Investment Q&A

Q: Hi

What industries and stocks would you recommend for the Current Market Condition?

Thanks.

Q: Thank you for your insightful reply on a concentrated core US portfolio. Although greater than 5% allocations in the 3 Canadian portfolios provide guidance on building a Canadian core portfolio, I would appreciate your reply focusing on some of the key differentiating criteria [such as compounders, duopoly] that you identified in your US selections. I assume CSU will be on the list, but uncertain as to he rest. As with your previous answer, please provide key rstionale and target buy prices.
Thank you

Q: I see my LMN shares in my brokerage account today from the CSU spinoff. What would you do with them? Sell? Hold? Buy?

Thanks

Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

Q: Has the lumine split from Csu occured?
IF so what is the prefix for "Lumine?

Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks

Q: Hi there,

CSU and BYD are probably the 2 best stocks over the last decade. Both have strong similarities also. If you were to pick a few stocks today that show similar promise, what would they be? Are there any future CSU and BYDs out there?

Thanks!

Q: I see CSU plans to spin out another company on a roughly 3 for 1 basis. I previously received an odd lot of TOI which I bumped up to an even 100 shares (much less than a full position for me). I'd appreciate your thoughts on how an investor (who does not need cash for the foreseeable future) might want to handle this group of companies. Is there any reason to keep them all?

Thanks in advance...

Q: Hi, The press release from Constellation Software, Today, confirmed filing of prospectus and spin-out date/payment of a special dividend-in-kind of 3.0003833 Lumine Group subordinate voting shares, for each common share of CSU held as of the record date Feb 16, 2023. Payment of dividend is expected to be on or about Feb 23, 2023. Lumine Group common shares will be listed on TSX Venture Exchange and are expected to start trading 30 days after completion of the acquisition of WideOrbit.

Based on the information available publicly as well as in the prospectus about WideOrbit and Lumine Group, with respect to their combined revenue/income and expected growth, what would be a reasonable multiple and intrinsic value of the newly listed company's shares. Also, in your view, what could be the initial trading range of the stock ?

What will be total number of o/s shares and % of new co. CSU will own after the spin out ?

Do you think, Lumine could be another growth stock to own like Topicus, another mini- Constellation Software ?

Thank You

Q: I believe insiders have been buying TOI around $70 in late December. Based on this, do you think the current $75 price is worth buying ahead of the Feb 7 Q4 earnings announcement?

Organic revenue growth seems to be down in the past year. Would there be a reason for this, and is it a cause for concern?

TOI is said to be the same size as CSU was in 2013/14. Are there some metrics that compare the valuation of TOI today to CSU then?....perhaps Price to Cashflow, or some better comparison? Or is this an apples to oranges comparison because of geographic operational differences?

Q: Peter; Any concern with CSU delaying fourth quarter results ? Thanks
Rod

Q: Hi please name 5 top growth stocks with high earning increase . Thanks.

Q: What do you think about L-T Buy and Holds on the above 6 stocks (ADSK, CSU, ATD, BRK.B, INMD, CNR)? Are there any that you would not buy at the present time? Purchases would be funded by new $ and selling DDOG and APPS? Would you be okay with parting with them as part of adding to the above?

Q: Which analysts cover CSU? The company website has no information on this.

Q: So I have added BN and GSY as more growth orientated stocks to my conservative ( banks, utilities, telecom, reits ) non registered account and now looking to add two of these seven names to the mix. Which look the most attractive regarding valuation, balance sheet and growth and why ? Thanks. Derek

Q: I hold CRWD (1.5%) and APPL (1.45%). My choices are: sell them both and purchase CSU; sell CRWD and buy more APPL; sell APPL and buy more CRWD. Which option would you recommend? Moderate risk; five year timeframe. Thank you.

Q: Good day all!
We currently have the above stocks on the tech side of our registered and non-registered portfolios. Looking to bring our portfolio in balance with recommended weights.
Can you please suggest 2 new stocks each for non registered and TFSA account that are good buys now. Dividends welcomed but not necessary.

Thank you

Roger

Q: Hi there,

If you had to pick 5 stocks that that you think will return the greatest returns 5 years out, which would they be in order? Not "yolo" names, but 5 stocks with good risk/reward, 5 years looking out.

Thanks!

Q: Hello 5i team,
Just curious about grading companies. CSU seems to be the best of the best in Canada in terms of the ideal stock.

What is missing from CSU that you do not give it an A+.

Andrew

Q: I currently have no tech holdings. Could you please give your 3 top recommendations given current conditions and if it would be best to take full positions now or maybe average in over the year.
thanks