Investment Q&A

Q: Hello Peter and team

To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf

Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?

And if so, at what point would you rather just own the kids and let the parent go, if ever?

Q: Can you provide your top 5 growth stock picks over the next 6-12 months and provide commentary on why each is worthy to make the list. Appreciate getting separate Canadian and US lists.

Q: The above holdings are in an RESP that won’t be required for at least 7 years. For new money, which sectors to add and a couple of suggestions please.

Q: Hi, Both LMN and TOI faltered post earnings, Thursday, pulling the parent CSU down to the lowest level of past several months of trading. What is your read through to CSU earnings, from these two reports, if that's an indication of some nature ? Thank You

Q: Hi 5i
Globe and Mail shows a "Canadian Insider" transferred in over 157 million shares of LMN, worth over $3.9 billion. When i saw that type of insider activity with Celsius it led to a few months of selling.
1) when big chunks of the company for example, LMN market cap is $9.6 billion, are "transferred in" does that usually portend an early investor is getting out/ moving on to next venture?
2) would such a large shareholder be CSU or the former CEO of Wideorbit or Titanium? I am wondering if those acquired company's CEOs plan to stay with LMN (corporate knowledge and development of business)- have there been any press releases in this regard?
TIA

Q: I am setting up an income RRIF and thanks for all your your answers to my questions. I would like to add one potential growth stock because that is me. It won't be a huge % say 3. Can you suggest a couple CAD and USD each? Thanks again. Dan

Q: Hello Peter,
Would it be a good idea to add to Topicus and Lumine group given their results? I was thinking to top it up to 5 percent weight each. . Thanks very much

Q: Could you provide your comments on the first quarter results please.

Q: Hello 5i,
On April 26 in an answer to a question from Rob you said LMN lost $2.8billion due to a non cash adjustment on CSU preferred shares conversion.
My question is: Will this event be repeated? If so, how often?
The optics of "losing" $2.8 billion generally doesn't sit well with investors.
Thanks
Dave

Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Q: hi 5i, these stocks are in my cash account , I need to sale 2 or 3 of them to raise some cash. I'm happy with all of them. but unfortunately have to sale. I'm thinking I could let go SMCI (since I have NVDA), VHI, and META. Or trim a bit of each. Your opinion please! thanks

Q: Hi, When is Lumine expected to report earnings and what are street estimates ? Thank You

Q: hi, just curious as to why LMN was not in your recent "10 CDN small cap companies..." report April 23, 2024?

Q: Hi 5i Team - Could you provide a summary of Lumine with answers to the following questions. A summary of its fundamentals including revenue, earnings, free cash flow, profitability, debt, cash on hand and anything else that might apply.

How much revenue and earnings growth is projected over the next year as well as over the next three and five years.

I believe the share count is around 256 million. How much of this is owned by Constellation Software, Insiders, and Institutional holders and how many are left over for the public float. Is it highly likely that they will never issue any shares.

My understanding is that one analyst follows this company. Is this accurate.

Lumine is my number one growth stock at this point. Do you share this opinion.

Thank you.

Q: Weightings and portfolio considerations aside, what BE stocks would you be most inclined to add to today? Thanks!

Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.

I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).

I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.

If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.

Thanks,

Terry

Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.

Tom

Q: What is your latest idea that you think is as good as when you initially identified LMN? Thank you!

Q: Hi team,

In your replies to questions you sometimes refer to "sleep at night stocks". Those above were so qualified, among others.
I would very much appreciate if you could provide a good list of such stocks at this point, both Canadian and U.S., in order of potential growth in 5 years or less, with a short comment summarizing your present view on each.

Please use as many credits as you see fit.

Gratefully,

Jacques IDS