Q: I have a partial position in Constellation and Lumine and would like to top one up...which is better at this moment...long term investor....thanks for all that you do. Geoff
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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.
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Exchange Income Corporation (EIF)
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WELL Health Technologies Corp. (WELL)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Lumine Group Inc. (LMN)
Q: These 4 stocks , held in roughly equal amounts, constitute my TFSA , which holds my riskier , growthier companies. It’s early yet but could you give me 3 companies to review and follow before the next TFSA contribution.
Also, your choice of either PXT or TSU as potential picks. Thanks Derek
Also, your choice of either PXT or TSU as potential picks. Thanks Derek
Q: Hi, just wondering if you had a chance to listen to the AGM of these companies this morning. I listened to it and they discussed a whole range of topics. They're all down 2-4% today. I'm assuming investors have some concerns of rising competition, ease of capital deployment, M&A opportunities, lowering hurdle rates, etc. Any concerns or thoughts going forward and do you see them continuing to outperform over the long term? These are long term holds for me. CSU is my largest holding at 5.8%, followed by LMN at 5.2% and TOI at 2.2%. Do these allocations look reasonable or should I balance them all out more evenly? Thank you!
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Constellation Software Inc. (CSU)
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Knight Therapeutics Inc. (GUD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: HI,
I dont have any credits and if you can assist in answering the question would appreciate it. Is CSU, LMN, and TOI still buys at today's prices . At this point, Is Knight worth holding? Thanks for your service
I dont have any credits and if you can assist in answering the question would appreciate it. Is CSU, LMN, and TOI still buys at today's prices . At this point, Is Knight worth holding? Thanks for your service
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Royal Bank of Canada (RY)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Fortis Inc. (FTS)
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY)
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iShares Core MSCI Canadian Quality Dividend Index ETF (XDIV)
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Sonida Senior Living Inc Com (New) (CSU)
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Enbridge Inc (ENB)
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Lumine Group Inc. (LMN)
Q: I have above stocks in my RRSP I like to drop FFH and trim CSU LMN (i'm up 150% on both), like to add AD.UN DIR.UN or T, trying to increase my income as I'm retired, the idea is to preserve capital, is it a good time to add this new stocks ? thanks
Q: Everyone, CSU, LMN and TOI have the same company strategy. They exist in technology but different spheres. The management of LMN and TOI came from the CSU training ground with the same skill sets as CSU. Can one assume that LMN and TOI will grow at similar rates as CSU over the long term? Clayton
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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Canadian Natural Resources Limited (CNQ)
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Tourmaline Oil Corp. (TOU)
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Mainstreet Equity Corp. (MEQ)
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GFL Environmental Inc. subordinate voting shares (GFL)
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MDA Space Ltd. (MDA)
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Lumine Group Inc. (LMN)
Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help
Q: My LMN has become 4% of my portfolio - bought most at $17.50 minus the amount given my CSU. I have a 5% position in CSU and virtually no TOI. Sell some LMN to buy TOI? Just buy TOI or considered myself covered by CSU? Growth investor, 10 year horizon. What would you do if it were your account?
Q: Please suggest entry stock price for them. Thanks a million
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NexGen Energy Ltd. (NXE)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Sea Limited American Depositary Shares each representing one Class A (SE)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Vitalhub Corp. (VHI)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
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Nebius Group N.V. (NBIS)
Q: Good Morning,
For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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Canadian National Railway Company (CNR)
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Bank of Montreal (BMO)
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Fortis Inc. (FTS)
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First Capital Realty Inc. (FCR)
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Lumine Group Inc. (LMN)
Q: Hi Peter, I would like to get your opinion regarding a TFSA income portfolio with a bit of growth coming from Lumine. Can you give me your thoughts on dividend safety and dividend growth of the following. The objective is to use income in retirement and have a bit of growth. Dividends have been targeted at 4-5% as an average.
thank you in advance
thank you in advance
Q: Hi team,
What’s your take on Lmn’s quarterly results tonight ?
Thanks,
Shane
What’s your take on Lmn’s quarterly results tonight ?
