Investment Q&A

Q: I have a total of 27% in technology and wonder if best to decrease this as I do not have consumer staples or consumer cyclical stocks. I am thinking of selling of GIB.A and CLBT. Would you sell these 2 stocks to bring the weight down or best to just trim some off the stocks listed. This is for a RRSP and I am more growth oriented.

Q: Hi, after holding CVE for awhile and being under water, I'm finally nearly breaking even. After the new MEG deal, I wonder what people might think about selling it to get into other 'growthier' stocks long-term (like SHOP, LMN, PRL, for example, but open to other ideas as well).
Thank you!

Q: If I buy the dip in gib.a, will I get more growth vs buying LMN for a 3-5 year hold? Thank you

Q: Do you think safe to buy LMN.V today since it has been dipped more than 10% from the highest price? Do you see any reason been dipped so much?

Q: Hello,

For 5i, are these three companies still part of the “buy and forget” category?

Thanks

Q: Good morning,

Could you please briefly comment on SE's recent results? As well, could you rank the potential buy order of these seven growth stocks today? Thanks,

Brad

Q: Most of my investing style is focused on Canadian high quality compounders and the US market using ETFs. I have really tried to drill in my head that drawdowns of 20-30% happen quite frequently to quality compounders for no significant reason other than they can randomly occur. I try my best to ignore them and focus on the long term future. My biggest holdings are CSU, TOI, and LMN. Instead of focusing on the current drawdown, where do you see these companies in a 5-10 year time horizon? Will CSU be able to acquire as many companies? Will it compound as quickly as it has before. Do you feel that TOI and LMN will be that faster growers in the future compared to CSU. What is the possibility of future spin outs for CSU? So far the 2 spin outs have worked well and followed CSU’s acquisition and incentive playbook.

Q: What do you think about the concept of AI, with the corollaries of ‘vibe-coding’ and lowered barriers to software creation, affecting the above businesses?
I hear an increasing number of guests on CNBC and posts on X predicting the ‘death of SaaS’ because of this.
The above companies all benefit from perceived niche software, and charge fees that reflect this. Is niche software not going to be so hard to penetrate in the future by new, cheaper entrants?
And will this actually have to happen to affect the share prices of the above at some point, but just the expectation of it happening? Thx.

Q: Please rank the following stocks to purchase today for greatest growth potential. Thanks

Q: Just wandering with this pullback,would this company be a screaming buy, a table pounding buy, back the truck up or just an attractive entry point lol Thanks Greg

Q: Hi 5i,

There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?

Thank you!

Q: So what's the story with these? They've really backed off over the past week. Are they not delivering up to expectations? Anything to be concerned with?

Q: Hello 5i
I am starting to move from a strong growth approach to a defensive position. I still want growth but a little less risk. I have a more less balanced portfolio and am in my mid seventies. I don’t need the cash and want to avoid dividends. Capital gains instead. I am thinking about increasing my holdings in the stocks mentioned above. What i am trying to figure out is what percentage of total port can I go up to with these. I already hold about 5 % of each. I keep thinking of your recommendation of holding only 5% in each stock. I would like to have more in these stocks for safety reasons. But, is it a good idea to do so? And up to what levels
Thanks as always for your excellent service
I asked a question earlier about percentages of a portfolio some big, stable companies could take. I neglected to add csu to the list. Possible to add it in ? Also, implicid in the previous question, if not clearly stated, is the question of what happens to the percentages of all the other companies, if these take 10 or more percent each?

Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?

Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.

Q: Good morning! Which of these two today, and why, please?

Q: Would you be comfortable adding after latest earnings release ?

Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?

Q: for a long term hold, which stock looks best to you - Lumine or Celestica. Many thanks

Q: Your thoughts please on the quarter? Thx

Q: I have some money to top up either LMN or TSU. Looking at a 3 to 5 year hold. Which one looks better at this point and why.
Thanks. ram