Investment Q&A

Q: How exposed are csu, Toi and lmn to Tarriffs? Or is it to their advantage and they will pick companies at good discounts? Thanks.

Shyam

Q: First of all, thank you 5I for all these companies.

These are my only holdings in tech at the moment.

I have a present LOSS of 3.76% on GLXY;
a GAIN OF 52.08% on Lumine;
a GAIN of 57% on SHOP,
and a GAIN of 19.99% on TOI.

Needless to say, I'm very happy with these returns, even if GLXY is wobbling at the moment.

Do you see this as a good time to add to all/any of these positions at this time, with a quick rationale.

I still have lots of room to add to my tech positions at this time, so if I'm not adding to these, would you recommend another "growthy" company or two.

Thanks to 5 I, I've killed my "Chicken Little" personality from long ago, and am quite comfortable riding out the vacillations of the marketplace. : )

Q: We have about a 3.5% position in LMN and are modestly ahead. Our concern is the number of LMN outstanding shares at 257mm. This compares with TOI at 83mm and CSU at 21mm. It appears that CSU is very conservative on number of outstanding shares as compared to their influence on on TOI and LMN. Greatly appreciate if you could comment/explain this.
Much thanks to the 5i team.
Pat & Cyril

Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).

If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?

If you were to sell please rank from high to low which of the current securities in the account you would recommend.

Q: I was reading your last comments on Lumine, and you said organic growth may improve as the company makes more acquisitions. Which makes sense. But when does the contribution from an acquisition start to be included in organic growth numbers? After a year of owing it? Thanks.

Q: Your thoughts please on the quarters?

Thx

Q: What do you think about the -9% organic growth, increasing bank debt & interest costs, and one customer accounting for 11% of Revenue? How big a deal, on a scale of 1-10, do you think these issues are for Lumine? Thank you

Q: When do they release earnings ? TOI is done and CSU, I think is March 7.

Thank you

Q: Hi Peter I have LMN and TOI in my TFSA, 200 shares of LMN and 46 shares of TOI a 3% position and a 4% respectively. I was thinking of selling some of my LMN to add to the TOI position. Which one does 5i think might have the biggest upside and would this be a wise move on my part. Thanks

Q: Took a small position in these 3 stocks this week. Your thoughts on lmn quarter results this week and longer time holding in all of the above. Cheers

Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Q: With the bump in position size in Topicus would members take this as 5i beieng more favorable towards Europe and a vote of confidence over Lumine.

Thx

Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?

Are there other small caps you prefer?

Thanks
Tim

Q: Can you provide me updates on the 4 companies listed. Thanks very much.

Q: Looking for steady growth. LMN or GIB.A ? Thank you

Q: Hi 5i Team - The guest today on BNN Market call mentioned that Lumine specializes in carve-outs and that is to their advantage. Although he explained it, I'm not sure what carve-outs means and even if I have the correct term. Could you provide more information on this. In addition he felt that the evaluation is quite rich. Do you also feel this way. Also could you provide a summary of Lumine's fundamentals. and if you have any concerns with these fundamentals.
Thanks.

Q: Good morning.. Can i get your opinion of this stock going forward and next quarter anticipated earnings. Cheers

Q: I plan to reluctantly trim CSU from 15% down to 10%. I have sufficient LMN, TOI and WSP. Can you give me 3 growth stocks to consider for my TFSA with the CSU proceeds? I tend to be a long term investor with not many trades.

Thanks for the tremendous service!

Doug

Q: I hold these small/mid cap stocks. Most have done well.

It looks like the interest rates vs inflation discussion isn’t going away soon and rates may be higher for longer. With this as the backdrop and current uncertainty around the markets is this a time to lighten up on Small/Mid cap stocks and take some profit? Or would you hold?

Thanks
Tim

Q: Helping my young son with his TFSA; we bought CLS in late October based on your positive comments and recently sold enough shares near the high to get back his original investment. Now considering either TOI or LMN. Which stock would you choose and why? I'm favoring LMN but worried about the negative momentum at the moment. Thanks!