Investment Q&A

Q: When does the bleeding stop on this stock, down 46% from it's $5300.00 high?
Are you still comfortable holding this stock?

thnx
Dave

Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!

Q: Hello Team 5i & Everyone,

Please share if you think this will be of help to other members (and not unintentionally hurt them), I thought that I would share what price levels I’m watching the CSU family at for a reaction. But at the end of the day it’s just a guess:

Lumine - It sold off the hardest initially, so it may recover first. There was a strong reaction as soon as the price action dropped just below $23. Someone likes that price and immediately bought enough to stop and reverse the sell off. Therefore, if the price action drops below $23 again I am going to watch and see what happens. What I would like to see is price go slightly lower than before and then bounce back up quickly like before, and maybe even start a bit of a rally.

Topicus - There was a strong reaction when price dropped just below $109 on Thursday that looks similar to Lumine’s $23 level on the chart, so I’m watching to see if the price action consolidates around the level that it is now. There’s also a gap fill at $104 that I’m also keeping an eye on.

CSU - I’m watching to see what the price action does if it gets down to the $2,700 (or even the $2,500) level and if there is a reaction around there.


A sell off this dramatic is like trying to stop a freight train, the same way the market sells off at the end of a bull run. It will take time, but as long as the fundamentals of the company justify it then institutional buyers will step back in at a price level that they like the potential risk/reward of and provide support for a bottom where they will start accumulating. When I see that, I will look at adding to my position. (Take a look at the chart for BCE if you’d like to see an example of this.)

Hope everyone is having a nice weekend!

Sandra

Q: Do you think we are close to the bottom for Constellation, Topicus and Lumine?

Q: Have you had a chance to read the New Year message from David Nyland (CEO of Lumine Group) published on January 14?
He clearly emphasizes that AI has moved from "concept to execution" within their ecosystem. It strongly reinforces the idea that AI is proving to be a true advantageous wind for their business environment.
I would love to hear your thoughts on how this disciplined execution might impact Lumine's margins in 2026. Thank you

Q: Hi,
These stocks continue to disappoint. Would you continue to hold or what would you consider a better replacement for them. Thanks.

Q: Have never owned CSU. Would this be good entry point. When do they report next. Anything unforseen happening or being dropped by investors.Thanks 5I

Q: Is there a reason why CSU is down 4% today. Is it a buy or a sell

Q: Are you seeing signs of capitulation in these names and are investors are throwing away these quality companies at discount prices? Looking at volume, we see some of the highest volume days around Jan 15th selloff. Is this the bottom and should we begin accumulating? Current positions are CSU 3.2%, LMN 2.6% and TOI 1.3%. These darlings once made up 10% of my total portfolio and is the selloff worrying to you at all or are you still fairly confident in their future looking out 3-5 years? Thanks!

Q: Which one of csu, Lmn is best for growth in price appreciation?

Q: Hi 5i team!

What are your top 5 US growth stocks that you feel comfortable buying today in the current climate irrespective of sector? I’m ok with a medium level of volatility.
Thank you!

Q: Hi
Between KTOS and KRMN which would be the pick today and why.
Thanks

Q: What do you think about this company now that the stock price has come back down? What is the forward valuation outlook, debt, management etc? Would you buy here/how much does it matter about the share lockup expiring soon?

Q: Any suggestions for a technology EFT that covers United States, Canada and Global

Q: Following up on question on January about the cost basis for TOI on shares I received from the spinout.

I have this problem in my own accounting for TOI or for any stock where I have sold at a value more than I paid for it. (Nice problem to have!). But how to I account for its growth.

Or more specifically, how do you account for its growth? I would like to be able to judge its performance. Questrade always seems to have a non-zero purchase price though it seems a bit arbitrary.

Kevin

Q: TOI is close to a new 12 month low today. What is your assessment? What factors are driving it down? Will it trade as CSU moves up and down or does it have a mind of its own?

Q: I don't really like the way this has broken down today. Any news out there?

Q: Hello any idea why TOI is down 8% on Wed at 3:30pm? Lmn is only down 1% .
thanks

Q: Hello team,

What do you think of CRM these days? It continues to fall most likely due to the AI fears?

Given their decent quarterly report in December, strong balance sheet, 2026 margin expansion and further adoption of Agentforce, insider buying activity (recently David Kirk $500k and Mason Morfit $25 million through his firm), CRM’s accelerated program to retire shares ($3.8 billion spent in the 3Q), and increased target prices from $340.00 (Goldman Sachs) to $430 (Citizens JMP), would you buy or hold?

Would you be concerned about competition from likes of Adobe (Firefly/GenStudio), Microsoft (Copilot) and Service Now (AI Agents)? Or are these products rather complimentary? What is CRM’s moat and how strong is it against encroachment by other giants?

Thank you for sharing your thoughts.

(I asked this question twice already in the first few days of January and then yesterday, but I didn’t get any reply. Perhaps the 3rd time is the charm. No worries though! I suspect it was my computer. I just wanted to wish everyone at 5i, the greatest investment advising team, the best for 2026 again!)

Q: Is it time to give META a break? I was looking for some growth and RDDT has been a great one. What do you think about taking my META allocation of 2% and adding it to RDDT to bring it to a larger position? I can revisit META another time. Or would you suggest keeping both…or taking the profit on RDDT and adding to META? Wayfair looks interesting as well.