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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: What effects do you see Artificial Intelligence having on Vertical Market Software companies , and specifically to CSU and its divisions? Is AI more or less of a threat to VMS than to horizontal software? How is CSU positioned for this massive technological transition?
Read Answer Asked by Youhut on November 27, 2023
Q: Hello, Lumine shares have rallied almost 20%, since TD initiated coverage on Nov 14, with a BUY rating and $28 price target. Based on its present valuation and growth prospects (5-10 years), vis-a-vis, CSU/TOI, would you be comfortable increasing current position size of 1.75%, even after the run up ? Or would you suggest to add to 3.50% TOI weight ? ( CSU, already being a large weight ). Thank You
Read Answer Asked by rajeev on November 24, 2023
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
Read Answer Asked by Fernando on November 23, 2023
Q: Your are in a contest with "Joe" to pick the best 10 stock portfolio over the next 5 years. Best total return wins. Must have 2 Canadian stocks from each of these categories : technology, energy, consumer, industrial, and small cap (max $1 billion Cdn market cap to qualify as small cap). Since you are pros, Joe got to go first. He picked SHOP and CSU in tech, SU and TOU in energy, ATD.B and QSR in consumer, BN and WSP in industrial and WELL and CTS in small cap (he's a 5i reader, so he knew to pick several of your best ideas). What 10 stocks are you going to select to try to beat him?
Read Answer Asked by Dan on November 22, 2023
Q: Would the 5i team be aware of any stock that would have a growth rating of 6 and higher along with a risk rating of 4 and lower. I'm needing to add 2 or 3 stocks (gems if any exists) to portfolio.
Thanks for your valuable service.
Gilles
Read Answer Asked by Gilles on November 21, 2023
Q: I have some funds to invest in my unregistered account for a 5 year hold and am considering the above stocks and ETFs. Please comment on the projected growth of these stocks and ETFs and rank the stocks for future growth.
Read Answer Asked by Don on November 21, 2023
Q: can you describe the step by step process used by LMN to acquire a VSM company ? do they give existing management shares of LMN or pay them a combo of cash and stock? does LMN assume debt when adding to the VSM portfolio?. does existing management continue to have a stake in the newly acquired VSM company ? if so what percent? are there non compete clauses? does existing management have a relatively free rein in future corporate decisions? thanks Richard
Read Answer Asked by richard on November 21, 2023
Q: Hello 5i Team,

Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.

Feel free to subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on November 20, 2023
Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.

Thanks inadvance
Read Answer Asked by Atchuta on November 20, 2023
Q: Which one of these 4 stocks would you add to a risk-on TFSA ? Any other stocks ? Thanks. Derek.
Read Answer Asked by Derek on November 17, 2023
Q: Finally.... 1st Analyst coverage from RBC capital Markets

" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "

Any comments on above ratings/reports ?

They seem to support 5i thesis on both companies.

Thank You
Read Answer Asked by rajeev on November 16, 2023
Q: I know you like all of the above for a TFSA - so do I - but need to raise some cash and am struggling with what to sell - is there one you would sell first? or maybe trim 2?
Thanks,
Terry

put as private but make public if you wish
Read Answer Asked by Terry on November 15, 2023
Q: For the listed companies, what would be your ranking in-terms of attractiveness if adding to a portfolio today?
Read Answer Asked by Andrew on November 13, 2023
Q: I bought CSU way back at $400 or so and (despite your advice), hate the idea of selling any more of a stock that seems to do so well month after month. At some point however, I need to reduce CSU again, and am wondering about putting some into LMN which you like as well. I have very small positions in both TOI and LMN, but so far neither has done much in comparison to CSU.

My question is, if CSU has "an event" that drags it down really badly, will the sister companies also get tarred with the same brush? Would I be better looking at something completely different like HPS.A?

Thanks for your advice - I have done well by it!
Read Answer Asked by Dave on November 09, 2023
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