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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: Good afternoon 5i
You just replied to a a question regarding lmn or csu, saying that you thought buyers would be rewarded at the current price. I want to put pretty reliable but also growth stocks in my tfsa. Today would you have a preference amongst these three for buying today? Just for context, i have a full position in csu and half in the otjer two
Read Answer Asked by joseph on October 17, 2025
Q: Good Day,

With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?

It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?

Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?

No need for megacap names, I'm well represented there.

Thanks!

James
Read Answer Asked by James on October 16, 2025
Q: Good morning Peter and Team,

Even with its recent decline, but as long-term holders, CSU is our top allocation with 11.53%. I also note that National Bank has revised its rating to “Sector Perform” from “Sector Outperform”.

If this was YOUR account, would you trim CSU? (Portfolio Analytics suggests that our Technology allocation should be 15%, but it’s presently at 18.08%).

Thanks as always for your assistance.
Read Answer Asked by Jerry on October 15, 2025
Q: Is recent question I asked was only partially answered. The question was asked by Tim on Oct 8. Here is your response:
Our top five for a growth investor with a long-term timeframe would be: SHOP ($220 if possible), BN ($91-$93), TRI ($190 to $200), CSU ($3800), TD ($105 to $110) /BNS ($85).

The part of the question not answered was whether these large cap stocks would be suitable for a tfsa. I have been using small caps mostly, but now am wanting to get more conservative. Thanks very much
Read Answer Asked by joseph on October 10, 2025
Q: I noticed that in a recent question about the five best large cap stocks, CSU is in the lineup. Does that mean that all of your concerns about this company have been eased? Also, as I am growing more conservative in my tfsa I am wondering whether you would see all or some of these companies, despite being large cap, therefore less growth, as good candidates for a tfsa?
Thanks for the great service
Read Answer Asked by joseph on October 10, 2025
Q: Hi Team,
I'm considering selling CSU and TRI for capital loss. Do you see these two moving up significantly in the 30 day waiting period? Would you re-buy both after 30 days or move the funds elsewhere?
Thanks
Read Answer Asked by Marco on October 09, 2025
Q: You mentioned CSU year end tax selling as probable. Do you feel the same on TOI & LMN? How do you like these as a current discounted purchase? Especially if you were to leave as a 10 year hold.
Read Answer Asked by Chris on October 09, 2025
Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?

Thank you
Tim
Read Answer Asked by Timothy on October 08, 2025
Q: I am under water in these three companies, should I keep holding them or should I sell them.
Read Answer Asked by Dorothy on October 07, 2025
Q: Hello Team,
Could I have two sectors you recommend right now, and two Canadian names in each sectors please.
Many thanks!
Read Answer Asked by Issaku on October 03, 2025
Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?
Read Answer Asked by jacques on October 02, 2025
Q: I have a glass half-full CSU question.

The valuation of CSU has compressed due to concerns about AI and CEO departure for health reasons. What about the valuation of the thousands of smaller companies that CSU targets for acquisition? Will these much smaller companies undergo even greater AI related valuation compression, and offer truly excellent, perhaps generational, opportunities for CSU to acquire? I would think that if small software companies are worried about loosing to AI, it would become a buyers market and CSU could selectively capitalize on the opportunity.

Appreciate your thoughts. Thanks
Read Answer Asked by Joel on October 02, 2025
Q: CSU has faced investor concerns recently, primarily due to the CEO’s resignation and rising competition in the AI space. However, I noted that two senior insiders purchased over $1 million worth of shares during the September decline. That typically signals confidence in the company’s fundamentals.

While AI competition is a valid concern, it may not be as disruptive as initially anticipated. The stock rebounded yesterday following the news, and I’ve initiated a position by acquiring one-third of my intended allocation.

Would be interested to hear your perspective on CSU’s outlook. Thanks.
Read Answer Asked by Esther on October 02, 2025
Q: unfortunately you did not answer the previous question in its entirety. ( may not have been clear enough)

I was looking to get guidance on selling some winners and losers (no suggestions were given on the losers)with the goal to buy more CSU,LMN,TOI,(once in a lifetime opportunity or proceed with caution ?

How would you view this strategy and in what order and price would you add to the 3 of them or 2 or 1 as you seen the opportunity

Thanks for your help
Read Answer Asked by Terence on October 02, 2025
Q: Hello,

I appreciate you keep the pulse and providing updates on CSU & co.

Could you provide:

1) Earnings performance last 3 quarters: hit, miss or beat.
2) trailing, current and forward PEG ratios

On all of the above

Thank you
Read Answer Asked by Delbert on October 01, 2025
Q: Hello,

I focus mainly on the balanced portfolio, but own stocks from each of the other 2 portfolios. Could you list and rank the top 3 or 4 from each on attractiveness to buy now.

Thank you
Read Answer Asked by Delbert on September 30, 2025
Q: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.
Read Answer Asked by Adam on September 30, 2025
Q: Hi Peter, I thought I finally had a winner with CSU. I have 7 shares and it was nice when they were close to 5000.00, thinking they might go higher. It's always hard to sell the winners. Even though I still have a bit of a gain is it time to forget about this high price for CSU. I know you can't predict the future but how low could this go, it's not going to be another Nortel, or drop down to 500 or 700 is it? Would it be a good time to add or sell. Can you give us some encouragement or some guidance with this. Much appreciated.
Read Answer Asked by Nick on September 30, 2025
Q: Hi 5i, here goes another CSU family Q.


Yesterday you mentioned a 10% drop would not surprise you. Well it's here. Based on your ability to use Bloomberg and other valuation tools, where do see the next floors down in the elevator so to speak. And based on these two events in the past week, how long will the family be in the dog house? Also I'm asking this on the assumption you are still fans. Thx.
Read Answer Asked by Christopher on September 30, 2025
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