Investment Q&A

Q: Hello

We own all these names with decent weights.

With a good comfort zone with position size, what would be a decent price level to add ?

Thank You

Q: Greetings 5i team,
For my 2025 TFSA contribution, I will be adding to existing holdings as listed above. In what order might a person add to these three companies. I note the 6% drop in EQB today.
Thank you very much as always
SP

Q: Just read Peters comments in the Post. Pls name 3 junior to mid sized compounders in the U.S. & 3 in Canada you like best. Tks wib

Q: I am considering selling CSU and dividing the proceeds 75% to LMN and 25% TOI as I already have a partial position in TOI. Your opinion please.
With appreciation,
Ed

Q: Hello 5i staff
I have a portfolio consisting in a few etf’s and a few stocks for the American side. One of these is a small cap etf. On the Canadian side it have mostly large blue chip stocks. CSU, BNT, etc. These are mostly at the full 5% quota. I keep some of these smaller stocks, I suppose because I enjoy winning. The problem, though, is that I hate losing. I keep the amount of these smaller stocks small because of that fear of losing, I suppose. They are often between one and two per cent of a fairly large portfolio, which is low percentage wise, but still quite high dollar wise. I am an advancing senior with moderate risk profile. Have a modest pension, which allows us mostly to live without touching investments. I have been wondering lately whether I should just bite the bullet, take the risk and add more to these fast growers ( and from time to time, fast losers) or whether I should just sell them all and consolidate in the larger stocks and etf’s. especially since I can say that I have won the game? Perhaps I could keep a few for fun. But, I guess that is what I am doing now. I know that you cannot give personal advice. But, I find that you usually have interesting things to say about these kinds of situations. As well, it has been cathartic and possibly helpful for me just to frame the question.
Thanks for all the help you offer us

Q: I’m hopeful that 5i can help with sector rebalancing in our combined accounts. Portfolio Analytics currently indicates that Technology is now 20.85% of our portfolio, but recommends a target of 16%.

Of course, this is due to 5i’s recommendation of CSU, which in turn led to positions in LMN and TOI. We’re certainly grateful for this!

In addition to the three stocks cited above, we also have positions in these ETFs, followed by the percentage weighting in the Technology sector:
XCS - 4.68%
VEF - 10.37%
VFV - 33.77%

Is this overweight position in Technology something we should be concerned about? If this was your portfolio, what would you do? We are seniors (76 and 81), and both of us have defined benefit pension plans.

Thanks as always for your insight.

Q: Hello Peter,

At times you have stated "turnarounds seldom do" and I look at the future prospects of our Canadian economy thru that lens if the current gov't remains in power.
Could you list the sectors (and co's) that would be indifferent to and thrive in an imbecilic fiscal environment?

Thank you

Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.

What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?

Thank you;
Tim

Q: What do you think of buying Lumine at this $43 level for a 12 month hold, or should I wait for a pullback. Thanks.

Q: Good morning,

What happen to LMN in the last 10 trading days? It's been increasing from 33$ to 42$?

Martin

Q: To this point in time LMN has been a solid performer in my TFSA. Recent results and some of your comments have "cooled" my expectations going forward.

Do you have 2 CDN and 2 US stocks for a TFSA 3 year plus hold that you feel will substantially outperform LMN.

Thanjs,

Terry

Q: You have liked these small/mid cap names over past couple of years and most have done well, thank you.

Under current market conditions and entering a second Trump Term, what would be the order that you would buy these names? Is there any of these names you would not buy and move on from?

Thank You
Tim

Q: Good day guys .
Yet another question about this name .. I know u like names with strong momentum and certainly this is the case here at the present time .. do u expect this price action to carry on here and do u believe the stock price will fall back to the low thirties when I bought or will it continue to chug along higher with some volatility on occasion .
Thx
Mark

Q: Regarding LMN’s latest quarter, how do metrics compare with the early days of CSU and TOI around free cash flow and organic growth since these were the weak spots. Did CSU or TOI experience these same drops or weaknesses and how did they turn it around?
Thanks!

Q: For a 2 to 3 year hold, which company would you buy today LMN or CSU,
and why?

Thanks, Chuck

Q: I plan on adding to two of these companies for a 3 to 5 year hold. Please give your rankings from best downwards (with a few comments as to your reasoning)
Thanks. ram

Q: Confused about LMN. Results weren't great. 5i warned before market opened on Monday that direction of stock was in doubt so you suggested a hold rating. Then on Monday, LMN increases 11% on decent volume for the stock. What gives? What positives do others see? Did 'new' news come out? I realize being an off shoot of CSU is a big plus.

Q: Hi 5i Team - A link from Yahoo Finance on news for Lumine today took me to Simply Wall Street which raised three concerns for the company: 1) Earnings have declined by about 80% per year over the past 5 years; 2) Shareholders have been substantially diluted in the past year; 3) There has been significant insider selling over the past 3 months.
For number 1) how reliable is this information especially considering Lumine has only been around for less than two years. In fact how reliable is any of this information including the website itself. Could you provide your reaction to each of these three concerns. Thanks.

Q: You were not very happy with LMN latest results. The stock has jumped and I was thinking of selling some shares. I own CSU, TOI, DSG, NVDA, KXS, Could I have some ideas on a stable growth name or do I add to a stock I already own.

Q: Hello Peter,
Unless i misunderstood, the results for Topicus were good when compared to Lumine Group, yet Topicus barely moved a needle and Lumine Group actually went up .. Could this be due to Topicus European focus and investors are not as comfortable with European markets? Thanks very much