Investment Q&A

Q: Dear Awesome team:

A different type of a question on the most frequently mentioned stocks on 5i !

Please "Don" your fancy Technical Analysis "Fedoras" !! Are we seeing clear signals of "Trend reversal" on one year daily charts?

Q: Greetings 5i team,
I see that CSU, SHOP, CLS and GIB.A account for about 83% of XIT but neither TOI nor LMN are held directly in XIT. Bit of a math question: if we were to break LMN and TOI out of CSU, what % break down of XIT would LMN, TOI and CSU (thus reduced) represent?
Thank you
SP

Q: Hi team,
I am curious about TRI, yet a bit critical at the same time as a growth stock. I see it is in the growth portfolio. In the last quarterly release, it just put out I see that overall revenue growth is only 3% or so. This number is not so appealing to me in a growth sense. However, the stock has been more than cut in half, and perhaps has good recovery potential with a decent dividend? I am trying to wrap my head around this name and if there is potential here buying it at these levels. What, if any are the catalysts to get the growth rate more than the current 3%? Do you see much upside for the name over the next few years? Would it be on your list as among one of the better buying opportunities out there in today's market? I already own the CSU family, and NOW but TRI seems to be beaten up even worse than most of those.

As a second question if you would be so kind as to touch base on...LMN is continually mentioned as having the most potential as a buy today in the CSU family. Is there any reason for this other than it is the smallest? LMN seems to consistently have the worst earnings numbers out of the 3, specifically in terms of organic growth. Is there a specific reason for choosing LMN over TOI for example in which TOI has superior organic growth numbers? Just trying to understand.

Thanks
Shane.

Q: Hi Again. Similar to my last question, with consolidation in mind, would you please rank the above holdings in order of "sell" to "keep".

Carl

Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!

Q: Can you comment on results from both WSP and TOI after calls (not sure if TOI has a call). Were there any surprises good or bad? Looking forward, where do you see each 6 months out?

Q: These 3 companies: STN; WSP; TOI reported year end and quarterly financials today. I'd be interested on your thoughts regarding the results for each and going forward. Three questions in one. Deduct as many credits/ points as needed. Thanks.
Robert

Q: Please comment on Topicus earnings.

Do you consider these results to help dissipate the AI related fears ?

Thanks

Q: Whatsoever the market expect from Topicus today for earnings?

Thx

Q: Hi 5i
I know you very much like the Csu group. If you had to sell one of CSU, LMN or TOI, which one would it be?
Thank .. Gilles

Q: in my grandsons acc i have lmn it is down 41% should i switch it for csu at this time

Q: Will you please let your members know if you see any significant insider buys from the Csu family as this could be the bell ringer for the bottom? What is a good site to track insider moves?

Thx

Q: We know that the market moves in advance of the stocks earnings as some say 3 to 6 months in advance. With these 3 stocks, is it possible that is happening, the market is talking to us and we are NOT listening?

Also, as stated before, could it be that if these stocks beat their earnings, that they may still go down with the reason that the market will feel that AI has not fully effected their earnings yet?

Thanks

Q: Hi Team, I've always found it hard to get accurate valuations on the CSU family. Can you provide, to the best of your capability, the current valuation of each for current fiscal and one year out? Also, where in your crystal 🔮 do see capitulation possibly occurring. Thanks for all you work!

Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?

Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim

Q: Of these beaten up software stocks, which 3 or 4 stocks would you choose, keeping in mind greatest return potential and not too much overlap between the picks. Thanks

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: please rate these companies in order of best buy for 5 year hold.
thanks
don

Q: What to do with $10864 in TFSA? At 74 years I exist on a public sector DB pension.

Transitioning my TFSA to be more growth focused. 14 holdings currently, major ones being BN, TRI, TFII, TVK, KXS, TOI, EQB, LMN, DSG, PNG, DRX, REAL, S, EGLX. Also have 41 equities in much larger balanced dividend growth non-reg account but Brookfield Group is pushing 15% of total portfolio with overall 65% Canada exposure. Overall below sector targets in consumer cycle, health, RE, Industrial, Utilities as well as International exposure.

Realizing you cannot get personal but I am looking for another viewpoint on how to use the funds in TFSA this year besides adding more Brookfield or software or financials. With available funds could only add 4 units of CSU anyway.