Investment Q&A

Q: Hello 5i,

We have listed a few Ugly Ducklings of the year below. Please rank the following stocks for purchase today with a longer-term view on growth.

CRM, MRVL, TRI, CSU, LMN, CROX, UNH, HD, GSY, FOUR, AVAV

Thank you for your sage advice.

D&J

Q: I am a conservative dividend investor. However I have about 3% of my investments in high risk high reward stocks all in a TFSA account. I have made adjustments to this account and am thinking of adding one or all of the listed stocks. Propel, Kneat, Lumine and 5N Plus. In what order would you purchase the 4 listed stocks and do you have any recommendations that you would purchase before these 4 for a high risk reward account.

Wayne

Q: What order would you buy today based on current prices?

Q: Follow-up comment re: usefulness of customer data in training AI agents, you say.... "The key of course is adapting quickly before customers even start to consider their own solutions." I do not share this view that customers with time can complete with LMN.

My point is the detailed data on vast numbers of customers within a vertical can not be replicated, and is the CSU/LMN/TOI superpower...to train AI agents specific to their customers needs. Customers could have all the human intelligence and time, but without the vast data to train the AI agent the result will be inferior.

Your reply implies a customer and LMN have equal capabilities to develop AI agents, my thesis is they are not.

All of this to ask 5i confirmation that your view is existing CSU data sets to train AI agents is not an 'essential' ingredient....and customers can 'equally' develop effective AI solutions for their business.

Q: Your thoughts on the below is much appreciated.

I understand Salesforce developed its own autonomous AI agent - Agentforce - I heard one 'expert' describe that this is special because the quality of the AI agent is determined by the quality of 'training data' the agent is fed. Salesforce apparently had unique data sets, their agent is working and their profit is now rising. Mark Leonard (CSU) during his webcast (few months ago) to discuss AI and the CSU business family - described their depth and understanding of thousands of businesses is not easily replicated....

I seems to me that LMN is well suited to take similar advantage. Your thoughts please.

Thanks again for your thoughtful replies.
Glenn

Q: Hello, Can you please share your thought on below scenario. LMN/PRL are my favorite. if you have any comments or suggestions please let me know

1. is it too late to sell LMN for Tax loss selling? take some loss for the tax? and switch to PRL ?and buy back after 30days?

2 just sell 50% of LMN? and switch to PRL ? and buy back after 30days?

3.do not go into switching game. just stay with investment

Thank you!

Q: Up > 100% on my BN position. Considering taking my profits to buy LMN (currently own TOI). Looking at 12 month hold of LMN with the possibility 2026 year end sell, redeploying back into BN. Essentially trying to capitalize on bounce back of LMN. Thoughts?

Q: Sold LMN for tax loss ~10 days ago and will buy back in ~20 days. Would TOI be a reasonable replacement in the meantime?

Q: hello 5i
Lumen group in Canada is up about 0.34 as I write but in the US (LMGIF) it is up over 7percent. I must be missing something. currency differences can't account for this. What am I missing?
thanks

Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!

Q: Hello,

I've noticed in recent exchanges a renewed interest in the CSU family. For a relatively conservative investor, wouldn't it be more prudent to focus on the parent company rather than spreading capital across all three companies in the group?

Thanks

Q: A number of Small/Mid caps seem to be finding a bottom and rebounding nicely over the last week.. I have small positions in these names, what order would you be adding to these names at current pricing? Is there any you wouldn’t add to?

Thanks
Tim

Q: I've developed my own list of tax loss selling candidates some of which are common to your list. In what order would you purchase and are there any that you would consider a value trap or worse?

Q: Thank you for the updated flash report. If you had to choose only one of these stocks at today's prices, which one would it be and why?

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Q: I am considering selling CSU and LMN to realize tax losses and then buy them back after 30 days. Do you see much risk in these companies gaining significantly in 30 days? Thank you

Q: Could you list a few Canadian company's to buy now that may come roaring back from this downturn?

Thank you.

Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy

Q: After being beaten down for several weeks, Lumine and Topicus shares jumped, Today (Tuesday), by 15% and 7%, respectively. Volume was not huge, but price action appeared to be good.

Do you think that this could be a sign of year end tax loss selling abating ? What would confirm this thesis ?

In theory, should it also help Constellation Software stock regain some strength ?

Both LMN and TOI are still down over 50% from their highs, but at least, it looks like a positive sign, as long as it does not reverse course.

Thank You