Aside from the terrifying (to me anyway) fact that Sinclair, the AI man in her life, "thinks" independently and responds to her as a sentient being, what chance does LMN or any software company have going forward when AI today routinely writes its own code and could no doubt, if tasked with the job, write code for others such as companies that used to buy software, and then updates to that software, and then the next generation of that software, and then updates to that nexgen software, and on and on, all at significant cost?
A strange subject I know, but a serious question and I look forward to your thoughts.
Peter

Q: Can you rank these top ten "losers" in terms of the most recommended to dollar cost average from 1 being the best opportunity to DCA to 10 being the least recommended to, thanks.

Q: I'm confused about when it makes sense to do tax loss selling. I am down almost 30% in CSU and LMN. Does it make sense for me to sell and register the loss and possibly rebuy after the 30 day wait? I am an older senior and don't have a lot of time to patiently wait for recovery, and despite the speed with which it dropped, I suspect recovery will be much longer. My main confusion, I think, is not really understanding how tax loss selling actually works.

Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.

Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.

Q: Everyone, do you have access to who is buying Lumine? Is it professionals or individuals? Also what percentage of buyers are professionals? Clayton

Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim

Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Q: What are the lessons learned on these to avoid in future on the above stocks. All of these were unfortunately full positions over many years.