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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: My wife owns the stocks above. She is looking to add 1 to 2 more stocks in the new year. Can you recommend a couple us and Canadian?
Read Answer Asked by sean on January 02, 2024
Q: Hello Peter,
I recently asked about Topicus and whether i should sell and move onto Lumine Group. You had indicated, given Topicus's valuation, there is no need to sell and move onto Lumine group as the valuation seems to be inline .. I do not want to take a loss but it seems that Lumine group is getting alot of attention. What do you feel is a good entry point for Lumine group as it looks like Topicus maybe just a slow steady stock.. Much appreciated.
Read Answer Asked by umedali on January 02, 2024
Q: Hi there,

I'm looking to put my 2024 TFSA money into once concentrated bet. This would be a longterm hold (ie: decades possibly, if the story keeps getting better). Do you think LMN would be a good name that would qualify? If not, what would currently be a better bet?

Thanks!
Read Answer Asked by Michael on December 23, 2023
Q: Hello Peter,
Any idea why topicus is not participating as much as lumine group. The stock seems to be held in the trading range in the low 90s. I thought the fundamentals for topicus was good.. I am still down on topicus and was wondering if i should take a loss and move onto to lumine group. Thanks very much
Read Answer Asked by umedali on December 23, 2023
Q: Hello Peter,
If i wanted to buy an ETF in India, which one would i be better off with? or am I better to put equal amounts.. Also, I was hoping topicus would replicate csu performance over long term ( i know it has not been in existence for very long but i am under water on topicus). Should i just forget TOI, and LMN, and stick to csu. Much appreciated.
Read Answer Asked by umedali on December 08, 2023
Q: What effects do you see Artificial Intelligence having on Vertical Market Software companies , and specifically to CSU and its divisions? Is AI more or less of a threat to VMS than to horizontal software? How is CSU positioned for this massive technological transition?
Read Answer Asked by Youhut on November 27, 2023
Q: Hello, Lumine shares have rallied almost 20%, since TD initiated coverage on Nov 14, with a BUY rating and $28 price target. Based on its present valuation and growth prospects (5-10 years), vis-a-vis, CSU/TOI, would you be comfortable increasing current position size of 1.75%, even after the run up ? Or would you suggest to add to 3.50% TOI weight ? ( CSU, already being a large weight ). Thank You
Read Answer Asked by rajeev on November 24, 2023
Q: Hi 5i, 95% of my rrsp account are in the above stocks , recently I trimmed technology to add BNS TFII QSR BN VFV , before it was very-highly tech oriented, now I'm looking to preserve capital and get a bit of dividends, Am I in the right track, looking to start withdrawing in the next 2 years, they all are between 8 to 12% of portfolio. Any suggestions for me. Grateful to 5i!
Read Answer Asked by Fernando on November 23, 2023
Q: Hello 5i Team,

Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.

Feel free to subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on November 20, 2023
Q: My wife took early retirement with DB plan. Her RRSP and TFSA are well diversified. She has enough money to invest in about 10 companies. This money is not needed in foreseeable future. However, a small dividend is appreciated along with capital appreciation. It will be invested in a regular account. Can you please suggest top 12 companies.

Thanks inadvance
Read Answer Asked by Atchuta on November 20, 2023
Q: Finally.... 1st Analyst coverage from RBC capital Markets

" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "

Any comments on above ratings/reports ?

They seem to support 5i thesis on both companies.

Thank You
Read Answer Asked by rajeev on November 16, 2023
Q: I need to dispose of a stock or two to fund my wife's RMD. Which of the above would be your first choice to sell; please pick 2 or 3 in order of least upside.
Thanks,
Read Answer Asked by Claus on November 14, 2023
Q: I bought CSU way back at $400 or so and (despite your advice), hate the idea of selling any more of a stock that seems to do so well month after month. At some point however, I need to reduce CSU again, and am wondering about putting some into LMN which you like as well. I have very small positions in both TOI and LMN, but so far neither has done much in comparison to CSU.

My question is, if CSU has "an event" that drags it down really badly, will the sister companies also get tarred with the same brush? Would I be better looking at something completely different like HPS.A?

Thanks for your advice - I have done well by it!
Read Answer Asked by David on November 09, 2023
Q: How does Roper compare to CSU? Thanks.
Read Answer Asked by Sandra on November 08, 2023
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