Investment Q&A

Q: I have a position in TOI and with the recent run, have some decent profit. You have mentioned a few times that TOI is expensive. Does it make sense to sell half my position and purchase LMN or do you think there is some positive momentum here and let TOI run a little more?

Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.

Q: Hello Peter,
What is happening to Ivanhoe electric? It is on a downward trend. I am thinking of selling my toi, and lmn, to invest in CSU as everyday i see csu ticking higher. Does this strategy makes sense? Also, with nice dividend history of fortis, why is it still so low whereas hydro one seems to be ticking higher. thanks very much

Q: I am considering starting new positions or adding to existing positions in a number of these companies. In What order would you purchase these companies, from first to last? Is there any of these companies you would not currently buy? Looking at 3 to 5 year timeline..

Apologies for number of companies!! Please deduct appropriately.

Thanks
Tim

Q: Hi Would appreciate comments on Topicus earnings. Is the stock priced well for adding at this level, in view of the results ? Thank You

Q: What should we expect/look for in earnings this afternoon? Thanks

Q: What is the max you would have for a combined weighting of CSU, TOI, and LMN in your portfolio?

Q: Good Morning

Anybody”Red Flags” with Topicus deferring their earnings release?

Thank you

Q: Good morning, could this idea from morgan stanley be good for topicus?

https://www.morganstanley.com/ideas/thoughts-on-the-market-european-equities?subscribed=true&dis=em_2024131_wm_5ideasarticle&et_mid=555779&et_mkid=&sfmc_id=159521626

Q: Equal weight with the noted companies. Would like to add a 6th with equal weight as well. Will set and forget for 10+ years. Can you please provide 3-4 possible compelling options. Ty.

Q: Hi group in light of the new export rules for LNG exports in the US would you sell ARC (750 shares) and replace it with TOU?(in theory TOU should have much better upside. Your thoughts please

Also should I trim LMN + TOI they are both sitting around 10 % of my portfolio...I recently trimmed BYD with the hope that on a pullback i can buy back all 3...What would be good levels to buy back in ...Thanks for your help

Looking for entry to Industrials, Materials, Health, Financials Consumer staples, Tech, Communications what's your top 2 picks in each sector. Could you please provide short explanation on why you are picking them

Deduct credits as necessary...thanks

Q: Would there be a dilution in DOO after the Bain capital deal ? How much ? Yahoo finance listed the earning report date for CSU as March 6 2024, and Feb 6 2024 for TOI. Is there a mistake ? Or is CSU going to give out some more good news ?

Q: Good day guys ,
Missed the bus on these 2 as they have went north .. what entry points would u suggest to start a position for a long term hold ..
thx
Mark

Q: Dear 5i,
I own CSU (10%), LMN (2.5%) and SHOP (4%) in my TFSA.Is it a good idea for me to increase LMN to 5% and SHOP to 6% to increase weight in the technical sector? Is it better to start a new position(s) such as KXS, DSG, or TOI? This is a small diversified TFSA, and protecting the portfolio with some growth is the main goal.
Thank you.

Q: Good Day,

I picked up CALF and HPS.A based on your last answer to my questions. CALF was EXACTLY what I was looking for in that space. HPS.A looks really intriguing, and despite the constant highs on highs providing a bit of apprehension, I think I'll look back later and be happy. Thanks.

Through looking in to NXT as an option, came across FLEX, which it was spun out from, as well as TOI (and CSU by proxy) when looking at LMN.

Would FLEX or NXT have a better future outlook and why? What would you rank the risk and growth potential for each? Are there any other companies like FLEX that you would recommend? Also, the Share price estimate for FLEX is showing a high of 35, which is significantly higher than current. are those pre-NXT spinoff estimates?

For LMN and TOI, same questions.

Q: Hi, Any thoughts on Topicus stock, breaking out of $98-99 level, to a high of $107, with 8% jump in past 2 trading days, on reasonable volume ? Do you believe that stock is getting re-rated along with CSU/LMN family. Both CSU and LMN are trading at all time highs. TOI's 52 week high was $110, June 29, 2023 with All Time High of $142 on Nov 3, 2021. Thank You

Q: The following is from a recent article in the G&M:

"Investors typically regard a cheap stock as one with a PEG ratio around 1. By that standard, many of the Magnificent Seven look to be reasonably priced.

Amazon (a PEG of 1.3), Alphabet (1.3), Meta (1.2) are on the borderline of cheap, while Nvidia (0.7) looks to be a downright bargain, according to calculations this week by Robert Armstrong of the Financial Times.

Microsoft (2.6) and Tesla (2.1) are somewhat pricey by PEG’s reckoning but not outrageous. Only Apple (4.6) looks like a true luxury item, perhaps because it’s perceived as a superbly managed, ultrasafe defensive stock."

What are the PEG ratios of SHOP, CSU, LMN, and TOI?

Thanks as always for your expertise.

Q: Is Topicus going to begin to aquire companies in in the US as reported by the TSS operating group?

Thx

Q: HI 5I, I like to reduce my tech stocks, I like to keep 5 of them (the ones with more stability) , the rest will sell to buy BN & COST (or any other suggestion) , I hate to let go some of them since they have provided me good gains , but I need peace of mind, and balance, I hate to be in your shoes with this question, please advice, thanks

Q: Everyone, I have held CSU since $110, bought LMN in September of 2023 and do not own any TOI (yet). Specifically, discussing the three names only in my overall group of stocks, my plan is to own 50% in CSU and 25% of each LMN and TOI. Any comments on the strategy. Clayton