Investment Q&A

Q: I'm confused about when it makes sense to do tax loss selling. I am down almost 30% in CSU and LMN. Does it make sense for me to sell and register the loss and possibly rebuy after the 30 day wait? I am an older senior and don't have a lot of time to patiently wait for recovery, and despite the speed with which it dropped, I suspect recovery will be much longer. My main confusion, I think, is not really understanding how tax loss selling actually works.

Q: Hi Peter, can I get your thoughts on Mark Leonard’s announcement not to stay as a board of directors of CSU. He is staying on with their PEMs strategy as an advisor. Does this change your view at all at how you look at the three companies and how do you think the market will react.

Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.

Q: Everyone, do you have access to who is buying Lumine? Is it professionals or individuals? Also what percentage of buyers are professionals? Clayton

Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim

Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks

Q: What are the lessons learned on these to avoid in future on the above stocks. All of these were unfortunately full positions over many years.

Q: Would it be possible for this group to be taken private with the low valuation of the stock?

Thx

Q: Re LMN - and the others like TOI and CSU - the question seems to be whether the software issue and the skills associated with the profession, are going to be needed or not going forward. On the one hand we have a supposedly intelligent party saying that the ladies and gentlemen who possess these skills will be toast (burned) once AI comes to fruition, facing an equally cogent view that these same parties will be in heavy demand, because they understand the intricacies associated with the application of artificial intelligence.

I do not know the answer to this riddle, but the value of a whole profession, the parties involved, as well as the worth of the corporations involved, appear to revolve around the answer, and the issue is meaningful from an investing standpoint. Would someone be so kind and address this question?

Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

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: Currently have LMN only now as 1% of the portfolio . Would you be comfortable making it 2% now? This is for a RESP and I will not need the funds for 10 years.

Thanks

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: Good Morning,
Looks like LMN had a really strong quarter? Toi also had a strong qrt and CSU reports on Monday. Hopeully the AI threat will start to diminsih .. although may take a few quarters of strength ?
thanks

Q: What does the market expect from these 2 next week?

Thx

Q: I own CSU, TOI, and LMN. What are your thoughts on the selling LMN to buy CLS for better long-term growth?

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: With all the beaten down stocks that are assumed to be "doomed" by AI (i.e. SHOP, TRI, etc.) what are your top 2-3 buying opportunities for an investor with a 5+ year investment horizon?

Q: I have some holdings in these stocks in non registered accounts at significant losses. At this time, would you recommend taking losses on these to trade for others? I don't mind switching sectors if you feel that future potential is understated, for example, compared to Shopify or Celestica or others.

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