Thanks,
Shane
Q: I would appreciate your thoughts on each of the three companies indicated. What do you currently think about them & would you consider each to be a "buy", "hold" or "sell" going forward? Thank you for your great service.
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Bank of Nova Scotia (The) (BNS)
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Canadian Natural Resources Limited (CNQ)
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Great-West Lifeco Inc. (GWO)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Canadian Utilities Limited Class A Non-Voting Shares (CU)
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Peyto Exploration & Development Corp. (PEY)
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WSP Global Inc. (WSP)
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Northland Power Inc. (NPI)
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FirstService Corporation (FSV)
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Toromont Industries Ltd. (TIH)
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Birchcliff Energy Ltd. (BIR)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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EQB Inc. (EQB)
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Olympia Financial Group Inc. (OLY)
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GFL Environmental Inc. subordinate voting shares (GFL)
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Topaz Energy Corp. (TPZ)
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Topicus.com Inc. (TOI)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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Lumine Group Inc. (LMN)
Q: Hit "enter" to fast on my last question. Looking for some ideas with the understanding you can't offer direct recommendations. I have 40 K to add to my non-reg account. I have full positions in all the pipelines, OLY, GWO, BNS, CU, NPI, BIR, PEY, TPZ, CNQ, PRL and BMO. I have no need for any income for at least five years, not opposed to going overweight if necessary, have lots of higher yielders so would perhaps benefit from some choices with capital gain and dividend growth potential versus just high yield.
Q: Q : Hello 5i team
Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?
Thanks
Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?
Thanks
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Exchange Income Corporation (EIF)
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Harvest Tech Achievers Growth & Income ETF (HTA)
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WELL Health Technologies Corp. (WELL)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Lumine Group Inc. (LMN)
Q: I hold WELL, LMN, GLXY , EIF in roughly equal amounts in my TFSA and they are approximately 5% of my total cash and RRIF portfolios. My initial TFSA set up was for small cap growth stocks as other portfolios are full of banks , utilities, pipelines etc. Am retired and have enjoyed playing the “ riskier “ side of my portfolios , but haven’t made much money at it ! Am looking at selling it all and buying HTA for its
10 % distribution while keeping me in a growth sector. I like the idea of getting some money NOW instead of waiting till I sell. What do you think of this approach ? Possibly split the portfolio with HTA and EIF ? If I sold in stages in what order would you sell ? Thanks Derek.
10 % distribution while keeping me in a growth sector. I like the idea of getting some money NOW instead of waiting till I sell. What do you think of this approach ? Possibly split the portfolio with HTA and EIF ? If I sold in stages in what order would you sell ? Thanks Derek.
Q: Hi,
I own very small position in CTS. There was a meeting on last Friday to vote on an offer for selling the company at C$5.50. The price at present is C$5.98. I will book 55% loss if I sell at this price of C$5.98. As a fresh eye what is your thought on
1) Sell the shares and invest it in CSU or Lumine to take advantage of this price weakness (I hold GIB and DGS) or
2) Waite until it is taken out by some one if this offer is raised or some one makes counter offer?
I am unable to make quick move to take advantage of this weakness of market.
Thanks
Piyush
I own very small position in CTS. There was a meeting on last Friday to vote on an offer for selling the company at C$5.50. The price at present is C$5.98. I will book 55% loss if I sell at this price of C$5.98. As a fresh eye what is your thought on
1) Sell the shares and invest it in CSU or Lumine to take advantage of this price weakness (I hold GIB and DGS) or
2) Waite until it is taken out by some one if this offer is raised or some one makes counter offer?
I am unable to make quick move to take advantage of this weakness of market.
Thanks
Piyush
Q: Hi 5i,
In which risk level would you place each of them?
CSU, LMN, TOI
High
Medium
Low
In which risk level would you place each of them?
CSU, LMN, TOI
High
Medium
Low
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Balanced Equity Portfolio (BEPORT)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: What stock in the balanced equity would you be buying into today for a long term hold (noting that you wouldn’t back up any kind of vehicle into this market)
Q: Any reason why these expensive tech stocks hold up so well today.?
Thx
Thx