Investment Q&A

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

Q: Lumine has been a "disaster" for me. Worst performer in my portfolio, by far. Yet your conviction for the company remains strong. Can you please explain why you continue to feel bullish about the company & if you would hold or gradually buy more at the current price? Thank you.

Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!

Q: I own no Tech. What would be your 5 best company and/or ETF choices listed in Canada. Thanks, great service.

Q: When does Lumine Group report and what are the estimates ? Thanks

Q: Hi 5i
I've taken quite a beating on LMN in a registered account - down approximately 60% on the $25K flyer I took on it back when it traded in the $50 range.
I can afford to carry it awaiting a recovery, but I also think if a recovery is not imminent, I would like to take my losses and put what remains of the 25K to work elsewhere - perhaps in CNQ, TVE or WCP where capital appreciation and income are both realistic over the next couple of years.
What do you think - and if the premise is good but you have better ideas that CNQ, TVE or WCP please advise.
Thanks, 5i,
Peter

Q: Hi 5i
I know you very much like the Csu group. If you had to sell one of CSU, LMN or TOI, which one would it be?
Thank .. Gilles

Q: in my grandsons acc i have lmn it is down 41% should i switch it for csu at this time

Q: Will you please let your members know if you see any significant insider buys from the Csu family as this could be the bell ringer for the bottom? What is a good site to track insider moves?

Thx

Q: We know that the market moves in advance of the stocks earnings as some say 3 to 6 months in advance. With these 3 stocks, is it possible that is happening, the market is talking to us and we are NOT listening?

Also, as stated before, could it be that if these stocks beat their earnings, that they may still go down with the reason that the market will feel that AI has not fully effected their earnings yet?

Thanks

Q: Hi Team, I've always found it hard to get accurate valuations on the CSU family. Can you provide, to the best of your capability, the current valuation of each for current fiscal and one year out? Also, where in your crystal 🔮 do see capitulation possibly occurring. Thanks for all you work!

Q: You guys must be getting annoyed with all the questions on these companies, but I will press my luck with one more from a slightly different angle. I own them and I am trying to determine how low they go if earnings and commentary show any kind of slowdown. I am trying to better understand the risk/reward in continuing to hold versus just stepping aside until there is a clear reversal in trend. I am thinking that if there is no growth or a reduction in sales and earnings these could still fall much further, and I am hoping for your thoughts on how much.
Thanks