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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: Many software stock, such as CSU, sold off hard last quarter because of concerns about disruption by AI. Now that the these companies have all reported Q3 earnings, were there indications that this fear was misplaced? Or that AI is actually improving their earnings? Or is it simply too early to draw any preliminary insights?

Thanks
Read Answer Asked by Joel on December 04, 2025
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
Read Answer Asked by Jerry on December 04, 2025
Q: Similarly to the question asked by David regarding your Income portfolio, for B-E portfolio, what would be your top 10 stocks in the order you would buy. Based on anticipated total return (dividends + stock price increase) for the next five years expectations. I would also appreciate if you could add to these stocks your return expectations and risk ratios on the scale of 1 to 10, with 10 being highest. Thanks.
Read Answer Asked by Michael on December 04, 2025
Q: How would you know when CSU's price action has "settled" and that it is safe to add in? What indicators would you look for?


Price today is $3321.04. Morningstar gives CSU a fair value of $3,744.01. And it is a rare event in its history that CSU's price falls below its fair value.

Would you add to it today?
Read Answer Asked by Anh on December 04, 2025
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
Read Answer Asked by Charles on November 27, 2025
Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.
Read Answer Asked by Jacquelyn on November 26, 2025
Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.
Read Answer Asked by Yves on November 25, 2025
Q: Thank you for the recent flash update on several companies that have experienced a large decline in the last few months. Your reports reaffirmed the solid foundation of these companies. Also nice to see a bit of a bounce upward of these companies,
Thanks Stephen
Read Answer Asked by Stephen on November 24, 2025
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
Read Answer Asked by Terence on November 21, 2025
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
Read Answer Asked by Kathryn on November 20, 2025
Q: Could you list a few Canadian company's to buy now that may come roaring back from this downturn?

Thank you.
Read Answer Asked by Ross on November 20, 2025
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
Read Answer Asked by Nancy on November 19, 2025
Q: Please share your suggestions for 3 best index funds for TFSA as of today and non registered account for 5-10 yrs. What are your thoughts on CSU, GLY , SHOP to add as individual stocks. Thank you
Read Answer Asked by Seema on November 18, 2025
Q: Would u suggest one should add position to these stocks, or will dollar cost average is a better option. What would be a good entry price suggestion, thank you for your great service is this turbulent time
Read Answer Asked by DAVID on November 18, 2025
Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much
Read Answer Asked by Jane on November 17, 2025
Q: I am down 40% with LMN, with the recent sell offs of both CSU and LMN, would you see this as good opportunity to 1. DCA aggressively with LMN as we're expecting a bounce back in the near future. 2. DCA LMN moderately and open a new position in CSU to then hold both CSU and LMN 3. DCA slightly with LMN and open a bigger position with CSU.

Would you see owning both CSU and LMN as a good decision? Is there one you would own over the other?

I am a long term investor and not necessarily worried about the short term downfall we've experienced.

Thanks!
Read Answer Asked by Kevin on November 17, 2025
Q: Hi not impressed with NRGI am down 20% and have been invested since inception.

Also up 20% on ARX and even on TOU+ down 35% on LMN thinking of selling ARX and NRGI + LMN and buying more TOU and CSU/CLS What's your thoughts on this change going FWD
Read Answer Asked by Terence on November 14, 2025
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