Investment Q&A

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

Q: Good day guys ..
appears the market is content with their latest results . U mentioned hold after the release . Are u very comfortable “ long term “ . If so .. why not just buy and not hold . Dollar cost averaging would be a logical here would it not ?
Thx
Mark

Q: Are their earnings report, why is LMN up?

Q: Please comment on latest results released Nov 1 after close and going forward. Add or hold.Txs for u usual great services & views

Q: Finally investing into an RESP.
These are some of my choices I have come up with.
Decent plan?

Q: 18-24 month hold. In your opinion, which will perform better: LMN or TVK? And why?

Q: Hello 5i! Prices seem to be dropping on these over the past few days. Would you be comfortable buying them, and in which order please?

Q: Do you think this is a good entry point - price and timing for LMN Thansks

Q: Hi

Have LMN and TOI announced their Earning dates ? I have seen CSU for Nov 8.

Also, what are the street estimates ?

Thank You

Q: I have small positions in these stocks and I'm also overweight in Canadian stocks, so considering raising some cash to invest in U.S. and/or international stocks.

Please rate these in terms of whether to hold (and, if so, how much patience might be
needed) or sell.

Q: Hi. I need to generate some cash out of a portfolio holding these positions. Can you please rank the noted companies in terms of which you would sell now based on current valuations and outlook over the next 2-3 years?

Q: Hi team,

What are you favorite mid cap compounders in the Canadian market right now and why?

Thanks

Q: Good day everyone. My holding in the following companies represent 25.11% of my investment portfolio across 3 registered and 1 cash account:
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies

CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies

MLF 4.23 %

Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.

I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.

Much appreciated.

Q: Hello 5i team! I think I saw something like this a couple months ago, but if we talk about the Constellation team, what would your ranking of these three stocks be today, please? Thank you.

Q: What are the unloved companies that have strong businesses - ones that are poor short-term but good long term? I'm planning on buying a few t5ax-loss candidates.
John

Q: I plan to buy 1 or 2 of the subject stocks in a TFSA for a term hold (5 years or more unless something changes). I see each of these stocks as medium risk with good growth rates. Would you agree with my risk assessment? Please rank in your view of highest to lowest potential growth rates.

Q: Buy , Hold , Sell ???
Please provide some explanation.
Thanks. ram

Q: I hold NVDA (7.5%), VRT (7%), MSFT (5.5%), AMZN (7%), and GOOG (5%)- all up significantly in registered accounts. Question #1: what is the maximum weight you would be comfortable holding of each of these five stocks? Question #2: I also hold LMN (2.5%), which is barely above water. Deeply disappointed in its recent performance and considering replacing it with either ISRG or AVGO. That said, I'm concerned that adding AVGO puts too many eggs in the AI basket, given my other holdings. If this were your portfolio, would you opt to replace LMN with either ISRG or AVGO? Please explain why.

Q: I recently sold my NVEI shares (basically broke even over the highs and lows) and have some cash to deploy in my TFSA. I am looking for recommendations on some growth stocks (US or CDN) for 3-5 year hold minimum that have good prospects. I already own PRL and LMN and was thinking about ARM, AVGO, and NVDA. However, is it too late for these stocks due to their impressive gains over the last couple of years. Any other stocks to consider? Thanks for your feedback.